Civil Litigation & Trial Skills

Live Online

Premises Liability Cases: Ultimate Checklist and Resources Guide for Paralegals

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Pending 6 Total
New Mexico Paralegal Division, State Bar of Pending 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
Live Online
6 hours
Greggory Jacobs
Joshua Offenhartz
Fritz Wilson
Mark Broderick
Emily Behn
Eleanor Davis
Erica Walburg
With Greggory Jacobs from Baker, Donelson, Bearman, Caldwell & Berkowitz, PC + 6 others

Thu, Nov 19, 00:00 AM – 00:00 PM

Product ID 102637

Register For Course

Course Includes
$319

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.


or
Upgrade to IPE Unlimited Pass and Get This Course
$69/Month

Overview

The Premises Liability System Your Firm Has Been Missing

You don't need to start from scratch. This program offers fifty-plus checklists, forms, and templates covering every case type - from slip and fall to toxic exposure. Whether you're brand new to premises liability cases or just tired of reinventing the wheel, this resource pack gives you the system to walk into any case well prepared. Less scrambling, fewer gaps - register today!

  • Know exactly what to ask, what to preserve, and what to document from the moment a case comes in.
  • Move from investigation to demand to trial prep without dropping the ball.
  • Don't let deadlines catch you off guard.
  • Keep discovery, liens, experts, and damages organized.
  • Handle any fact pattern - slip and fall, dog bite, negligent security, and more - with the right forms already in hand.
  • Review medical records and build chronologies faster and with less stress.

Abbreviated Agenda

  1. Universal Premises Liability Case Support Templates: Part 1
  2. Universal Premises Liability Litigation Support Templates: Part 2
  3. Medical Records Cheat Sheets
  4. Slip, Trip, and Fall Case Forms
  5. Government Property and Municipal Liability Forms
  6. Negligent Security Case Forms
  7. Swimming Pool and Recreational Injury Forms
  8. Dog Bite and Animal Attack Forms
  9. Construction Site, Premises Hazard, and Toxic Exposure Forms

Can't Attend Live?

Pre-Order the OnDemand

We will notify you when the ondemand recording is available.

Product ID 102637

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Pending 6 Total
New Mexico Paralegal Division, State Bar of Pending 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in
  1. Universal Premises Liability Case Support Templates: Part 1

    1. Master Premises Liability Checklist
    2. Universal Intake Questions
    3. Deadline/Tolling Worksheet
    4. Preservation Letter
    5. Digital Evidence and Surveillance Forms
    6. Insurance Coverage Chart
    7. Witness Contact Tracker
    8. Damages Calculator Spreadsheet
    9. Lien Tracking Spreadsheet
    10. Demand Package Checklist
  2. Universal Premises Liability Litigation Support Templates: Part 2

    1. Pleadings
    2. Discovery Forms and Tracking Log
    3. Expert Retention Checklist and CV/Report Log
    4. Mediation, Settlement, and Trial Preparation Checklists
    5. Exhibit Index Template
    6. Visual Demonstrative Templates
  3. Medical Records Cheat Sheets

    1. Medical Authorizations and Requests
    2. Provider Tracking Sheet
    3. Medical Record Management Tools
    4. Review Cheat Sheet
    5. Chronology/Summary Templates
  4. Slip, Trip, and Fall Case Forms

    1. Universal Slip, Trip, and Fall Case Forms
    2. Retail Store and Merchant Liability Slip-and-Fall Forms
    3. Hotel Slip-and-Fall Forms
    4. Rental/Common Area Fall Forms
  5. Government Property and Municipal Liability Forms

    1. Notice of Claim Deadlines
    2. FOIA/Public Records Requests
    3. Sovereign Immunity Analysis Worksheets
    4. Supplemental Government Liability Litigation Tools
  6. Negligent Security Case Forms

    1. Negligent Security Intake Form
    2. Prior Incident Investigation Worksheet
    3. Police Report Request Template
    4. Security Footage Preservation Letter
    5. Security Staffing and Lighting Checklist
    6. Witness Interview Form
  7. Swimming Pool and Recreational Injury Forms

    1. Recreational Injury Intake Form
    2. Pool Inspection Checklist
    3. Maintenance and Inspection Records Request
    4. Lifeguard Certification Request
    5. Warning Signage Documentation Form
    6. Code Compliance Worksheet
  8. Dog Bite and Animal Attack Forms

    1. Animal Attack Intake Form
    2. Prior Bite History Investigation Worksheet
    3. Vaccination and Veterinary Records Request
    4. Animal Control Records Request
    5. Leash Law Compliance Checklist
    6. Insurance Investigation Form
    7. Damages Documentation (Injury Photo Log, Scarring Progression)
  9. Construction Site, Premises Hazard, and Toxic Exposure Forms

    1. Construction Hazard Investigation Checklist
    2. OSHA Records Request Template
    3. Contractor Identification Worksheet
    4. Site Inspection Checklist
    5. Safety Violation Tracking Log
    6. Equipment Inspection Request
    7. Toxic Exposure and Environmental Hazard Forms (Exposure Intake, Environmental Testing, Air Quality/Mold)

Who Should Attend

This basic level course will provide attendees with resources to confidently navigate premises liability cases. Those who should attend include:

  • Paralegals
  • Legal Assistants
  • Legal Support Staff

Speakers

Greggory Jacobs
Greggory
Jacobs
Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
Joshua C Offenhartz
Joshua C.
Offenhartz
Offenhartz Law PLLC
Fritz V Wilson
Fritz V.
Wilson
Best, Vanderlaan & Harrington
Mark Broderick
Mark
Broderick
Amundsen Davis LLC
Emily M Behn
Emily M.
Behn
Amundsen Davis LLC
Eleanor Davis
Eleanor
Davis
Amundsen Davis LLC
Erica Walburg
Erica
Walburg
Amundsen Davis LLC
Speaker bio
Greggory Jacobs

Greggory Jacobs

Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
Greggory Jacobs

is a shareholder at Baker, Donelson, Bearman, Caldwell & Berkowitz, PC in the Fort Lauderdale office. He assists clients across a variety of industries in complex tort matters, including commercial litigation, product liability, construction defects, premises liability, professional liability, and insurance coverage matters. Mr. Jacobs represents clients in state and federal courts across Florida. He earned his B.S. degree from Florida State University and his J.D. degree, cum laude, from Florida State University College of Law.

Speaker bio
Joshua C Offenhartz

Joshua C. Offenhartz

Offenhartz Law PLLC
Joshua Offenhartz

is an attorney with Offenhartz Law PLLC. He is a business attorney who represents clients in the finance, medical, construction, real estate and culinary industries. Mr. Offenhartz has significant experience managing all phases of litigation, including preliminary investigations, discovery, depositions, settlement negotiations, mediation, motions for summary judgment, trial and appeals. Additionally, he serves as outside counsel for several small, medium and growing businesses that need day-to-day legal advice for their growing companies. Mr. Offenhartz is a member of Madison School District's Financial Advisory Board and a board member of the Desert States Region of Jewish National Fund. He supports the Phoenix Art Museum as a member of the Men's Art Council, and helps others by volunteering with Big Brothers and Big Sisters of Arizona, Saint Mary's Food Bank and the Wounded Warrior Project. Mr. Offenhartz earned his B.S. degree in public administration from the University of Arizona, and his master's and J.D. degrees from Arizona State University. He is licensed to practice law in Arizona; Southern District Court, District of Arizona; and Southern Court of Appeals, Ninth Circuit.

Speaker bio
Fritz V Wilson

Fritz V. Wilson

Best, Vanderlaan & Harrington
Fritz Wilson

is a partner at Best, Vanderlaan & Harrington. He handles a wide variety of civil litigation matters, including the defense of individuals and businesses in trucking, medical malpractice, automobile, construction, and premises liability claims as well as the defense of local public entities. He also focuses on defending institutional clients in commercial litigation and employment claims. He is an experienced trial lawyer who has successfully resolved multiple complex and high value cases through trial or dispositive motions. He has tried numerous cases to verdict in state and federal court. He has also negotiated numerous favorable settlements on behalf of the firm’s insurance and business clients. He was recognized as an Emerging Lawyer by the Leading Lawyers publication in 2015. This recognition is determined by surveys conducted by Leading Lawyers across the state.  An Emerging Lawyer is under the age of 40 or has been practicing less than 10 years and who shows promise to be one of the future’s leading lawyers. Less than 2% of lawyers in Illinois are selected to receive the designation of Emerging Lawyer. He  obtained his Bachelor of Science degree from Northwestern University and obtained his J.D. degree from George Mason University School of Law. While in law school, he participated in the George Mason Moot Court Board and Trial Advocacy Association, and was a finalist in George Mason’s 2002-2003 Moot Court Competition. He also received an award for legal writing. Prior to entering law school, he interned at the White House in Washington, D.C. He is admitted to practice in the State of Illinois and the United States District Court - Northern District of Illinois. He is a member of the American Bar Association, Illinois State Bar Association, Chicago Bar Association, and various other professional associations.

Speaker bio
Mark Broderick

Mark Broderick

Amundsen Davis LLC
Mark Broderick

is a partner at Amundsen Davis LLC. He is a dedicated litigator who has more than 30 years of experience in the courtroom. Mr. Broderick has successfully tried cases to verdict in Wisconsin and Illinois. He explores all possible options for the resolution of a client's legal matter until that matter is solved. As an attorney with an insurance claims background, Mr. Broderick understands the responsibilities of insurance executives, risk managers, and representatives and works hard to ensure that each litigation plan is carefully built and faithfully executed. He often counsels and provides seminars to corporate clients on matters of risk assessment, risk management, and litigation strategies. Mr. Broderick handles matters related to assisted living/long-term care, construction defects, professional liability, products liability, premises liability, and employment law. He also handles matters involving general torts, contracts and corporate related disputes. In the past, Mr. Broderick has handled large cases, including wrongful death cases, multi-million dollar personal injury cases, and large loss fire cases. In addition to being an experienced litigator, he is a trained arbitrator and presides over arbitrations for the 19th Judicial Circuit Court in Lake Country, Illinois and for private litigants. Mr. Broderick serves as faculty for the trial academies at Amundsen Davis and the Illinois Defense Trial Counsel (IDC), teaching young lawyers their way around the courtroom. He earned his B.A. degree from University of Notre Dame and his J.D. degree from Western Michigan University - Thomas M. Cooley Law School.

Speaker bio
Emily M Behn

Emily M. Behn

Amundsen Davis LLC
Emily Behn

is an attorney at Amundsen Davis LLC. She is a natural storyteller. Ms. Behn always knows the facts, pays attention to the details, and, most importantly, knows how to communicate complex ideas in a way that makes sense. She leaves no box unchecked when advocating for her clients. As a member of the firm's Business Litigation Service Group, Ms. Behn provides guidance on a variety of commercial litigation matters including construction disputes, contract disputes, and inheritance litigation. She earned her B.A. degree from University of Missouri and her J.D. degree, cum laude, from University of Wisconsin Law School.

Speaker bio
Eleanor Davis

Eleanor Davis

Amundsen Davis LLC
Eleanor Davis

is an attorney at Amundsen Davis LLC. After several years as a human resources professional, her desire to make a positive impact on her community led her to pursue a career in law. As a curious and logical individual by nature, Ms. Davis enjoys creative problem solving and thinking outside of the box as a litigator. Her former profession allows her to understand how her work impacts organizations as a whole and lead with empathy in building relationships with her clients. As a member of the firm's Business Litigation Service Group, Ms. Davis provides guidance to businesses across industries on a variety of issues and disputes, including breach of contract and premises liability matters. She earned her B.A. degree from Ripon College and her J.D. degree, cum laude, from University of Wisconsin Law School.

Speaker bio
Erica Walburg

Erica Walburg

Amundsen Davis LLC
Erica Walburg

is an attorney at Amundsen Davis LLC. Despite advocating for fellow students as early as elementary school and working with administration through college to create fairer housing for students, her legal career did not officially begin until after a decade in the publishing industry. Ms. Walburg believes that the right path is not always straightforward, but thinking outside the box can result in unconventional yet effective solutions. Through seemingly disparate careers in the arts and with the U.S. Department of Veterans Affairs, she has cultivated strong communication and creative problem-solving skills to become a multi-faceted and capable advocate for clients. As a member of Amundsen Davis' Business Litigation Service Group, Ms. Walburg represents clients on a wide variety of matters including personal and workplace injury, professional liability, contract disputes, and trademark infringement. Her work spans industries including transportation and logistics, health care, commercial litigation, and cybersecurity & data privacy. Ms. Walburg earned her B.A. degree, magna cum laude, from Washington College and her J.D. degree, magna cum laude, from Marquette University Law School.

Top FAQs

What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.

How do I access my courses?

Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.

Do you have options for attendees who are deaf or hard of hearing?

Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.

Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.

When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

Have more questions? Please Contact Us