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How to Start, Build, and Run a Successful Physician Life Care Planning Practice, February 7-8, 2019, Clearwater Beach, FL


Product Description

Life care planning is a highly lucrative endeavor which can supplement or replace your clinical income.  Life care planning can be performed by physicians, nurses, psychologists and other healthcare professionals. More and more, however, life care planning is being performed by physicians who are often preferred by attorneys. Serving as a physician life care planner typically consists of assisting plaintiff or defense lawyers by documenting the needs of an injured person and opining on the costs required to meet these needs over the course of the injured litigant’s lifetime. Physician life care planning assignments are labor intensive and often result in total fees in the five figure range billed at $300-$600 or more per hour. Best of all, physician life care planning does not require an active clinical practice, is not limited by specialty, does not involve testifying against other physicians on the issue of standard of care, and most work can be done from a home office. Attendees should be able to start serving as a life care planner after completion of this course. This unique and all new course will not be offered again in 2019. 

The Sandpearl Resort, Clearwater Beach, Florida
Thursday–Friday, February 7-8, 2019

Click here for a PDF of the brochure 


Explain the methodology to employ and develop an accurate, defensible life care plan
Describe how to assemble and review the medical and other records you will need to review
List best practices for conducting the life care plan interview and examination
Determine the functional ability and impairments of the injured person
Determine future medical needs of the injured person
Describe best practices for assessing and researching the cost of the examinee’s needs
Draft a powerful, persuasive, and defensible life care plan
Defend your life care plan at deposition and trial
Avoid common pitfalls
Describe numerous techniques to market your life care planning practice to attorneys and others
Acquire the skills to start serving as a physician life care planner 

Registration Information: Tuition is $1295 until November 18, 2018; $1395 November 19, 2018 – January 15, 2019; $1495 after January 15, 2019 and includes continental breakfast and lunch with faculty each day and a detailed conference manual. Register early and save.

Continuing Education Information: SEAK, Inc. is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education for physicians. SEAK, Inc. designates this live activity for a maximum of 14 AMA PRA Category 1 Credit(s)TM. Physicians should claim only the credit commensurate with the extent of their participation in the activity. 

LOCATION/HOTEL ACCOMMODATIONS: A limited block of rooms will be available at special rates at the site hotel, the AAA Four Diamond Sandpearl Resort (www.sandpearl.com) ($234+tax single or double occupancy) in Clearwater Beach, FL. This rate includes access to the fitness center as well as internet access in your room. Rooms are limited and this rate expires on January 15, 2019so you are encouraged to make your reservations as soon as possible. To make your reservations please call 877.726.3111 and mention that you are with SEAK, Inc.

Alternative Hotel Options
There are a number of options within a close distance to the Sandpearl Resort: 

Hotel Cabana Clearwater Beach
669 Mandalay Ave
Clearwater Beach, FL 33767
From $152 + per night
.5 miles from conference hotel

Pier House 60
101 Coronado Dr.
Clearwater Beach, FL 33767
From $217+ per night
.5 miles from conference hotel

Fairfield Inn & Suites
650 Bay Esplanade
Clearwater Beach, FL 33767
From $209+ per night
.5 miles from conference hotel

Hyatt Regency Clearwater Beach Resort and Spa
301 South Gulfview Blvd
Clearwater Beach, Florida, 33767
From $284+ per night
.6 miles from conference hotel

Clearwater Beach Hotel
504 S Gulfview Blvd
Clearwater Beach, FL 33767
From $146+ per night
1.0 mile from conference hotel

Holiday Inn Clearwater Beach
521 S Gulfview Blvd
Clearwater Beach, FL 33767
From $170+ per night
1.0 mile from conference hotel

CANCELLATIONS: Conference cancellations received in writing on or before January 15, 2019 will receive a full tuition refund. Persons cancelling after January 15, 2019 will receive a full tuition credit. 


Distinguished Faculty:

olivericircle.jpgDavid Oliveri, M.D., is board certified in Physical Medicine and Rehabilitation. He is also a diplomate of the American Board of Electrodiagnostic Medicine (ABEM), a Certified Life Care Planner (CLCP) and a Certified Independent Medical Examiner (CIME). After completing medical school at University of Southern California and residency at Stanford University, Dr. Oliveri has been a practicing physician in the Las Vegas community since 1993. Dr. Oliveri focuses his expertise in many areas that currently include: clinical practice, electrodiagnostic medicine, life care planning, IMEs and impairment evaluations. With medical director and administrative experience since 1993, he remains actively involved with HealthSouth Rehabilitation Hospital of Las Vegas as their Medical Staff President. Having extensive medical-legal experience on behalf of plaintiff and defendant for over two decades, he has authored thousands of forensic reports, given over 1,000 depositions and testified in court over 200 times. Outside of work he enjoys travel and spending time with family.   

miranda.jpgDr. Hector Miranda is a certified life care planner. He graduated from the Puerto Rico School of Medicine in 2007. He then completed his Physical Medicine & Rehabilitation (PM&R) residency at the University of Miami Miller School of Medicine/Jackson Memorial Hospital in 2011, where he served as chief resident. He completed his Pain Medicine fellowship at Beth Israel Medical Center in New York City in 2012. He is board certified in PM&R, Pain Medicine, and Brain Injury Medicine. He is currently the medical director of Medical Injury Rehabilitation Specialists in Austin, TX.  

babitsky-circle.jpgSteven Babitsky, Esq., is the President and founder of SEAK, Inc., the Expert Witness Training Company. He was a personal injury trial attorney for twenty years and is the former managing partner of the firm Kistin, Babitsky, Latimer & Beitman. Mr. Babitsky has extensive experience training life care planners and preparing them to testify. Mr. Babitsky is the co-author of the texts How to Be a Successful Expert Witness: SEAK’s A-Z Guide to Expert Witnessing, How to Write An Expert Witness Report and How to Be an Effective Expert Witness at Deposition and Trial: The SEAK Guide to Testifying as an Expert Witness. Attorney Babitsky is the co developer and trainer for the “How to Be an Effective Expert Witness” seminar and has been the seminar leader since 1990 for the Annual National Expert Witness Conference. Mr. Babitsky trains hundreds of experts every year. He may be contacted at 508-548-9443 or stevenbabitsky@seak.com

Frequently Asked Questions: 

Q. I have no experience in life care planning. Would this course be helpful to me? 

A. Absolutely. This course is designed to help physicians of all specialties to be trained in life care planning. At the conclusion of the course physicians will be ready to obtain and complete life care plans.

Q. How much money can I make performing life care plans? 

A. Physician life care planners can make $5,000-$15,000 per plan. Many physician life care planners earn over $100,000 per year doing these plans.

Q. Do I need an active medical practice and board certification? 

A. No. One of the advantages of life care planning is that physicians who are retired or not in active clinical practice can still perform life care plans.

Q. What are the startup and overhead costs? 

A. These are generally small to negligible.

Q. What are the liability risks?

A. Generally far less than practicing clinical medicine. 


Day One (Thursday, February 7, 2019) 


8:00 – 8:30 Introduction to Life Care Planning and Overview of The Life Care Planning Process

Faculty will introduce themselves and explain the need for life care plans and how they are used by plaintiff and defense attorneys. An overview of the life care planning process previewing the typical tasks of a life care planner will be provided. Questions and Answers. 

8:30 – 9:15 Getting Started – Establishing the Assignment and Obtaining and Reviewing Records

A credible life care plan needs to be built on a solid foundation. Attendees will learn the types of medical, vocational, rehabilitation, psychological, and collateral information they need to assemble to develop an accurate and defensible life care plan. The faculty will present best practices for accumulating, reviewing, analyzing and digesting these records. Questions and Answers. 

9:15 – 10:15 Interview and Examination

A proper interview and examination is required to form a solid foundation for your life care plan. Faculty will demonstrate with examples of best practices for determining and documenting the functional abilities and limitations of the client including ability to dress, bath, mobility, feeding, communicate, partake in recreation, work and other activities of daily living. Traps for the unwary will be emphasized. Questions and Answers. 


10:30 – 11:30 Future Medical Requirements

Faculty will provide guidance on how to establish the need for and frequency of future medical and mental health services, diagnostic testing, medication, inpatient care, and surgical procedures. Included will be a discussion of what you can recommend yourself when you need to communicate with other providers and items. Questions and Answers.  

11:30 – 12:00 Assistive Technology/Adaptive Devices

Faculty will provide guidance on how to identify the need and research/cost out the need for assistive technology and adaptive devices such as lifts, specialty beds, modified vehicles, braces, orthotics, prosthetics, wheelchairs, etc. Included will be a discussion of how to determine a reliable expected replacement time and other issues particular to assistive technology and adaptive devices. Questions and Answers. 


12:45 – 1:15 Personal Assistance/Care Needs

Faculty will provide guidance on how to identify the need for and cost out personal assistance, assisted living, and nursing care, both home and facility based. Common issues that arise will be discussed. Questions and Answers.  

1:15 – 1:45 Architectural Renovations

Faculty will provide guidance on how to identify the need for and cost out/research architectural renovations such as ramps and widening of doorways. Common issues that arise in this area will be discussed. Questions and Answers.  

1:45 – 2:30 Training in Activities of Daily Living

The injured person may require training in activities of daily living. Faculty will provide guidance on how to identify and cost out these training needs. Questions and Answers.  


2:45 – 3:45 Costing Medical Care, Treatment, Medications, and Diagnosticss

Many injured parties may require ongoing: physician care, diagnostic tests, medications, rehabilitation services, and equipment and supplies. The faculty will discuss the life care planner’s methodology used to determine these cost projections. Questions and Answers.  

3:45 – 4:15 Life Expectancy

Life expectancy will directly impact future costs. Faculty will discuss and explain the options that life care planners have when making assumptions on life expectancy (relying on a table, relying on a customized life expectancy from another expert, and determining life expectancy yourself) and will reveal the important potential pitfalls in this area. Questions and Answers.  

4:15 – 5:00 Drafting an Excellent Written Life Care Plan

Your written life care plan is one of your main deliverables (the other being potential testimony). The faculty will provide advice for writing a defensible and impressive life care plan that will distinguish you from your competition. Emphasis will be placed on stating: your qualifications, avoiding successful Daubert challenges, clear, understandable language, formatting and layout, the use of charts, diagrams and photographs, the proper use of templates, transparency, accuracy, missing information and data, standard language, disclaimers and carefully defining and delineating the role of the life care planner. Questions and Answers.  

Day Two (Friday, February 8, 2019)  


7:00 – 8:00 Drafting an Excellent Life Care Plan (Cont.)  

8:00 – 9:00 Fee Setting, Billing, & Practice Management

Faculty will provide guidance on how to set and collect your fee and properly manage the relationship with retaining counsel. Advice will also be provided in how to run an efficient practice, keep yourself out of trouble and leverage yourself. Questions & Answers.  


9:15 – 10:30 Business Development and Finding Your Niche

Faculty will provide advice on how to establish a niche for yourself that makes best use of your medical training, specialty, and experience. Faculty will then provide suggestions for how to market to both plaintiff and defense attorneys and develop your life care planning practice. Making yourself more attractive to potential clients and the benefits of additional training and certification as a life care planner will also be discussed. Questions & Answers.  


10:45 – 12:00 Defending Your Life Care Plan at Deposition

Life care planners may be called upon to testify at deposition. In this segment the faculty will discuss and demonstrate with video specific lines of inquiry that the life care planner may encounter at deposition. Suggestions to deal with each of these lines of inquiry will be provided. Questions & Answers.  

12:00 – 12:45 LUNCH WITH FACULTY (Provided)  

12:45 – 1:45 Defending Your Life Care Plan at Trial

Life care planners may be called upon to testify at trial. In this segment the faculty will discuss special techniques for life care planners to excel during direct and cross examination. Anticipated lines of challenge that can be expected during cross examination will be explained and suggestions to deal with each of these lines of challenge will be provided. Questions & Answers.  

1:45 – 2:15 The Biggest Mistakes Physician Life Care Planners Make: And How to Avoid Them

Faculty will review these biggest mistakes with emphasis on avoiding the common mistakes made by others in the past. Examples will be provided. Questions & Answers.  

2:15 – 2:30 Your Action Plan

To achieve maximum results from this two-day course physician attendees, with the assistance of faculty, will discuss the takeaways from the training and develop their realistic action plan for implementation and success. Questions & Answers.

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