How to Start, Build, and Run a Successful Physician Life Care Planning Practice, February 10-11, 2022, Clearwater Beach, FL

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Life care planning is a highly paid 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 course will not be offered again in 2022. 

February 10-11, 2022, Sandpearl Resort, Clearwater Beach, FL

Click here for a PDF of the conference 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 $1,295 until November 15, 2021; $1,395 November 16, 2021–January 17, 2022; $1,495 after January 17, 2022 and includes continental breakfast and lunch with faculty each day and a detailed conference manual. Register early and save. A stream on demand online version of this course is also available from click here.  Attendee Discount — SEAK Directories: A special 50% discount is available on all new and renewal standard listings in any of the SEAK Directories placed by attendees while at the seminars.

Hotel Room Reservations
A limited block of rooms will be available at special rates at the site hotel ($254 + tax for single or double occupancy). Rooms are limited and this rate expires on January 17, 2022. To make your reservations please call 877.726.3111and mention that you are with SEAK, Inc. These rates are available for a limited time and only a limited number of rooms so you are strongly encouraged to make your reservations as soon as possible. To book your hotel room online please click here.

Cancellations: Conference cancellations received in writing on or before January 17, 2022 will receive a full tuition refund. Persons canceling after January 17, 2022 will receive a full tuition credit. 

Continuing Medical 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. 

Distinguished Faculty:

richard-kaplan.jpgRichard S. Kaplan, MD practices as a Board-Certified Physical Medicine and Rehabilitation physician and life care planner in Monroeville, Pennsylvania. He received his BS Engineering Science, University of Miami College of Engineering, MD, University of Miami Miller College of Medicine, PM&R Residency, Mayo Clinic, Rochester, MN. Dr. Kaplan is a certified Life Care Planner with special expertise in catastrophic injuries and life expectancy calculations. He has 25 years of experience in independent medical exams and other medical-legal issues. Dr. Kaplan also has special expertise in biomechanics analysis of automobile injuries. 



snyder-r.jpgRonald E. Snyder, MD began his medical journey at the Indiana University School of Medicine where he graduated in 1972. His love for rehabilitation was confirmed during his residency programs which included; St. Francis Hospital, Pittsburgh, PA., in Physical Medicine and Rehabilitation, and Yale University School of Medicine; Chief Resident in Pediatrics. Dr. Snyder has served as Medical Director of several programs which focused on brain injury including: St. Joseph Center for Rehabilitation and Ocean State Rehabilitation (Rhode Island), and New England Goodwill Industries Brain Injury Programs as well as River Ridge Brain Injury Center (Maine). Chronic pain states and treatments as well as appropriate documentation for medical — legal situations have resulted in Dr. Snyder providing training programs jointly through-out the United States with the DEA and medical and pharmacy boards. He is currently the medical director for MD Diagnostic Specialists of Maitland Florida and Physiatry Based Life Care Planning Associates. He has been providing adult and pediatric Life Care Planning for 15 years. Cases have ranged from pediatric birth trauma, traumatic brain injury, minimum conscious, 4 limb amputations due to burns, to childhood rape and nursery school abuse. 


webcircles-kelly-wilbur.jpgKelly J. Wilbur, Esq., is a former litigator who specialized in personal injury defense, tried several cases and worked with expert witnesses and independent medical examiners regularly. Kelly is Assistant Vice President/Associate Consultant at SEAK where her duties include teaching expert witness seminars and consulting with expert witnesses on issues such as report writing, deposition/trial prep, and business development. She received her J.D., cum laude, from the University of Massachusetts School of Law in 2015 and graduated from St. Mary’s College of Maryland with a B.A. in Political Science. Kelly can be reached at 781-491-6802 or 


Day One (Thursday, February 10, 2022)


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 & 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 & 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, bathe, mobility, feeding, communicate, partake in recreation, work and other activities of daily living. Traps for the unwary will be emphasized. Questions & 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. Questions & 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 & Answers

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

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 & 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 & 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 & Answers 


2:45 – 3:45 Costing Medical Care, Treatment, Medications, and Diagnostics
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 & 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 & 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 & Answers 

Day Two (Friday, February 11, 2022) 


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 on 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 

What past attendees had to say:

“An excellent conference!”

“It is really terrific that you do so much to help. Thanks again.”

“Absolutely fabulous!! Thank you so very much.”

“Excellent overall, very comprehensive.”

“Great intro to new and developing field.”

“Information was presented well and the instructors were excellent.”

“High quality.”

“Interesting and thought provoking.”

“Loved it — well put together.”


“Well-executed, faculty well-trained and knowledgeable.”

“[Faculty] combined obvious expertise and experience (gravitas) with an accessible and almost folksy approach and delivery that I thought was very effective.”

“Thanks for a great course in Clearwater! Aside from great content you always

make people feel empowered - which is a generous gift.”

“An excellent course, thank you for sharing your expertise. I am looking forward to expanding my scope of practice to include life care planning.”

“Absolutely fabulous!! Thank you so very much.”