mdtl

Apply online at www.mdtl.net

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Applicant’s Signature_____________________________________

Fees:

Individual membership ............................................................. $100 Firm Membership

Annual Membership Dues Schedule: MDTL has established a dues structure which is an equitable allocation of membership costs in accordance with each firm’s size. It is based upon the number of attorneys within each firm. Please indicate below the appropriate category for your firm in order to determine the annual membership dues. 5 or fewer attorneys ............................................................ $350 6-10 attorneys ..................................................................... $550 11-15 attorneys ................................................................... $750 16 or more attorneys……………………………………………………..…..$950

Please include a listing of your firm’s members and emails that are joining or a copy of the firm letterhead for our membership records.

Payment Information: Visa MasterCard Check (made payable to MDTL)

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or send registration to: MDTL 36 S Last Chance Gulch, Suite A Helena, MT 59601 Phone: 406.443.1160 ■ Fax: 406.443.4614 sweingartner@rmsmanagement.com ■ www.mdtl.net

Join MDTL, Renew Membership

& Register for the CLE

ALL ONLINE AT WWW.MDTL.NET

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Name _______________________________________________________

Nickname for badge____________________________________________

Firm_________________________________________________________

Address______________________________________________________

City/ST/Zip ___________________________________________________

Email________________________________________________________

Phone_______________________ Cell___________________________

Fees: On or Before Nov. 1 After Nov. 1

MDTL Member $260 $325 Nonmember $345 $410 Paralegal $175 $215 Claims Personnel $140 $160 Law School Students $25 $25 Judiciary/Law Clerks Complimentary Complimentary

Payment must accompany registration Total Enclosed $_____________ Join now and save! www.mdtl.net

Payment Information: Visa MasterCard Check (made payable to MDTL)

Cardholder’s Name (please print)____________________________________

Account # __________________________________Exp. Date __________

Validation Code _________ Auth. Signature_________________________

Cardholder’s Address ___________________________________________

City/State/Zip_________________________________________________

Registration Policies: The registration fee includes all sessions and course material. Payment must accompany registration form to receive early registration discount. Cancellations re-ceived in writing by November 1 will be subject to a $25 service charge. No refunds will be made after November 1. Course materials will be mailed to pre-paid registrants who were not able to attend the conference. Registration substitutions may be made at any time without incurring a service charge.

If mailing registration, send to: MDTL, 36 S Last Chance Gulch, Suite A Helena, MT 59601

Phone: 406.443.1160 ■ Fax: 406.443.4614 sweingartner@rmsmanagement.com ■ www.mdtl.net

1. Easy online registration at WWW.MDTL.NET

SEMINAR REGISTRATION & FEES

REGISTER ONLINE AT WWW.MDTL.NET

Matthew Moffett, Esq. Gray, Rust, St. Amand, Moffett & Brieske, LLP (GRSMB), Atlanta, GA

Matthew Moffett is the immediate past president of the Georgia Defense Lawyers Association and defends wrongful death and serious injury cases in state and federal courts. Several years ago, Matthew secured a defense verdict in a wrongful death case, opposite the author and creator of the Reptile Trial Strategy. Since then, Matt has presented across the country to defense lawyer organizations, industry associations and for DRI on how to counter and prevail against this strategy, both in discovery and at trial.

Mark Bassingthwaighte, Esq. Risk Manager, ALPS Corporation, Missoula

As a Risk Manager for ALPS, Mark Bassingthwaighte is responsible for developing and delivering new risk management and CLE products and services, risk management consulting, law firm risk evaluations, and writing content for the ALPS 411 blog at www.alps411.com. In his tenure with the company, Mark has conducted over 1,000 law firm risk management assessment visits, presented numerous continuing legal education seminars throughout the United States and written extensively on risk management and technology. Mark received his J.D. from Drake Law School.

Chief Judge Dana L. Christensen

of the US District Court for the District of Montana On May 4, 2011, President Obama nominated Dana Christensen to the United States District Court for the District of Montana to a seat vacated by Donald Molloy. Judge Christensen was a private practice attorney for his entire career, prior to his nomination to the federal court. He practiced in Billings, Montana from 1977-1981 and in Kalispell, Montana from 1981-2011.

Jeanne Loftis, Esq.

Bullivant Houser Bailey, PC, Portland, OR Jeanne Loftis is a trial attorney who represents companies in the Pacific Northwest in a wide variety of commercial and casualty cases, with an emphasis on asbestos product liability claims and other mass tort litigation. Her cases have involved product liability, insurance coverage, premises liability, enforcement of non-competition agreements, construction injury and defect, investor mismanagement and fraud, environmental cleanup, and high exposure vehicular casualty cases. Currently, Jeanne serves as the Northwest Regional Director for the Defense Research Institute (DRI).

SPEAKERS

HOTEL INFORMATION

Doubletree by Hilton Missoula - Edgewater 100 Madison Street . Missoula, MT 59802 . 406.542.4611 A limited block of rooms has been reserved for MDTL program participants with special rates starting at $140 per night, plus tax (rate available until October 22). Be sure to ask for the MDTL room block to receive the MDTL rate.

SEMINAR SCHEDULE — FRIDAY, NOVEMBER 18, 2016

Two Ways to Register:

2. Registration Form

MDTL Annual CLE Seminar ■ Nov. 18, 2016 6-6.5 CLE hours requested (3 ETHICS CREDITS REQUESTED) 8:30-10:30 am Caging Reptile Lawyers

Matthew Moffett, Esq.

10:45-11:45 am Changes to Federal Rules Chief Judge Dana L. Christensen of the US District Court for the District of Montana; and Jeanne Loftis, Esq.; Moderator, Jordan Crosby, Esq. 11:45 am-1:00 pm MDTL Annual Membership Meeting Luncheon Lunch on your own if not attending

6 - 6.5 CLE hours requested (3 ETHICS CREDITS REQUESTED)

1:00-2:00 pm Email and Smartphones and Clients, Oh My! Communication and the Practice of Law in the 21st Century (1 Ethics Credit Requested) Mark Bassingthwaighte, Esq.

4:45-5:45 pm Reception: Hosted by the Alexander Blewett III School of Law

at the University of Montana

2:00-4:00 pm In Re Rules Revisited— Panel Discussion (2 Ethics Credits Requested) Gary Zadick, Esq., Bob James, Esq., and Ward “Mick” Taleff, Esq.; Moderator, Carey Matovich, Esq. 4:15-4:45 pm “New” View from the Bench—Tentative

7:30-8:30 am Registration

The Reptile tactics of certain plaintiff attorneys can be countered by the defense bar with effective discovery, pretrial and trial strategy. In fact, certain recommended Reptile strategy can be used in the defense of the case, in the right situations. As one insurance claims manager put it: better know about this Reptile strategy; better know how to counter it; or better update resume!

This program will address ethical, malpractice, and risk management issues associated with email and the use of mobile devices by both attorneys and their clients during the course of representation. Topics covered will include setting boundaries, file documentation, responsible use, maintaining confidentiality, and cyber security. If you’re living in the Land of Oz and have no idea what the “Don’t Do Stupid” warning is all about, this program’s for you.

Revisiting the In Re Rules of Professional Conduct and Insurer Imposed Billing Rules and Procedures decision 16 years later. Learn the history behind the petition that brought about In Re Rules; engage in a conversation on counsel’s responsibilities under the Rules of Professional Conduct as it relates to the defense of their client, how to handle prior-approval requirements, billing guidelines, and third party audits; and participate in a discussion on the ethics of flat fees and the right of insureds to select their own counsel. The discussion will include the history of Rule 26 amendments, proportionality in the scope of discovery, cost allocation, preservation/sanctions, and other rule amendments.

CAGING REPTILE LAWYERS MATTHEW MOFFETT, ESQ.

EMAIL AND SMARTPHONES AND CLIENTS, OH MY! COMMUNICATION AND THE PRACTICE OF LAW IN THE 21ST CENTURY MARK BASSINGTHWAIGHTE, ESQ.

IN RE RULES REVISITED—PANEL DISCUSSION GARY ZADICK, ESQ., BOB JAMES, ESQ., AND WARD “MICK” TALEFF, ESQ.; MODERATOR, CAREY MATOVICH, ESQ.

CHANGES TO FEDERAL RULES CHIEF JUDGE DANA L. CHRISTENSEN OF THE US DISTRICT COURT FOR THE DISTRICT OF MONTANA; AND JEANNE LOFTIS, ESQ.; MODERATOR, JORDAN CROSBY, ESQ.