Trusted by dozens of insurers, reinsurers, insurance brokers and agents, risk managers, intermediaries, financial services institutions, and insurance industry trade associations, and individuals connected with all the foregoing kinds of entities, I also assist business and individual purchasers of insurance with claims for coverage.
Representing clients in nearly every state, with trials or court appearances in 16 different states, my clients are defendants and plaintiffs. I am admitted to the bar in Pennsylvania and have been admitted pro hac vice in at least forty other courts. Any great litigator knows that the first step toward a successful outcome is careful evaluation. I did that for decades in a big law firm setting—and often was instrumental in getting cases (and impending issues that seemed likely to become cases) resolved.
I am nationally known for lecturing on legal, business, and regulatory issues involving the insurance and financial services industries, and I express my views on the business of insurance and the law pertaining to insurance by authoring legal bulletins and other publications. My award-winning work has been covered by the media, and I frequently engage in public appearances and speaking engagements.
The depth and breadth of this experience makes me a true subject matter authority.
The best expert witnesses have that rare combination of deep knowledge of insurance issues, the ability to distill difficult and complex issues, an engaging personality, and a captivating presentation style. Having worked with Steve for a number of years on a wide variety of make-or-break insurance cases, his ability to combine those traits as a lawyer helped to propel him to one of the most sought-after attorneys in the insurance industry. Undoubtedly, he will bring that same combination of talent as an expert witness and consultant to help make the difficult not only easy, but engaging.
Stephen is well-recognized within the insurance industry for his comprehensive legal knowledge, depth of experience, and thorough understanding of insurance company products, operations, and delivery systems. Stephen is an excellent communicator, and has a unique capacity to explain complex insurance-related subject matters in an easily understandable manner. He is well known for his proven track record of success in litigation pertaining to a wide range of matters, and is considered to be a premier, “first call” resource for anyone seeking proven results.
Steve has an uncanny ability to convert the complex into the simple. He does this with complicated cases and issues all the time. He suddenly summarizes it all in a sentence or two and we all realize – he’s right and he nailed it.
Steve is a consummate professional with unexcelled knowledge of life insurance issues and law of life insurance in the United States. One of Steve's most effective "tools" is his ability to listen attentively to counsel (or judicial) arguments and then to respond concisely and politely, in an almost matter-of-fact tone, while completely deflating those arguments.
Steve is easy to talk to and "gets it" from the start. He is a wise counsellor when it comes to life insurance issues and often keeps a client from doing something in the moment that will harm the client in the long run.
Steve's physical presence oozes confidence and knowledge. He has the "gray hair" that characterizes effective expert witnesses. Steve is not a witness that can be led down a path and then tripped up by overstating his qualifications or opinions. Any attorney who thinks he can trip Steve up on the law of life insurance and the practical effects of laws and regulations relating to life insurance issues will, himself, end up being discredited before the fact-finder.
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