Mastering Expert Witness Depositions and Cross-Examinations (Includes 1hour of Ethics)

Dan Shulman
James Susag
Lisa M. Szyc
Dan Shulman | Shulman & Buske Reams
James Susag | Larkin Hoffman
Lisa M. Szyc | Backus Burden

On-Demand: October 29, 2024

4 hour CLE

Tuition: $295.00
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Program Summary

Session I – Mastering Expert Witness Depositions – Dan Shulman and James Susag

This session will examine practical strategies and techniques for preparing for and conducting expert witness depositions. In preparing to depose an expert witness, attorneys must research and evaluate the expert’s qualifications. Attorneys should also develop strategies and case theories that will guide their deposition questioning. This session will cover how to develop strategies to attack a witness’s testimony, take the right tone with the expert, and utilize expert reports and other materials to undermine their opinions in a deposition.

Key topics to be discussed:

  • Preparing for an expert witness deposition
  • Ways to strategically use deposition testimony
  • Deposing difficult expert witnesses

Session II – Cross-Examination of Expert Witnesses – Dan Shulman and James Susag

Cross-examining an expert can be a slippery slope down which a lot of lawyers slide to their great misfortune. This session is intended to help lawyers climb this slippery slope to the great dismay of opposing counsel, or at least to minimize the harm to your own case. Most experts are professional witnesses. Many are not very likeable. Some are professional hacks who will say whatever the lawyer who hired them wants them to say. This session should help you cross-examine experts at trial effectively and proficiently.

Key topics to be discussed:

  • Using your own expert to optimize your cross-examination of opposing experts
  • Setting up motions to strike expert testimony or exclude experts from testifying
  • Avoiding pitfalls in expert cross-examination
  • Best methods of impeachment for experts

Session III - Effective Cross-Examination and Trial Integration - Lisa Szyc

This session will examine the art of cross examination: Mastering timing and precision organization. The key to an effective cross examination is preparation for each witness. You must know the ins and outs of the facts of the case better than the witness who will be the subject of the cross examination. You must be confident and effective. A well performed cross examination can reveal witness bias, prejudice and credibility issues. Precise cross examination will set you up to deliver a stellar closing argument.

Key topics to be discussed:

  • Preparation is key
  • Examining the witness
  • Examples of effective vs ineffective cross examination
  • What it will reveal when it is done correctly
  • Using trial theme in cross examination

Session IV – Ethical Considerations in Expert Depositions - Lisa Szyc

This session will examine ethical considerations in expert depositions. Experts are highly qualified witnesses which can present unique challenges for cross examination. Experts are paid for their opinions and testimony, so how do you question an expert without implying that they have been paid for their opinion.

Key topics to be discussed:

  • Client confidences
  • Hypotheticals
  • Witness coaching
  • Compensation
  • Duty to your client to be prepared

This course is co-sponsored with myLawCLE.

Closed-captioning available

Speakers

Daniel R. Shulman_FedBarDan Shulman | Shulman & Buske Reams

With an illustrious career spanning five decades, Dan Shulman stands as a distinguished trial lawyer renowned for his prowess in complex commercial and civil rights litigation. Since his admission to practice in Minnesota in 1970, Dan has been at the forefront of legal advocacy, successfully trying lawsuits in state and federal courts across Minnesota and various other states.

A trailblazer in his field, Dan holds memberships in prestigious legal organizations, including the International Academy of Trial Lawyers, the American College of Trial Lawyers, and the Litigation Counsel of America, where he serves as a Fellow Emeritus.

Recognized for his exceptional legal acumen, Dan was honored as a Minnesota Lawyer of the Year in 2012 and 2018. In 2021, his dedication to excellence earned him a coveted spot in The Best Lawyers in America, acknowledged for his expertise in Antitrust Law, Bet-the-Company Litigation, and Commercial Litigation.

Dan’s academic journey reflects a commitment to intellectual rigor, with a Bachelor of Arts degree cum laude from Harvard College (1965), a Master’s Degree in English Literature from Yale University (1967), and a Juris Doctor degree with honors from Harvard Law School (1970).

Beyond his remarkable achievements, Dan continues to shape the legal landscape, leaving an indelible mark on the profession through his unparalleled experience and unwavering dedication.

 

James M. Susag_Larkin Hoffman_FedBarJames Susag | Larkin Hoffman

James M. Susag is a seasoned trial attorney with a focus on franchise and dealer disputes, real estate, and complex commercial matters. He has been the lead attorney in over 100 trials and arbitrations in state and federal courts across the country and in domestic and international arbitration forums. Jim has the unique perspective of a trial lawyer who has also managed complex litigation and developed strategic legal plans as in-house counsel. Clients appreciate his boardroom-to courtroom experience in crafting resolutions for their business disputes.

 

Lisa M. Szyc_FedBarLisa M. Szyc | Backus Burden

I graduated with a B.A. in Political Science from the University of Nevada Las Vegas. I attended law school at North Carolina Central University School of Law. I was admitted to the Nevada bar in 2009. Over the years I have practiced in the areas of criminal defense, family law and general civil liability. I have extensive bench and jury trial experience and think being a litigator is one of the best parts of being a lawyer. When I am not advocating for my clients I am actively involved in giving back to my community in various philanthropic endeavors.

Agenda

Session I – Mastering Expert Witness Depositions | 11:00am – 12:00pm

  • Preparing for an expert witness deposition
  • Ways to strategically use deposition testimony
  • Deposing difficult expert witnesses

Break | 12:00pm – 12:10pm

Session II – Cross-Examination of Expert Witnesses | 12:10pm – 1:10pm

  • Using your own expert to optimize your cross-examination of opposing experts
  • Setting up motions to strike expert testimony or exclude experts from testifying
  • Avoiding pitfalls in expert cross-examination
  • Best methods of impeachment for experts

Break | 1:10pm – 1:20pm

Session III – Effective Cross-Examination and Trial Integration | 1:20pm – 2:20pm

  • Preparation is key
    • Who is the witness
    • What are you trying to establish
      • Bias/credibility
      • Incriminating statements
      • Favorable Facts
  • Examining the witness
    • Eye contact/tempo/pace
    • Leading questions
    • Laying foundation to impeach
    • Attack mode vs leading down the Rosey path
  • Examples of effective vs ineffective cross examination
  • What it will reveal when it is done correctly
    • Bias
    • Prejudice
    • Credibility issues
    • Proof/undermine claims
  • Using trial theme in cross examination

Break | 2:20pm – 2:30pm

Session IV – Ethical Considerations in Expert Depositions | 2:30pm – 3:30pm

  • Client Confidences
    • Communication with experts are usually discoverable
    • Be mindful of “Reviewing Expert Draft Report”
  • Hypotheticals
    • Hypotheticals are permitted but must be based on facts that are submitted on admissible evidence
    • False testimony
    • Cannot suborn perjury
    • Duty of candor to the court (this goes with the hypotheticals)
  • Witness coaching
    • You cannot coach your witness
    • You cannot influence witness testimony or opinion
    • You cannot manipulate the facts of the case
  • Compensation
    • What an expert has been paid is appropriate cross-examination topics
    • Establish basis
    • “Bought and Paid” expert opinion
  • Duty to your client to be prepared
    • Know your Case
    • Do your homework
    • Don’t try to our expert the expert
    • Remember the tips for the effective cross-examinations

Credits

Alaska

Approved for CLE Credits
3 General, 1 Ethics

Our programs are CLE-eligible through Alaska's recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
3 General, 1 Ethics

Arkansas

Approved for CLE Credits
3 General, 1 Ethics

Arizona

Approved for CLE Credits
3 General, 1 Professional Responsibility/Ethics

California

Approved for CLE Credits
3 General, 1 Ethics

Colorado

Approved for Self-Study Credits
3 General, 1 Ethics / Professionalism

Connecticut

Approved for CLE Credits
3 General, 1 Ethics / Professionalism

District of Columbia

No MCLE Required
3 General. 1 Ethics Hours

Delaware

Pending CLE Approval
3 General, 1 Enhanced Ethics

Florida

Approved via Attorney Submission
3.5 General, 1 Ethics Hours

Receive CLE credit in Florida via Attorney Submission.
Georgia

Approved for CLE Credits
3 General, 1 Ethics

Hawaii

Approved for CLE Credits
3.6 General, 1.2 Ethics or Professional Responsibility Education

Iowa

Pending CLE Approval
3 General, 1 Ethics

Idaho

Pending CLE Approval
3 General, 1 Ethics / Professionalism

Illinois

Approved for Self-Study Credits
3 General, 1 Professional Responsibility

Indiana

Approved for Self-Study Credits
3 General, 1 Ethics

Kansas

Pending CLE Approval
3 Substantive, 1 Ethics / Professionalism

Kentucky

Pending CLE Approval
3 General, 1 Ethics

Louisiana

Pending CLE Approval
3 General, 1 Ethics

Massachusetts

No MCLE Required
3 General. 1 Ethics Hours

Maryland

No MCLE Required
3 General. 1 Ethics Hours

Maine

Pending CLE Approval
3 General, 1 Ethics / Professionalism

Ethics credits can ONLY be earned through Live-Webcast programs, the Maine Board of Bar Examiners does not approve Ethics through On-Demand sessions.
Michigan

No MCLE Required
3 General. 1 Ethics Hours

Minnesota

Approved for Self-Study Credits
3 General, 1 Ethics

Missouri

Approved for CLE Credits
3.6 General, 1.2 Ethics

Mississippi

Pending CLE Approval
3 General, 1 Ethics

Montana

Approved for Self-Study Credits
3 General, 1 Professional Fitness and Integrity

North Carolina

Pending CLE Approval
3 General, 1 Ethics

North Dakota

Approved for CLE Credits
3 General, 1 Ethics

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
3 General, 1 Professional Responsibility

The Federal Bar Association reports attendance to Nebraska on each attorney's behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
180 General, 60 Ethics / Professionalism Minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
3.6 General, 1.2 Ethics / Professionalism

Our programs are CLE-eligible through New Jersey's recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for Self-Study Credits
3 General, 1 Ethics / Professionalism

Nevada

Approved for Self-Study Credits
3 General, 1 Ethics / Professionalism

New York

Approved for CLE Credits
3.6 General, 1.2 Ethics / Professionalism

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Approved for Self-Study Credits
3 General, 1 Attorney Professional Conduct

Oklahoma

Pending CLE Approval
3.5 General, 1 Ethics / Professionalism

Oregon

Pending CLE Approval
3 General, 1 Ethics

Pennsylvania

Approved for Self-Study Credits
3 General, 1 Ethics / Professionalism

Rhode Island

Pending CLE Approval
3.5 General, 1 Ethics / Professionalism

South Carolina

Pending CLE Approval
3 General, 1 Ethics / Professionalism

South Dakota

No MCLE Required
3 General. 1 Ethics Hours

Tennessee

Approved for Self-Study Credits
3 General, 1 Dual

Texas

Approved for CLE Credits
3 General, 1 Ethics / Professionalism

Utah

Pending CLE Approval
3 General, 1 Ethics / Professionalism

Virginia

Not Eligible
3 General. 1 Ethics Hours Hours

Vermont

Approved for CLE Credits
3 General, 1 Ethics

Washington

Approved for Self-Study Credits
3 Law and Legal, 1 Ethics Hours

Receive CLE credit in Washington via Attorney Submission. myLawCLE will supply Washington state attorneys with instructions on how to gain credit.
Wisconsin

Approved for Self-Study Credits
4 General

Ethics credits can ONLY be earned through Live-Webcast programs, the Wisconsin Board of Bar Examiners does not approve Ethics through On-Demand sessions.
West Virginia

Pending CLE Approval
3.6 General, 1.2 Ethics / Professionalism

Wyoming

Pending CLE Approval
3 General, 1 Ethics / Professionalism

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