Preparing for Deposition for Long Term Disability Cases
LTD deposition prep addresses the policy definition, transferable skills application, and administrative-record constraints.
Checklist
- Review the exact policy definition applied
- Confirm TSA is grounded in documented restrictions
- Prepare on any-occupation vs own-occupation distinctions
- Document labor market viability evidence
Questions to ask the expert
- Which policy definition did you apply and why?
- How did you document labor market viability?
- How did you handle the administrative record?
Timeline
1-2 preparation sessions.
Required documents
- Policy
- Administrative record
- TSA and LMS documentation
Common pitfalls
- Confusing own-occupation and any-occupation
- Thin labor market evidence
Frequently Asked Questions
Can new evidence be introduced at deposition in ERISA cases?
Typically not; the administrative record controls.
References
- U.S. DOL ERISAGovernment
Ready to Get Started on long term disability cases?
Contact KWVRS to discuss scope, timing, and the deliverables appropriate to the matter. Plaintiff and defense.