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The Trouble With Certificates

Authored by attorney Douglas M. Palais

Even though issuing certificates is an important part of the service that you provide to your customers, from an E & O standpoint, they must be handled with extreme care.  The following points are not comprehensive, but demonstrate a few of the specific risks and offer some tips to avoid these pitfalls.

Doug Palais has been the “lawyer of choice” for IIAV’s Professional Liability clients for over 25 years.  Doug recently joined the Vandeventer Black LLP law firm, which is a full service, international business law firm operating for over 100 years.  He is a seasoned trial lawyer and counselor with 35 years of experience and concentrates his practice in Professional Liability; Errors & Omissions Defense of Insurance and Securities Professionals; Directors & Officers Liability Defense; Securities Litigation and Arbitration; Insurance Coverage and Defense; Legal Malpractice Defense and Financial Institutions and Securities.  Doug regularly writes and speaks on issues relating to insurance agents and brokers.  He is also a frequent speaker for IIAV on professional liability and regulatory matters.  Doug also makes himself available to member agents in connection with legal problems.

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