Labor/Union
Representation
Limited Partnership
Formation
Mergers/Acquisitions
(Corporate)
Purchase/sale of business
Patent,Trademark, Copyright
Litigation
Real estate
closings/general
Copyright Prosecution or
2. ATTORNEYS
A) Please list the number of all attorneys in categories below as an expression of the number of years employed
by the Applicant Firm.
B) Total “Of Counsel” or Independent Contractors ________ Include only “Of Counsels” or IC’s who average
working for you 20 hours or less per week.. (Otherwise, include in Category A.)
3. CURRENT COVERAGE
a. Insurance Company: _______________________________________________
b. Expiration Date:____________________ Retroactive Date (If applicable):____________
c. Premium:______________________ Limit:_______________ Deductible:____________
4. CLAIMS/CIRCUMSTANCES/DISCIPLINARY
a. Has any professional liability claim or suit been made in the past five (5) years against the firm or its
predecessor firm (s) or any current or former member of the firm or its predecessor firm(s)? Yes No
TOTAL NO. OF CLAIMS________
b. After inquiry, does any firm member know of any circumstance, situation, act, error or omission that could
result in a professional liability claim or suit against the firm or its predecessor firm(s) or any of the current or
former members of the firm or its predecessor firm(s)? Yes No
TOTAL NO. OF CIRCUMSTANCES________
If “Yes” to a. or b., please attach a copy of the Claim Supplement you completed for your current Insurer and
update as needed. Also, forward 5 year loss runs if available.