Firm Highlight

Legal Publications and Presentations

Key Articles

bookandpen

Puerto Rico Chapter
Payment Bond Manual (3rd Ed. ABA Publishing 2006)

The Surety’s Assertion of Construction Claims Against Third Parties – Getting to the Bottom of Construction Claims
ABA Forum on the Construction Industry
New York, January 2003

Contractor Failure and Evaluation of the Surety’s Financing Options: A Workshop Analyzing the Troubled Construction Contractor and Legal and Practical Strategies for Effective Financing of the Principal
Surety Program Co-Chair, ABA – FSLC MidWinter Surety Program
New York, January 2015

Chapter 8: Rights and Liabilities of the Surety
Florida Construction Law and Practice (8th Ed. 2015)

Ethical Considerations for Tender Counsel
(S. Wilson and D. Puente, Co-Authors)
ABA Fidelity and Surety Law Committee Spring Meeting
Louisville, May 2014

Avoiding Pitfalls and Disasters in Handling Surety Claims
Eastern Bond Claims Review
Surety and Fidelity Seminar, 2013

Florida Chapter
Payment Bond Manual (3rd Ed. ABA Publishing 2006)

Publications

Chapter 8: Rights and Liabilities of the Surety
Florida Construction Law and Practice (7th Ed. 2013)

Chapter 8: Rights and Liabilities of the Surety
Florida Construction Law and Practice (6th Ed. 2011)

Chapter 8: Rights and Liabilities of the Surety
Florida Construction Law and Practice (5th Ed. 2006)

Florida Chapter
Payment Bond Manual (3rd Ed. ABA Publishing 2006)

Puerto Rico Chapter
Payment Bond Manual (3rd Ed. ABA Publishing 2006)

Chapter 8: Rights and Liabilities of the Surety
Florida Construction Law and Practice (4th Ed. 2002)

Chapter 11: Valuation of Loss
Commercial Crime Policy (2d. Ed. 2004)

Recovery and Salvage
The Law of Probate Bonds (1st Ed. 2001)

Presentations

Preserving the Surety’s Rights under Its Bond
Fidelity and Surety Committee – Spring Newsletter, 2013

What’s New in the World of “Direct Loss”?
Eastern Bond Claims Review – Surety and Fidelity Seminar, 2012

Thinking Outside the Box
Eastern Bond Claim Review – Surety and Fidelity Seminar, 2012

Getting Out of the Arbitration Weeds
ABA Forum on the Construction Industry – New York, 2011

Excuse the Interruption
Eastern Bond Claims Review – Surety and Fidelity Seminar, 2010

It’s Not So Hard Being Green – An Overview of Green Construction and its Use with Public/Private Partnerships
ABA Mid-Winter Meeting, 2009

Liberty Mutual and the Case of the Arbitrary Arbitrator: A Cautionary Tale for Sureties in Arbitration
Eastern Bond Claims Review – Surety and Fidelity Seminar, 2008

Annual Surety Law Update
Eastern Bond Claims Review – Surety and Fidelity Seminar, 2008

The Surety’s Assertion of Construction Claims against Third Parties: Design Professionals and CGL Carriers
Eastern Bond Claims Review -Surety and Fidelity Seminar, 2006

Identifying and Anticipating the Principal’s Asset Protection Devices and Protecting the Surety’s Rights to Recover Dissipating Assets
RLI Insurance Company – Peoria, IL, April 2004

Surety Defenses After the Storm:
Defending the Catastrophic Event Case

Fidelity and Surety Trial Practice Program of the International Association of Defense Counsel – New York, January 2006

Identifying and Anticipating the Principal’s Asset Protection Devices and Protecting the Surety’s Rights to Recover Dissipating Assets
RLI Insurance Company – Peoria, April 2004

Mold Hysteria: Impact on the Surety and Construction Industries
RLI Insurance Company – March 2003

Setting the Record Straight on Insider Payment Bond Claims
Fidelity & Surety Law Committee Newsletter – Fall 2002

Employee Dishonesty –
When does your Bond “Automatically Terminate”?
ABA Annual Meeting – Philadelphia, Fall 2002

The Rights of a Surety When the Obligee Unilaterally Completes the Bonded Project
National Bond Claims Association – Pinehurst, October 2002

Recovery and Salvage
The Law of Probate Bonds (1st Ed. 2001)
ABA Annual Meeting, August 2001

Employee Dishonesty –
When Does Your Bond “Automatically Terminate”
ABA Annual Meeting – Philadelphia, Fall 2000

Surety Law Update
Tenth Annual Southern Surety and Fidelity Claims Association Conference – New Orleans, April 1999

Default-Termination of Contractors and Post Completion Claims
BASF meeting – June 1999

The Surety’s Rights to Refuse to Issue Bonds
Florida Surety Association – Fall 1999

Surety Law Update
Surety Claims Institute – Miami, August 1998

RICO as a Weapon in the Fidelity Salvage Battle
Ninth Southern Surety and Fidelity Claims Conference
Atlanta, April 1998

The Cardinal Change Doctrine as a Defense to Surety Bond Claims: A Practical Guide to the Federal Case Law
Eighth Annual Southern Surety and Fidelity Claims Association Conference – Atlanta, April 1997

What’s Next – Fidelity Coverage in Payment and Performance Bonds? Surety’s Defenses to Common Law Bonds with Emphasis on Florida Law
Eighth Annual Southern Surety and Fidelity Claims Conference
Atlanta, April 1997

Subrogation and Salvage of Forged Check Losses: Threading the UCC Maze
Seventh Annual Southern Surety and Fidelity Claims Association Conference – Atlanta, April 1996

Bid Bonds (Engaged or Married) – When Can A Surety Refuse to Issue The Final Bond?
Seventh Annual Southern Surety and Fidelity Claims Conference
Atlanta, April 1996

Alber Construction Enterprises v. Mars Insurance Company –
The Appeal

Fidelity and Surety Trial Practice Program of the International Association of Defense Counsel – San Francisco, January1996

The Surety’s Right to Assert its Insolvent Principal’s Setoff Defense
Sixth Annual Southern Surety and Fidelity Claims Association Conference – Atlanta, April 1995

Setting the Record Straight on “Reliance”, “Causation” and “Good Faith” Under Insuring Agreement E
Sixth Annual Southern Surety and Fidelity Claims Conference
Atlanta, April 1995

The Fidelity Insurer’s Right to Demand that the Insured not Prejudice Subrogation Rights: A Valuable Right in Jeopardy
Fifth Annual Southern Surety and Fidelity Claims Association Conference – Atlanta, April 1994

Contractual Interference Claims: How Far Can Surety Go To Protect Its Financial Interest?
Fifth Annual Southern Surety and Fidelity Claims Conference
Atlanta, April 1994

Securities Dealer Blanket Bonds: Automatic Termination Provisions after In Re: Govt. Securities Corp: Nat’l Union Fire Ins. v. Camp, 972 F.2d 328 (11th Cir. 1992)
Surety Claims Institute – Absecon, June 1993

Defenses to Fidelity Bond Claims Based on the Wrongholder’s Ownership and Control of the Company
Fourth Annual Southern Surety and Fidelity Claims Association Conference – Atlanta, April 1993

Fidelity Case Studies
Third Annual Southern Surety and Fidelity Claims Conference
Atlanta, May 1992