Collateral Source Rule Insurance Payment Offset

Definition: A rule providing that damages paid to the plaintiff from sources independent of the defendant (such as insurance, disability payments, or employer benefits) cannot be used to reduce the defendant's liability. The defendant may not benefit from the plaintiff's independent insurance.

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Collateral Source Rule Insurance Payment Offset Information

Historical rule: the defendant could not: present evidence of the plaintiff's insurance or other benefits (the defendant could not: argue that the plaintiff was already compensated by insurance). Florida's modification: Florida has partially abrogated the collateral source rule (under §768.76: the court shall reduce damages by: the amount of collateral source payments), but the plaintiff may: present evidence that they have: paid premiums or earned benefits (the reduction is offset by: the amount the plaintiff paid for the collateral source coverage). Effect: if the plaintiff's health insurance paid $50,000 of medical bills: the damages are reduced by $50,000 (under §768.76), but the plaintiff may: argue the reduction should be offset by: the premiums paid for that insurance.

Florida Legal Definition

The collateral source rule in Florida is governed by Florida Statutes §768.76 (Collateral Sources of Indemnity). Under §768.76(1): the court shall reduce damages by: the total of all amounts which have been paid for the benefit of the claimant from all collateral sources. Under §768.76(2): the amount of reduction shall be: offset by: premiums or costs paid by or on behalf of the claimant. Under Florida case law: the statute changed the traditional common law rule (which prohibited: any reduction for collateral sources). Under Florida practice: the reduction is calculated after the verdict (the court applies the reduction to the jury's award). Under Florida practice: the defendant may not: mention collateral sources to the jury (the reduction is applied by the court post-verdict).

How It's Used in Practice

Attorneys manage collateral source issues. For plaintiffs: document all premiums paid for insurance and benefits, present the premium evidence to offset any reduction, argue the reduction should be minimized, and protect the full verdict amount. For defendants: identify all collateral source payments (insurance, disability, and employer benefits), calculate the reduction under §768.76, present the collateral source evidence post-verdict, and seek the maximum reduction. The attorney advises: Florida has partially abrogated the collateral source rule; damages are reduced by collateral payments but offset by premiums; document all premiums; the reduction is applied post-verdict by the court.

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Reviewed by the attorneys at Barnes Walker, Goethe, Shea & Robinson, PLLC

Disclaimer: The information and opinions provided are for general educational, informational or entertainment purposes only and should not be construed as legal advice or a substitute for consultation with a qualified attorney. Any information that you read does not create an attorney-client relationship with Barnes Walker, Goethe, Shea & Robinson, PLLC, or any of its attorneys. Because laws, regulations, and court interpretations may change over time, the definitions and explanations provided here may not reflect the most current legal standards. The application of law varies depending on your particular facts and jurisdiction. For advice regarding your specific situation, please contact one of our Florida attorneys for personalized guidance.

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