Captive Insurance
Strategies for Managing Legal and Tax Issues to Achieve Risk Retention Advantage
Recording of a 90-minute CLE webinar with Q&A
Benefits
The panel will review these and other key questions:
- What benefits and risks should be considered in evaluating a captive insurance plan?
- What do companies need to know to form, operate and integrate captive insurance into an overall risk management strategy?
- What are the key structuring and tax-advantage issues that arise in utilizing captive insurance?
Faculty
Kenneth S. Levinson
Partner
Faegre & Benson
He heads the firm’s captive insurance practice. He focuses on structuring captive insurance subsidiaries,... | Read More
He heads the firm’s captive insurance practice. He focuses on structuring captive insurance subsidiaries, designing and implementing all non-health insurance programs, and negotiating and purchasing insurance placements.
ClosePatrick Theriault
V.P. and Director, Client Services
Wilmington Trust
He supervises captive insurance company client accounting and regulatory functions. He also oversees the design,... | Read More
He supervises captive insurance company client accounting and regulatory functions. He also oversees the design, implementation, formation, and ongoing management services for captive insurance company clients.
CloseGeoffrey T. Smith
Sr. V.P. of Risk Management
TD Banknorth Insurance Agency
He develops and implements risk management programs for clients and for Northgroup Sponsored Captive Insurance Inc. He... | Read More
He develops and implements risk management programs for clients and for Northgroup Sponsored Captive Insurance Inc. He previously served in risk management leadership with Brunswick Corp., Tupperware, Philip Morris, Kraft and others.
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