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Equine Law: Liability, Contracts, and Risk Management for Lawyers [CC]
Captive Insurance Companies and Closely Held Enterprises: Income Tax and Transfer Tax Opportunities and Implications
By Geoffrey N Seaman and Matt Brown
Captive Insurance Companies and Closely Held Enterprises: Income Tax and Transfer Tax Opportunities and Implications
By Geoffrey N Seaman and Matt Brown
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Once the domain of the Fortune 500, captive insurance companies are now accessible by families and family-owned enterprises. The family business can use a captive to not only reduce casualty insurance costs, but to also defer/reduce income taxes, improve risk management practices, and provide wealth transfer opportunities.During this presentation, we will examine the following:
- What is a captive?
- Brief tax law history of captives
- Types of casualty risks insurable in a captive
- Income tax treatment of captives
- Jurisdiction (onshore versus offshore)
- Business planning opportunities
- Estate planning opportunities
- Implementation process
- Identifying prospects
- Potential problem areas Faculty:Matt Brown, Esq., Brown & Streza LLP, Irvine, CAGeoff Seaman, BNY Mellon -- Wealth Management, Los Angeles, CA
Product Details
Authors
Sponsors
Section of Real Property, Trust and Estate Law
Product Code
5430505MP3
Publication Date
9/1/2009 12:00:00 AM
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