Captive Insurance
The Topic: This is an overview of the use of captive strategies that may be employed when advising an existing or prospective client. The topics covered include a review of the history of the captive insurance industry; an analysis of the legislative and legal history; and instruction on the Formation, operation and exit strategies for a variety of captive structures that may be available to clients.
This program has been certified for 1 CLE (Advanced level, #1401848N, "Post ATRA Opportunities to Use Captive Insurance").
Our Speaker: Mr. Brown is an an Estate Planner and Business Wealth Specialist for Key Private Bank’s national estate planning group. He holds a BA in finance, an MA in international management, a JD, and a master of laws in taxation from the University of Denver. He is a past president of the Centennial Estate Planning Council and sits on advisory boards to Colorado Public Radio and the Denver Foundation. He is a member of the Colorado Bar Association and the National Center for Employee Ownership.
Menu options:
- Cobb Burger (grilled turkey burger, egg, smoked bacon, avocado, tomato and bleu cheese on brioche w/ smoked paprika hand-cut French fries)
- Salmon Nicoise Salad (haricot vert, tomato, capers, red onion, new potatoes, olives w/ lemon vinaigrette)
- Fettuccine Alfredo (fettuccine pasta tossed w/ Alfredo sauce, fresh broccoli and grilled chicken breast, w/ garlic bread)
Upcoming Meetings:
Since this will be te last meeting before our summer break, please mark the following dates in your calendar for the Fall meetings: Sept. 18, Oct. 16, Nov. 20, and Dec. 18.
