May 14, 2014 - ET

"Estate Planning with Captives," Insurance Captive Strategies Seminar, Loyola University

This event has already occurred.
Loyola University
Timonium Center
2034 Greenspring Drive
Timonium, MD 21093

Norman LenczBrian O'Connor and Christopher Davidson participated in a free seminar on Captive Insurance Strategies Seminar hosted by HMS, SC&H Group and Venable on May 14.

Section 831(b) micro-captives can serve as excellent supplemental risk management tools, and can also provide significant tax advantages for many businesses. In addition, while offering fewer tax benefits, traditional domestic and offshore insurance captive strategies allow companies to have more control, while lowering costs as it relates to their overall insurance spend.

Topics covered:

  • How Section 831(b) micro-captives can be an excellent supplemental risk management tool, and can also provide significant income and estate tax savings
  • How group captives can give you control over your insurance costs, and provide a significant dividend potential
  • How both of these types of captives are structured, with sample models