The Basics of Forming Captives to Benefit Estate Planning - Take Advantage of Significant Tax Savings & Minimize Your Risk

DATE: Friday, May 9, 2014

TIME: 8:30 AM - 9:30 AM

VENUE: Anderson Kill, 1600 Market Street, Suite 2500, Philadelphia, PA


Anderson Kill Presents: The Basics of Forming Captives to Benefit Estate Planning - Take Advantage of Significant Tax Savings & Minimize Your Risk on Friday, May 9, 2014.

In addition to providing needed and focused insurance coverage for a group of related or third party insureds, a captive insurance company can be a part of an overall estate plan to build wealth within a family trust arrangement.

Through careful structuring and appropriate management, a captive insurance company can be a valuable tool to build wealth and protect assets. By separating the ownership of the captive between one or more generations, an opportunity is provided to transfer wealth without gift, estate, or generation-skipping tax consequences. Correctly managing a program such as this centers around understanding what is possible and what is appropriate for a captive insurance company involved in an estate plan.

Speakers Include:

Phillip England, Shareholder
Anderson Kill

Patricio Suarez, Attorney
Anderson Kill

Andrew M. Walsh, Attorney
Anderson Kill

REGISTRATION: 8:00 a.m. - 8:30 a.m.

SEMINAR: 8:30 a.m. - 9:30 a.m.

COST: FREE

Related People

- Attorney | Anderson Kill P.C.
Andrew M. Walsh
Shareholder
New York

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