Captive Insurance Companies sprd by Zinner & Co., hosted jointly with CMBA Estate Planning Section
Date: Tuesday, December 11, 2012
Time: 12:00 PM - 1:30 PM
Location: The City Club, 850 Euclid Ave.
Speaker: Jeffrey T. Getty, Esq., MS(tax), CFP
This meeting is being hosted jointly by EPC Cleveland the the Cleveland Metropolitan Bar Association Estate Planning, Probate & Trust Law Section.
LOCATION: The City Club, 850 Euclid Ave., Cleveland (Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage, located at 740 Euclid Ave. with entrances on Euclid & Prospect, to those that enter after 11:01 am and exit before 2:29 pm. Guests must present ticket to The City Club for validation.)
About the program…
Captive insurance companies are risk management tools for businesses. They are a closely held insurance company whose insurance business is primarily supplied and controlled by its owners, and which the original insured's are the principal beneficiaries. This structure allows the insured's to have direct involvement and influence over the company's major operations, including underwriting, claims management policy, and investment management. When formed and operated correctly, the captive improves business risk management, saves money on insurance premiums and losses, and allows wealth to accumulate in a tax-advantaged manner.
About the speaker…
Jeff Getty spearheads national strategy for Key Private Bank’s business advisory group. He specializes in helping clients with foreign and domestic trusts, captive insurance companies, closely held business advisory and succession planning, and sophisticated estate and financial planning strategies. Jeff holds a bachelor’s degree from the College of Charleston, a law degree from the University of Pittsburgh, and a master of taxation degree from Duquesne University. He is the author of a book on asset protection strategies, and has published articles in a wide range of professional periodicals, including bar journals and other refereed journals. He is also a frequent speaker on trust and estate planning topics.
Michael W. Matile, EPC Cleveland Program Chair & Cristin R. Snodgrass, CMBA Program Chair
Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. Meeting cost is $25 for members of either organization when paid in advance before noon 12/10/12. Meeting cost is $35 for members at the door and $35 for guests. If you reserve and are unable to attend, please call the office to cancel by noon 12/10/12 to avoid a no-show reservation billing.
Purchase a table at the monthly luncheon… $200 / six guests.(Submit names to firstname.lastname@example.org by 12/07/12.)
Continuing Education – The CMBA has requested 1.0 CLE from the Supreme Court of Ohio Commission on CLE. EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders. In addition, a certificate of completion will be available for those CTFAs, CPAs, and CWS designees that feel the program satisfies their continuing education requirements.
To reserve, click "RSVP Now!" below.
This meeting is sponsored by:
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