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50 State Survey on Mandates Applicable to Group Specified Disease and Critical Illness Products Counseled a leading life insurance company on the mandates for group life and group specified disease/critical illness products in all 50 states, with a focus on...
50-State Survey of Insurance Adjuster Licensing & Regulation Led a team in the development of a 50-state survey regarding all aspects of licensing and regulation of insurance adjusters.
50-State Survey of Service Warranty Regulation Led a team in the development of a 50-State Survey covering all aspects of Service Warranty regulation for a large retail consumer client with stores in all U.S....
Captive – Formation and Tax Matters Assisted client in the formation of an offshore captive insurance company and obtained a private letter ruling (PLR #200518010) regarding same.
Captive – Formation and Tax Work Formed captive insurance company for non-profit nursing home organization and assisted with international tax issues.
Captive – Fronting Arrangement Assisted in the formation of an offshore captive insurance company and establishment of a fronting arrangement in the United States.
Captive – Risk Retention Group Formation, Regulatory and Tax Work Assisted in the formation of a hospital sponsored risk retention group to offer medical malpractice insurance to physicians with admitting privileges.
Captive – Structuring of Captive Insurance Program Represented an international life insurance company in conjunction with its role in a captive insurance program designed to allow mid-size employers to self-fund...
Counseled "Mini-Med" Health Insurance Provider on Regulatory Issues Under Affordable Care Act Represented a regional "mini-med" health insurer on the implications and issues for the mini-med industry arising under the Affordable Care Act and in seeking a...