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Joint Estate Planning Section & Estate Planning Council CLE

Join the CMBA's Estate Planning Section and the Estate Planning Council of Cleveland for a joint CLE luncheon on December 11, 2012.

Lunch & Registration - 12:00 p.m.
CLE Presentation - 12:30 - 1:30 p.m.

Captive Insurance Companies: An Interesting Business Topic or a Key Tax and Wealth Transfer Strategy?

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.

Jeffrey T. Getty, JD, MS (tax), CFP®, Key Private Bank Business Advisory Group

Registrations for this joint event will be handled through the Estate Planning Council of Cleveland.

To reserve:
Visit http://www.epccleveland.org, select the calendar page, and click on the event to register, or click here to download a registration form to submit to the Estate Planning Council of Cleveland.

Start Date: Tuesday, December 11, 2012
End Date: Tuesday, December 11, 2012
Coordinators: Samantha Pringle
Address: The City Club of Cleveland
850 Euclid Avenue
Cleveland, OH 44115
Directions: 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.

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