• Formation of a captive insurance company for a Fortune 100 company to provide prescription drug stop loss insurance to its customers, including the creation of a specialized insurance policy unique to the industry, the design, formation and licensing of the captive and the negotiation of reinsurance agreements;
  • Formation of an association captive insurance company that offers health insurance through a fronted reinsurance arrangement to members of an association made up of over 5,000 member firms throughout the U.S., including the negotiation of reinsurance agreements with several health insurers;
  • Assisted publicly-held corporation with the formation of a captive insurance company for the purpose of insuring workers' compensation insurance deductibles for subsidiaries of the corporation, and issued a federal income tax opinion with respect to the deductibility of premiums paid by the subsidiaries to the captive insurance company;
  • Representation of an international car rental operation with regard to restructuring its insurance requirements both domestically as well as with its Bermuda captive, including the organization of agency arrangements;
  • Restructuring for tax purposes of a major U.S. retail chain's Bermuda captive insurance and reinsurance program;
  • Advised an international corporation on the legal issues arising under ERISA associated with the formation of a wholly-owned captive insurance company to provide health insurance coverage with respect to employees of the corporation;
  • Advised a national association on structuring an insurance regulatory issues with respect to its association captive insurance company;
  • Advised on insurance regulatory issues for several national insurance programs;
  • Representation of an international consultancy firm in relation to its insurance and reinsurance arrangements, particularly from a tax perspective, of its Bermuda captive;
  • Representation of a leading NASDAQ software company in structuring its directors and officers, errors and omissions and intellectual property risk management programs;
  • Crisis preparedness training and risk management evaluation and advice regarding potential class action and product liability exposure for an international Fortune 500 manufacturer;
  • Holding Company Act filings and risk management due diligence reviews of insurance coverage and potential risks in connection with acquisitions;
  • Designing a risk reduction program for a national commercial real estate owner and property manager;
  • Representation of purchasers and sellers of contaminated property in transactions where environmental liabilities were allocated, indemnified and insured with cost cap policies, and tax credits were obtained to defray the costs of remediation in state voluntary cleanup program; and
  • Representation of a FORTUNE 1000 manufacturer in relation to its risk management requirements and programs in the U.S., U.K., Germany and Australia.