Source: https://www.insurancethoughtleadership.com/author/HaleStewart/
Timestamp: 2020-02-18 19:50:49
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Matched Legal Cases: ['art 1', 'art 2', 'art 1', 'art 3', 'art 2', 'art 3', 'art 1']

Hale Stewart, Author at Insurance Thought Leadership
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Let me begin by saying: There are no rules for dealing with this. That is, there is no firm set of steps to take, no one size fits all plan. Sometime over the last few years, the baby boomers started to retire. This has created a complex double-edged sword for professionals. While these people are […]
This is the third and final installment in a three-part series of articles on the ten questions all prospective captive owners should ask themselves (or, that their financial representatives should ask them) to help in the captive formation decision making process. Part 1 in the series can be found here, and Part 2 can be […]
This is the second installment in a three-part series of articles on the ten questions all prospective captive owners should ask themselves (or, that their financial representatives should ask them) to help in the captive formation decision making process. Part 1 in the series can be found here, and Part 3 can be found here. […]
This is the first in a three-part series of articles on the ten questions all prospective captive owners should ask themselves (or, that their financial representatives should ask them) to help in the captive formation decision making process. Part 2 can be found here, and Part 3 can be found here. Forming a captive insurance […]
The Flood Plain Cases, Part 1
Although we think that the first important legal battle for captive insurance occurred during the economic substance cases that started in the 1970s, the reality is two cases from the 1950s (US. v. Weber and Consumers Oil Corp v. US) have all the hallmarks of modern-day captive insurance programs. Most importantly, at their conclusion, these […]
The IRS And Captive Insurance
Starting in the mid-1970s, and continuing through the UPS case, the IRS fought captives tooth and nail. Over the course of these cases, they advanced three different legal arguments against captive insurance: the economic family argument, the nexus of contracts and the assignment of income doctrine. However, it’s important to ask this question regarding the […]
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