EP401 is a webinar & in person seminar series where we provide access to the best & brightest on the state of the art in estate, business & tax planning solutions for the successful & high-net-worth client.
October 6 – Thursday – 1PM
“Captive Insurance Companies – 2016 Pitfalls & Opportunities for successfully closely held family business owners.”
Guest Speaker: Mr. Brad Barros
Brad will discuss:
1) Pitfalls many captive company owners are walking into with the passage of the Path Act legislation.
2) Talking points that every existing captive company needs to review – today.
3) Best of class strategy for estate planning with captive insurance companies considering current federal legislation.
Mr. Barros has over 27 years of experience in helping clients protect their businesses and families through the development of effective risk management solutions. Mr. Barros works with a global captive management firm handling Family Office Services. He also acts as the Senior Risk Consultant for one of California’s leading estate planning law firms, which also provides family office services to over 200 high/ultra high net worth clients. Mr. Barros maintains offices in Los Angeles, CA and on the east coast.