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On Demand Audio

Captive Insurance: What Accountants & Attorneys Need to Know

(518 reviews)

Produced on September 26, 2013

$ 59 Insurance In Stock

Course Information

Time 59m
Topics covered in this course: Insurance

Course Description

Captive Insurance is an insurance company that you (the insured) own and control.  Join David Kotowski and attorney Samuel Weiner as they discuss what captive insurance is and how it can be leveraged to maximize a client’s portfolio. Mr. Kotowski and Mr. Weiner begin by discussing the history of Captive Insurance, its use in the market, and how it can be utilized to maximize profit. Next, they explain different captive structures. Finally, Mr. Kotowski and Mr. Weiner will conclude by dissecting the relationship between captives and estate planning along with summarizing the entire process.

Learning Objectives:

I.    Summarize the history of Captives

II.   Predict a good prospect for Captives

III.  Analyze Captive Insurance case studies

IV.  Understand the relationship with Captives and Estate Planning

V.   Summarize the Captive process



David Kotowski

Elevate Captives, LLC

Dave is a Founder and the Managing Partner of Elevate Captives, a leading captive insurance consulting with offices in New York, Oklahoma, Arizona and Hawaii. Our partners bring over 100 years of direct experience to our clients. Elevate works with some of the best companies and their most trusted advisors to help them save money, increase profits and lower insurance costs through our tried and proven LEVER Process: Learn * Educate * Value * Execute * Review. 

Dave graduated with a Bachelor of Arts in Organizational Behavioral Management from Brown University (Providence, RI). David has the expertise and drive of being an entrepreneur while also having the successful management skills of working in large, prestigious organizations. He has over 25 years of financial consulting experience. He was a Senior Vice President for both Merrill Lynch and UBS Paine Webber and also worked for Hong Kong Shanghai Bank. He has assisted a wide range of companies from Wall Street to Main Street.

As a former professional lacrosse player, Dave has been active in professional sports and has served in consulting roles to the NY Islanders of the NHL, the New York Dragons of the AFL, the New Jersey Nets of the NBA and was President of the Long Island Lizards of Major League Lacrosse. Dave is very active in connecting the passion of sports with the passion of business. He is the Founder of The Lacrosse Business Network and he developed the New York Islander’s Business Club.

Dave also serves as a keynote speaker for wide variety of organizations such as Law Line Merrill Lynch, UBS, FurtherEd, The CPA Roundtable, National Network of Accountants, The Accountant Resource Group, Hofstra University, Adelphi University, New York Institute of Technology, the Long Island Alliance (LIA), youth sports organizations, community groups and high schools. He is an approved Faculty Member for Dave is very active in his community where he coaches travel lacrosse for his three daughters. He is the former Co-President of the Friends of Brown Lacrosse and he is also the former President of the Brown University Alumni Association of Long Island. Dave is also the Co-Founder of Team Elevate Lacrosse – a girl’s only lacrosse program aimed at preparing student athletes for college.

Dave lives in Lloyd Harbor, NY with his wife Nancy and their three daughters Victoria, Katie and Allie.

Samuel Weiner

Cole, Schotz, Meisel, Forman, & Leonard PA

Samuel Weiner is Co-Managing Shareholder of the firm and Co-Chair of the firm’s Tax, Trusts & Estate Department. Samuel is a fellow of the American College of Trust and Estate Counsel (ACTEC). His practice encompasses all phases of tax, business and estate planning.

Samuel is a frequent lecturer and author on all facets of tax, business and estate planning. Additionally, he has co-authored two editions of a book for individuals launching businesses titled Starting a Limited Liability Company. Samuel has frequently lectured for the Institute of Continuing Legal Education, the New Jersey State Society of Certified Public Accountants, the Estate Planning Council of Northern New Jersey and various accounting, insurance, banking and business groups.

Samuel has been awarded an AV rating for his professionalism and the quality of his legal work from Martindale-Hubbell, the premier directory of legal professionals. He has also been selected by his peers for inclusion in the prestigious Best Lawyers in America® in Trusts and Estates Law and in New Jersey Super Lawyers® in Estate Planning/Trusts. He has also been named the Best Lawyers’ 2013 Hackensack Trusts and Estates "Lawyer of the Year" and was selected for inclusion in the Top 100 Attorneys Serving Affluent Clientslist by Worth magazine.

Samuel earned his B.S. from University of Vermont and his J.D. from the Boston University School of Law, LL.M. in Taxation.


Warren M.

Both speakers excellent! Clarifies the concept.

thomas f.

extremely substantive, pithy and practical

Michael C.

Very Informative

Katherine P.

Excellent, informative, clear presentation

Rebekah R.

Great topic well explained.

Benjamin P.

Not my area, but very practical advice.


Good introduction

Julie P.

A good basic overview of captives.

Adam C.

Best course on the site so far. Direct, informative and would like more like this program

Dan W.

Enjoyed the course.

Bryan B.

very interesting area. the speakers were excellent. I like the conversational style employed between the two speakers. I only wish I could've heard more of Sam as his practical sample was both informative and useful.

Terry H.

I liked the dual format

Bryan D.


Jason H.

Top notch.

Katharine N.

Would have liked more time allotted to estate planning

Diane E.

Excellent and very informative

Susan M.

interesting topic

Matthew L.

Well put together information

wendy c.

great overview.

Chere R.

best class yet on substance

Anthony M.

Very practical and useful advice, makes CLE interesting and worthwhile, need more excellent courses like this one.

Michael C.

good information for several clients.

Paul G.

Excellent program, it gave me a lot of ideas

Rebecca J.

The conversational style of the presentation was very effective and less boring than the usual lecture format.

David S.


Howard K.


Cynthia H.

Great course! Thank you for offering a topic that is not generally available elsewhere.

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