Event Calendar
Trusts and LLCs in Private Client Insurance and Risk Management- CE Course presented by the Rocky Mountain Chapter
Date(s): October 8, 2025
Time: 3:00 PM MST - 4:00 PM MST
In the private client market, a common practice used in the management and protection of wealth is the use of trusts or other legal entities, such as limited liability companies (“LLCs”). This course will provide essential information regarding these legal entities and the insurance implications of the creation and use of these legal entities to better enable insurance, financial planning and wealth advisory professionals to better advise their clients.
Learning objectives:
Identify the differences between a trust and LLC.
Understand the purposes and uses of trusts and LLCs for asset protection and/or legacy planning.
Understand the implications of trusts and LLCs on personal insurance coverage.
Explain potential ways to structure insurance policies to provide adequate coverage for both individuals and the legal entities holding their assets.
Understand the importance of proper management of legal entities to better protect client assets.
Our esteemed speaker, Ian Chamberlin, is an experienced insurance claims leader with a passion for the business of insurance and the development of the next generation of professionals. Ian has over 17 years of claims experience, with over 12 years’ experience in High Net Worth claims, including the management and resolution of employment practices liability, workers’ compensation, complex coverage, and high exposure liability and injury claims.
HUGE Thank you to our sponsor Pure Insurance!
Rocky Mountain Co-Chairs
Janessa Vanderheyden
Will Steck
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Google | YahooNetworking and Conversation presented by the Women in Insurance Group (virtual)
Date(s): October 8, 2025
Time: 1:00 PM EST - 2:00 PM EST
Please join the Women in Insurance group for engaging networking and conversation. Connect with like-minded professionals, share insights, and build meaningful relationships within the industry. Don't miss this opportunity to strengthen your connections and grow your professional community.
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