Private Risk Management Association-Summit 2022—Tackling the Complex World for Trusts and LLCs, moderated by Jim Kane of USI Insurance Services. (November, 2022)

At the PRMA Summit 2022, Thomas Handler provided expert insights into the complexities of trusts, LLCs, and risk management strategies for high-net-worth individuals and family enterprises. Moderated by Jim Kane of USI Insurance Services, the discussion focused on the critical role of legal structuring, asset protection, and liability management in preserving wealth across generations.

In this engaging discussion, Thomas Handler reinforced that trusts and LLCs require proactive management—not a “set and forget” approach. Without ongoing oversight, expert legal guidance, and alignment with risk management strategies, even well-structured trusts and LLCs can fail to deliver the protection they promise.