See Credit Details Below
Overview
Why You Should Attend
Understanding and effectively deploying Representations & Warranties Insurance (“RWI”) and other Transactional Risk Insurance (TRI) products, like Tax Liability Insurance and Litigation Insurance, has become critical for mergers and acquisitions (M&A) professionals and their advisors.
We’re excited to bring back this engaging program designed to provide lawyers and other M&A professionals with an understanding of the breadth of RWI and other TRI products and their strategic uses in mergers & acquisitions, asset purchases, and other corporate transactions.
First, we will provide an overview of RWI and explain how it is being used strategically in M&A and other corporate transactions. In this section, we will also provide an update into the expanding uses of RWI. Further, we will take a look at the RWI claims process and what we can learn from the types of claims being brought under RWI policies. Next, the faculty will introduce attendees to other forms of TRI, including tax insurance, litigation insurance and several other contingent liability products.
What You Will Learn
After completing this program, participants will be able to:
- Understand representations and warranties insurance (RWI) and how it is used in M&A transactions
- Understand new and innovative uses of RWI policies.
- Understand current underwriting, pricing, retention, and coverage trends for RWI
- Understand the RWI claims process and what we can learn from RWI claims trends
- Review the risks associated with tax liabilities in transactions, and how tax insurance can help mitigate those risks.
- Discuss other types of insurance policies for specific litigation and other contingent liability insurance
- Understand underwriting trends for litigation, tax liability and other specific contingency insurance products
Who Should Attend
Attorneys working in M&A and other corporate transactions and in-house counsel responsible for insurance policy reviews, and claims counsel will benefit from this program
Program Level: Intermediate
Prerequisites: Attendees should have some familiarity with key provisions in corporate transactions and insurance coverage concepts.
Advanced Preparation: None.
Lecture Topics [Total time 00:03:45]
Segments with an asterisk (*) are available only with the purchase of the entire program.
- Opening Remarks* [00:01:47]
Joseph Ehrlich - Mergers & Acquisition Reps and Warranties Insurance [01:23:00]
David J. Bartoletti, Joseph Ehrlich, Angus Marshall, Joseph Corsello - Managing Tax Liabilities in Corporate Transactions [00:59:57]
Yonatan Tammam, Jeffrey S. Korenblatt, Bill Kellogg - Specific Litigation Insurance [01:04:03]
Ilan Peress, Scott Stevenson, Marc Casarino
The purchase price of this Web Program includes the following articles from the Course Handbook available online:
- Complete Course Handbook
- Property & Casualty—Representations and Warranties Insurance (RWI): The Essentials (2024)
Joseph Ehrlich - Euclid Transactional, Global Representations & Warranties Insurance Claims Study
Jay Rittberg - David J. Bartoletti and Ralph Caruso, Taft Stettinius & Hollister LLP, Framework of a Representations & Warranties Insurance Policy
David Bartoletti - Mark S. Holmes, Ch. 11: Representations and Warranties, Patent Licensing and Selling: Strategy, Negotiation, Forms (2nd Edition) (October 2013)
Joseph Ehrlich
Presentation Material
- Segment PowerPoint: Mergers & Acquisition Reps and Warranties Insurance
David J. Bartoletti, Joseph Corsello, Joseph Ehrlich, Angus Marshall - Segment PowerPoint: Managing Tax Liabilities in Corporate Transactions
Bill Kellogg, Jeffrey S. Korenblatt, Yonatan Tammam - Segment PowerPoint: Specific Litigation Insurance
Why You Should Attend
Understanding and effectively deploying Representations & Warranties Insurance (“RWI”) and other Transactional Risk Insurance (TRI) products, like Tax Liability Insurance and Litigation Insurance, has become critical for mergers and acquisitions (M&A) professionals and their advisors.
We’re excited to bring back this engaging program designed to provide lawyers and other M&A professionals with an understanding of the breadth of RWI and other TRI products and their strategic uses in mergers & acquisitions, asset purchases, and other corporate transactions.
First, we will provide an overview of RWI and explain how it is being used strategically in M&A and other corporate transactions. In this section, we will also provide an update into the expanding uses of RWI. Further, we will take a look at the RWI claims process and what we can learn from the types of claims being brought under RWI policies. Next, the faculty will introduce attendees to other forms of TRI, including tax insurance, litigation insurance and several other contingent liability products.
What You Will Learn
After completing this program, participants will be able to:
- Understand representations and warranties insurance (RWI) and how it is used in M&A transactions
- Understand new and innovative uses of RWI policies.
- Understand current underwriting, pricing, retention, and coverage trends for RWI
- Understand the RWI claims process and what we can learn from RWI claims trends
- Review the risks associated with tax liabilities in transactions, and how tax insurance can help mitigate those risks.
- Discuss other types of insurance policies for specific litigation and other contingent liability insurance
- Understand underwriting trends for litigation, tax liability and other specific contingency insurance products
Who Should Attend
Attorneys working in M&A and other corporate transactions and in-house counsel responsible for insurance policy reviews, and claims counsel will benefit from this program
Program Level: Intermediate
Prerequisites: Attendees should have some familiarity with key provisions in corporate transactions and insurance coverage concepts.
Advanced Preparation: None.