Tax Insurance in Joint Ventures and Partnership Transactions

This panel will discuss tax insurance and its various products, examine relevant case studies, and address the underwriting process for obtaining a tax insurance policy. After completing this session, participants will be able to:

• List the benefits of obtaining tax insurance in the joint venture/partnership/corporate and REIT areas
• Identify situations where tax insurance is a viable option to mitigate risk resulting from known tax issues in the partnership M&A context
• Guide clients through the process of obtaining tax insurance

Patrick J. Browne Jr., John D. Rayis, Jodi J. Schwartz