Brian T. Casey is a partner in the Atlanta office of Locke Lord LLP.
As co-leader of Locke Lord’s Regulatory and Transactional Insurance Practice Group, and a member of the firm’s (a) Corporate, (b) Capital Markets and (c) Health Care Practice Groups, Mr. Casey focuses on (i) corporate, (ii) merger & acquisition, corporate and structured finance and other transactional, and (iii) regulatory matters for corporate clients in the insurance, financial services and health care industries. One significant facet to Mr. Casey’s practice is a focus on insurance-linked securities and related insurance capital markets transactions. His clients include insurance companies, insurance holding companies, managing general agents and insurance agencies, third party and claims administrators, banks and other financial institutions, investment banks and reinsurance companies.
Education
- LL.M., Taxation, Emory University Law School, 1992
- J.D., The Ohio State University College of Law, 1987
- B.A./B.S., Accounting, summa cum laude, Auburn University, 1984
Bar Admissions
Representative Experience
- Corporate, transactional and business law
- Mergers and acquisitions of insurance companies (life & health and property & casualty), insurance agencies, third party administrators, financial services businesses
- Multi-state insurance regulation and administrative law
- Privacy and Security
- Internet, electronic commerce and other technology aspects of insurance, financial services, and healthcare
- Social Media
- Bank insurance transactions and financial services modernization
- Healthcare
- Reinsurance
- Long Term Care Insurance
- Patient Protection and Affordable Care Act
- The Dodd-Frank Wall Street Reform and Consumer Protection Act
- Corporate finance, venture capital and insurance structured finance transactions
- Insurance company and insurance product taxation
Publications & Presentations
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Author,
"
Locke Lord QuickStudy: Little Impact on Life Settlement Industry by Updated Omnibus HIPAA Privacy and Security Regulations
,"
Locke Lord
(March 20, 2013)
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Co-Author,
"
Locke Lord QuickStudy: The Georgia Any Willing Provider Statute – Only a Blue Cross Issue?
,"
Locke Lord LLP
(November 7, 2012)
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Presenter,
"Retained death benefit life settlement transactions,"
LISA 18th Annual Fall Life Settlement & Compliance Conference
(November 2012)
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Presenter,
"Legal and Regulatory Issues for Insurance Broker’s Use of Technology,"
The Council CIO Working Group Meeting
(October 2012)
-
Presenter,
"The Legal Aspects of Social Media,"
LIDMA 2012 Annual Conference
(September 2012)
-
Author,
"There's My Number; Your ATDS Can Call Me — Maybe,"
Law360
(August 2012)
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Presenter,
"The Legal Aspects of Social Media,"
3rd Annual Extended Warranty & Service Contract Conference
(August 2012)
-
Author,
"Life settlements: becoming a viable alternative asset investment for institutional investors,"
Financier World
(August 2012)
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Presenter,
"STOLI (Stranger Owned Life Insurance) and the Secondary Market: Litigation Trends and Emerging Fraudulent Investment Schemes,"
ACI National Advanced Forum on Litigating Life Insurance and Annuity Claims
(July 2012)
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Co-Author,
"
Locke Lord QuickStudy: Diminished Value Insurance Claims for Real Property – An Impossible Measure of Damages?
,"
Locke Lord
(June 20, 2012)
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Co-Author,
"
Locke Lord QuickStudy: Rescinding Life Insurance Policies Can Be Risky Business
,"
Locke Lord
(June 1, 2012)
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Co-Author,
"
Locke Lord QuickStudy: Tis the Season to be Jolly
,"
Locke Lord
(April 18, 2012)
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Co-Practice Leader,
"Regulatory & Transactional Insurance: The Guidance You Need,"
Locke Lord Brochure
(February 2012)
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Co-Author,
"
Locke Lord QuickStudy: Legislation Introduced Affecting Taxation of Life Settlement and Similar Transactions
,"
Locke Lord
(February 8, 2012)
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Co-Author,
"Locke Lord QuickStudy: The Rose of DeRose,"
Locke Lord
(October 20, 2011)
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Author,
"Locke Lord QuickStudy: The Awe of Dawe?,"
Locke Lord
(October 4, 2011)
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Contributor,
"eMatters: A 6-Point Framework,"
Locke Lord
(September 2011)
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Co-Author,
"Locke Lord QuickStudy: Barwick v. GEICO,"
Locke Lord
(April 13, 2011)
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Contributor,
"Looking Ahead 2011: Corporate Insurance and Reinsurance,"
Locke Lord
(January 26, 2011)
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Co-Author,
"Client Alert: Promoters Beware,"
Locke Lord
(October 26, 2010)
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Contributor,
"e-Matters: ESIGN Workshops,"
Locke Lord
(October 1, 2009)
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Co-Author,
"Client Alert: The Expansion of Privacy and Data Breach Protection and Notification Laws: Changes are Coming Your Way,"
Locke Lord Bissell & Liddell LLP
(May 14, 2009)
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Co-Author,
"Client Alert: The IRS Issues Important Guidance on Life Settlement Transactions,"
Locke Lord Bissell & Liddell LLP
(May 5, 2009)
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Co-Author,
"e-Matters Alert: 2008 Case Law Review"
(January 26, 2009)
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Co-Author,
"Client Alert: President Enacted New Federal Rule of Evidence 502: But Risks Still Remain for Inadvertent Disclosures,"
Locke Lord
(September 26, 2008)
Events
- ACI's 2nd National Advanced Forum on Life Insurance and AD&D Claims and Litigation
- Warranty Chain Management Conference (March 12-14, 2013)
- International Life Settlements Conference (May 1, 2012)
- The Life Insurance Conference, A World of Opportunities: Hosted by LIMRA, LOMA, SOA, and ACLI (April 23-25,2012)
- National Alliance of Life Companies 2012 Spring Conference (April 18-20,2012)
- Lorman National Audio Conference (May 25, 2011)
- RIMS – Atlanta Chapter Monthly Luncheon (April 21, 2011)
- Luxembourg Life Settlements Event (March 31, 2011)
- BVZL Summit (March 29, 2011)
- Warranty Chain Management Conference (March 15-17, 2011)
- Atlanta Society of Financial Service Professionals Monthly Meeting (March 10, 2011)
- LISA 16th Annual Fall Life Settlement Conference (November 10-12, 2010)
- Panelist, "Legal Issues in Noncompete" Life Insurers Council: 2010 Pre Need Conference (November 2010)
- 2010 IASA Georgia Chapter Fall Education Conference (October 27, 2010)
- DealFlow Media International Life Settlements Conference (March 22-23, 2010)
- PossibleNow Webinar (March 9, 2010)
- Warranty Chain Management Conference (March 2-4, 2010)
- LISA European Trade Mission (February 23-26, 2010)
- 2009 VSCAC Conference
- 2009 API Annual Conference (5/7-9/2009)
- LISA 15th Annual Spring Conference
- Locke Lord Webinar for Life Insurance Direct Marketing Assocication (LIDMA)
- IQPC 5th Warranty Management Summit
- IQPC 5th Insurance Linked Securities Summit (1/28-29/2009)
- FRA's 5th Investors' Summit on the Secondary Life Market (1/26-27/2009)
- The Estate Planning Council of North Georgia (12/2/2008)
- Life Insurance Settlement Association (LISA) Fall Conference
- Society of Actuaries Annual Meeting
- Life Insurance Direct Marketing Association (LIDMA) 2008 Fall Meeting and Business Showcase
- DealFlow Media Life Settlements Conference
- Fiserv Insurance Group 2008 Client Conference
- LISA Industry Services Forum
- Financial Research Associates Annual Emerging Investment Strategies in the Secondary Life Market Conference
- Annual Mi2 Marketing Summit (6/11/2008)
- Panel of Life Settlement Industry Experts: Regulatory Forces (6/10/2008)
- 2008 LISA Spring Conference (5/15/2008)
- First Financial Resources 2008 Spring Marketing Meeting Atlanta (4/16/2008)
Professional History
Professional Affiliations & Achievements
- Named in the List of the 100 Most Powerful People in the Insurance Industry - North America (2002-2010)
- Named, Ten Most Influential People in Life Settlements, Life Settlement Review (2008-2010)
- Named to The International Who's Who of Insurance & Reinsurance Lawyers 2010 (June 2010)
- Named, Editorial Board of Insurance Law360 (2010 and 2011)
- Acknowledged, The Legal 500 United States-2008 Edition for his accomplishments in the Insurance Practice
- Board Member, Georgia State University Risk Management Foundation (2011-Present)
- Chair, American Bankers Insurance Association Reinsurance/Risk Management Panel (2011-2012)
- Legislation & Public Policy Committee Member, Institute of Warranty Chain Management (IWCM) (2006 - Present)
- Board of Directors, Life Insurance Direct Marketing Association (LIDMA) (2006 - Present)
- Board of Directors, Life Insurance Settlement Association (LISA) (2002 - Present)
- Member, Association of Alabama Life Insurance Companies (2002 - Present)
- Member, Federation of Regulatory Counsel (FORC), State of Georgia (2001 - Present)
- Member, Georgia Electronic Commerce Association (GECA) (2000 - Present)
- Member, Association of Life Insurance Counsel (ALIC) (2000 - Present)
- Member, Technology Association of Georgia (TAG) (2000 - Present)
- Member, Advisory Board for Insurance Studies Institute (ISI)
- Co-Founder, Life Insurance Finance Association (LIFA) (2005)
- Board of Directors Atlanta Contact Center SIG, Customer Relationship Management Association (CRMA) (2003 - 2006)
- Counsel, Life Settlement Institute (2002 - 2004)
- Advisory Committee, Bridium (an on-line insurance claims application service provider) (2001)
- Board of Directors, ConfirmNet Corporation (an on-line certificate of insurance delivery and management application service provider) (2000 - 2002)
- Panel Host and Speaker, CyberInsurance/Insurance Technology Symposium, Organizer (1999 - 2005)
- Counsel, National Life Settlement Association (formerly known as the National Viatical Association) (1998 - 2000)
- Member, Life Insurers Council, Laws and Legislative Committee (1995 - Present)
- Adjunct Professor of Insurance Law, Georgia State University, Risk Management and Insurance Department (1993 - 1997)
- Industry Participant, National Association of Insurance Commissioners (NAIC) (1989 - Present)
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