Brian T. Casey is a partner in the Atlanta office of Locke Lord LLP.
As co-leader of Locke Lord’s Corporate Insurance Practice Group, and a member of the firm’s (a) Corporate(b) Capital Markets and (c) Healthcare 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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Co-Practice Leader,
"Corporate Insurance: The Guidance You Need,"
Locke Lord Brochure
(October 2011)
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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
- 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, 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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