Steven Kass
Partner

Miami

Email: sk@jordenusa.com
Phone: 305.347.6899
Fax: 305.372.9928

Steven Kass is a Partner in the Miami office of Jorden Burt LLP. Mr. Kass counsels on a broad range of business and regulatory matters, with primary emphasis on insurance and reinsurance. Mr. Kass also has significant experience in corporate and securities law, and as a former Certified Public Accountant working in public accounting, Mr. Kass brings a strong financial background to his practice.

Mr. Kass works closely with insurance companies and other insurance related entities on a wide variety of routine and cutting edge issues facing industry participants, including:

• Regulatory compliance, counseling, and enforcement.
• Unclaimed property compliance and examinations.
• Product development and structuring, including product restructurings and repricings.
• Risk assessments, compliance audits, and best practices reviews.
• Reinsurance.
• Litigation counseling.

As a corporate and securities practitioner, Mr. Kass represents clients in mergers and acquisitions, business planning and structuring, and corporate governance. Mr. Kass also regularly participates in complex federal litigation with other Firm attorneys, and he brings product and regulatory expertise to Jorden Burt litigation teams defending claims involving insurance products, practices, and coverage.

Mr. Kass serves as the Chief Financial Officer of the Firm.

Representative Matters

• Counsel to insurers regarding regulatory, litigation, and business considerations related to new products, features, and business practices.
• Counsel to insurers and other entities regarding unclaimed property and benefits payment practices, including retained asset accounts and Social Security DMF-related issues.
• Litigation, regulatory, and/or operational risk assessments, compliance audits, and best practices reviews for insurers and producers. Scope of projects have ranged from insurer's overall operations to review of specific product lines, offerings, or functional activities.
• Counsel to insurers and producers on distribution related issues, including licensing, compensation, and disclosure.
• Counsel to insurers and insurance holding companies, as well as to state insurance departments, on mergers and acquisitions, restructurings, and demutualizations, including due diligence, transaction structuring and documentation, and regulatory approvals (e.g., change of control, market concentration, "fair and equitable," etc.).
• Counsel to insurers in structuring and documentation of reinsurance treaties as well as related regulatory issues (e.g., reserve credit and risk transfer issues, holding company law compliance, trusteed assets, etc.).
• Representation of life insurers and producers before state insurance regulatory authorities, including formal requests for interpretive relief under statutes and regulations, form, rate, and/or repricing approvals and challenges, and investigations, examinations and/or enforcement matters.

Speeches and Publications

• Speaker: "Unclaimed Property: Compliance & Examinations," ACLI Compliance & Legal Sections Annual Meeting, July 2010.
• Speaker: "Current Developments in Life Insurance and Annuities," PLI Conference on Current Developments in Insurance Law, January 2010.
• Speaker: "Life Insurance Fundamentals and Emerging Issues," PLI Conference on Understanding Insurance Law, April 2009, 2008, and 2007.