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Vacant and Distressed Property
Coverage review begins with the building as it stands today.
Explore property coverage →
Receivers. Trustees. Complex risks.
The appointment changes. The risk changes with it.
Protect the assignment. Preserve the recovery. Insurance review and placement for receivers, trustees, restructuring professionals and the businesses and property entrusted to them.
Just appointed? Start with the assignment and the next deadline.
Why Fiduciary Bridge
When control changes, someone has to own the insurance work.
A receiver inherits a business, an insurance program and the assumptions behind it. Those assumptions deserve a fresh look.
The incumbent team may remain valuable. But changed relationships, reduced operations and an uncertain renewal can leave servicing, remarketing and follow-through without a clear owner. Fiduciary Bridge is built to support the professionals responsible for the next chapter.
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A partner for the assignment
We organize the review around your duties, deadlines and exit plan. An assignment expected to end before the next renewal still deserves attentive service.
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The whole insurance program
We examine the fit across property, operations, people and fiduciary responsibilities. Gaps, obsolete assumptions and unnecessary overlap all belong in the review.
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Cash preserved for the case
We weigh premiums, retentions, financing and exit costs against the protection purchased. The goal is to preserve value available for creditors, victims and other entitled stakeholders.
Assignment Insurance Review
Start an insurance review
Start with an Assignment Insurance Review.
Bring the policies you inherited, the authority or workout mandate, the operating plan and the next deadline. We agree on the scope, timing and any fee before the review begins.
The review organizes the insurance record into three practical outputs:
- A coverage inventory
- A prioritized list of gaps, questions and deadlines
- Recommendations to retain, amend or seek alternatives, with the cash implications made clear
Built for the people the court puts in charge
We work with receivers, trustees, assignees, lenders and the professionals managing court-supervised and out-of-court workouts.
- Bankruptcy trustees
- Court-appointed receivers
- Counsel to trustees & receivers
- Operating businesses
- Vacant, distressed or transitional property
- Lenders and special-assets teamsInsurance support for troubled credits, collateral preservation and recovery budgets.
- Assignees and restructuring professionalsInsurance review for assignments for the benefit of creditors and other out-of-court workouts.
What we help with
Coverage for each stage of the assignment
An appointment, sale, closure or change in operations may alter the risks and reporting requirements.
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Operating and Regulated Businesses
The operating plan determines the insurance questions.
Explore operating business coverage →03
Professional and Management Liability
Your professional role and the business’s management risks need separate attention.
Explore liability coverage →04
Cyber, Crime and Fidelity
One event can cross several insuring agreements.
Explore cyber, crime and fidelity →05
Court and Fiduciary Bonds
The bond obligation and its cash requirement come first.
Explore court and fiduciary bonds →06
Employee Benefit Plan Risk
Plan assets and plan duties require their own review.
Explore benefit plan risk →07
Tail and Transition Coverage
The coverage decision belongs before the sale or closure.
Explore tail coverage →08
Policy, Premium and Layered Program Review
Insurance commitments affect the case’s available cash.
Explore policy and program review →
For lenders
Insurance support for lenders →
Protect the collateral. Support the recovery.
When a credit moves into workout, the insurance assumptions need another look. We help lenders and appointed professionals assess current protection, cash requirements and available alternatives to lender-placed coverage.
Review the actual collateral, operating plan and policy terms before committing scarce cash.
Meet James M. Gee
Over 30 years of experience serving insolvency and workout trustees, fiduciaries, and their professionals
- Licensed Insurance Producer
- CPA
- CIRA
- CFE
James M. Gee, CPA, CIRA, CFE, brings the financial discipline of a CPA, the restructuring perspective of a CIRA, the investigative lens of a CFE and the practical capabilities of a multi-state licensed insurance producer to the same review.
His experience includes 23 years with the U.S. Trustee Program. Today, he connects fiduciary tax, forensic and restructuring work with insurance questions affecting distressed property and operating businesses.
What James brings to the review →
Practice example
Coverage for a vacant industrial property
- The situation.
- Operations had stopped at an industrial property involved in a fiduciary assignment.
- The work.
- James coordinated coverage, bringing current occupancy, building values and protection arrangements into the underwriting picture.
- Why it mattered.
- The insurance submission addressed the property’s current condition and the preservation plan.
Anonymized completed work. Coverage terms and results depend on the assignment.
Our standard
The assignment sets the recommendation.
Our work starts with what the assignment needs today. A recommendation may be to keep a useful policy, amend it, seek alternatives or arrange an orderly termination when the exposure and continuing obligations permit.
Service commitments are agreed around the assignment and its milestones. An assignment expected to end before the next renewal still deserves attentive service.
Compensation and relevant conflicts are disclosed and reviewed, including those involving our participating firms.
Compensation and conflict review →