Alan D. Port

Background & Experience:
I worked as a transactional lawyer for a Burlington, Vermont law ﬁrm for 34 years, retiring in 2012. Over the course of time my practice centered on estate and estate tax planning, mergers and acquisitions, movie rights licensing, and captive insurance. I also served 8 years as president of the law ﬁrm, overseeing a budget of approximately $8 million annually. Much of my work involved ﬁnancial matters - the involvement of ﬁnancial matters in estate tax planning is obvious; and movie rights licensing lawyers typically get more involved in the details of the deal than transactional lawyers generally. However, the captive insurance practice is most relevant to the matter at hand. In the course of the captive insurance practice, I served on the board of directors (or if not on the board, then having signiﬁcant responsibility for regulatory compliance) for about 100 captive insurance subsidiaries of major national and multinational companies. (Many of my clients were subsidiaries of Fortune 100 companies.) That role required me to read and understand hundreds of ﬁnancial statements of varying degrees of complexity.
In addition, I was on the board of directors of the Fairway Bay Condominium Association on Longboat Key, Florida from approximately 2014 to 2023, when I resigned because of the sale of our condominium. During almost all of that time, I also served as the treasurer of Fairway Bay Association. During the years that I served as treasurer, the Association experienced signiﬁcant damage from Hurricane Irma, a major capital project, the COVID-19 pandemic, substantial volatility in the property insurance market, and the introduction of Florida's "Surfside laws." I played a substantial role in maintaining Fairway Bay Association's ﬁnancial stability and well-being in spite of each of those stressors.