WHAT OUR READERS SAY
Your new book is excellent -- the chapter on US Regulatory Issues is the best I have seen on this subject, and it is a mind-opening experience to learn about the products in the UK.
Congratulations!
Lee Slavutin.
www.sternslavutin.com
Definitive treatment of core concepts
24 authoritative chapters answer your key questions
Individual country chapters cover leading insurance domiciles
Analysis of current issues facing insurance practitioners
Invaluable information on international insurance planning for both advisers
and clients
Life insurance is a unique planning tool, enjoying extensive tax, investment, probate and political advantages in most countries of the world. Probably no other financial instrument provides so many benefits. If you operate in the international tax-planning arena, you need to understand the financial benefits life insurance has to offer.
The Editor, David D. Whelehan, JD, has assembled a distinguished group of authorities on international life insurance to set out for you the key issues in this fast-changing area of international planning - and how to profit from the financial benefits it offers. This work has been made possible by sponsorship support from Marsh Financial Services, Marsh Private Client Group, Trident Trust Company and others.
In twenty-four expertly-written chapters, International Life Insurance analyses the central issues facing practitioners, advisers and clients alike.
International Life Insurance includes detailed, individual chapters on each of the principal jurisdictions including: the United States, United Kingdom, Canada, France, Germany, Italy, Spain, Japan, People's Republic of China, Mexico, Brazil, Taiwan and the offshore jurisdictions of the Bahamas, Bermuda, the Cayman Islands and the Isle of Man.
Table Of Contents |
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Preface |
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| 1. | International
Life Insurance: An Overview David D. Whelehan, JD, AG Transnational, Ltd. |
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Preface |
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North
America |
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| 2. | United
States Joel Karp, Karp & Genauer |
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| 3. | US
Investor Control & Diversification Issues James A. Walker, Walker & Black |
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| 4. | US
Regulatory Issues Hugh McCormick, LeBoeuf Lamb Green & MacRae |
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| 5. | Canada Wolfe Goodman, Goodman & Carr |
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Preface |
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Latin
America |
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| 6. | Mexico Sergio Yarittú Gonzales, Smart Consulting, SC |
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| 7. | Brazil Ana Claudia Akie Utumi, Tozzini, Freire, Teixeira e Silva, Advogados |
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| 8. | Regulatory
Issues for Latin America Thomas Morante, Jones Walker |
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1 |
APPENDICES |
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| Europe |
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| 9. | France Philippe Juilhard, Bureau Francis Lefebvre |
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| 10. | Germany Sonja Klein, Baker & McKenzie |
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| 11. | Italy Paolo Ludovici, Maisto e Associati |
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| 12. | Spain Adolfo Rovira, Cuatrecasas |
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| 13. | United
Kingdom Miles Dean and Richard Williams, International Fiscal Services Ltd |
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Preface |
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Asia |
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| 14. | China
(PROC) Joseph Fong, Feng Chia University |
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| 15. | Taiwan
(ROC) Joseph Fong, Feng Chia University |
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| 16. | Japan Masatami Otsuka, CPA, Jones Day Reavis & Pogue Eiichiro Nakatani, Konak Toyama & Josaya Ichiro Otsuka, Blakemors & Mitsuki |
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Preface |
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Special
Issues |
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| 17. | Asset
Protection Mike Heimos and Greg Dean, Dean & Heimos |
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| 18. | International
Trusts Peter Cohen, Trident Trust Co. |
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| 19. | International
Anti-Money Laundering Issues Bruce Zagaris, Berliner, Corcoran & Rowe |
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| 20. | International
Private Placement Insurance Gerry Nowotny, JD, Marsh Financial Services |
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Preface |
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International
Insurance Jurisdictions |
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| 21. | Bahamas Hywel Jones, Britannia Consulting Group |
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| 22. | Bermuda David Lines, Appleby Spurling & Kempe |
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| 23. | Cayman
Islands Timothy Law, JD, Scottish Annuity & Life |
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| 24. | Isle
of Man Nigel Bowrey, Consultant to Isle of Man Assurance Co. |
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ISBN: 1 899217 06 1
Price: US$197 / £132
