Private Insurance: An Estate Planning Tool for Financial Assets 2022 | Society of Trust & Estate Practitioners (STEP) | 19 May 2022 | Online
Venue
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| Event Date |
Thu May 19 CDT (over 2 years ago)
In your timezone (EST): Thu May 19 1:00am - Thu May 19 1:00am |
| Location | Online |
| Region | Americas |
Details
Part of nearly every practitioner’s toolbox in some jurisdictions while at times overlooked or misunderstood in others, private insurance can be a powerful option for estate, succession, investment, and other objectives in today’s environment.
With the help of experts from the UK, France, Germany, and Israel, we will take a multi-jurisdictional approach to the topic, unpacking private insurance, its structure and uses, and evaluating its application for modern mobile families, including in conjunction with trusts and other vehicles.
Speakers
2022 Speakers
CHAIR:
Simon Gorbutt
Director - Wealth Structuring Solutions, Lombard International Assurance, Luxembourg
SPEAKERS:
Jerome Barré
Managing Partner, Cabinet Barré & Associés, France
Yehuda Landau
Head of Zurich branch, Rosak, Israel
Dr Tom Offerhaus
Partner and Tax Lawyer, WTS Group, Germany
Sponsors & Partners
2022 Sponsor
• IQEQ