Private insurance: an estate planning tool for financial assets. 19 May 2022
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.
- Simon Gorbutt TEP, Lombard International Assurance, Luxembourg
- Jerome Barré TEP, YARDS Law Firm, France
- Yehuda Landau, Rosak, Israel
- Dr Tom Offerhaus TEP, WTS Group, Germany
STEP Europe Virtual Panel Discussions 2022 are kindly sponsored by: