Private insurance: an estate planning tool for financial assets. 19 May 2022

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STEP
Event Type
Web Event
Date

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.

Chair:

  • Simon Gorbutt TEP, Lombard International Assurance, Luxembourg

Speakers:

  • Jerome Barré TEP, YARDS Law Firm, France
  • Yehuda Landau, Rosak, Israel  
  • Dr Tom Offerhaus TEP, WTS Group, Germany

Speaker biographies

STEP Europe Virtual Panel Discussions 2022 are kindly sponsored by:

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Cost group
Event Cost
Free to attend
Schedule
15:00-16:00 CET
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STEP
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Add to Calendar 2022-05-19 14:00:00 2022-05-19 14:00:00 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. Chair: Simon Gorbutt TEP, Lombard International Assurance, Luxembourg Speakers: Jerome Barré TEP, YARDS Law Firm, France Yehuda Landau, Rosak, Israel   Dr Tom Offerhaus TEP, WTS Group, Germany Speaker biographies STEP Europe Virtual Panel Discussions 2022 are kindly sponsored by: STEP STEP Europe/London public