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International Life Insurance - 1st Edition

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. - 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.

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.
1. International Life Insurance: An Overview
 David D. Whelehan, JD, AG Transnational, Ltd.
North America
2. United States
 Joel Karp, Karp & Genauer
3. US Investor Control & Diversification Issues
 James A. Walker, Walker & Black
4. US Regulatory Issues
 Hugh McCormick, LeBoeuf Lamb Green & MacRae
5. Canada
 Wolfe Goodman, Goodman & Carr
Latin America
6. Mexico
 Sergio Yarittú Gonzales, Smart Consulting, SC
7. Brazil
 Ana Claudia Akie Utumi, Tozzini, Freire, Teixeira e Silva,
8. Regulatory Issues for Latin America
 Thomas Morante, Jordan Burt
9. France
 Philippe Juilhard, Bureau Francis Lefebvre
10. Germany
 Sonja Klein, Baker & McKenzie
11. Italy
 Paolo Ludovici, Maisto e Associati
 Francesco Di Carlo, Annunziata e Associati
12. Spain
 Adolfo Rovira, Cuatrecasas
13. United Kingdom
 Miles Dean and Richard Williams, International Fiscal Services Ltd
14. China (PROC)
 Joseph Fong, Feng Chia University
15. Taiwan (ROC)
 Joseph Fong, Feng Chia University
16. Japan
 Masatami Otsuka, CPA, Jones Day Reavis & Pogue
 Eiichiro Nakatani, Konak Toyama & Josaya
 Ichiro Otsuka, Blakemors & Mitsuki
Special Issues
17. Asset Protection
 Mike Heimos and Greg Dean, Dean & Heimos
18. International Trusts
 Peter Cohen, Trident Trust Co.
19. International Anti-Money Laundering Issues
 Bruce Zagaris, Berliner, Corcoran & Rowe
20. International Private Placement Insurance
 Gerry Nowotny, JD, Marsh Financial Services
International Insurance Jurisdictions
21. Bahamas
 Hywel Jones, Britannia Consulting Group
22. Bermuda
 David Lines, Appleby Spurling & Kempe
23. Cayman Islands
 Timothy Law, JD, Scottish Annuity & Life
24. Isle of Man
 Nigel Bowrey, Consultant to Isle of Man Assurance Co.
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.


Lee Slavutin.
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