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Swiss Annuities and Life Insurance: Secure Returns, Asset Protection, and Privacy

Swiss Annuities and Life Insurance: Secure Returns, Asset Protection, and Privacy

Marco Gantenbein, Mario A. Mata

ISBN: 978-0-470-28218-2

Mar 2008

352 pages

$48.99

Description

Swiss Annuities and Life Insurance examines the key characteristics of Swiss annuities and life insurance, and explains how the use of these products can help you achieve asset protection, growth, and, in some cases, significant tax planning opportunities. Swiss annuities and life insurance are an excellent alternative investment, particularly for high-net-worth individuals. With this expert guidebook, you too will learn how to safely capitalize on these attractive products.
Foreword.

Preface.

Acknowledgments.

List of Abbreviations.

Chapter 1. Why Switzerland (Christian H. Kälin, Henley & Partners, Zurich?

Chapter 2. Switzerland: The Basics (Prof. Clive H. Church, University of Kent, Canterbury.

Chapter 3. The Life Insurance Industry in Switzerland(Peter Lüssi and Dr. Peter Fierz, PricewaterhouseCoopers, Zurich.

Chapter 4. Insurance Regulation in Switzerland (Monica Mächler, Swiss Federal Office of Private Insurance,).

Chapter 5. The Role and Supervision of Swiss Insurance Brokers (Prof. Dr. Moritz Kuhn, Meyer Müller Eckert Attorneys, Zurich).

Chapter 6. Asset Protection through Swiss Annuities & Life Insurance (Dr. Joachim Frick, Baker & McKenzie, Zurich).

Chapter 7. Asset Protection Through Swiss Annuities and Life Insurance: The view from the U.S. (Mario A. Mata, Cantey & Hanger, Dallas).

Chapter 8. Global Wealth Preservation Planning Using Swiss Insurance Products and International Trusts (Mario A. Mata, Cantey & Hanger, Dallas).

Chapter 9. The Advantages of Liechtenstein Annuities and Life Insurance (Dr. Alexander T. Skreiner, former Managing Director, CapitalLeben, Schaan).

Chapter 10. Asset Protection Through Liechtenstein Annuities and Life Insurance (Dr. Joe Gasser and Markus Schwingshackl, Dr. Dr. Batliner & Dr. Gasser, Vaduz).

Chapter 11. Swiss Annuities vs. Asset Protection Trusts (Maehala R. Nathan, Swiss Annuity Consulting Group, Zurich).

Chapter 12. Swiss Annuities in Self-Directed Retirement Plans (Marco Gantenbein, Swiss Insurance Partners AG, Zurich).

Chapter 13. Survey of Basic U.S. Federal Income Tax Considerations in Purchasing and Holding an Annuity or Life Insurance Contract issued by a Swiss or Luxembourg Insurance Company (Frederic J. Gelfond, Deloitte Tax LLP, Washington D.C.).

Chapter 14. U.S. Estate and Tax Planning Aspects of Life Insurance and Annuities (Glenn Fox and Dr. Paul A. Ferrara, Alston & Bird LLP, New York).

Appendix A. Facts and Figures.

Appendix B. Contact Information.

Appendix C. Addresses.

Notes.

Glossary.

Bibliography.

About the Authors.

Index.