The Swiss Annuities & Life Insurance Handbook

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The Swiss Annuities & Life Insurance Handbook covers all key aspects of investments in Swiss annuities and life insurance, including the unique asset protection they offer, estate planning opportunities, Swiss annuities as secure retirement options, and other aspects relevant to the international investor.

It is a unique book featuring many highly relevant chapters, each of them concise and to the point, providing the information that really matters. It is designed as a guide for asset protection lawyers, tax lawyers, estate planners, financial advisors, other private client advisory firms, and family offices, as well as private investors who are interested in diversifying investments outside their home country and who are particularly interested in Switzerland as a place to invest. The use of concise and precise language reflects its character as a handbook and reference source. In particular, the authors have endeavored to express the terms and concepts involved as transparently as possible in order to make them easily accessible even to those without a legal or financial background.

The following is an overview of all authors and chapters featured in the book:

Editors

Marco Gantenbein
Swiss Annuity Consulting Group, Zurich

Mario A. Mata
Cantey & Hanger, LLP, Dallas

Foreword by

Richard Pease
Chairman of Society of Trust and Estate Practitioners (STEP)

Introduction by

Monica Mächler
Director of Swiss Federal Office of Private Insurance, Berne

Authors of the individual chapters

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

Switzerland: The Basics
Clive H. Church
University of Kent, Canterbury

The Life Insurance Industry in Switzerland
Peter Lüssi and Peter Fierz
PricewaterhouseCoopers, Zurich

Insurance Regulation in Switzerland
Monica Mächler
Swiss Federal Office of Private Insurance, Berne

The Role and Supervision of Swiss Insurance Brokers
Moritz W. Kuhn
Meyer Müller Eckert Partners, Zurich

Asset Protection Through Swiss Annuities and Life Insurance
Joachim Frick
Baker & McKenzie, Zurich

Asset Protection Through Swiss Annuities and Life Insurance: The View from the United States
Mario A. Mata
Cantey & Hanger, LLP, Dallas

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

The Advantages of Liechtenstein Annuities and Life Insurance
Alexander T. Skreiner
former Managing Director, Capital Leben, Liechtenstein

Asset Protection through Liechtenstein Annuities and Life Insurance
Johannes Gasser and Markus Schwingshackl
Dr. Dr. Batliner and Dr. Gasser, Vaduz

Swiss Annuities versus Asset Protection Trusts
Maehala R. Nathan
Swiss Annuity Consulting Group, Zurich

Swiss Annuities in Self-Directed Retirement Plans
Marco Gantenbein
Swiss Annuity Consulting Group, Zurich

Survey of Basic U.S. Federal Income Tax Considerations in Purchasing and Holding an Annuity or Life Insurance Contract Issued by a Swiss or Liechtenstein Insurance Company
Frederic J. Gelfond
Deloitte Tax LLP, Washington, DC

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