- Trusts & Life Assurance:
Complementary Vehicles in a 21st Century World - Insuring Against Hedge-Fund Taxes
- Asset Protection Revised
- US Taxpayers & Offshore Accounts Tax Reporting Summary
- US Taxpayers & Offshore Trusts Reporting Summary
- Forbes Article:
An interesting article discussing "The best tax haven getaways". - Article JTAX PPLI Review January 2004:
An overviewof recent developments concerning private placement
life insurance by Robert (Bob) Colvin of Baker & NcKenzie - 2004 Florida Speech:
James (Jay) Walker of J.A. Walker and Assoc. provides an
update in the use of life insurance and annuity products to mitigate
international taxation of private wealth - Foreign Trust APT Repatriation of Assets Grant Case Sept 2005:
"A criminal case that while full of bad facts (and evidently bad tax
payers), supports the notion of a non-US Protector in the context
of better/stronger asset protection planning". - Article LISI Foreign Annuity PLR 200601007 FINAL.doc:
Robert (Bob) Colvin discusses "out of the box" thinking by a foreign
insurance carrier to avoid US taxation. - An update of utilization of Life and Annuity Products in the
International Tax Arena - Magistrate Reccomends Repatriation of Offshore Trusts' Assets