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Simon Gorbutt TEP, Danilo Santucci, Elena Zafirova TEP and Daniel Welker from Lombard International Assurance S.A.
This webcast explains how dual compliant insurance and annuity solutions can be used for clients with fiscal and planning concerns in both Europe and the US.
Simon Gorbutt TEP
Simon joined Lombard International Assurance from private practice in 2007. Following 6 years as Senior Legal Counsel, he took on the role of Regional Head of Wealth Structuring Solutions, leading a team specialised in wealth planning for Northern European and US expatriate clients. Simon graduated in law with honours from the University of Edinburgh and also holds a Master’s Degree in Law. He is a Solicitor, qualified in England and Wales, and Trust and Estate Practitioner. Simon is a frequent speaker on insurance-based wealth solutions, a contributor to ITPA and the STEP Journal, and in 2013 was awarded the STEP Advanced Certificate in UK Tax for International Clients.
Danilo Santucci joined Lombard International Assurance in January 2016 as Senior US Tax Counsel and Wealth Planner for the Wealth Structuring Solutions Team. Prior to joining Lombard, Mr. Santucci worked as a US associate in the international tax and trusts area at the law firm of Baker & McKenzie in Geneva and Zurich. Mr. Santucci also practiced law in the US, where he advised individuals and entities on tax, estate planning, and corporate law matters. Mr. Santucci obtained his bachelor’s degree at McGill University and his Juris Doctor at Washington University School of Law, where he also obtained a master of laws in taxation, graduating first in his class. Mr. Santucci is licensed to practice law in Illinois.
Elena Zafirova TEP
Elena Zafirova joined Lombard International Assurance in 2015 as a Wealth Management Consultant for the UK Sales Team; she is a Senior Wealth Management Consultant as of 2016. In addition to being a member of the UK Sales Team, Ms. Zafirova is involved with cases with a US connection and cases relating to the dual compliant US & UK solution. Prior to joining Lombard International Assurance, Ms. Zafirova worked for 6,5 years as a UK & US qualified wealth management and tax lawyer at Baker & McKenzie Zurich where her practice encompassed advising ultra-high net worth clients, trust companies, foundation boards, insurance companies, asset managers, and family offices on tax related planning and compliance, as well as succession and estate/inheritance planning. Ms Zafirova read law as an undergraduate (LL.B.) at Warwick University, earned her LL.M. in International Financial Law from King’s Colleague London, is an Alumna of Harvard Business School’s “Leadership Development Program”, and is a Solicitor of the Senior Courts of England and Wales and an Attorney and Counselor at Law of the State of New York, USA. She is also a TEP member (Society of Trust and Estate Practitioners), a member of the Law Society of England & Wales and the New York State Bar Association.
Daniel Welker is a German qualified lawyer. He completed his legal studies and training for qualified lawyers in Germany (Halle, Munich) and in Australia (Sydney). He holds a PhD in International Law and did further studies on International Banking, Capital Markets and Insurance Law in Switzerland (Zurich). Daniel Welker worked on M & A transactions for several years as a lawyer for a French investor in Germany (Munich, Berlin). Then he transferred to Switzerland's largest life insurer with stages in different countries (Liechtenstein, Switzerland, Germany) in charge of the German speaking markets on cross-border life insurance business. Currently Daniel Welker is a Senior Wealth Planner for Lombard International Assurance S.A. (Luxembourg) responsible for the German speaking markets. The focus of his business and expertise lies in the legal and tax advice to wealth structuring, succession planning and asset protection concepts as well as cross-border legal and tax planning for high net worth clientele.
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