STEP Journal: Issue 4, 2020
Friday, 28 August 2020
Welcome to Issue 4 of the STEP Journal. This issue’s regional focus shines a spotlight on Canada and the US, with an analysis of the status of US-situs foundations in New Hampshire and Wyoming; an overview of cross-border planning probate alternatives available to Canadian clients in select states and a detailed look at the evolution of private trust companies in the US. Our issue focus hones in on the issues family businesses are facing in the wake of the COVID-19 pandemic. Our authors ask whether the crisis may be an effective catalyst for positive change; assess how practitioners and family offices are navigating current headwinds and best practice for positioning oneself for the next great generational wealth transfer.
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28/08/2020
As technology advances in leaps and bounds, Helen Swire asks what the implications are for the creation of wills and POAs
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Daniel Frajman and Alana Petraske discuss the promotion of cross-border philanthropy
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Mark Rubin and Debbie Bing consider generational disruptions following the US Tax Court case of Lender
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Tracey Woo and Sayuri Kagami explain Canada’s first piece of legislation addressing fiduciary rights to access digital assets
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28/08/2020
Todd D Mayo and Von E Sanborn analyse the state of the US-situs foundations in New Hampshire and Wyoming
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Sara Adami-Johnson outlines cross-border planning probate alternatives available to Canadian clients in certain US states
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Dominic Lawton-Smith and Scott Weaver detail the evolution of the US-situs private trust company
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Jessica Henson and Sarah Williams discuss surrogacy in the context of inheritance in England and Wales
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Robert Mack explores the possibility of personal data becoming a trust asset
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Sofie Hoffman and Andrew Reay revisit the laws surrounding deathbed gifts in England and Wales
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Clare Usher-Wilson asks whether trustees have established a risky reliance on anti-Bartlett clauses
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Andrew Willetts and Ben Sidgwick discuss the use of the Royal Sign Manual Direction procedure to rescue invalid charitable legacies in England and Wales
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Henry Brandts-Giesen and David Werdiger offer legal and humanistic perspectives on the disclosure of information to beneficiaries of family trusts
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Amy Szostak, Matt Braithwaite and James Long ask whether the COVID-19 pandemic might be an effective catalyst for positive change
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28/08/2020
Carly E Doshi, William J Kambas and Michael S Schwartz look at applying a modern legal perspective with a view to enhancing resilience in family enterprises
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Catherine Grum outlines how best to help the rising generation sow the seeds of change
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Serge Krancenblum asks how private equity firms and family offices can usher in the next Roaring Twenties
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Rebecca Bettany asks whether families are facing a new investment era
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The appeal court has ruled that Islamic marriage ceremonies do not denote married status under English and Welsh law, writes Jay Patel
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28/08/2020
Daniel Paserman and Yoad Cohavy analyse a recent Israeli court ruling determining taxation of real estate transferred by a foreign resident to an Israeli-resident beneficiary
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Helen Conybeare Williams offers advice on avoiding and managing disputes for practitioners involved in art-related transactions
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Javier Frías and Álvaro Aznar Azcárate provide an insight into the particularities of succession- and tax-related issues between Spain and England and Wales
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Brian Bacon and Louise Mathias-Williams describe the role of the England and Wales Court of Protection and the appointment of deputies
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