STEP Journal: Issue 4, 2023
Thursday, 24 August 2023
Welcome to Issue 4 of the STEP Journal. We shine a spotlight on North America, exploring the utility of US trusts for Latin American families, the practice of ‘hot-tubbing’ in Canadian courts, the new US Corporate Transparency Act and Alberta’s new trust legislation. This issue also offers a focus on family business, as well as a special careers feature, where we celebrate high-achieving STEP students and explore the challenges that mental capacity presents for businesses.
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Foreword: Welcome to Issue 4 of the 2023 STEP Journal, which focuses on various branches of family business and shines a spotlight on the North America region.
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A new STEP tool aims to assist with planning for online accounts post-death
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In an ageing society with increasingly prevalent issues of mental capacity, Helen Bradford-Swire asks if this should lead to a global LPA to meet the needs of international clients
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We meet five students who excelled in their STEP exams in 2022
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24/08/2023
There are no barriers when it comes to volunteering with STEP, explains Stephanie North
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24/08/2023
Adam Carvalho explains the value of reflective practice for private client lawyers
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24/08/2023
Bonnie Steiner explores the benefits of a diverse and inclusive workplace
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24/08/2023
In line with STEP’s focus on mental capacity, we spoke to some of our Employer Partners to explore the challenges that an ageing demographic and a rising prevalence of mental decline present for businesses
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24/08/2023
Eduardo Arista explains the utility of US trusts for Latin American families
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24/08/2023
Peter J Glowacki, M Scott Kerwin and Les Honywill on the Canadian experience of validating defective wills
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24/08/2023
Dominic Lawton-Smith explains what families need to consider when establishing ties with the US
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Ian Hull and Suzana Popovic-Montag extol the benefits of this practice in Canadian wills and estates litigation
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24/08/2023
Kevin T Keen and Zachary Arons provide an overview of the US Corporate Transparency Act
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07/06/2023
Todd D Mayo explains what private derivatives are and how they are used for wealth structuring purposes in the US
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07/06/2023
Harmanjit Mavi discusses key changes brought into effect by the province’s new trust legislation
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07/06/2023
Claire Weeks and Emma-Jane Weider consider UK tax and succession issues for US persons purchasing second homes in the UK
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07/06/2023
Dominique Burnett explores the need for corporate governance in small and privately owned businesses
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07/06/2023
Julius Bozzino considers expectations versus obligations when a business passes down the line
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24/08/2023
Oliver Morgan-Crosby outlines the potential risks of information exchange for the modern family office, with a focus on the UK
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07/06/2023
Nicola Roberts and James Granby look at the role of family offices and offshore trusts in Asia
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24/08/2023
Gareth Ledsham and Martin Haanen explore methods for minimising clients’ legal and financial risk when faced with future mental or physical incapacity
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07/06/2023
Emma Beeston and Beth Breeze explain how the emerging profession of philanthropy advice is set for growth and development
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24/08/2023
Nicola Neal and Jamie Reekie assess whether financial misconduct by attorneys in Scotland may bring about a remedy for beneficiaries
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07/06/2023
Susan Fielding TEP has been an instrumental part of STEP Western Australia since it was established in 2009. For her tireless efforts in helping grow the branch, Susan was recently awarded a STEP Founder’s Award. Now retired, but still active in the Society, she is the newest member of the STEP Journal Editorial Board.
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