Endorsed Books
STEP-endorsed books are available with discounts for STEP
members. Log in to view full details of each book and instructions
for obtaining your member discount.
Advisors are often
called upon to provide specific guidance to families whose
principal asset both financially and emotionally is a family
business. STEP has collaborated with Globe to produce a guide to
assist advisors in this complex area. The book is intended to
increase advisors knowledge and also develop practical skills
necessary to assist these families.
European Cross Border Estate Planning discusses legal entities,
the concepts of domicile and residence, considers reliefs and
exemptions and explains the law relating to the estates of deceased
individuals.
The third
edition of Trusts in Prime Jurisdictions features fully updated
chapters along with new chapters on the Austrian Foundation,
Jersey, Jersey Foundations, Quebec, What it means to be a
fiduciary, Waqf Moslem trust and Trusts and Divorce, among others.
The new edition, produced in association with the Society of Trust
and Estate Practitioners (STEP), provides a solid grounding about
the use of trusts in 20 important jurisdictions. It also examines
related topics, including the taxation of trusts, anti-money
laundering laws and the notion that states are entitled to collect
taxes beyond their borders.