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STEP Journal November 2018

Welcome to the November edition of the STEP Journal, which has a regional focus of US and Canada and a special focus on investment. Also in this issue: a preview of the upcoming EU Matrimonial Property Regimes Regulation; a roundtable on shifting trends in family offices; and an exploration of the judicial recognition of polyamorous relationships.

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Harriet Edwards is a Senior Associate at PwC and a committee member of the STEP Business Families Special Interest Group.
Harriet Edwards reviews Business Families and Family Businesses: The STEP Handbook for Advisers, second edition.
Regional Focus: US and Canada
Shelly Meerovitch TEP is Senior Vice President and a Director, and John F McLaughlin is a Director, in the wealth strategies group at Bernstein Private Wealth Management, New York.

Taking the bite out of UNI

When the grantor of a foreign grantor trust passes, the resulting shift in tax status may trigger punitive tax measures, write Shelly Meerovitch and John F McLaughlin.
Issue Focus: Investment
Helen Cox is Managing Associate in the tax and wealth planning team at Mishcon de Reya.

In crypto we trust?

Helen Cox examines the key considerations for trustees when administering a trust that holds cryptocurrency.

Betsy Brill TEP is Co-Founder and President of Strategic Philanthropy.
Betsy Brill highlights how changing life circumstances can be an opportunity for clients to review their philanthropic planning