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TQR: December 2017


STEP Journal: November 2017 - Full Issue

  • Foreword - November 2017STEP Journal November 201 - Full issue. Stanley A Barg. Foreword.
  • Vindication and the damnation of FaustSTEP Journal November 2017 - Full issue. Vindication and the damnation of Faust. Richard Frimston looks at issues arising out of the EU Succession Regulation.
  • How are you managing?STEP Journal November 2017 - Full issue. How are you managing? Elaine Gray considers how UK employers can proactively address mental health in the workplace.
  • When US clients give globallySTEP Journal November 2017 - Full issue. When US clients give globally. Betsy Brill and Joan Sherman examine, from a US perspective, how advisors can best support philanthropic clients.
  • Options to purchase and commorientesSTEP Journal November 2017 - Full issue. Options to purchase and commorientes. Sheena Grattan highlights some of the differences in succession law between Northern Ireland and England and Wales.
  • Distribution and throwbackSTEP Journal November 2017 - Full issue. Distribution and throwback. Danilo Santucci summarises strategies to address the US throwback rules.
  • Home truthsSTEP Journal November 2017 - Full issue. Home truths. Michael Cadesky highlights the key points regarding the taxation of Canadian residential real estate for non-residents of Canada.
  • A new worldSTEP Journal November 2017 - Full issue. A new world. Asian families may wish to consider the unfamiliar concept of the trust in their planning for US assets, writes Lucy S Lee.
  • Three adviceSTEP Journal November 2017 - Full issue. Three advice. Daniel Frajman examines the major private- and tax-law aspects of the three vehicles of trust, substitution and usufruct in Quebec.
  • Red flagsSTEP Journal November 2017 - Full issue. Red flags. Shelly Meerovitch and John F McLaughlin examine the complex trade-offs and diverse outcomes of pre-immigration planning for those moving to the US.
  • Another day, another tokenSTEP Journal November 2017- Full issue. Another day, another token. Leigh Sagar highlights the capital gains taxation of bitcoin and other digital cryptographic tokens.
  • Middle managementSTEP Journal November 2017 - Full issue. Middle management. Middle Eastern families are increasingly seeking bespoke structures, writes James Campbell.
  • Make yourself at home…STEP Journal November 2017 - Full issue. Make yourself at home… Matthew Shayle explores the proliferation of family offices and the resultant opportunities for STEP members.
  • A trustee for emerging marketsSTEP Journal November 2017 - Full issue. A trustee for emerging markets. Michael Giraud and Dale McNutt look at the trend of banks ‘de-risking’, and what that means for trustees.
  • The right side of the lawSTEP Journal November 21017 - Full issue. The right side of the law. David Welsh discusses the rectification of wills under the Succession (Scotland) Act 2016.
  • A step into the unknownSTEP Journal November 2017 - Full issue. A step into the unknown. Michael Perkins and Adam Steen explain the findings of a recent survey on trustee education in Australia.
  • No bed of rosesSTEP Journal November 2017 - Full issue. No bed of roses. How can practitioners deal with disputes arising from deathbed gifts? Scott Taylor examines a recent case.
  • Leading the packSTEP Journal November 2017 - Full issue. Leading the pack. In August 2017, ten prominent figures from Jersey’s private wealth industry met for a roundtable discussion, sponsored by Jersey Finance and held at its bay-view office. Topics included their experience of reporting under FATCA and CRS; Jersey’s position at the forefront of regulatory implementation; public versus private registers; and the future of Jersey’s advisory sector.
  • TQR: international exposureSTEP Journal November 2017 full issue. TQR: international exposure. A sampler of the latest Trust Quarterly Review (volume 15, issue 3, 2017), published by STEP in association with TACT.
  • Book promotion: A Practical Guide to the Transfer of Trusteeships, third editionSTEP Journal November 2017 - Full issue. Book review: A Practical Guide to the Transfer of Trusteeships, third edition. Globe Law and Business has recently published a third edition of the STEP publication A Practical Guide to the Transfer of Trusteeships. Here, Toby Graham TEP, one of the three editors of the title, explains the background to the Guide and the issues it seeks to address.