STEP Journal: Issue 4, 2022
Tuesday, 30 August 2022
Welcome to Issue 4 of the STEP Journal. We shine a spotlight on North America in this issue, exploring amendments to various trusts, wills and intestacy legislation, as well as significant decisions in the courtroom. This issue also delves into the world of family business and features a special careers focus with articles covering neurodiversity, mental health and the latest updates to STEP’s educational pathways.
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Welcome to Issue 4 of this year’s STEP Journal. This time we focus on family business and the US and Canada, with much to dig into and enjoy.
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Excellence Awards | Council elections | Save the date
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Tim Donlan on the risk of remote meetings with vulnerable clients
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Robert Carington provides a round-up of STEP’s latest policy work
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The rise of virtual assets is gradually changing the face of the financial world. Helen Swire looks at how governments are regulating these new technologies.
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Trudi Mellon explains how the STEP Diploma has changed
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Jenny Teasdale explains why the STEP Essay Route is a flexible learning solution for becoming a Full Member of STEP
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Jayalutchmee (Anouchka) Awotar is a financial crime compliance specialist at Investec Bank (Mauritius). Anouchka was the recipient of a STEP Excellence Award for being one of the highest-scoring graduates worldwide to complete the STEP Certificate in Anti-Money Laundering in 2021.
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Jenni Hutchinson discusses career development in the new hybrid workplace
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Adam Carvalho explores the benefits of therapy and coaching for lawyers struggling with work-related challenges
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Julie Jaggin explains why cultural shifts in the workplace should include conversations about neurodiversity
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Emma Crabtree explains the need to break down barriers for women in financial services in the UK
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Timothy Youdan and Hillary Linden provide an overview of changes to Canada’s trusts, estates and succession laws
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Brian Cohen and Reea Galeano examine the state of holograph wills in Ontario
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Rachel L Blumenfeld, Marni Pernica and Megan Lambert discuss court challenges to pour-over clauses in Canada
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Jennifer J Wioncek discusses the impact of the US Corporate Transparency Act on Latin American private clients
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Reetu Pepoff discusses ethical considerations for US attorneys in international estate planning
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Todd D Mayo explains the tax advantages available in the US to shareholders of qualified small business stock
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Melvin A Warshaw and David Lesperance stress the importance of asking US clients about their green card background
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Following the fall‑out of COVID‑19 and the invasion of Ukraine, a recent STEP Journal roundtable, sponsored by RBC wealth management, examined how global events are influencing attitudes to wealth and philanthropy
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Emma Holland, Jenny Duggan and Judith Swinhoe-Standen consider privacy and open justice in England and Wales and offshore jurisdictions
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Ashley Fife and Gina Pereira review a landmark judgment that sets out revised legal principles on investment duties and powers of charity trustees in England and Wales
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Dr Roderik J P Strobl describes the impact of COVID-19 on family businesses
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Hayden Bailey sets out the advantages of a business having an emergency board plan
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Cindy Radu and Matthew Braithwaite identify points of confusion when discussing family business terminology in different jurisdictions
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Julien Dif explains the new rules for financial service providers that are of key relevance for family offices in Switzerland
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Catherine Grum provides an overview of how best to apply family governance when a trust holds a family business
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Ella Davies explains the importance of having a business will to protect one’s business in the event of death
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