STEP Journal: Issue 6, 2020

Monday, 14 December 2020
STEP Journal Issue 6 2020 Banner

Welcome to Issue 6 of the STEP Journal. This issue shines a spotlight on Europe, examining a number of cross-border considerations involving the vast continent. With a focus on compliance and careers, this issue highlights the changes in STEP’s Diploma curriculum, while also offering a number of articles to encourage personal and professional growth. Delving into the digital world, we explore the increasing recognition of electronic wills and detail how to mitigate cybersecurity issues facing estate advisors.



 

More articles from the latest issue

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As more jurisdictions bring in economic substance regulation, Helen Swire asks what it means for practitioners and clients to comply
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Oliver Tang lays out the recommendations for charitable organisations in Hong Kong under its new Good Practice Guide
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As regulatory requirements continue to come into force in Cyprus, Gibraltar and Malta, Helen Swire, News Editor at STEP, provides an overview as the jurisdictions comply with international standards
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Kimberley Martin reflects on the increasing recognition of electronic wills and remote witnessing of wills in response to the COVID-19 pandemic
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Steven D’Alessandro and Adam Steen detail how to mitigate cybersecurity issues before they crop up for estate advisors
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Mustafa Hussain details the incongruities between aspirations and practice in joint ventures
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A decade after Radmacher, Jane Keir assesses the legacy of the landmark UK Supreme Court case and the resulting enforceability of pre- and post-nuptial agreements
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Sharon Hartung and Jennifer L Zegel discuss lessons to be learned from the Canadian Quadriga debacle and how it informs estate planning and estate administration
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Robert Lindley and Wesley O’Brien discuss the utility of family-managed PTCs and fiduciary committees and methods to ensure proper management.
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David Kilshaw and Jeremy Stein encourage practitioners to review their non-domiciled client portfolios in the UK.
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Álvaro Aznar Azcárate and Nicola Neal examine the implications of cross-border estates involving Spain and Scotland
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Sarah Verlende and Bertrand Géradin describe new obligations for local and foreign trustees involved in fiduciary arrangements and trusts in Luxembourg
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Dr Ariel Sergio Goekmen-Davidoff provides an update on the usefulness of Swiss foundations
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Shai Dover stresses the need for cooperation between advisors when calculating cross-border taxation, using German and Israeli tax law as an example
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Richard Frimston asks whether unequal treatment of trusts and trust-like structures in 5AMLD is cause for concern
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Jenni Hutchinson explores what is meant by a growth mindset versus a fixed mindset based on a survey of STEP Employer Partners
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Parris Innis-Mckenzie discusses the quirks and challenges of the UK Trust Registration Service
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Eileen Gallo on how practitioners can avoid unconscious bias when advising elderly clients
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The STEP Diploma in International Trust Management has undergone an overhaul. Madeleine Jenness and Victoria Hand detail the changes made, and why.
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Maria Soler Terradez advises practitioners on how they can find purpose in their career. 
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Farah Deba Mohamed Sofian TEP is an advocate, solicitor and Chair of STEP Malaysia. Farah specialises in inheritance and succession planning for Muslim and non-Muslim families at her firm Wong Lu Peen & Tunku Alina. As the trust industry in Malaysia experiences growth, she strives to encourage practitioners to consider how religious law can be interwoven into other legal systems to better serve clients from different backgrounds.
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