STEP Journal: January 2010

Friday, 01 January 2010

A closer look at when a beneficiary has a life interest in the income of a trust fund.
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A personal view on issues of secrecy and confidentiality.
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The long awaited draft Brussels IV Regulation on Succession. Practitioners would be wise to consider suitable choices of law in wills and inheritance contracts now... writes Richard Frimston.
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The findings of a study into Indian Family businesses.
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The differences between the way that overseas Chinese families in Asia tackle succession planning and family governance, and how this might differ from an ‘American’ approach.
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01/01/2010
How Jersey has been making progress in building wealth management business with India.
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Alexis Medina's review of the STEP Asia Conference 2009
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Considering the advantages of this Luxembourg collective investment scheme.
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A look at Special Trust Structures under Cayman Islands and British Virgin Islands laws.
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A look at whether family investment partnerships are a waste of time or a serious contender.
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How inadequate planning and confused post mortem strategy can permit a debatable application of foreign law to ensnare a foreign estate in a US estate tax trap.
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Will Obama’s push for trust transparency benefit divorcing wives?
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A look at restructuring extant US investment arrangements of non-US persons.
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How to formulate an investment strategy in the current climate.
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How clients can differentiate themselves through philanthropy.
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An outline of the recommendations of a recent Law Commission consultation paper on intestacy procedure.
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The best practice for distributing an estate where insolvency is a factor.
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Considering the best ways for trustees to work with family trading companies.
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The relationship between personal injury compensation and financial planning.
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A review of 'Cross-border Judicial Cooperation in Offshore Litigation (the British Offshore World)' by Ian R C Kawaley, Andrew J Bolton and Robin J Mayor.
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