STEP Journal: November 2015

Sunday, 01 November 2015

STEP’s governing bodies, committees, branches and chapters are all run by volunteers, and it is thanks to them that STEP has evolved into the organisation it is today, with close to 20,000 members across 95 jurisdictions. The work and level of commitment of these volunteers is staggering. In this issue we announce the results of recent STEP Board, STEP Council and regional elections, and thank all those who took part in the process and who offer their time and expertise to provide essential direction, leadership, guidance, development and support for the Society.

 

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Table of Contents

We announce the results of recent STEP Board, STEP Council and regional elections, and thank all those who took part in the process and who offer their time and expertise to provide essential direction, leadership, guidance, development and support for the Society.
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Richard Frimston recalls a recent conference of the European Law Institute.
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Michael Young explains what the moral of Ilott v Mitson really is.
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Julien Dif discusses the Luxembourg private foundation, a new private wealth-planning tool.
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John Harper considers a peculiar case on which he was recently asked to advise.
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Debbie King provides an overview of the proposed changes to Scottish succession law.
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Siobhán Corbett, John Gill and Allison Dey consider tax issues for individuals connected to Ireland and the US. Tax liabilities can be reduced or avoided with careful planning.
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Carmina Y D’Aversa discusses post-mortem options for the estate of a Canadian-resident US citizen who is the owner of a closely held business established and operating in the US, and survived by a Canadian citizen and resident spouse
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Lauren E Jones and J Andrew P Stone explain that, after a long delay, the US has issued proposed regulations on tax on gifts and bequests from covered expatriates.
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STEP Canada has a thriving branch and education programme and its National Conference is a ‘must attend’ event for Canadian private client professionals. Michael Cadesky explains how STEP Canada started, and Tim Grieve discusses his vision for its future.
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K Thomas Grozinger outlines the requirements to create a valid inter vivos trust in Canadian common-law jurisdictions.
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Seow Chee Goh analyses a recent survey of Asian family businesses and provides an overview of the key findings.
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Christian Stewart offers some tips on overcoming wealth creators’ reluctance to hold family meetings.
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James Grubman and Dennis T Jaffe explain how to manage cultural differences in global business families.
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Philippe J Weil believes the huge regulatory changes brought about by global transparency initiatives may be good news for families, allowing them to discuss family wealth openly.
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Ken McCracken considers best practice in family businesses and explains that what is considered right for one family will not work for all.
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The Jersey trust experts who took part in the latest STEP Journal roundtable sponsored by Jersey Finance considered the future of international finance centres (IFCs).
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Javier Canosa discusses the regulation of trusts under the new Argentine Civil and Commercial Code.
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Dawn Goodman and Emma McCall highlight a recent Guernsey case in which the protector of a trust who clung to office for too long was removed.
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Charlotte Thorne offers three tips for advisors and clients when selecting a wealth manager.
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Chattels should not be overlooked when tax planning, note Jacqui Lazare and Isabel Grimshaw, who offer, respectively, a solicitor’s and an art valuer’s perspective.
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Dr Istvan Illes discusses how Hungary treats foreign trusts and how Hungarian trusts are treated abroad.
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Book Review by Melissa Langa - Family Offices: The STEP Handbook for Advisers - an important tool to facilitate meaningful discussions about the viability of a family office for a particular client.
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05/11/2015

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