STEP Journal

Welcome to Issue 4 of the STEP Journal. This issue’s regional focus shines a spotlight on Canada and the US, with an analysis of the status of US-situs foundations in New Hampshire and Wyoming; an overview of cross-border planning probate alternatives available to Canadian clients in select states and a detailed look at the evolution of private trust companies in the US. 

Feature


The parentage trap

The parentage trap

Jessica Henson and Sarah Williams discuss surrogacy in the context of inheritance in England & Wales.

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Feature


Personal data trusts – for the masses?

Personal data trusts – for the masses?

Robert Mack explores the possibility of personal data becoming a trust asset.

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Charitable legacy challenges

Katherine Pymont explains how to lessen the likelihood of a successful claim against a charity when drafting wills involving charitable bequests. 

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