STEP Journal

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Woman selecting team members
Issue 5
2024
REGULATION AND COMPLIANCE – CANADA AND THE US

 

EDITOR'S WELCOME

Welcome to Issue 5 of the STEP Journal. With regulation and compliance regularly at the front of most advisors' minds, this issue dedicates its focus to the requirements made on those in the industry. Canada and the US is our regional focus, spanning the latest contentious trust case in a Canadian court considering the rights of foster child in intestacy case to how private trust companies are being used in the US. 

In our cover story this issue, Eduardo Bérèterbide offers advice to on how to assemble legal teams for private client disputes crossing US and LatAm borders.

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Contributors

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Daniel Frajman is a partner at the Montreal law firm of Spiegel Sohmer Attorneys, where he has...

Global Wealth Specialist and Sales Director, Private Life Company

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