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STEP Journal: Issue 4, 2020

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. Our issue focus hones in on the issues family businesses are facing in the wake of the COVID-19 pandemic. Our authors ask whether the crisis may be an effective catalyst for positive change; assess how practitioners and family offices are navigating current headwinds and best practice for positioning oneself for the next great generational wealth transfer.