Thursday 13 September 2018


Welcome from STEP Worldwide

Patricia Wass TEP, Chair STEP Worldwide

Registration & refreshments

Exhibits open

Day 1: Specialist stream sessions


Day One Closing Address


Chair's welcome

Margaret O'Sullivan TEP, Chair of Programme Panel, Canada


Kindly sponsored by Jersey Finance

Keynote address 1: Change has changed

Dr Liane Davey, Author of ‘You first: Inspire your team to grow up, get along, and get stuff done’, Canada
  • Learn how to survive and thrive in constant transition
  • Collect practical tools to get you and your team back into the productivity zone
  • Reflect on the importance of resilience and learn strategies to keep your batteries charged

Keynote address 2: Towards a UN convention on the rights of older persons

Bill Mitchell, Townsville Community Legal Service, Australia

Older persons remain the only group in society without their own dedicated international human rights framework. In this important  keynote address, eminent human rights lawyer Bill Mitchell, who has been extensively involved in the Convention process will:

  • Provide a historical and geopolitical overview of the Convention debate
  • Predict the likely form and content of a future Convention
  • Forecast key impacts on family inheritance and estate planning laws and systems and on trust and estate practitioners.

Keynote panel session 3: Global leaders forum on future directions

Leanne Kaufman TEP, RBC Wealth Management, Canada Mark McMullen, Stonehage Fleming, Switzerland Ivan Sacks TEP, Withersworldwide, USA Desmond Teo, EY, Singapore
  • The importance around the philosophy of wealth and the timeous discussion/communication thereof with the next generation
  • Trusts of the future
  • The impact of transparency on the future of international wealth planning and preservation

Main stage session 1: Serving the new global clientele: tools for 21st century advisors in a fast-changing environment

Dr James Grubman TEP, Family Wealth Consulting, USA & Dennis T Jaffe TEP, Wise Counsel Research, USA

Clients are becoming increasingly global, multicultural, cross-jurisdictional, and diverse, especially high-net-worth non Western clients. Family wealth consultants Dennis Jaffe and James Grubman will provide insights on the following:

  • Why modern trends indicate global cultures are naturally converging
  • How to assess your client relationships along such dimensions as communication style, trust-building, and level of transparency about private matters
  • How to build your skills as a culturally intelligent advisor to prosper with a broad range of clients and client issues

Main stage session 2: Decision-making models in the 21st century

Chair: Kathleen Cunningham TEP, BC Law Institute, Canada Patricia T Rickard-Clarke, Solicitor and former Commissioner of the Law Reform Commission, Ireland Darryl Browne TEP, BROWNE. Linkenbagh Legal Services, Australia

• What does Article 12 of the 2006 UN Convention on the Rights of Persons with Disabilities mean for substitute decision making?
• How are jurisdictions modernising their laws to reflect the principles of Article 12 and the right to recognition before the law?
• What are the experiences to date? What are the challenges in practice?


Main stage session 3: The rise of AI – will technology change what we do?

Christine Duhaime, Digital Finance Institute, Canada

Main stage session 4: The future of practice: what lies ahead?

Karen Cheung TEP, Vistra Hong Kong, Hong Kong Jo-Anne Stephens TEP, Higgs & Johnson, Cayman Islands Justin K. Hoffman TEP, Davis Martindale LLP, Canada

Option 1: Multi-parent families and reproductive technology : changing legal norms and terms: what the trusts and estates practitioner needs to know

Daniel D Morris TEP, Morris + D'Angelo, USA

Imagine meeting with a client after the sudden death of her husband. The couple was actively attempting to start a family prior to the untimely death. Your client declares that several years before, both of them had ‘banked’ their DNA and reproductive materials and she intends to use her husband’s materials to have the child they had always dreamed of. This session will introduce participants to this interesting and timely topic at the intersection of medical science, and legislative and societal change, and will look at:
• What do you need to consider in order to advise on this?
• How does this vary from one jurisdiction to another?


Option 2: Data protection legislation

Christopher Beveridge, Moore Stephens, UK

Option 3: Electronic wills and powers of attorney

Peter J M Lown QC, Peter J M Lown Professional Corporation, Canada Shelley Rhoads Perry TEP, Lasting Links Solutions, USA Leigh Sagar TEP, New Square Chambers, UK

• A discussion about the Florida experience; the veto of The Electronic Wills Act
• The current legislative and common-law availability of (and current proposals for) electronic wills and powers of attorney in the rest of the world, including those jurisdictions that provide dispensing powers
• The problems that are involved in any adoption of electronic wills and powers of attorney and possible solutions


Option 4: Moving a family business through the generations: the impact of the younger generation on the business model

Chair: Nicholas Jacob TEP, Forsters LLP, UK

Option 5: Innovations in Philanthropy: New approaches and the convergence between the for-profit and not-for-profit worlds

Gina M. Pereira TEP, Dāna Philanthropy, USA

Networking and refreshments


Networking and refreshments

19:00 Social

Reception and dinner

The Pipe Shop, 115 Victory Ship Way, North Vancouver, BC V7L 0B2

The Sponsors

   JFL RGB LOGO WHITE BGlegacy tax  trust lawyersThe Marshall Island Registry  829 Touchstone