Thursday 13 September 2018


Welcome from STEP Worldwide

Patricia Wass TEP, Chair of STEP Worldwide

Registration and 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 


Conference Chairs

Morning Chair: Margaret O'Sullivan TEP, Chair of Programme Panel , Canada Afternoon Chair: Rod Luker TEP, Programme Panel Member, Australia

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 its timeous discussion/communication with the next generation
  • Trusts of the future: and
  • 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 Darryl Browne TEP, BROWNE. Linkenbagh Legal Services, Australia Patricia T Rickard-Clarke, Solicitor, Ireland

• 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?


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?


Main stage session 3: The bad and the good of the rise of AI in society

Christine Duhaime, Digital Finance Institute, Canada
  • The rise of AI – will technology change what we do?
  • The bad: legitimate concern over loss of jobs, and a decline in human services
  • The good: the potential to be transformative in good ways in many sectors

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

Ross Belhomme, LJ Partnership, Switzerland Justin K. Hoffman TEP, Davis Martindale LLP, Canada Jo-Anne Stephens TEP, Walker, Cayman Islands
  • Technology – changes in technology and problems and opportunities it creates
  • Globalization – interacting with clients who live abroad or have international business and investment interests 
  • Cooperation – the growing need for professionals to understand areas of risk and to have a network of experts to draw upon

Option 2: Electronic wills and powers of attorney

Peter J M Lown QC, Peter J M Lown Prof. Corp.,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
Kindly sponsored by The Ministry of Financial Services Bahamas, Trade & Industry, and Immigration


Option 3: Moving a family business through the generations: the impact of the younger generation on the business model

Nicholas Jacob TEP, Forsters LLP, UK
  • How do the younger generation perceive their seniors?
  • How do they persuade their seniors to plan effectively for them and their issue?
  • What criteria should the senior generation impose on the younger generation to train for the family business?
  • How do the younger generation make an impact in the family business environment?
    Kindly sponsored by Jersey Finance 

Option 4: Innovations in philanthropy: new approaches to attaining sustainable societal impact

Veronica Colondam, YCAB Foundation/Asian Venture Philanthropy Network, Indonesia Lorraine Grace, Close Brothers Asset Management/My World Project charity, UK Gina M. Pereira TEP, Dāna Philanthropy, Bermuda/USA

The panel will explore the connections between philanthropy and responsible investment and new approaches to have attain impact and outcome focused actions. It will review the role of philanthropy and the private sector in achieving sustainability and inclusion and how STEP membership can play a role in helping clients to achieve these objectives.

  • Exploring the connections between philanthropy and responsible investment and new approaches to achieve
    high impact and outcome focused actions
  • Discussing the role of philanthropy and the private sector in achieving sustainability and inclusion
  • Examining the boundaries between traditional investment and impact investing - where are we now and where can we
    expect to go?
19:00 Social

Reception and Dinner

Kindly supported by Bermuda Business Development Agency The Pipe Shop, 115 Victory Ship Way, North Vancouver, BC V7L 0B2

Networking and refreshments


Networking and refreshments

The Sponsors

Abu Dhabi GLobal Market BDA The Bryn Mawr Trust Company of Delaware Enhance Henley & Partners Hull & Hull LLP International Wealth Tax Advisors Jersey Finance Legacy Tax and Trust Lawyers LOM Offshore Financial Services Ministry of Financial Services Pictet The Marshall Islands Corporate Registry Rawlinson & Hunter Thorsteinssons Touchstone Wealth System Experts WSFS Wealth Christiana Trust