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Articles

STEP Bahamas often has speakers who make presentations at luncheons and other STEP meetings. When possible we will post these presentations here for download.

The information contained in these articles is provided for the interest of STEP members and members of the public but is not intended to constitute legal advice.

PDF Document November 2007 Luncheon - "The Rule in Hastings-Bass" by Mr. Sean McWeeney
PDF Document October 2007- Auditing Foreign Trusts: Taken from the STEP Journal
PDF Document October 2007 Luncheon - “The OECD’s Harmful Tax Practices Initiative – Seven and a half years after the “Tax Haven” list was published” - Rowena Bethel
PDF Document STEP September Luncheon - The Use and Abuse of Trust Precedents: by Heather Thompson
PDF Document June 2007 (STEP-GAM Scholarship Luncheon): How Good is Your Manager? A Guide to Benchmarking and Monitoring Trustee Investment by Paul Bailey
PDF Document June 2007 - Overview of Current Initiatives in The Bahamas' Financial Services Industry
PDF Document March 20 2007

Domestic Wealth Management Trust for Bahamians - Steven Cantor

Private Trust Companies: Practical Uses of a PTC. Factors to Consider when Recommending a PTC - Andrew Law

Foundations: Practical Uses - Heather Thompson

Smart Funds - David Allen

Smart Funds - David Thain

Foundations: Formation, Practical Uses & Amendments - Bryan Glinton

Domestic Asset Management - K Kerr & A Ferguson

Private Trust Company - Michelle Neville-Clarke

Private Trust Companies: Establishing a PTC and acting as a Registered Representative - Nadia Taylor

Use of Bahamian Foundations and Private Trust Companies in International Planning - Ursula Rolle

Bahamian Wills - Tanya Hanna

PDF Document March 20 2007 - Wealth Management Planning Seminar Seabreeze Ballroom, SuperClub Breezes
PDF Document February 15, 2007 - "US Beneficiaries of Foreign Trusts - What Every Trustee and Attorney Should Know" by Mr. Hal . J. Webb

Presentation Archives

Below are archives of past articles presented at our STEP meetings


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    © Copyright 2002 Society of Trust & Estate Practitioners Bahamas. All rights reserved.