STEP New York

We are the local branch of the Society of Trust and Estate Practitioners ("STEP"), a global professional organization of private client practitioners. Our primary purpose is to improve public understanding of the issues families face in relation to inheritance and succession planning, and to promote education and high professional standards among our members.

Upcoming Events

  • Sep30

    Winds from the South: An Update from Argentina, Chile & Peru

    Sep 30, 2021 - Sep 30, 2021

    Winds from the South: An Update from Argentina, Chile and Peru This panel will address recent events in each of Argentina, Chile and Peru that are affecting planning for UHNI, and discuss news regarding tax reforms and/or recent new taxes. It will also address what structures work now for clients, relocation, and how one actually loses tax residency in each jurisdiction.

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