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.
Our members are a diverse group of highly-experienced practitioners. Would you like to join us?
We rely on the generosity of sponsors to produce the high-quality events and programs we are known for.
Trust Beneficiary and Beneficial Ownership Reporting in Canada Please join us for this presentation by Daniel Frajman, Partner at Spiegel Sohmer Attorneys. Daniel will review the framework in Canada for the reporting of beneficial ownership transparency, principally in regard to trusts and private corporations. Practical examples will be looked at that discuss emerging issues such as… Read More
SPECIAL FEATURED SUMMER EVENT: Cross-Border Compliance and Cocktails June 28, 2023 event from: 4:00PM – 7:00 PM Cross-Border Compliance and Cocktails: What Everybody Needs to Know about Implementing a Cross-Border Structure Please join us for a stimulating conversation about the non-tax considerations in setting up and maintaining an effective and efficient cross-border structure. The panel will cover… Read More
Trust Beneficiary and Beneficial Ownership Reporting in Canada
Cross-Border Compliance and Cocktails: What Everybody Needs to Know about Implementing a Cross-Border Structure
To help families plan their assets across generations by:
-Promoting high professional standards
-Educating professionals
-Connecting advisors and families globally
-Informing public policy
-Acting in the public interest
STEP New York members are experts in their fields, and are frequently called upon as speakers and authors on a variety of trust and estate planning topics.
We host interesting speakers on topics of interest at least twelve times per year.
Advising Families Across Generations.
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