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.
Nowadays, it is not uncommon to meet with a married couple who moved from Canada to the U.S. with the intention of living there on a permanent basis, while keeping assets in Canada. We may think about rental property in Canada, shares of Canadian private companies, life insurance, pension plans such as RRSPs or RRIFs.… Read More
The New York State Bar Association and STEP NY are pleased to present the 18th Annual International Estate Planning Institute. This 1 1/2 day Institute is a much-anticipated annual event at which trust and estate practitioners, bankers, and accountants from around the world gather to hear the leaders in their fields exchange ideas and discuss developments regarding cross-border planning with… Read More
To help families plan their assets across generations by:
-Promoting high professional standards
-Connecting advisors and families globally
-Informing public policy
-Acting in the public interest
We host interesting speakers on topics of interest at least twelve times per year.
STEP New York
Advising Families Across Generations.
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