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.
Register today for Home Away From Home: Structuring the Foreign Acquisition of a US Personal Residence Tuesday, August 1, 2023 Luncheon 11:45 PM – 1:15 PM Location: Kirkland & Ellis LLP 601 Lexington Avenue New York, NY 10022 Please join us for this presentation by Eli Akhavan, Partner of Steptoe & Johnson LLP. When a foreigner purchases a US residence,… Read More
Trust Beneficiary and Beneficial Ownership Reporting in Canada (with some comparison to the US) 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… Read More
Annual Event with NYSBA and STEP New York
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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