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.
Portugal as a Platform Investment and Tax Residency July 20th from 12:00 to 1:00 pm EST (1 CLE) Presented by Rogério M. Fernandes Ferreira For more than 10 years, Portugal has been adopting a set of tax and legal measures to increase its competitiveness and attract foreign investment. Rogério is Founding Partner of Rogério M.… Read More
Stay Tuned! STEP NY has applied to NASBA to be a provider of CPE. We look forward to being able to provide CPE’s for our CPA’s.
Sorry, but there are no upcoming events at this time. Check again soon.
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.
Edward Devine & Glenn G. Fox, STEP NY Co-chairs
We host interesting speakers on topics of interest at least twelve times per year.
Advising Families Across Generations.
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