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.
We are pleased to announce the results on the election of our new Step New York Board for 2020!!! Co-Chairs: • Ed Devine, Brown Brothers Harriman • Glenn Fox, Baker McKenzie Vice Chairs: Chair of the Program Committee • Kathryn von Matthiessen, Katten Muchin Rosenman LLP Chair of the Events Committee • Marina Cristiani, Jersey Trust Company Chair of the… Read More
We are pleased to announce the results on the election of our new Step New York Board for 2019!!! Megan Worrell, Duane Morris, Chair Ed Devine, Brown Brothers Harriman, Vice Chair and Chair of Program Committee Marina Cristiani, CISA New York & Brent Lipschultz, PWC : Vice Chairs and Co-Chairs Events Committee Carly McKeeman Doshi,… Read More
"Matrimonial Law and Cross Border Planning"
"UK Update: Planning Under Brexit"
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
From Megan Worrell, STEP New York Branch Chair
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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