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 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
STEP New York is proud to unveil our new website and corresponding event registration system. Now, STEP members can easily register for events directly on the STEP New York website using the Event Calendar. Simply look for the “register here” button on an event of interest. Current STEP members who have not yet registered with… Read More
"Scottish Partnerships and Succession"
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 co-hosts the annual International Estate Planning Institute, held every March since 2005.
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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