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.
WAIT, WE HAVE TERM LIMITS?!? Thinking about serving on the STEP New York Board? We welcome your participation! Our Treasurer (Gabe Wolosky) and Sponsorship Chair (Glenn Fox) will have reached their term limits at the end of 2018. If you have interest in serving in these positions (or any of the Board roles) please reach… Read More
As a STEP member you are part of a unique global network of more than 20,000 practitioners across 96 countries. You may have already heard about the Grow with STEP marketing campaign via your member emails and the STEP Journal. STEP membership is considered a mark of excellence and our high standards are recognized internationally. In… Read More
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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