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.
Join us for an in person get together and holiday party! STEP NY will also be electing the new board of directors. There is no charge to attend the event. Register Here
Common non-tax pitfalls for US persons relocating to or investing in Europe 8:30 to 9:30 am WithersWorldwide 430 Park Ave 10th Floor New York, NY 10020 Hannah Wailoo a partner in the private client and tax team and co-head of the Middle East group.She is a specialist succession and personal tax planning lawyer whose clients… Read More
Holiday Party & Annual Meeting
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.
By continuing to use the site, you agree to the use of cookies. more information
The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.
