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.
July 30, 2020 from 12-1 pm EST. Attorney-Client Privilege/ Legal Professional Privilege in Tax Planning – UK Perspective presented by Patrick Harney, Mishcon de Reya LLP Robert Hartley, Mishcon de Reya LLP Christiana Lazo, Kirkland & Ellis Day one bear traps: is it privileged and whose privilege is it? Sharing privileged documents with advisers and… Read More
Dear STEP members, We hope that you and your families are all safe and healthy during these unprecedented times. It is extremely sad to see the loss of innocent lives around the world to this terrible virus, but it is also extremely inspiring to see the brave health care workers who work tirelessly to care… Read More
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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