Become a Member
Our members are a diverse group of highly-experienced practitioners. Would you like to join us?
Sponsorship
We rely on the generosity of sponsors to produce the high-quality events and programs we are known for.
STEP New York
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.
News
Migration into the US or Across States, and Related Federal and State-Specific Tax and Other Issues
“Migration into the US or Across States, and Related Federal and State-Specific Tax and Other Issues” will take place on June 16th from 12:00 to 2:00 pm Eastern (9:00 to 11:00 Pacific for anyone joining from a West Coast branch/chapter). Taking advantage of what may be one of our last (?) virtual events, the Events… Read More
Upcoming Events
-
Apr20
State Income Taxation of Trusts
State Income Taxation of Trusts – discusses the nexus requirements required by the various states in order to be able to tax trust income, how to plan to minimize or avoid the state tax on accumulated income and capital gains and the lack of symmetry in state taxation statutes.
-
May18
-
Jun16
Mission Statement
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
More about STEP NY
Members in the News
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.
Message from the Co-Chairs
Edward Devine & Glenn G. Fox, STEP NY Co-chairs
Recent Events
We host interesting speakers on topics of interest at least twelve times per year.
STEP New York
Advising Families Across Generations.