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.
Register today for Home Away From Home: Structuring the Foreign Acquisition of a US Personal Residence Tuesday, August 1, 2023 Luncheon 11:45 PM – 1:15 PM Location: Kirkland & Ellis LLP 601 Lexington Avenue New York, NY 10022 Please join us for this presentation by Eli Akhavan, Partner of Steptoe & Johnson LLP. When a foreigner purchases a US residence,… Read More
Trust Beneficiary and Beneficial Ownership Reporting in Canada (with some comparison to the US) Please join us for this presentation by Daniel Frajman, Partner at Spiegel Sohmer Attorneys. Daniel will review the framework in Canada for the reporting of beneficial ownership transparency, principally in regard to trusts and private corporations. Practical examples will be looked… Read More
To help families plan their assets across generations by:
-Promoting high professional standards
-Connecting advisors and families globally
-Informing public policy
-Acting in the public interest
We host interesting speakers on topics of interest at least twelve times per year.
STEP New York
Advising Families Across Generations.
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.