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.
October 8th 16th Annual International Estate Planning Institute (Webinar) 8:00 am to 5:45 pm Topics •New Developments •Transparency & Ethics Update: Where We Are Today and Where We Are Going/Update on IRS Forms, Compliance and OVDP •Pre-Immigration Planning – Client Counseling Considerations •Expatriation: Immigration and Tax •A Legal Quandary: Skills/Counseling in Integrating U.S. Tax and… Read More
Join us on September 22nd from 1-2 pm for a lunchtime webinar: “Notice 97-34 and Foreign Trust Tax Reporting Issues” The panel will be discussing foreign trust tax reporting issues for foreign grantor and nongrantor trusts including: general reporting requirements foreign trust beneficiary statements duplicative reporting issues foreign retirement plans late or amended filings N.Y. STEP’s… 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 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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