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.

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About Us

We are the largest branch of STEP in the United States. Learn more about our history, local leadership, and our relationship with STEP Worldwide.

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Events

We regularly host events and programs on topics of interest. Guests are welcome at most events. Click here to learn more.

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Become a Member

Our members are a diverse group of highly-experienced practitioners. Would you like to join us?

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Sponsorship

We rely on the generosity of sponsors to produce the high-quality events and programs we are known for.

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News

December 2: Webinar: Protection of Investments During Uncertain Times & International Investment Agreements

posted on November 16, 2020

December 2: Webinar: Protection of Investments During Uncertain Times & International Investment Agreements 12:00 to 1:00 PM. 1 CLE   Foreign Direct Investment Risks – What risks do investors face when entering a new jurisdiction? International Investment Agreements (IIAS) – What are these and what are the protections provided? Jurisdictional and admissibility requirements under IIAs… Read More

November 11: Webinar: Offshore Litigation Update

posted on October 28, 2020

A round-up of the latest trust litigation updates from the Cayman Islands – Covid-free and avoiding the hurricanes (just). Presenters: Maxine Bodden & Adam Huckle Maxine is Of Counsel in Maples and Calder’s Trusts & Private Client team in the Maples Group’s Cayman Islands office. She specialises in advising the world’s leading banks and trust… Read More

Upcoming Events

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

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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.

Recent Events

We host interesting speakers on topics of interest at least twelve times per year.

STEP New York

Advising Families Across Generations.

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