NEW YORK STATE HAS ENTERED THE NEW “FIDUCIARY ERA” FOR LIFE INSURANCE: Learn The Ethical Considerations of NYS DFS Reg 187, Relating to “Decision Support Material” Used by Attorneys CPAs and RIAs in the Life Insurance Decision Making Process

Wednesday, December 4, 2019 - Wednesday, December 4, 2019

STEP NEW YORK BREAKFAST MEETING Wednesday, December 4, 2019 SPONSORED BY: KATTEN, LLP 575 Madison Avenue, (Entrance between 56th and 57th Street) Time:  Registration begins at:  8:15 AM Educational Session 8:30 AM – 9:30 No CLE for this meeting NEW YORK STATE HAS ENTERED THE NEW “FIDUCIARY ERA” FOR LIFE INSURANCE: Learn The Ethical Considerations… Read More

STEP NEW YORK Holiday Party/Annual Meeting 2019

Wednesday, December 11, 2019 - Wednesday, December 11, 2019

CHRISTIE'S, 20 Rockefeller Plaza

Our STEP Holiday Party and Annual Meeting will be held on Wednesday, December 11, 2019 CHRISTIE’S is generously hosting us at their New York offices 20 Rockefeller Plaza, New York, N.Y. (Entrance on 49th Street) TIME:  6:00 PM – 8:00 PM Sponsored by: Christiana Trust  The holiday party is open to all STEP New York… Read More

Register Today: 16th Annual International Estate Planning Institute

Thursday, March 12, 2020 – Friday, March 13, 2020 STEP Members $1,395 International Section/Trusts & Estates Law Section Members: $1,350 16th Annual International Estate Planning Institute  The New York State Bar Association and STEP are pleased to present the 16th Annual International Estate Planning Institute.  co-Chaired by G. Warren Whitaker, Esq., Partner Day Pitney, LLP,… Read More