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Get ready for the 22nd Annual International Estate Planning Institute, hosted by STEP New York!

Join us March 11–12, 2027, at the Hilton Midtown for a powerful educational one-and-a-half-day program bringing together leading professionals from around the world.

And don’t miss our exclusive Pre-Institute Cocktail Reception on Wednesday, March 10, open to all Institute registrants and STEP Members.


✅ Earn CLE and CPE Credits
✅ Simplified registration — no login needed
✅ Exciting new venue at the  iconic Hilton Midtown


What to Expect

The Institute will feature industry leaders who will present the latest topics and trends in estate and tax planning. 
Note: CLE  / CPE Credits are  offered. 

 

March 10, 2027 – Pre-Institute Cocktail Reception at TBD 6:00 pm - 8:00 pm

 

Start the Institute with an evening of networking and conversation at our exclusive cocktail event, open to all registrants and STEP Members.

March 11, 2027 - All Day 8:00am - 6:30 pm
1335 6th Ave
New York, NY  10019


March 12, 2027 –  Half Day 8:00 am - 12:25 pm 
1335 6th Ave
New York, NY  10019


Hilton Midtown 
1335 6th Ave
New York, NY  10019
212-586-7000

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Sponsorship Opportunities
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IEPI Agenda
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Questions?

 

Contact(s)

Susie Belanger

Phone 786-401-4343

Email: susie@bveventsgroup.com

 

John Prefer

Phone 786-401-4343

Email: john@bveventsgroup.com

Stay at the Heart of It All

 

Make the most of your Institute experience by staying at the New York Hilton Midtown.

Enjoy modern, spacious rooms with stunning skyline views, exceptional dining, restaurants, and all the excitement of New York City — just steps from the event venue.

Be sure to mention the STEP New York group rate of $329 per night when booking.

Hotel room rates are subject to applicable state and local taxes

 

Use this link to reserve at this special rate:
https://book.passkey.com/e/51245940

New York Hilton Midtown
1335 Avenue of the Americas
New York, NY 10019
212-586-7000

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STEP Membership

STEP is a global professional body of over 22,000 legal, accounting, and trustee professionals dedicated to helping families plan for their futures. We uphold high professional standards, inform public policy, promote education, and connect practitioners worldwide. 

STEP NY is 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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STEP NY &  Membership

Considering a STEP membership? Learn more and join at Join Us (https://www.step.org/join)


Members receive a special rate for the Institute!

Contact Us

Stay tuned for more details.
We are constantly updating this page with new information
If you have any questions about the event or sponsorship opportunities, contact us at IEPI@BVEventsGroup.com