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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.




News

Recent Articles
Recent Articles

Events

Upcoming Events
Upcoming Events

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.




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.


Join STEP New York


To become a STEP member in the US you can apply for STEP membership based on your level of professional experience.

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Become a Sponsor


Sponsorship opportunities are available for our upcoming programs and events.

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Be in Touch


For General Inquiries:

Susie Belanger Branch Administrator

step.newyork@step.org