The Society of Trust and Estate Practitioners (STEP) is the
leading worldwide professional body for practitioners in the fields
of trusts, estates and related issues. STEP members help families
plan their long term financial future, facilitating good
stewardship and financial planning across future generations.
Use a STEP practitioner to support you through any trusts,
estates or related issues. STEP members (TEPs) provide expert
advice on how to comply with the often complex law and tax rules
surrounding trusts, estates and inheritance.
SEARCH FOR A
The STEP Private Client Awards highlight
excellence among private client solicitors/attorneys, accountants,
barristers, bankers, trust managers and financial advisors. The
Awards are your opportunity to demonstrate excellence to your peer
group and your clients. MORE...
Research commissioned by STEP and the IFB has revealed that
family business owners do not feel that traditional technical
qualifications alone are sufficient for a competent family business
advisor. The ability to effectively deal with various
personalities in a complex family situation is found to be of equal
Experienced trust and estate practitioners can demonstrate their
knowledge by preparing three papers in order to gain Full STEP
Membership and the designation TEP. The registration deadline for
the next intake is 7 June 2013.
The Society produces a number of specialist
publications for practitioners. The STEP Journal is the
official magazine of the Society and the STEP Directory and
Yearbook features valuable jurisdictional information as well
as member listings. MORE...
STEP Miami 4th Annual Summit 2013
31 May 2013United States of America
STEP Israel 2013 Conference
18 June 2013
STEP Jersey 20th Anniversary Dinner
28 June 2013Channel Islands