Join STEP in the US
New Members Offer!
Receive up to 6 months free STEP
membership when you join between September 1,
2011 and February 14, 2012. The one time joining fee
will also be waived. Offer available to all those practicing and
residing in the United States
To become a STEP member in the US you can apply
for STEP membership based on your level of professional
experience.
Full Membership
To apply for full membership applicants must:
- display a significant involvement, at specialist level, in one
or more of the following: planning, creation, management of and
accounting for trusts and estates, executorship administration and
related taxes
- be engaged at a level requiring little or no supervision from
others
- have been working continuously over the five years immediately
preceding the application
Full STEP Membership entitles you to use the letters TEP (Trust
and Estate Practitioner) after your name.
Associate Membership
For those who do not have the required five years' experience,
associate membership is available to applicants who:
- have a significant involvement, at specialist level, in one or
more of the following: planning, creation, management of and
accounting for trusts and estates, executorship administration and
related taxes
- are engaged at a level requiring little or no supervision from
others
Associate members will be invited to apply for Full Membership
once they have reached their five-year qualifying period.
For further information please contact Jeryl Pine, STEP USA
Membership Director:
Phone: +212 737 3690
E-Mail: jeryl.pine@step.org
Please submit all application forms to:
Jeryl Pine
STEP USA Membership Director
STEP US
40 East 84th. St. Suite 5D, New York, NY
10028
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Understand the complexities of the family enterprise
context.
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