Welcome to STEP Miami - we are the Society of Trust & Estate Practitioners located throughout South Florida. Madelayne Cordero, our Branch Chair, is your contact for questions regarding STEP Miami. You may reach us at [email protected].

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. We work to improve public understanding of the issues families face in this area and promote education and high professional standards among our members.

As Miami sits at the gateway between the United States, South America and The Caribbean our branch, puts a particular emphasis in bridging the gap between not only our members and community but others parts of the Hemisphere in fulfilling our mandate of gathering top professionals in each field and promoting education within our community on these topics. As Chairperson my goal is to increase the presence of STEP Miami within the professional community we serve: Legal, Accounting, Trust, Financial Services, Insurance, and those other industries where international planning for High Net Worth Individuals and Families is paramount.

Inquire with us about becoming a member of Step Miami and or about speaking and sponsorship opportunities for our program of events throughout the year.

View STEP Tri-Branch webinar: FinCEN Transparency Initiatives Have Become UBIQUITOUS

PowerPoint Presentation & related article Click here to access the PowerPoint presentation and here to view the article, Small Business Association of Michigan challenges Corporate Transparency Act.

STEP Journal

The STEP Journal provides news, reviews, opinion and technical analysis on trends and issues …

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