A unique perspective for international estate planning

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1 A unique perspective for international estate planning

2 Society of Trust and Estate Practitioners is the worldwide professional association for practitioners dealing with family inheritance and succession planning. Become a Member and... Enhance your profile in the industry: As a full member of STEP you receive certification of membership, and may use the TEP designation and STEP logo. Enjoy unparalleled networking opportunities: STEP s regional, national and international networks offer professional networking and business development opportunities. Benefit from STEP lobbying & representation: STEP monitors legislation and, where appropriate, canvasses for changes in the law. Deepen your knowledge and network in a focused area: STEP s Special Interest Groups (SIGs) offer you the chance to network with other members with whom you have a shared specialism, to discuss the subject and advance your knowledge in that field. Receive regular industry updates: STEP provides all members with the twice weekly Wealth Structuring News Digest, fortnightly North American News Digest, newsletters and our flagship publication, the STEP Journal. STEP Members have their say Susan D. Harrington TEP, Partner, Sidley Austin LLP, New York STEP is a great worldwide forum for discussion on international estate planning. It was the first, and is still one of the best, organizations in the United States that deals primarily with international planning. I constantly call on others in STEP for referrals in other countries and brainstorming ideas, especially international tax issues. Dina Kapur Sanna TEP, Attorney at Law, Partner, Private Client Department, Day Pitney LLP The STEP conferences and monthly lunches provide an excellent forum for exchange of ideas. This includes discussion of cutting edge planning techniques, updates on proposed legislation affecting the field and networking with other advisors in the field, in general.

3 STEP members help families secure their financial future and protect the interests of vulnerable relatives. STEP helps to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members. STEP members comprise of attorneys, trust officers, bankers, accountants, tax specialists and financial advisors working in the trusts & estates field. Typical STEP members also belong to their local bar or accounting organization, ACTEC, the American Bar Association, Family Firms Institute, International Bar Association, International Fiscal Association and many more industry related organisations. STEP Member Network includes Anguilla, Arabia, Atlantic Provinces, Bahamas, Barbados, Belize, Bermuda, Boston, Brazil, British Virgin Islands, Calgary, Cayman Islands, Chicago, Cyprus, Dominican Republic, Dubai, France, Germany, Hong Kong, Ireland, Israel, Italy, Jersey, London, Long Island, Los Angeles, Mexico, Miami, Montreal, Mumbai, New York, New Zealand, Orange County, Panama, Philadelphia, San Diego, San Francisco, Seattle, Silicon Valley, Singapore, St Lucia, Switzerland, Texas, Toronto, Uruguay, Washington D.C., Wyoming. To see the full list of over 105 international branches and chapters visit Looking for an attorney in Paris? Looking for a Trust Officer in Hong Kong? Looking for an accountant in London? Use the Online Directory at: for fast access to your member network. Over 19,500 members worldwide listed. STEP members are drawn from a broad range of professional backgrounds. STEP promotes the highest professional standards through education and training, leading to widely respected professional qualifications.

4 Each year, STEP organises high quality conferences, seminars and lectures. These events offer continuing professional education and networking opportunities to help you get and stay ahead of your peers. Private Client Awards September 17, 2014, London, UK Wyoming International Trust Conference September 19-21, 2014, Wyoming Asia Conference October 8-9, 2014, Hong Kong Global Congress November 6-7, 2014, Miami OC Institute January 22-24, 2015, Orange County In addition to the above conferences, we also run local seminars and meetings for networking and development. Find local branch seminars and events near you at Networking As the largest trust and estate society in the world, our regional, national and international networks offer unparalleled opportunities for professional networking and business development opportunities. STEP Lobbying and Representation We represent the interest of our members with US government departments on issues such as FATCA and the HIRE Act. STEP works with regulators and international organizations such as the OECD, European Union and FATF. Certificate and TEP Initials As a full STEP member, you receive certification of membership and may use the initials TEP; Trust and Estate Practitioner. The TEP designation will give clients confidence and peace of mind that you have reached the exacting standards required. STEP North American News Digest This newsletter provides links to all major news sources providing the latest industry and technical updates for the international and domestic tax, trust and estate planning community, with a focus on US issues. STEP Journal Our flagship magazine contains industry news, jurisdictional reviews, regulatory and taxation updates, book reviews, recruitment, an events calendar and the latest developments for practitioners. STEP Directory & Yearbook This annual publication is distributed to all members. It contains over 700 pages of jurisdictional information and the contact details of all STEP members. Jurisdiction Summaries Members have access to trust and tax information for each jurisdiction STEP represents. The summaries are updated annually and also appear in print in the STEP Directory & Yearbook. Search STEP members All members are listed in the STEP Directory published once a year as well as the online directory on the STEP website. Search for a member to help answer your question from anywhere in the world. Over 19,500 STEP members are listed. STEP Job Search Website This global website is an invaluable tool for organizations looking to recruit and for practitioners seeking a new job. Membership Newsletter As a member of STEP you are automatically subscribed to informational newsletters including the Membership Newsletter which provides updates within the trust and estate community, and informs on new courses and events. STEP International Diploma This qualification is widely recognised and TEPs are highly valued by employers. The Diploma is tailored for those who wish to specialize in the trust and estate field. STEP Certificates This series offers continuing professional education to practitioners in specialist areas. Advanced Certificates cover the subjects of Trust Disputes, Family Business Advising, International Succession & Probate and UK Tax for International Clients. These are just some of the many member services available. To find out more about the benefits of becoming a member of STEP, come along to one of our branch meetings.

5 STEP membership is based on education and experience. There are different levels of membership to suit your progression through your career, culminating in full membership and use of the prestigious TEP designation. When you join STEP you become a member of your local branch. Find out your best route to membership by visiting your local branch page at STEP USA, 40 East 84th Street, Suite 5D, New York, NY, USA All questions should be directed to Jeryl Pine, STEP USA Membership Director Tel: Fax: Website:

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