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Welcome to STEP

The Society of Trust and Estate Practitioners (STEP) is the worldwide professional body for those advising families on long-term wealth planning. 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 has 18,500 members across 80 jurisdictions from a broad range of professional backgrounds, including lawyers, accountants, trust specialists and other practitioners in this area. STEP members help families plan for their futures, specialising in a wide range of activities, from drafting a relatively simple will to more complex issues surrounding international families, protection of the vulnerable, family businesses and philanthropic giving.

Joining STEP in the USA

Find out more about joining STEP and how becoming a member will benefit you.

Why Join STEP USA Brochure

STEP USA Application Form

STEP members are experts in the areas of:

• ​International and domestic tax, trust and estate planning and related income tax
• Estate and tax planning for non-citizens residing in the United States
• Family succession planning for multinational families
• Foreign investment in the United States
• Structuring the ownership of worldwide assets in multinational families using trusts
• Advising families on long-term governance and planning

STEP members help clients with issues relating to:

• International and domestic tax planning
• Cross border succession
• Estate planning structures for ownership of worldwide assets
• Onshore and offshore trusts
• Pre-immigration and expatriation planning
• Family office support
• Charitable foundations