STEP LA as a multi-disciplinary organization regularly brings together lawyers, accountants, trust officers, bank officers, financial planners and the like, to discuss the latest international tax and trust and estates developments in the world.
STEP is a global professional body, with more than 22,000 members comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures.
Our mission is to inspire confidence in families planning their assets across generations by setting and upholding high professional standards, informing public policy, promoting education, and connecting practitioners globally to share knowledge and best practice.
Full STEP members, recognised by the letters 'TEP' (Trust and Estate Practitioner) after their name, are internationally recognised as experts in their field, with proven qualifications and experience.
What do STEP members do?
As specialists in inheritance and succession planning, STEP members draft wills and trusts, administer estates, act as trustees and advise families on how best to structure their finances to ensure compliance and preserve their assets for future generations. Some examples of what STEP members may advise on are:
providing for someone following their partner’s death, while protecting the interests of their children;
ensuring elderly or vulnerable relatives are cared for and supported;
helping families with interests spread across the world to be compliant with the laws and tax rules of different countries;
ensuring that a family business will pass safely from one generation to another;
helping clients to support charitable causes in an effective way.
Company Details
- Founded
- -
- Address
- Los Angeles, California, Us
- Industry
- Professional Organizations
- NAICS
-
Professional Organizations
- Keywords
- Trust and Estate Planning, Intergenerational Wealth Transfer, Succession Planning, Cross-Border Tax Compliance, Fiduciary Services, Charitable Giving Strategies, Estate Administration, High-Net-Worth Client Services, Wealth Preservation.
- HQ
- Los Angeles, California
- Competitors
- Offshore Broker, Advantage Insurance, BaxEnergy.
Step Los Angeles Questions
Step Los Angeles's website is https://www.step.org/branches/step-los-angeles
Step Los Angeles's LinkedIn profile is https://www.linkedin.com/company/step-los-angeles
Step Los Angeles's industry is
Professional Organizations
Step Los Angeles's categories are Professional Organizations
Step Los Angeles's founding year is 2006
