The Full Wiki

More info on Society of Trust and Estate Practitioners

Society of Trust and Estate Practitioners: Wikis

Advertisements

Note: Many of our articles have direct quotes from sources you can cite, within the Wikipedia article! This article doesn't yet, but we're working on it! See more info or our list of citable articles.

Encyclopedia

From Wikipedia, the free encyclopedia

STEP (the Society of Trust and Estate Practitioners) was founded by George Tasker in 1991 and is the international professional body for workers in the trust industry and the (often overlapping) field of estate administration. Its members are mainly solicitors, barristers, attorneys, accountants, trust officers and trust administrators as well as banking and insurance professionals in the trust field. STEP has branches in 33 countries with a current membership in excess of 14,500.

The main focus of the organisation is to administer the examination process to ensure the quality of the membership, to provide educational and networking opportunities for STEP members at branch level and to contribute to debate and public policy in its specialist field.

The current president of STEP worldwide is Geoffrey Shindler, who was appointed in November 2006. He is a UK qualified solicitor and one of the founder members of the organisation. The current Chairman of STEP is Michael Young a Bath based practitioner elected in November 2009. Former Chairman Rosemary Marr was elected as vice-president in November 2009.

The professional staff include CEO David Harvey, and Directors Amanda Seal, Elaine Crehan and Keith Johnston.

The designation TEP after a member's name is the only widely recognised mark for professionals in the trust and estate administration industry.

External links


Advertisements






Got something to say? Make a comment.
Your name
Your email address
Message