Welcome to STEP Los Angeles. We are proud to be a part of the Society of Trust and Estate Practitioners. STEP, founded some 18 years ago in London, now has more that 16,500 members worldwide. STEP is unique in that it is a multi-disciplinary organization that brings together professionals, lawyers, accountants, trust officers, bank officers, financial planners and the like, to discuss the latest international tax and trust and estates developments throughout the world. Almost every trust and estates professional has some exposure to international issues and STEP, unlike other tax organizations, distinguishes itself by providing a forum to discuss these multijurisdictional issues and learn about the most recent developments in the field.
STEP Los Angeles, founded in 2006, now has more the 90 members. In addition to the annual STEP Pacific Rim Conference, STEP Los Angeles has eight or more events a year that includes breakfast and lunch meetings with presentations by internationally and nationally known experts on timely subjects.
With the launch of our STEP Los Angeles website we are bringing our organization into the 21st century, while providing our members and affiliates with a central location to learn more about our organization and gain access to the wealth of materials that our programs have produced todate.
Again, we welcome you to STEP Los Angeles and hope that you will continue to support us in our efforts.
William K. Norman
STEP Los Angeles Branch Chair.
Annual Forms Presentation --February 19, 2014