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Society of Trust and Estate Practitioners

Index Society of Trust and Estate Practitioners

STEP (the Society of Trust and Estate Practitioners) was founded by George Tasker in 1991 and is the international professional body for advisers who specialise in inheritance and succession planning. [1]

10 relations: Accountant, Administration (probate law), Bank, Barrister, Geoffrey Shindler, Insurance, Lawyer, Solicitor, Succession planning, Trust law.

Accountant

An accountant is a practitioner of accounting or accountancy, which is the measurement, disclosure or provision of assurance about financial information that helps managers, investors, tax authorities and others make decisions about allocating resource(s).

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Administration (probate law)

In common-law jurisdictions, administration of an estate on death arises if the deceased is legally intestate, meaning they did not leave a will, or some assets are not disposed of by their will.

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Bank

A bank is a financial institution that accepts deposits from the public and creates credit.

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Barrister

A barrister (also known as barrister-at-law or bar-at-law) is a type of lawyer in common law jurisdictions.

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Geoffrey Shindler

Geoffrey Arnold Shindler OBE (born 21 October 1942) is a UK solicitor specialising in the field of wills, trusts and estates law.

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Insurance

Insurance is a means of protection from financial loss.

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Lawyer

A lawyer or attorney is a person who practices law, as an advocate, attorney, attorney at law, barrister, barrister-at-law, bar-at-law, counsel, counselor, counsellor, counselor at law, or solicitor, but not as a paralegal or charter executive secretary.

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Solicitor

A solicitor is a legal practitioner who traditionally deals with most of the legal matters in some jurisdictions.

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Succession planning

Succession planning is a process for identifying and developing new leaders who can replace old leaders when they leave, retire or die.

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Trust law

A trust is a three-party fiduciary relationship in which the first party, the trustor or settlor, transfers ("settles") a property (often but not necessarily a sum of money) upon the second party (the trustee) for the benefit of the third party, the beneficiary.

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Redirects here:

STEP (Society of Trust and Estate Practitioners).

References

[1] https://en.wikipedia.org/wiki/Society_of_Trust_and_Estate_Practitioners

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