Society of Trust and Estate Practitioners

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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 13,000.

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 Rosemary Marr a Jersey based practitioner elected in December 2007.

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[citation needed] for professionals in the trust and estate administration industry.

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