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 those who work 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 81 countries with a current membership in excess of 17,000.
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 president of STEP worldwide is Geoffrey Shindler OBE, 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.
The professional staff include CEO David Harvey, Deputy CEO George Hodgson, CFO Jim Walkinshaw, COO Elaine Crehan and Directors Michael Evans, Amanda Callow and Nigel Race.
The 19 founder members of STEP, i.e. those who signed its memorandum of association in 1991 were: Timothy Bennett; Richard Citron; Owen Clutton; Jonathan Cooke; Andrew East; Anthony Holmes; Simon Jennings; James Kessler QC; Thomas Mallett; Ralph Ray; Tony Sherring; Geoffrey Shindler OBE; George Tasker; Arthur Thompson; Nigel Trumper; Timothy Vollans; David Ward; Robert Whillis; George Williams.
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