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Get ready for the 21st Annual International Estate Planning Institute, hosted by STEP New York!

Join us March 26–27, 2026, at the Marriott Marquis in Times Square for a powerful educational one-and-a-half-day program bringing together leading professionals from around the world.

And don’t miss our exclusive Pre-Institute Cocktail Reception on Wednesday, March 25, open to all Institute registrants and STEP Members.

✅ New lower rates for both members and non-members
✅ Simplified registration — no login needed
✅ Exciting new venue at the newly-renovated, iconic Marriott Marquis Times Square


What to Expect

The Institute will feature industry leaders who will present the latest topics and trends in estate and tax planning. 

March 25, 2026 – Pre-Institute Cocktail Reception at Phillips 6:00 pm - 8:00 pm

432 Park Avenue 

New York NY 10022 

+1 212 940 1200

Start the Institute with an evening of networking and conversation at our exclusive cocktail event, open to all registrants and STEP Members.

March 26, 2026 – 7 CLE Credits - All Day 8:00am - 6:30 pm
1535 Broadway
New York, NY  10036
Enjoy a full day of engaging sessions led by international experts covering the latest in global estate planning, tax developments, art and wealth management, and cross-border family transitions. The day concludes with cocktails and networking.

March 27, 2026 – 4 CLE Credits - Half Day 8:00 am - 12:25 pm 
Wrap up with thought-provoking discussions on digital assets, incapacity across borders, and evolving global ethics standards.

Join top professionals from the US, UK, Mexico, Canada, Germany, and Spain for two days of learning, insights, and connection in the heart of New York City.

Marriott Marquis Time Square
1535 Broadway New York, NY  10036
(212) 398-1900

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Sponsorship Opportunities
Register
IEPI Agenda
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Registration Fees:


MEMBERS

STEP Member Early Bird Rate: $1350

STEP Member Regular Rate (after 12/31/25): $1750


NON-MEMBERS

Non-Member Early Bird Rate: $1600

Non-Member Regular Rate (after 12/31/25): $2000


Questions?


Contact(s)

Susie Belanger

Phone 786-401-4343

Email: susie@bveventsgroup.com


John Prefer

Phone 786-401-4343

Email: john@bveventsgroup.com 

Stay at the Heart of It All


Make the most of your Institute experience by staying at the New York Marriott Marquis, perfectly situated in the center of Times Square.

Enjoy modern, spacious rooms with stunning skyline views, exceptional dining, and unbeatable access to Broadway theaters, restaurants, and all the excitement of New York City — just steps from the event venue.

Be sure to mention the STEP New York group rate of $329 per night when booking.

Hotel room rates are subject to applicable state and local taxes (currently 14.75%) and a $3.50 occupancy tax in effect at the time of check-out. (Cut-off date is 2/25/2026 for this offer)


Call:

877-303-0104 and mention THE SOCIETY OF TRUST AND ESTATE

PRACTITIONERS LTD. for the dates of 3/25/26 and 3/26/26. 

or you can click here

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SPONSORED BY

https://peaktrust.com
https://www.flagstar.com/private-bank.html
BMT
WB Financial
https://www.henleyglobal.com
https://www.alzinfo.org

STEP Membership

STEP is a global professional body of over 22,000 legal, accounting, and trustee professionals dedicated to helping families plan for their futures. We uphold high professional standards, inform public policy, promote education, and connect practitioners worldwide. 

STEP NY is the local branch of the Society of Trust and Estate Practitioners ("STEP"), a global professional organization of private client practitioners. Our primary purpose is to improve public understanding of the issues families face in relation to inheritance and succession planning, and to promote education and high professional standards among our members.


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STEP NY &  Membership

Considering a STEP membership? Learn more and join at Join Us (https://www.step.org/join)


Members receive a special rate for the Institute!

Contact Us

Stay tuned for more details.
We are constantly updating this page with new information
If you have any questions about the event or sponsorship opportunities, contact us at IEPI@BVEventsGroup.com 

A Closer Look at Our Valued Sponsors


Crestbridge Fiduciary offers clients an independent and forward-thinking approach to protecting and structuring wealth.

 

Client families benefit from seamless relationship management across three jurisdictions: Wyoming, Jersey, and the Cayman Islands.

 

Our offerings include corporate trustee services and private trust company advisory, governance and administration.

 

We pair resolute client focus with a high level of transparency, responsiveness, and close collaboration with families and their teams of advisors. Our clients benefit from our high touch relationship management and the deep, diverse expertise and uncompromising integrity of our team.

https://willowstreetgroup.com
A dual qualified donor advised fund for US and UK taxpayers
Commonwealth
Teton Trust Company ad featuring a mountain range backdrop, the tagline “A Wyoming Chartered Trust C
Bridgeford Trust Company
Withers