Based in Toronto, CA, Stewart Bollefer is a Aird & Berlis, LLP, partner. With over two decades of experience in trust and estate planning, Stewart Bollefer is a member of the Society of Trust and Estate Practitioners (STEP). STEP helps its members offer succession and inheritance planning services to families.
STEP members come from many fields, including law and accounting, among others. STEP helps families manage and structure their finances so they can provide for their successive generations. They ensure that elderly family members are well-cared for and those marriage partners can sustain themselves, even after one partner’s death.
There are four types of STEP membership, student, affiliate, associate, and full. Each one requires progressively more education and experience in trust and estate planning and related disciplines. A practitioner seeking full member status, for example, has three ways to gain it. They either possess at least 10 years of experience, have completed at least 240 credits by completing the STEP diploma, or they complete a set of essays.
STEP calls London home and has over 21,000 members. Working in over 90 countries, each member is part of a local branch or chapter. There are over 110 branches and chapters worldwide.
STEP members come from many fields, including law and accounting, among others. STEP helps families manage and structure their finances so they can provide for their successive generations. They ensure that elderly family members are well-cared for and those marriage partners can sustain themselves, even after one partner’s death.
There are four types of STEP membership, student, affiliate, associate, and full. Each one requires progressively more education and experience in trust and estate planning and related disciplines. A practitioner seeking full member status, for example, has three ways to gain it. They either possess at least 10 years of experience, have completed at least 240 credits by completing the STEP diploma, or they complete a set of essays.
STEP calls London home and has over 21,000 members. Working in over 90 countries, each member is part of a local branch or chapter. There are over 110 branches and chapters worldwide.
