Press Room

April 16, 2012

Schneidman to Speak at STEP Boston Quarterly Speaker Series

The Society of Trust and Estate Practitioners (STEP) is the leading worldwide professional body for practitioners in the fields of trusts, estates and related issues. STEP members help families plan their long term financial future, facilitating good stewardship and financial planning across future generations. STEP members also help families comply with the often complex tax rules surrounding trusts, estates and inheritance.

STEP is a unique professional body providing members with a local, national and international learning and business network. STEP provides education, training, representation and networking for its members.

WTAS Managing Director, Len Schneidman, will speak on “PFICs by Accident or Attribution – Causes and Cures.”

The event takes place May 2, 2012 from 12:00 pm to 1:30 pm at One International Place, Boston MA 02110.