Building on the success of previous years, we are thrilled to invite you to join us for two days of inspiration, connection, and exploration on October 24th and 25th at the esteemed Ritz Carlton, Key Biscayne. Founded in 2000, the STEP Miami Branch is one of the largest and most active in the Americas. Consistent with the objectives of STEP, the Miami branch provides practitioners with access to high-level trusts and estates resources for all its members.

As we embark on this journey together, we celebrate the enduring traditions that have shaped us and the innovative spirit that propels us forward. Over the course of two unforgettable days, we’ll delve into the essence of legacy, exploring how it informs our present and inspires our future. Our program is designed to ignite your passion, spark new ideas, and foster meaningful connections.

On the first day, join us for a vibrant welcome party where you’ll connect with fellow attendees, share stories, and set the stage for the transformative conversations to come. Then, on the main Summit day, immerse yourself in a dynamic lineup of sessions led by industry pioneers and thought leaders.

Join us for a Toast on the Veranda at the conclusion of the Summit from 5 – 6 pm.

Together, let’s honor the legacy of the past as we chart a course for the future. Join us in embracing tradition, igniting innovation, and shaping the legacy of tomorrow.

Sponsored by

PLATINUM SPONSOR

DIAMOND SPONSOR

OBSIDIAN – PODIUM SPONSOR

TOPAZ – PM COFFEE BREAK SPONSOR

AMBER – COFFEE CART SPONSOR

SAPPHIRE SPONSOR