Willow Street Sponsors First STEP WY Conference

On September 22, 2102, Willow Street Financial Services will sponsor the opening reception for the first Society of Trust and Estate Practitioners (STEP) conference to be held in the State of Wyoming. As part of this inaugural conference, STEP Wyoming, a branch of S.T.E.P. Los Angeles, will feature high-profile speakers presenting on a variety of issues related to estate planning opportunities and advanced trust planning practices, both in the USA and internationally.

“I am excited about the depth and content of the lectures being given at this conference. As an international body committed to the education and development of the multi-disciplinary trust and estates profession, STEP represents the highest level of technical and practical expertise. We are proud to be able to sponsor the first annual conference and are pleased with the response to this inaugural event,” commented Barbara J. Hoeft. Barbara, the principal of Willow Street Financial Services LLC, is the prior Secretary of STEP Wyoming and currently serves as Vice President.

STEP is worldwide organization for professionals in the fields of trusts, estates and related issues. Its members assist families in planning their financial futures across generations and in complying with the complex regulations that are involved in administering trusts, estates and inheritance.

The conference is being held at the Jackson Lake Lodge in Grand Teton National Park. Any member of the general public who is interested in attending should contact Nicki Davis at 307-734-1908.

Willow Street Financial Services LLC provides management services for many types of trusts as well as certain forms of limited partnerships and corporations.