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  2. Society of Trust and Estate Practitioners - Wikipedia

    en.wikipedia.org/wiki/Society_of_Trust_and...

    Society of Trust and Estate Practitioners. STEP (the Society of Trust and Estate Practitioners) was founded by George Tasker in 1991 [1] and is the international professional body for advisers who specialise in inheritance and succession planning. [2] Its members are mainly solicitors, barristers, attorneys, accountants, tax advisers, trust ...

  3. Canadian Securities Institute - Wikipedia

    en.wikipedia.org/wiki/Canadian_Securities_Institute

    STEP (Society of Trust and Estate Practitioners): Exemption from the Wills, Trust & Administration course within the STEP Diploma program is granted to those who complete CSI's MTI designation. Mortgage Professionals Canada : Qualification for the AMP designation is possible completion of a required course in residential mortgage lending and ...

  4. Estate planning - Wikipedia

    en.wikipedia.org/wiki/Estate_planning

    Criminal law. Evidence. v. t. e. Estate planning is the process of anticipating and arranging for the management and disposal of a person's estate during the person's life in preparation for a person's future incapacity or death. The planning includes the bequest of assets to heirs, loved ones, and/or charity, and may include minimizing gift ...

  5. Advance healthcare directive - Wikipedia

    en.wikipedia.org/wiki/Advance_healthcare_directive

    v. t. e. An advance healthcare directive, also known as living will, personal directive, advance directive, medical directive or advance decision, is a legal document in which a person specifies what actions should be taken for their health if they are no longer able to make decisions for themselves because of illness or incapacity. In the U.S ...

  6. List of professional designations in the United States

    en.wikipedia.org/wiki/List_of_professional...

    California Stormwater Quality Association: Qualified SWPPP Practitioner: QSP: California Stormwater Quality Association: Registered Business Analyst [143] RBA: American Academy of Financial Management: Registered Construction Inspector (Division I, II, III, or IV) RCI: American Construction Inspectors Association: Registered Archaeologist: RA

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  8. 2007 Birthday Honours - Wikipedia

    en.wikipedia.org/wiki/2007_Birthday_Honours

    Geoffrey Arnold Shindler, President, Society of Trust and Estate Practitioners. For services to the Administration of Justice. James Walter Thorburn Simpson. For services to Built Heritage in Scotland. Dr. Rajadurai Sithamparanadarajah, JP, HM Principal Inspector, Health and Safety Executive. Department for Work and Pensions. Kingsley Ward Smith.

  9. Professional association - Wikipedia

    en.wikipedia.org/wiki/Professional_association

    A professional association (also called a professional body, professional organization, or professional society) is a group that usually seeks to further a particular profession, the interests of individuals and organisations engaged in that profession, and the public interest. In the United States, such an association is typically a nonprofit ...