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step membership

Dagmara Kulczykowska is a member of STEP, which is the global professional association for practitioners who specialise in family inheritance and succession planning.

STEP members are known as TEPs, which stands for Trust and Estate Practitionerthe designation given to full members of STEP.  As TEPs, they have a combination of relevant qualifications and experience – including significant involvement at a specialist level with inheritance and succession planning.

What do STEP members do?
As specialists in inheritance and succession planning, we can:

  • Draft wills and trusts
  • Administer estates
  • Act as trustees
  • Advise families on how best to structure their finances, to ensure compliance and preserve their assets for future generations

Here are just a few examples of areas in which STEP members can advise:

  • Providing for someone following their partner’s death, while protecting the interests of their children
  • Ensuring elderly or vulnerable relatives are cared for and supported
  • Helping families to be compliant with the laws and tax rules of different countries, when their interests are spread across the world
  • Ensuring that a family business will pass safely from one generation to another
  • Helping clients to support charitable causes in an effective way

To make an appointment to see one of our experts, Dagmara KulzczykowskaJenny MacDonald or Karen Ward, please call on 01908 689317 or contact us.



What our client’s say:

“Dagmara took all the stress and strain of sorting wills and probate at what was a difficult time.  We couldn’t have done it without her. Excellent”. Clare Dragisic

To see more client testimonials please click here


 

The Private Client Services Team

  • Dagmara Kulczykowska Partner
    Private Client Services 01908 689341
    Dagmara is Head of the Department and has many years of experience in all aspects of private client work. Dagmara’s strengths are working with families on very sensitive and emotive matters, providing them with specialist legal advice. She ensures clients are supported but also advised clearly and comprehensively on the legal issue(s) at hand so that they can make an informed decision.

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  • Jenny MacDonald Paralegal
    Private Client Services 01908 689317
    Jenny is a Paralegal in the Private Client Services Department supporting Dagmara Kulczykowska in a range of matters relating to the administration of estates, Wills, Lasting Powers of Attorney and Deputyship application.

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  • Karen Ward Senior Private Client Executive
    Private Client Services 01908 689374
    Karen is a Senior Private Client Executive and Fellow of the Institute of Paralegals. Karen joined Geoffrey Leaver Solicitors in October 2018 having worked in the Private Client sector since 1997 for solicitors and banking institutions.

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