Courtney DeSoto, a professional fiduciary and the founder of Channel Islands Fiduciary Group, has earned the sought-after Trust and Estate Practitioner (TEP) credential, certifying her as an internationally recognized expert in her field.
DeSoto, who holds several other professional credentials including a law degree, received the TEP designation from the Society of Trust and Estate Practitioners (STEP), a global professional body that works to ensure fiduciaries and other practitioners who offer inheritance and succession planning meet the highest standards. The organization has more than 22,000 members globally, including lawyers, accountants and financial advisors.