The Society of Trust and Estate Practitioners is the leading international organization for trust and estate professionals.
Wednesday, April 24, 2019
Is the STEP Canada Assessment by Exam for you?

Courses covering the major areas of estate planning expertise:

  • Law of Trusts
  • Taxation of Trusts & Estates
  • Wills, Trust & Estate Administration
  • Trust & Estate Planning


About STEP Canada

STEP's aims include raising the public profile of trust and estate work as a profession. In order to hold and maintain STEP's Trust and Estate Practitioner (TEP) designation, STEP members must maintain ongoing educational requirements. Prospective members must pass rigorous training standards.

A key element of STEP's ongoing mandate is to provide a forum for discussion and advancement of practitioner knowledge of relevant tax, accounting, administration, statute and case law through regular branch seminars, symposia, and an annual national conference.

STEP Canada is also active in making representations of a technical nature to government, policymakers and related professional bodies, with the goal of promoting better understanding of trusts and estates, and improving related law and policy.

Why become a TEP?

Trusts and estates practice is a complex and growing field. The Trust and Estate Practitioner designation (TEP) is a worldwide recognized designation and is a way to formally identify qualified practitioners and distinguish them from non-specialists who occasionally deal with trusts and estates.

Chairpersons of the Board
With deep appreciation for their vision, dedication, and leadership:
1998 – 2004
Michael Cadesky
2004 – 2007
Paul LeBreux
2007 – 2009
Grace Chow
2009 – 2011
Kim G.C. Moody
2011- 2013
Mary Anne Bueschkens
2013- 2015
Ian Worland
2015- 2017
Tim Grieve
Copyright 2002 — 2019  The Society of Trust and Estate Practitioners (STEP)