The Society of Trust and Estate Practitioners is the leading international organization for trust and estate professionals.
Saturday, August 19, 2017
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Courses covering the major areas of estate planning expertise:

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

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Programs and Seminars



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STEP Value Passport
2016-2017
Members Only

Included in the 2016/2017 Passport are 4 programs + a social event:
  • Planning for the 3 Fs: Farming, Fisheries & Forestry (September 22, 2016 )
  • Planning for Incorporated Professionals: A Multi-Disciplinary Panel (January 19, 2017)
  • Joint Tenancy and Real Estate Issues in Estate Planning (March 9, 2017)
  • Drafters in a Dangerous Time: Dealing with Modern Issues (April 6, 2017)
  • 3rd Annual Sparkling Reception & Annual Branch Meeting (May TBA, 2017)

3rd Annual Sparkling Reception & Annual Branch Meeting
May 25, 2017

Summary: The event is a celebration of your membership with STEP, an opportunity to learn more about the benefits of STEP membership, the various routes to membership, and an occasion to network with other professionals advising families across generations.

If you know someone who might be interested in joining STEP or considering membership and wants to learn more, we encourage you to click on this link and provide us with his or her contact information so that we may pass along a personal invitation.

Please submit potential guest names/details here.

During the reception, we will hold our brief Annual Branch Meeting announcing our new slate of STEP Atlantic Executive Members, and we will present the Volunteer of the Year Award to the 2016-17 recipient.

Registration: 4:30 pm
ABM: 5:00 pm – 5:15 pm
Reception: 5:00 pm – 7:00 pm

Venue: Art Gallery of Nova Scotia, 1723 Hollis Street, Halifax

Registration is complimentary to all members, students and prospective members.


Planning for the 3 Fs: Farming, Fisheries, & Forestry
September 22, 2016

Speakers:
Susan J. McIsaac, FCPA, FCA, Amherst: McIsaac Darragh Chartered Accountants
Sarah Campbell, LLB, Halifax: McInnes Cooper
Eric Atkinson, LLB, TEP, New Glasgow: Mac Mac & Mac

Summary:
The seminar will cover technical and other aspects of the intergenerational transmission or outright sale of a farming, fishing, or forestry business. Examples of concepts covered are the intergenerational rollover and use of the Capital Gains Exemption; rules applicable to woodlots and/or timber resources properties; CRA’s administrative positions and tax rules applicable to fishing businesses; administrative and regulatory issues of interest to farmers and the transmission of their business; and the interpersonal and family dynamics involved in the sale or transfer of such businesses.

Registration: 2:00 pm
Seminar: 2:30 pm – 5:00 pm

Live presentations will broadcast from the Halifax AND Moncton offices of McInnes Cooper:

  • 1969 Upper Water Street, Suite 1300, Purdy’s Wharf Tower II, Halifax, NS
  • 644 Main Street, Suite 400, Blue Cross Building, South Tower, Moncton, NB
Remote locations:

  • 10 Fort William Place, 5th Floor, Baine Johnston Centre, St. John’s, NL
  • 1 Germaine Street, Suite 1700, Brunswick Square, Saint John, NB
  • 141 Kent Street, Suite 300, McInnes Cooper Building, Charlottetown, PEI
  • 570 Queen Street, Suite 600, Barker House, Fredericton, NB

ONE-DAY STEP Canada COURSE
Canada/US Tax and Estate Planning – Cross-Border Issues

HALIFAX
Thursday, October 27, 2016
Delta Halifax (Baronet 123), 1990 Barrington Street
Moderator: Sarah Dykema, LLB, TEP: McInnes Cooper
Presenter: Edward Northwood, JD, TEP: Ed Northwood and Associates
Foreign Legal Consultant, Licensed in Ontario – Practice Restricted to US Law
2016-17 Tour Sponsor:
8:30 am Registration; 9:00 am – 4:30 pm Course
Capacity limited to 45 registrants.
The curriculum of this original course, which includes examples of actual perfected work product, is applicable to any practitioner with a practice in law; accounting; financial planning; or insurance. This course will equip attendees with a thorough description and understanding of all the relevant law and planning strategies they need to serve their clients with cross-border estate planning and US taxation issues, especially to enable them to identify these issues and the appropriate treatment. Numerous practical examples and strategies are provided. Support materials include references to relevant statutes and regulations, IRS forms and instructions, secondary-source material, illustrative diagrams, and model documents.
Course Registration
*Includes 6.0 technical hours of CPD; binder & USB of course materials; reference resources; refreshments and lunch
Planning for Incorporated Professionals: A Multi-Disciplinary Panel
January 19, 2017

Speakers:
Michael Kidney, CFP, CLU, CIM, TEP: Michael Kidney Financial Planning
Rob Miedema, TEP: Boyne Clarke LLP
John Oakey, CPA, CA, TEP: Collins Barrow Nova Scotia Inc.
Summary:
Tax planning for incorporated professionals doesn’t look anything like it did just 18 months ago. This group of taxpayers has considerable exposure to increases in top marginal tax rates, and planning approaches involving corporations that have been seriously compromised for many professionals. This session will review some of the changes, as well as planning to address the impacts of those changes, and re-focus on tax planning strategies for professionals moving forward.
Registration: 2:00 pm
Seminar: 2:30 pm – 5:00 pm

Venue: Halifax, NS, 1969 Upper Water Street, Suite 1300, Purdy’s Wharf Tower II

Remote locations:

  • St. John’s, NL, 10 Fort William Place, 5th Floor, Baine Johnston Centre
  • Saint John, NB, 1 Germaine Street, Suite 1700, Brunswick Square
  • Charlottetown, PEI, 141 Kent Street, Suite 300, McInnes Cooper Building
  • Moncton, NB, 644 Main Street, Suite 400, Blue Cross Building, South Tower
  • Fredericton, NB, 570 Queen Street, Suite 600, Barker House

Joint Tenancy and Real Estate Issues in Estate Planning
March 9, 2017

Speakers:
Kelly Greenwood, LLB: Partner, Burchells LLP
Richard Niedermayer, LLB, TEP: Partner, Stewart McKelvey

Summary:
Real estate represents a large portion of client wealth and often holds strong personal attachment. This presentation will look at a number of issues relating to the title, transfer and taxation of real estate in Atlantic Canada. Topics will include holding land in various types of trusts (such as alter ego/joint partner trusts, testamentary trusts and bare trusts), land transfer taxes, estate transfers, joint tenancy, life tenancy, practice management issues, and the principal residence exemption.

Registration: 2:00 pm(AST)
Seminar: 2:30 pm – 5:00 pm (AST)

Venue: McInnes Cooper, 1969 Upper Water Street, Suite 1300, Purdy’s Wharf Tower 2, Halifax, NS

Remote location:

  • 10 Fort William Place 5th Floor, Baine Johnston Centre, St. John's, NL
  • 1 Germain Street, Suite 1700, Brunswick Square, Saint John, NB
  • 119 Kent Street, Suite 620, BDC Place, Charlottetown, PE
  • 644 Main Street, Suite 400, Blue Cross Building, South Tower, Moncton, NB
  • 570 Queen Street, Suite 600, Barker House, Fredericton, NB

Drafters in a Dangerous Time: Dealing with Modern Issues
April 6, 2017

Speakers:
Timothy Matthews, QC, TEP: Stewart McKelvey
John Poyser, LLB, TEP: Tradition Law Estates & Trusts LLP

Summary: Clients inevitably tell their advisors that their needs are simple. But as we all know, that is rarely true. Advising clients is not the end of the story. Drafting the documents that meet the needs of the clients and accurately reflect your advice are imperative. Drafting documents that clients understand is important. To ensure that your drafting skills remain top-notch, our speakers will lead us through a discussion of drafting considerations including use of plain language, drafting different types of instruments, pitfalls of drafting various instruments (including testamentary trusts, Henson-style trusts, and inter vivos trusts), rectification issues, “unusual” assets, digital assets, charitable giving language, no contest and in terrorem clauses, multiple wills in complementary jurisdictions, and codicils. A drafting “extravaganza” awaits you in this session.

Registration: 2:00 pm (AST)
Seminar: 2:30 pm – 5:00 pm (AST)

Venue: McInnes Cooper, 1969 Upper Water Street, Suite 1300, Purdy’s Wharf Tower II, Halifax

Remote locations:

  • 10 Fort William Place, 5th Floor, Baine Johnston Centre, St. John’s, NL
  • 1 Germaine Street, Suite 1700, Brunswick Square, Saint John, NB
  • 141 Kent Street, Suite 300, McInnes Cooper Building, Charlottetown, PEI
  • 644 Main Street, Suite 400, Blue Cross Building, South Tower, Moncton, NB
  • 570 Queen Street, Suite 600, Barker House, Fredericton, NB

STEP Value Passport
2015-2016
Members Only

Included in the 2015/2016 Passport are 4 programs:
  • Income Tax Changes Relating to Estate Planning (October 8, 2015 )
  • Planning Through Incapacity (November 19, 2015)
  • Family Trust Administration (January 21, 2016 )
  • Insurance as an Estate Planning Too (April/May 2016)

Income Tax Changes Relating to Estate Planning
October 8, 2015

Moderator:Andrée Godbout, LLM, TEP: Scotiatrust

Speakers:
Sarah Dykema, LLB, TEP: McInnes Cooper
Ruth March, CA, TEP: KPMG LLP

Summary:
Sarah Dykema, LLB, TEP, and Ruth March, CA, TEP, will outline the key changes to the Income Tax Act affecting estate planning that come into effect January 1, 2016, and explore how practitioners can deal practically with existing structures and plan for the future with these new rules. Seminar topics will include the loss of graduated rates in testamentary trusts, Graduated Rate Estates, Qualified Disability Trusts, the shifting burden in life interest trusts, charitable giving on death, loss carry-back planning, and related issues.

Registration: 2:00 pm
Seminar: 2:30 pm – 5:00 pm

Venue: McInnes Cooper, 1969 Upper Water Street, Suite 1300, Purdy’s Wharf Tower 2, Halifax, NS

Remote location:

  • 10 Fort William Place, 5th Floor, Baine Johnston Centre, St. John’s, NL
  • 1 Germaine Street, Suite 1700, Brunswick Square, Saint John, NB
  • 119 Kent Street, Suite 620, BDC Place, Charlottetown, PEI
  • 644 Main Street, Suite 400, Blue Cross Building, South Tower, Moncton, NB
  • 570 Queen Street, Suite 600, Barker House, Fredericton, NB

Does Estate Planning End With Incapacity?
November 19, 2015

Speaker:
Richard Niedermayer, LLB, TEP: Stewart McKelvey    [View bio]

Summary:
This session will survey the extent of a third party’s authority to undertake estate planning transactions on behalf of an incapable person in Canada today. The speaker will consider the advantages and risks of various instruments, including trusts, gifts, designations, and other planning tools. The session will also examine the law in other common-law jurisdictions and law reform reports, with a view to understanding how Canadian law is likely to develop.

Registration: 2:00 pm
Seminar: 2:30 pm – 5:00 pm

Venue: McInnes Cooper, 1969 Upper Water Street, Suite 1300, Purdy’s Wharf Tower 2, Halifax, NS

Remote location:

  • 10 Fort William Place 5th Floor, Baine Johnston Centre, St. John's, NL
  • 1 Germain Street, Suite 1700, Brunswick Square, Saint John, NB
  • 119 Kent Street, Suite 620, BDC Place, Charlottetown, PE
  • 644 Main Street, Suite 400, Blue Cross Building, South Tower, Moncton, NB
  • 570 Queen Street, Suite 600, Barker House, Fredericton, NB

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