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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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  107 Programs(s)     Show per page Page 1 of 11
STEP Value Passport
2016-2017

Members Only

Included in the 2016/2017 Passport are 8 programs:
  • Different Jurisdictions, Different Laws: How Conflicts in Laws Can Impact an Albertan’s Estate Planning and Administration (September 22, 2016 )
  • Obligations of Executors/Trustees/Attorneys (under a Power of Attorney) to Properly Account (October 20, 2016)
  • Small Business and Professional Corporations Tax Update (November 23, 2016)
  • Tips, Traps and Select Issues in Trust Drafting and Administration (January 25, 2017)
  • The Complex Issues Surrounding Gifts and Loans to Adult Children (February 22, 2017)
  • Preparing for Retirement: Financial & Insurance Aspects (March 21, 2017)
  • Case Update: Tax, Trusts/Estates, Trust Busting in Spousal/Partner Disputes (April 19, 2017)
  • Politically Correct Tax Planning, Annual Branch Meeting and Wine & Cheese Reception (May 24, 2017)

Politically Correct Tax Planning, Annual Branch Meeting and Wine & Cheese Reception
May 24,2017

Speaker: Dr. Jack M. Mintz, President’s Fellow of the School of Public Policy at the University of Calgary

Summary: The presentation will cover::

  • Policy aspects of offshore investing and aggressive tax planning and whether such planning is or should be acceptable
  • Recent trends in tax policy of transparency and “targeting” wealthy taxpayers
  • The politicization of tax policy and the concept of “fair share” differing from what is legally owing

Registration: 3:15 pm
ABM: 3:30 pm – 3:45 pm
Seminar: 3:45 pm – 5:00 pm
Reception: 5:00 pm

Venue: The Bennett Room, The Ranchmen’s Club, 710 – 13th Avenue SW, Calgary
(Note: Strict no jeans policy)

Different Jurisdictions, Different Laws: How Conflicts in Laws Can Impact an Albertan’s Estate Planning and Administration
September 22, 2016

Speakers:
Rhonda M. Johnson, LLB, MBA: Duncan Craig LLP
Marissa German, LLB, TEP: McLeod Law LLP


Summary:

  • Will Validity/Interpretation
    • Domicile
    • Place of Assets
  • Forced Heirship/Non-Recognition of Trusts
  • Matrimonial Regimes
  • Divorce/Separation
  • Interdependent Partner/Common Law
    (Different Rules for Different Purposes/Places)
  • Choice of Law Clauses
  • No Perpetuity Jurisdictions

Registration: 7:15 am
Seminar: 7:30 am – 9:30 am

Venue: Calgary Petroleum Club, 319 – 5 Avenue SW, Calgary

Obligations of Executors/Trustees/Attorneys (under a Power of Attorney) to Properly Account
October 20, 2016
Speakers:
Melanie McDonald, LLB, TEP: BMO Trust Company
Aaron Bickman, LLB, TEP: Wills & Estates Group of McLeod Law


Summary:
  • Beyond the basics–reviewing in detail how a fiduciary should be managing and accounting for the property under their control
  • Tales from the trenches –when there had been improper management and court or other intervention is required
Registration: 7:15 am
Seminar: 7:30 am – 9:30 am

Venue: Calgary Petroleum Club, 319 – 5 Avenue SW, Calgary
ONE-DAY STEP Canada COURSE
Canada/US Tax and Estate Planning – Cross-Border Issues

CALGARY
Tuesday, November 8, 2016
The Ranchmen’s Club* – 710-13th Avenue SW, Calgary
Moderator: Gail Black QC, TEP, Calgary: Miller Thomson LLP
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
REGISTRATION CLOSED.
The Calgary course date of November 8 has reached capacity of 45 registrants. Registration is now closed. Practitioners wishing to attend the course are encouraged to register for and attend the Edmonton course date, taking place on November 10. Click here then scroll down for details.
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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

REGISTRATION CLOSED.
The Calgary course date of November 8 has reached capacity of 45 registrants. Registration is now closed. Practitioners wishing to attend the course are encouraged to register for and attend the Edmonton course date, taking place on November 10. Click here then scroll down for details.
Small Business and Professional Corporations Tax Update
November 23, 2016
Speakers:
Anthony Strawson, CMA, CPA (IL), LLB, TEP: Felesky Flynn LLP
Andrew C. Bateman, JD: Felesky Flynn LLP
Summary: The taxation of small businesses and professional corporations has changed significantly over the past year, and often with profound implications. This session will cover the following topics:
  • Review of current tax dispute landscape, including CRA audit projects.
  • Implications of recent tax changes on various rules of thumb such as: whether to sell assets or shares; whether to retain or distribute investment income; and whether to bonus out or pay dividends.
  • Best practices for paying intercorporate dividends in light of amendments to subsection 55(2).
  • Proposed changes to restrict access to the small business deduction.
  • Proposed changes to the taxation of goodwill dispositions.
  • Tax planning focus areas for 2016.
Registration: 7:15 am
Seminar: 7:30 am – 9:30 am

Venue: Calgary Petroleum Club, 319 – 5 Avenue SW, Calgary
At capacity – registration now closed
Tips, Traps and Select Issues in Trust Drafting and Administration
January 25, 2017
Speakers:
Nancy L. Golding , QC, TEP: Borden Ladner Gervais LLP
Clare E. Burns, LLB, LLM, TEP: Weir Foulds LLP

Summary: The presentation will cover:
  • What to watch out for
  • Terminating interests
  • Adding beneficiaries
  • Disclosure/non-disclosure to beneficiaries
  • Non-tax benefits
  • Creditor protection
  • Drafting with assisted reproductive technology (ART) in mind
  • Liability of trustees
Registration: 7:15 am
Seminar: 7:30 am – 9:30 am

Venue: Devonian Room, 2nd Floor, Calgary Petroleum Club, 319 – 5th Avenue SW, Calgary
The Complex Issues Surrounding Gifts and Loans to Adult Children
February 22, 2017
Speakers:
Eric Wipf , CPA, CA, CFP, CLU, TEP: BDO Canada LLP
Sarah Hawco, CPA, CA, LLM: BDO Canada LLP

Summary: The presentation will cover:
  • How to protect and document gifts and loans to adult children?
  • What are the family law, corporate law, and insolvency implications when things go wrong?
  • What are the attribution and tax implications relevant to structuring gifts and loans?
  • What considerations apply if the child is a US person?
Registration: 7:15 am
Seminar: 7:30 am – 9:30 am

Venue: Devonian Room, 2nd Floor, Calgary Petroleum Club, 319 – 5th Avenue SW, Calgary
Preparing for Retirement: Financial & Insurance Aspects
March 21 , 2017

Speakers:
Rick Green, CFP, CLU, TEP, CHFC, MFA: Sagium
Milan Legris, LLB, LLM, TEP: Great West- Canada Life

Summary: The presentation will cover:

  • Retirement and estate planning; solving the puzzling blend of psychology and mathematics
    • The non-financial side of retirement and estate planning – creating a mission and vision
    • The mathematics behind retirement and estate planning – how much does it really take to retire?
    • What are the extra challenges posed by increasing mortality?
    • Does life insurance still make sense as an estate planning tool in the new 2017 tax world?
  • Using life insurance in tax and estate planning for corporations, individuals, families and employees
  • Recent changes to non-arm’s length transfers of life insurance
  • Issues and planning considerations for past and/or future transfers

Registration: 7:15 am
Seminar: 7:30 am – 9:30 am

Venue: Calgary Petroleum Club, 319 – 5 Avenue SW, Calgary

Estate and Trust Case Law Update, Trust Treatment in Spousal / Partner Disputes
April 19, 2017

Speakers:
Thomas Grozinger, LLB, TEP: RBC Wealth Management - Estate & Trust Services   [View bio]
Krysta H. Ostwald, LLB: Widdowson Kachur Ostwald Menzies LLP   [View bio]

Summary: The presentation will cover::

  • Trust and estate law (including sham trusts, severing joint tenancies, and proprietary estoppel
  • The treatment of family trusts upon relationship breakdown

Registration: 7:15 am
Seminar: 7:30 am – 9:30 am

Venue: Devonian Room, 2nd Floor, Calgary Petroleum Club, 319 – 5th Avenue SW, Calgary

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