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Is the STEP Canada Diploma 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
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135
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STEP Value Passport
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2016-2017
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Members Only
Included in the 2016/2017 Passport are 8 programs:
- Disability Planning (September 14, 2016)
- Attacking and Defending Gifts (October 19, 2016)
Fall Reception for Students, New Graduates & Members
- Financial & Tax Planning (November 16, 2016)
- Seasonal Social Event (January 16, 2017)
- Case Law & Potpourri of Trust Issues (January 18, 2017)
- Life Insurance in Action – Tax and Planning Issues and Solutions (February 15, 2017)
- Estate Planning for Global Families (April 12, 2017)
- Challenges of Probate Planning & Annual Branch Meeting (May 17, 2017)
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Challenges of Probate Planning & Annual Branch Meeting
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May 17, 2017
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Moderator:
Gillian Musk, MTI, TEP: BMO Private Banking
Speakers:
Lea Koiv, CPA, CMA, CA, CFP, TEP: Lea Koiv & Associates Inc.
Melanie Yach, LLB, TEP: Aird & Berlis LLP
Summary: Melanie will speak to the planning methods used to avoid probate and the associated risks. She will discuss best practices when planning to avoid probate touching upon gifting during one’s lifetime, joint accounts/jointly held property, multiple wills and the use of inter-vivos trusts including alter-ego/joint partner trusts.
Lea’s session will deal with how insurance products (including annuities and segregated funds) can be used to achieve estate bypass. Techniques using both designation and allowed for by operation of law will be covered. There is generally a poor understanding of how and where annuities (both registered and non-registered) might be used, so there will be a discussion of features of such products, and where their use might be appropriate. The session will also cover the use of designations other than those provided for under insurance legislation.
Registration: 2:30 pm
ABM: 3:00 pm – 3:15 pm
Seminar: 3:15 pm – 5:00 pm
Venue: Upper and Lower Barristers’ Lounge, Osgoode Hall, 130 Queen Street West, Toronto
Webcast: A live webcast will be simultaneously broadcast. Paid registrants and passport holders may attend in person at the Donald Lamont Learning Centre or view the webcast as they wish. All registrants will also have access to an archived version of the webcast all through the program season 2016-17.
[Technical Tips]
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Disability Planning
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September 14, 2016
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Moderator:
Craig Vander Zee, LLB, TEP: Torkin Manes LLP
Speakers:
Peter Weissman, CPA, CA, TEP: Cadesky Tax
Rachel Blumenfeld, LLB, TEP: Miller Thomson LLP
Summary:
Navigating the complex planning and drafting rules during life and after.
Registration: 2:30 pm
Seminar: 3:00 pm – 5:00 pm
Venue: Osgoode Hall, Donald Lamont Learning Centre, 130 Queen St West, Toronto
Webcast: A live webcast will be simultaneously broadcast. Paid registrants and passport holders may attend in person at the Donald Lamont Learning Centre or view the webcast as they wish. All registrants will also have access to an archived version of the webcast all through the program season 2016-17.
[Technical Tips]
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Attacking and Defending Gifts
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October 19, 2016
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Fall Reception for Students, New Graduates & Members
Moderator:
Corina Weigl, LLB, TEP: Partner, Fasken Martineau
Speakers:
John Poyser, LLB, TEP: Tradition Law LLP
Kim Whaley, CS, LLM, TEP: WEL Partners
Summary:
While inter vivos wealth transfers or gifts are often completed as part of a carefully executed estate plan,
sometimes they are completed for improper or unlawful reasons.
This program will cover the grounds for attacking or setting aside inter vivos gifts or wealth transfers
and how to defend against such an attack.
Registration: 2:30 pm
Seminar: 3:00 pm – 5:00 pm
Reception: 5:00 pm – 7:00 pm
Venue: Osgoode Hall, Donald Lamont Learning Centre, 130 Queen St West, Toronto
Webcast: A live webcast will be simultaneously broadcast. Paid registrants and passport holders may attend in person at the Donald Lamont Learning Centre or view the webcast as they wish. All registrants will also have access to an archived version of the webcast all through the program season 2016-17.
[Technical Tips]
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STEP London Chapter - Personal Tax Update 2016: Recent Canadian & US Developments
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November 01, 2016
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Welcome Reception preceding the session
Speaker:
Jamie Golombek, CPA, CA, CPU, CLU, TEP Toronto: Managing Director, Tax and Estate Planning, CIBC Wealth Strategies
Summary:
Join Jamie Golombek as he runs through what’s new for 2016 year-end tax planning. Jamie will also review the recently announced changes to the principal residence exemption and its effect on planning, highlight the most significant personal tax changes in 2016 and focus on the possible ramifications of the US presidential election and the impact on US estate tax planning for Canadians.
Please join us prior to the presentation for a special reception for our students and recent graduates.
Affiliates / Students – register (online or paper) now for your complimentary pass
Reception: 3:00 pm -4:00 pm
Registration: 3:00 pm - 3:30 pm
Seminar: 4:00 pm – 6:00 pm
Venue: Gunnery Room, Delta Hotels London Armouries, 325 Dundas Street, London
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Financial & Tax Planning
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November 16, 2016
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Moderator:
Harris Jones, CPA, CA, CFP, CLU, TEP: Harris Jones Advisory Inc.
Speakers:
Glenn Davis, LLB, MTI, TEP: MD Financial Management
David Juvet, LLB, LLM, CFP, CLU, TEP: Ideal Financial Services Ltd.
Karen Sparks, MBA, CFP, TEP: BMO Wealth Management
Summary:
The integration of asset accumulation, tax and estate planning with life’s ongoing challenges.
Registration: 2:30 pm
Seminar: 3:00 pm – 5:00 pm
Venue: Osgoode Hall, Donald Lamont Learning Centre, 130 Queen St West, Toronto
Webcast: A live webcast will be simultaneously broadcast. Paid registrants and passport holders may attend in person at the Donald Lamont Learning Centre or view the webcast as they wish. All registrants will also have access to an archived version of the webcast all through the program season 2016-17.
[Technical Tips]
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ONE-DAY STEP Canada COURSE Canada/US Tax and Estate Planning – Cross-Border Issues
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TORONTO
Tuesday, November 29, 2016
Ivey Tangerine Leadership Centre, Ground Floor, Exchange Tower, 130 King Street West, Toronto
Moderator: Rachel Blumenfeld, LLB, TEP, Toronto: Miller Thomson LLP; Secretary, STEP Canada
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Presenter: Edward Northwood, TEP: Ed Northwood and Associates
Foreign Legal Consultant, Licensed in Ontario – Practice Restricted to US Law
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2016-17 Tour Sponsor:
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8:30 am Registration; 9:00 am – 4:30 pm Course
Capacity limited to 45 registrants.
REGISTRATION CLOSED.
The Toronto course date of November 29 has reached capacity of 45 registrants. Registration is now closed. Practitioners wishing to attend the course are encouraged to register for and attend the course taking place in Cambridge, Ontario on December 6. 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.
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Course Registration
*Includes 6.0 technical hours of CPD; binder & USB of course materials; reference resources; refreshments and lunch
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STEP London & Southwestern Ontario Chapter - ONE-DAY STEP Canada COURSE Canada/US Tax and Estate Planning – Cross-Border Issues
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CAMBRIDGE
Tuesday, December 6, 2016
Four Points by Sheraton, 210 Preston Parkway, Cambridge
Moderator: Susan Fincher-Stoll, CPA, CA, LLB, TEP: Harrison Pensa LLP
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Presenter: Edward Northwood, TEP: Ed Northwood and Associates
Foreign Legal Consultant, Licensed in Ontario – Practice Restricted to US Law
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2016-17 Tour Sponsor:
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8:30 am Registration; 9:00 am – 4:30 pm Course
Capacity limited to 45 registrants.
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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.
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Course Registration
*Includes 6.0 technical hours of CPD; binder & USB of course materials; reference resources; refreshments and lunch
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Seasonal Social Event
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January 16, 2017
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Reception: 5:00 pm – 7:00 pm
Venue: BMO, 68th Floor, First Canadian Place, 100 King Street West, Toronto
Please click here to RSVP
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STEP London Chapter - A Potpourri of Legal and Tax Issues Resulting From Recent Legislation Changes
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January 11, 2017
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Speakers:
Stephen L. Sweeney,
LLB, TEP: Partner, Miller Thomson LLP
Diane J. Wood,CPA, CA, CFP, TEP: Partner, KPMG LLP
Summary:This session will cover asset protection and family law in connection with the use of family trusts, recent case law in the area and commentary on structuring these trusts in an estate freeze; the use and impact of joint accounts to avoid probate fees, transfer of legal and beneficial ownership of assets flowing back to an estate subject to probate and the possible legal/interpretative outcomes that can occur when the accounts are set up. This session will also provide an update on donations under the new graduate rate estate (GRE) regime, and the new principal residence rules and their impact on property held in a trust.
Registration: 3:00 pm - 3:30 pm
Seminar: 4:00 pm – 6:00 pm
Venue: KPMG London-, 140 Fullarton Street , London
Satellite Video Conference Venue 1: KPMG Windsor – 3200 Deziel Drive, Suite 618
Satellite Video Conference Venue 2: KPMG Waterloo – 115 King Street South, 2nd Floor
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