The Society of Trust and Estate Practitioners is the leading international organization for trust and estate professionals.
Saturday, December 16, 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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  94 Programs(s)     Show per page Page 1 of 10
Estate Planning from a Family Law Perspective & Annual Branch Meeting
May 25, 2017

Speakers:
Anna Laing, LLB: Partner, Farris, Vaughan, Wills & Murphy LLP
Ingrid Tsui, LLB, TEP: Partner, Alexander Holburn Beaudin + Lang LLP

Summary:At this session Anna and Ingrid will discuss common estate planning tools through the family law lens. Topics will include: trust planning (including disclosure and valuation considerations), the impact of relationship breakdown on the common estate planning tools, and ways to attempt to minimize the fallout from future relationship breakdown, including property agreements (Cohabitation Agreements and Marriage Agreements) and Shareholders’ Agreements (when corporate structures are involved).

Registration: 2:00 pm
ABM: 2:30 pm – 2:45 pm
Seminar: 2:45 pm – 5:00 pm

Venue: Vancouver, Room C-300, UBC Robson Square, 800 Robson Street

In addition to the main location, there will be 3 simultaneous video presentations in Victoria, Kelowna and Langley.

- Kelowna: Pushor Mitchell LLP, 4th Floor, 301 – 1665 Ellis Street
- Victoria: Grant Thornton LLP, 3rd Floor - 888 Fort Street
- Langley: KPMG LLP, 3rd Floor, 8506-200th Street

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

KELOWNA
Tuesday, September 13, 2016
Hotel Eldorado (Lake & Mountain Room),
500 Cook Road
Moderator: Anne Postlewaite: CA, CPA, Grant Thornton LLP
VANCOUVER
Thursday, September 15, 2016
UBC Robson Square (C680-HSBC Hall)
800 Robson Street
Moderator: Elaine Reynolds, QC: Legacy Tax + Trust Lawyers
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 students.
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 7.0 technical hours of CPD; binder & USB of course materials; reference resources; refreshments and lunch
Please Select Location
Real Estate on your Clients’ Mind
October 6 2016,

Speakers:
Cheyenne Reese, JD, TEP:Legacy Tax + Trust Lawyers
Kay Gray, CPA, CGA, TEP:Grant Thornton LLP

Summary:How to plan for the principal residence, the income property, the cross border vacation home and multiple dwelling units; including the laneway house.The new property transfer tax will also be discussed.

Please join us after the technical session at the main venue in Vancouver for a cocktail reception hosted by our social sponsor DLA Piper (Canada) LLP.

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

Venue: Room C-300 (Theatre Room), UBC RobsonSquare, 800 Robson Street, Vancouver

In addition to the main location, there will be 3 simultaneous video presentations in Victoria, Kelowna and Langley.

- Kelowna: Pushor Mitchell LLP, 4th Floor, 301 – 1665 Ellis Street, Kelowna
- Victoria: Grant Thornton LLP, 3rd Floor - 888 Fort Street, Victoria
- Langley: KPMG LLP, 3rd Floor, 8506-200th Street, Langley

The Estate Planning Conference Day (STEP & CPABC)
October 27, 2016

The Estate Planning Conference Day is a joint conference between STEP Vancouver and CPABC.

The program is designed to provide members with up-to-date, practical, and leading-edge estate-planning information. The objective of the conference is to focus on issues that are relevant and timely. Our morning plenary session will cover the recent developments in Family Law relevant to estate planners and professional accountants, while the afternoon plenary will highlight tax rules for trusts and estates. Don’t miss out on this conference, and on the chance to meet and network with other members in the industry.

To register, please go the CPABC website at http://pd.bccpa.ca/pd-seminars-seminar.php?id=4031 or email pdreg@bccpa.ca. CPABC can also be reached by phone at 604 681.3264, or toll-free in BC at 1 800 663.2677.

Registration: 8:00 am
Course: 8:30 am – 4:30 pm

Venue: Vancouver Convention Center

STEP Okanagan Chapter - Round Table Discussion: Practical and Tax Issues of Settling a Trust & Presentation of Subsection 75(2) of the Income Tax Act
November 10, 2016

Speakers:
Alison Oxtoby, LLB, TEP: Partner, Entrust Lawyers LLP
Melodie Lind, LLB, TEP: Partner, Pushor Michell LLP
Kelly Watson, CPA, CA, TEP: KPMG LLP

Summary: This session will be a locally-led round table discussion of the many practical issues that we face when settling trusts, such as:

  • What should the settled property be? Coin or bill? Value?
  • Who do you bill?
  • What assets can be rolled back out to the settlors under s.75(2)?
  • Who should the parties to the trust be? Should professionals act as settlors?
  • Using a lawyers’ trust accounts vs. bank accounts
  • Should the trustee be referred out for ILA?
The session will also include a technical analysis of subsection 75(2).

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

Venue (Main): KPMG LLP, Suite 200 – 3200 Richter Street, Kelowna
Remote Webcast: KPMG LLP, Suite 200 – 206 Seymour Street, Kamloops

STEP Vancouver Student Appreciation Lunch
February 23, 2017

Connect with other STEP students and members of the Vancouver executive committee over lunch at the Farris, Vaughan, Wills & Murphy office; and then move with us to RBC Robson Square to attend the fourth seminar of the 2016-17 season, "Tips and Pitfalls of Probate Planning". Space is limited to the first 20 who RSVP!

Lunch: 12:30 pm – 2:00 pm
Seminar: 2:30pm – 5:00 pm

Venue Lunch: Farris, Vaughan, Wills & Murphy LLP Main boardroom, 25th floor of the TD Tower 700, West Georgia Street, Vancouver

Venue Summary: Room C-300, UBC Robson Square, 800 Robson Street, Vancouver

Please click here to RSVP. Space is limited to the first 20 who RSVP before Friday, February 17. Please note, if you are attending the lunch, registration to the seminar is complimentary.

Estate Litigation: Avoiding It and Dealing With It If You Can't
November 24, 2016

Speakers:
Rebecca Morse, LLB: Farris Vaughan Wills & Murphy LLP
Geoff White, LLB, TEP: Geoffrey W. White Estates & Charity Law; Counsel, Clark Wilson, LLP

Summary: Estate litigation often results in large legal bills, lengthy delays in administering an estate and irreparable damage to family relationships. This session will cover ways to prevent estate litigation, and ways to deal with it if you can’t. An overview of the estate litigation process in British Columbia will be provided. This seminar will be of interest to lawyers and other professionals who assist clients with estate planning or administration.

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

Venue: Room C-300 (Theatre Room), UBC Robson Square, 800 Robson Street, Vancouver

In addition to the main location, there will be 3 simultaneous video presentations in Victoria, Kelowna and Langley.

- Victoria: Grant Thornton LLP, 3rd Floor - 888 Fort Street
- Kelowna: Pushor Mitchell LLP, 4th Floor, 301 – 1665 Ellis Street
- Langley: KPMG LLP, 3rd Floor, 8506-200th Street

2016 Year in Review and Wine & Cheese Reception
January 26, 2017

Speakers:
Stephanie Daniels, LLB, TEP: Farris Vaughan Wills & Murphy LLP
Fiona Hunter, LLB, LLM, TEP: Horne Coupar Barristers + Solicitors
Ian Worland, LLB, TEP: Legacy Tax + Trust Lawyers

Summary: Leading professionals will summarize the key developments of relevance to STEP members that occurred in 2016. The presentation will cover both tax and non-tax legislative and judicial developments.

Please join us after the technical session at the main venue in Vancouver for a wine and cheese reception.

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

Venue: Vancouver, Room C-300, UBC Robson Square, 800 Robson Street

In addition to the main location, there will be 3 simultaneous video presentations in Victoria, Kelowna and Langley.

- Kelowna: Pushor Mitchell LLP, 4th Floor, 301 – 1665 Ellis Street
- Victoria: Grant Thornton LLP, 3rd Floor - 888 Fort Street
- Langley: KPMG LLP, 3rd Floor, 8506-200th Street

Tips and Pitfalls of Probate Planning
February 23, 2017

Speakers:
Michelle L. Isaak, LLB: DLA Piper (Canada) LLP
Genevieve Taylor, LLB, TEP: Legacy Tax + Trust Lawyers    View bio

Summary: Michelle and Genevieve will discuss probate avoidance and probate fee avoidance and their pros and cons. They will also share certain probate avoidance strategies at the session.

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

Venue: Vancouver, Room C-300, UBC Robson Square, 800 Robson Street

In addition to the main location, there will be 3 simultaneous video presentations in Victoria, Kelowna and Langley.

- Kelowna: Pushor Mitchell LLP, 4th Floor, 301 – 1665 Ellis Street
- Victoria: Grant Thornton LLP, 3rd Floor - 888 Fort Street
- Langley: KPMG LLP, 3rd Floor, 8506-200th Street

STEP Okanagan Chapter - Estate Planning for Clients Who Have a Disability and Their Families
March 9, 2017

Speaker: Mary B. Hamilton, LLB, TEP: Senior Counsel, DLA Piper (Canada) LLP

Summary: The presentation will cover estate planning tools for disabled persons and their families, including considerations for the drafting of wills, provisions in trusts, logistical matters and resources.

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

Venue (Main): KPMG LLP, Suite 200 – 3200 Richter Street, Kelowna
Remote Webcast: KPMG LLP, Suite 200 – 206 Seymour Street, Kamloops

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