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Information Exchange, Networking and Events
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- STEP has over 22,000 members worldwide in over 100 countries.
- STEP brings senior practitioners together, cutting across professional boundaries. Members share their knowledge and expertise in areas as diverse as Estates and Succession; Family and Guardianship Law; Domestic and Offshore Trusts; Insurance and Financial Services; International Law; Anti-Money Laundering; and Tax and Business Law.
- Through meetings, seminars, lectures and the exchange of technical papers and reports, members benefit greatly from a network of contacts.
- STEP conferences are held at international, national, regional and branch level and feature senior practitioners and academics.
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Education
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STEP Canada offers the following educational opportunities to students and practitioners to enhance their knowledge in the trust and estate field:
- The STEP Canada Diploma in Trusts and Estates exam route is targeted at those who wish to specialize in the trust and estate field.
- The STEP Canada Essay Program to membership and is designed to permit qualified professionals active in the trust and estate field to consolidate their knowledge and experience.
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STEP Journal, Trust Quarterly Review, STEP Inside, STEP Insider, STEP Directory and STEP Website, STEP Marketing Brochures
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- The STEP Journal features the latest news and developments for practitioners.
The Trust Quarterly Review contains the latest technical papers from leading practitioners.
- STEP Canada's newsletter STEP Inside features case studies and the latest news and developments in Canada delivered 3 times annually.
- STEP Insider is an electronic monthly summary featuring branch events, practitioner opportunities job board, education center, and relevant news updates.
- The STEP Directory features valuable jurisdictional information as well as member listings for all Full members.
- www.step.org provides the premier online technical resource in the trust and estate world.
- STEP marketing brochures: Why Choose a Professional with a TEP Designation, Why Make a Trust?, Why Make a Will?, Why Make an Enduring Power of Attorney?, Why the "Four C's" of Elder Law are Important. Please click here for information and pricing.
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Lobbying and Representation
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- STEP represents the interests of its members with regulators, government departments and international organizations.
- STEP monitors legislation and where appropriate canvasses for changes in the law.
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STEP Branches and Administration
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- Local STEP branches have their own committees and officers who are responsible for continuing professional development, educational and social programs.
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