Enhance Your Expertise in Estate Management:
A Specialized Full-Day Course for Tax and Estate Professionals

Tailored for tax and estate professionals, this comprehensive course offers an in-depth exploration of estate management, empowering you to provide exceptional guidance to your clients. From initial administration tasks such as organ donation and funerals to intricate issues like multi-will management and asset distribution, acquire the comprehensive knowledge necessary.

Gain a deep understanding of tax filings, probate applications, and the safeguarding of assets while addressing liabilities. Elevate your ability to confidently navigate beneficiary issues, compensation, and court proceedings.

Earn a total of 6.5 hours of CPD!

IN-PERSON ATTENDANCE ONLY

Pre-registration required - This course will be capped at 80 delegates to ensure everyone’s interactive participation.

COURSE AUTHORS & SUBJECT MATTER EXPERTS

Michelle D. Coleman
CPA, CA, CEA, TEP, Edmonton
MNP LLP

Kristina Hyland
JD, TEP, Toronto
TD Wealth

Susannah Roth
LLB, TEP, Toronto
RBC Wealth Management, Royal Trust

YOUR LOCAL PRESENTERS

Michelle D. Coleman
CPA, CA, CEA, TEP, Edmonton
MNP LLP

Dwight Dee
LLB, TEP, Vancouver
Miller Thomson

Jessica Lo
JD, TEP, Vancouver
Solus Trust Company

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

Members - $575.00
Students/Affiliates/Associates - $575.00
Non-Members - $725.00

Course Conditions

• This will be an in-person event, with limited seating available at each branch/chapter.
• Please note, the event will not be recorded or available for online viewing.
• Due to capacity limits, early registration is highly recommended to avoid disappointment.

IMPORTANT NOTICES:

1. This course is not included in the 2024-25 Branch/Chapter Bundle.
   For more information on the STEP Branch/Chapter Bundles, click here.
2. Delegates must sign-in at the registration desk upon arrival to the venue to receive CPD/CE credits.

WE LOOK FORWARD TO CONNECTING WITH YOU!