2023-24 Branch Seminars

Interested in attending more than two of the seminars below?

Then have a look at the 2023-24 STEP Vancouver Hybrid Branch Bundle to see all the seminars offered this season.  For more information, click below.

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

Individual Seminar Pricing: Members $100 | Students/Affiliates/Associates $75 | Non-Member $125

SEPTEMBER

THURSDAY
September 21, 2023
3:00 pm - 5:00 pm PT

The Power and the Glory: What Powers Do Fiduciaries Have, and How Are Those Balanced and Administered?

Speakers:
Saideh Ghamsari, LLB, TEP, Vancouver: TD Private Wealth
Fiona Hunter, LLB, LLM, TEP, Victoria: Horne Coupar LLP
Aaron Pearl, LLB, TEP, Vancouver: Clark Wilson LLP

NOVEMBER

THURSDAY
November 23, 2023
3:00 pm - 5:00 pm PT

A Brave New (and Old) World: Recent Developments in the Trust Context, Including Specific Purpose Trusts, and Litigation Relating to Trusts

Speakers:
Jemison Jackson, LLB, Kelowna: RBC Wealth Management, Estate & Trust Services
Kimberly Rule, LLB, Kelowna: Sabey Rule LLP
Nicole Watson, CPA, CA, TEP, Kelowna: Watson CPA Services

APRIL

THURSDAY
April 4, 2024
3:00 pm - 5:00 pm PT

"It’s All Good!” … Until It’s Not: A Panel Discussion on the Treatment of Trusts on Separation and Divorce, and the Impact of Family Law Considerations on Trust Planning, Drafting and Administration

Moderator: Spencer Keys, JD, TEP, Sechelt: Charthouse Lawyers

Speakers:
Chantal Cattermole, LLB, Vancouver: Clark Wilson
Cathie Hurlburt, RFP, FMA, CFP, CLU, CHS, Vancouver: Assante Wealth Management
Michelle Isaak, LLB, Vancouver: DLA Piper LLP

MAY

THURSDAY
May 23, 2024
3:00 pm - 5:00 pm PT

The Wind in the Willows: Updates and Reflections on Tax and Trust Changes in the Planning and Litigation Context Over the Past Step Year

Speakers:
Ian Humphries, JD, Vancouver: Thorsteinssons LLP
Roger Lee, LLB, Vancouver: DLA Piper LLP
Sindy Wong, CPA, CA, Vancouver: Smythe LLP