Join Us for the Annual Branch Meeting & Final Seminar!

This session will review and discuss the common premortem strategies of tax planning including:

• Estate freeze;
• Wasting freeze; and
• Probate reduction

Annual Branch Meeting

*Notice is hereby given that the Annual Branch Meeting (ABM) of the Society of Trust and Estate Practitioners Ottawa Branch will be held in-person at KPMG LLP on Wednesday, May 6, 2026 at 4:00 pm ET for the purpose of:

• Delivery of the Chair’s Report, including:
  • Activities of STEP Canada
  • Highlights for 2025-26
  • Membership Statistics
• Presentation of the 2026-27 Branch Board Members
• Presentation of the 2025-26 Financial Report
• Delivery of the 2026-27 Budget
• Awarding of the Volunteer of the Year

*Members participating in the ABM portion must have renewed their annual membership for 2026-27. If you have yet to renew, please log into your MY STEP profile on step.ca.

Individual Seminar Pricing: Members $170 | Active Students/Affiliates/Associates $125 | Non-Member $210

IMPORTANT NOTICES:

1. Live online viewing will be available for branch bundle registrants. For more information on the STEP Ottawa Branch Bundle, click here. Individual seminar registration provides access to the in-person seminar only.

2. Delegates must sign-in at the registration desk upon arrival to the venue to receive CPD/CE credits.

A big thank you to our dedicated sponsors for their continued support.

Click here to discover more about these organizations.