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.
Course curriculum authored by:
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
In addition to the three subject matter experts above, the curriculum has received contributions from additional experts, including a Litigator, a Designated Financial Planner (for insurance and registered plans), and a Quebec Notary.
Senior practitioners with specialized experience advising executors will present the full-day course and guest appearances by one or two original authors (where possible).
Be sure to save the date for the course in your region:
STEP Atlantic - Thursday, March 6 (Closed)
STEP Calgary - Wednesday, February 19 (Closed)
STEP Edmonton - Wednesday, February 12 (Closed)
STEP Montreal - Thursday, May 8 (Closed)
STEP Okanagan - Tuesday, January 21 (Closed)
STEP Ottawa - Wednesday, January 15 (Closed)
These courses will be taking place in-person with limited capacity for each branch/chapter. This event will not be recorded, or available for online viewing. In-person attendance capacity limits will be enforced; register early to avoid disappointment!