This presentation is complimentary for STEP members and will be broadcast in English.

Join us for an engaging webcast exploring how Indigenous, federal, and provincial/territorial laws intersect in wills and estate planning. Gain practical insights into modern treaties and self-government agreements, taxation on-reserve, the Indian Act, and settlement trusts to better serve Indigenous clients and communities.

The Indigenous Peoples of Canada have a unique relationship with Canada and its provinces, which can impact the wills and estates of their members. This important session will discuss:

  • A jurisdictional overview of succession/incapacity law addressing modern treaties, self-government agreements, the Indian Act, and provincial/territorial law.
  • Taxation on death of on-reserve and off-reserve interests.
  • Estate administration under the Indian Act (and the effect of land codes, family homes on reserve, etc., on succession).
  • Succession & incapacity planning with property on-and-off reserve.
  • The settlement trust (with an emphasis on per capita distributions and individual interests, and impact of death).

This valuable webcast is offered free of charge for STEP Canada Members & Students.
Non-members are welcome to attend for a fee of $140 CAD + tax.

PANELISTS

Harmanjit Mavi

JD/MBA, TEP, Toronto
Davies Ward Phillips & Vineberg LLP

Nadir André

LLB, LLL, Kahnawake
JFK Law LLP

Kendall (Dell) Dyck

JD, TEP, Winnipeg
Thompson Dorfman Sweatman LLP

Larry Innes

JD, Yellowknife
Olthuis Kleer Townshend LLP; Q&A - in place of Ashley Stacey

Ashley Stacey

JD, Montreal/Toronto
Olthuis Kleer Thownshend LLP

Justin Woodroofe

CPA, CA (AU, NZ), Edmonton
KPMG LLP

Nicole Woodward

JD, TEP, Toronto
Miller Thomson LLP

BROADCAST TIME

The original broadcast will air from 12:00 pm to 2:00 pm. Our panelists will answer delegate questions LIVE after the broadcast. Ask your questions in the chat room and they will be addressed at the end of the webcast.

To avoid any disappointment, please ensure you account for the time zone in your area. Use the 'Find My Broadcast Time' link below to find out when to tune in. 

Not able to make the broadcast? Not to worry - register anyway to get access to the archived broadcast that will be available Thursday, January 22 at 12:00 pm EDT

See you in
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