Join Us for the Annual Branch Meeting & Final Seminar!

In-Person Viewing Only
Lunch - 11:30 am | Seminar - 12:00 pm - 1:30 pm CT
Bergmann's on Lombard, 167 Lombard Ave #620, Winnipeg

SPEAKER

Leilani Kagan

KC, LLB, Winnipeg
Thompson Dorfman Sweatman LLP

Alyssa Mariani

JD, Winnipeg
Thompson Dorfman Sweatman LLP

Estate administration becomes especially complex when litigation delays intersect with rigid tax obligations and deadlines. This session will examine the challenges estate advisors face in preserving estate value during prolonged disputes, including issues related to audits, tax-driven liquidity problems, and insolvent estates. It will cover key tax timelines, clearance certificates under the Income Tax Act and Excise Tax Act, and the impact of proposed legislative changes on post-mortem planning. Attendees will also gain insight into how different types of litigation, including family property claims and will challenges, affect tax strategy and the ability to implement effective estate plans.

Annual Branch Meeting

*Notice is hereby given that the Annual Branch Meeting (ABM) of the Society of Trust and Estate Practitioners Winnipeg Branch will be held in-person at the Bergmann's on Lombard on Tuesday, May 5, 2026 at 12:00 pm CT 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 $125 | Active Students/Affiliates/Associates $75 | Non-Member $175

IMPORTANT NOTICES: 

1. On-demand viewing is available for Branch Bundle registrants. For more information on the STEP Winnipeg 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.

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