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X-WR-CALNAME:Manitoba Law Library Inc. 
X-WR-CALDESC:Legal Research Services
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BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-cc6ef8cb8df3af5693726838cd728163@lawlibrary.ca
DTSTART:20220524T170000Z
DTEND:20220524T183000Z
DTSTAMP:20220330T161600Z
CREATED:20220330
LAST-MODIFIED:20220330
PRIORITY:5
TRANSP:OPAQUE
SUMMARY:Step into the Estate Plan for a Complex Family
DESCRIPTION:PANELISTS:\nTricia Carver, CPA-CA, CFP, TEP, Insurance Advisor, National Bank Insurance\nChrista Walkden, CPA(ND), MST, TEP, CPA-CA, Director – Tax and Estate Planning, The Asper Family\nMariska Loeppky, B. Comm (Hons.), CPA, CA, TEP, CFP, Director, Tax and Estate Planning, IG Wealth Management\nHarmanjit Mavi, JD/MBA, TEP, Wills and Estates Lawyer, MLT Aikins LLP\nKrista Clendenning, JD, TEP, Wills and Estates Lawyer, Tradition Law LLP\nMODERATOR:\nDaniel Watts, JD, TEP, Estate and Trust Consultant, Assante Wealth Management\nThe panel, comprised of members of the Society of Trust and Estate Practitioners (“STEP”), will work through a case study featuring a blended family, and discuss spousal agreements and family property claims, structuring an inheritance for a disabled beneficiary, the impact of a beneficiary’s U.S. residency, the use of insurance to supplement or implement an estate plan, the impact of a change in the testator’s domicile, and the importance of an interdisciplinary approach to estate planning.\n\nWhat’s STEP: STEP is the global professional association for those advising families across generations. Our mission is to inspire confidence in families planning their assets across generations by setting and upholding high professional standards, informing public policy, promoting education, and connecting practitioners globally to share knowledge and best practice. Members of STEP have a TEP (Trust and Estate Practitioner Designation). Canadian membership of STEP is both diverse and highly specialized, with accredited professionals from all facets of the trust and estate planning industries including legal, accountancy, corporate, trust, banking and insurance. For more information on STEP membership and programming, please visit: https://step.ca/\nPlease RSVP (PRE-REGISTRATION IS REQUIRED) to the Manitoba Bar Association online at www.cbapd.org. The link to join the meeting will be sent the morning of the meeting.\nAt approximately 9:30am on Tuesday, May 24, 2022 an email will be sent from the MBA advising you of the link that you will click on to join the Zoom video conference meeting.  So it will be important to register before 5:00pm on Monday, May 23, 2022.\nAttendance at this MBA meeting can be applied towards your Law Society of Manitoba’s Continuing Professional Development for a maximum of 1.5 hours.\nSolange Buissé\nCo-Chair, MBA Wills, Estates and Trusts Section\nTaylor McCaffrey LLP\nPh: 204-988-0370\nSBuisse@tmlawyers.com\nGerrit Theule\nCo-Chair, MBA Wills, Estates and Trusts Section\nWolseley Law LLP\nPh: 204-977-1706 x1\ngerrit@wolseleylaw.ca\n
URL:https://www.cba-mb.ca/Events/Events/Step-into-the-Estate-Plan-for-a-Complex-Family
ORGANIZER;CN=Manitoba Bar Association:MAILTO:
CATEGORIES:CPD
LOCATION:Zoom
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