Date

May 24 2022
Expired!

Time

12:00 pm - 1:30 pm

Step into the Estate Plan for a Complex Family

PANELISTS:
Tricia Carver, CPA-CA, CFP, TEP, Insurance Advisor, National Bank Insurance
Christa Walkden, CPA(ND), MST, TEP, CPA-CA, Director – Tax and Estate Planning, The Asper Family
Mariska Loeppky, B. Comm (Hons.), CPA, CA, TEP, CFP, Director, Tax and Estate Planning, IG Wealth Management
Harmanjit Mavi, JD/MBA, TEP, Wills and Estates Lawyer, MLT Aikins LLP
Krista Clendenning, JD, TEP, Wills and Estates Lawyer, Tradition Law LLP
MODERATOR:
Daniel Watts, JD, TEP, Estate and Trust Consultant, Assante Wealth Management

The 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.

STEP_Regions_RGB_Canada.jpg

What’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/

Please 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.

At 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.

Attendance at this MBA meeting can be applied towards your Law Society of Manitoba’s Continuing Professional Development for a maximum of 1.5 hours.

Solange Buissé
Co-Chair, MBA Wills, Estates and Trusts Section
Taylor McCaffrey LLP
Ph: 204-988-0370
SBuisse@tmlawyers.com

Gerrit Theule
Co-Chair, MBA Wills, Estates and Trusts Section
Wolseley Law LLP
Ph: 204-977-1706 x1
gerrit@wolseleylaw.ca

The event is finished.

The library will be closed on Monday, May 20th for Victoria Day