STEP Canada - Advising Families Across Generation seminar series with TDS Lawyers Caroline G. S. Kiva and Leilani Kagan, K.C.

Thompson Dorfman Sweatman is proud to be a Diamond Sponsor for the STEP Canada – Advising Families Across Generations seminar series running from September 2022 to May 2023.

STEP is a global professional body, comprised of lawyers, accountants, financial advisors and other practitioners that help families plan for their futures. We provide confidence to families by setting standards, training and educating our members, and upholding those standards. Full STEP members, known as 'TEPs' are internationally recognized as experts in their field. STEP's aims include raising the public profile of trust and estate work as a profession.

In addition to sponsorship, TDS lawyers Caroline G. S. Kiva with be moderating the November 15, 2022 event Drafting the Testamentary Trust, and Leilani Kagan, K.C. will be speaking at the February 21, 2023 event Preparing the Family Business for Sale or Succession.

Drafting the Inclusive Estate Plan for the Modern Canadian Family
September 21, 2022
11:00 am - 1:00 pm CT
Online viewing only

Reportable Transactions & Tax Update
October 18, 2022
12:00 pm – 2:00 pm CT
Attend in-person or view *e-archived on-demand

Drafting the Testamentary Trust
November 15, 2022
12:00 pm – 2:00 pm CT
Attend in-person or view *e-archived on-demand

Planning for Family Members with Disabilities
January 19, 2023
11:00 am - 1:00 pm CT
Online viewing only

Preparing the Family Business for Sale or Succession
February 21, 2023
12:00 pm – 2:00 pm CT
Attend in-person or view *e-archived on-demand

Ownership, Succession, and Taxation on Death of New Property
May 16, 2023
12:00 pm – 2:00 pm CT
Attend in-person or view *e-archived on-demand

For more details on speakers, registration and fee information, view the STEP Canada event page.