Congratulations to Sam Amelio and Harmanjit Mavi on their recent appointments to The Society of Trust and Estate Practitioners (STEP Canada) 2021-2022 Board of Directors.
Sam is the chair of STEP Canada’s Edmonton Branch, and Harmanjit is the chair of the Winnipeg Branch. The 17 STEP members that make up the national board are leaders in the trust and estate industry. The board promotes better understanding of trusts and estates, and works to improve related law and policy.
To hold the trust and estate practitioner (TEP) designation, STEP members must meet rigorous educational standards and engage in continuing professional development. STEP Canada’s national board and committees assume a leading role in communicating the views of Canadian members to governments, tax authorities, regulators and the public. STEP works with governments and regulatory authorities globally to examine the effects of proposed changes in the law, provide technical advice and support, and respond to requests for consultations.
Sam Amelio has been a TEP since 2006 and was selected for inclusion in The Best Lawyers in Canada. in Trusts and Estates, Corporate Law and Banking and Finance Law. He focuses on working with his corporate clients and their families in succession and estate planning including both Inter Vivos and Testamentary Trusts. He also assists individuals and trust companies with estate administration and advising on executor’s duties and beneficiaries’ rights.
Harman works with clients to achieve their unique goals in succession and estate planning including providing for disabled beneficiaries, preserving family assets, establishing testamentary trusts, and reorganizing corporate entities for an orderly intergenerational transfer of business ownership. He also assists individuals and trust companies with estate administration including applying for grants of probate or administration, interpreting wills, and advising on executor’s duties and beneficiaries’ rights.