Navigating Bank Processes While Administering an Estate  

May 20, 2021
Online

OBA Trusts & Estates law PROGRAM | 12:30 PM to 2:00 PM (ET)

This program is also part of the 2020-2021 Trusts and Estates Litigators Passport and Planners Passport Series.

Navigating the inner workings of the banks is often a challenge for lawyers during an estate administration. Join us to better understand how to work with the banks in order to best serve your clients’ needs. Hear from our expert “insiders” on the pressing issues, including:

  • How to get to the right person to get your questions answered and your matter addressed
  • Understanding the rationale behind the documents that need to be submitted and when
  • The relationship between the trust company and the estate advisors
  • Clear guidance on when banks will waive probate


Don’t miss this valuable program to get the insights you need.


PROGRAM CHAIRS

Elizabeth Bozek, Director, Estate Planning, BMO Wealth Management
Rebecca Fisch, RSF Law


PROGRAM SPEAKERS

Robin Spurr, CIBC
Paul McCallan, Scotiabank
Heather Mountford, TD Canada Trust
Raphael Tachie, Senior Counsel, TD Financial Bank Group

PROGRAM DETAILS

Date: Thursday, May 20, 2021
Time: 12:30 pm - 2:00 pm Program (ET)
 

PROGRAM PRICE

CBA Member: $52* | CBA Student Member: $25* | Non-Member: $98*

*plus applicable taxes

 

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    TRUSTS & ESTATES PASSPORT AVAILABLE

    Litigators - Live Webcast

    Planners - Live Webcast



    Group rates Available:

    2 - 4 registrants = 10% discount
    5 - 9 registrants = 15% discount
    10 - 19 registrants = 20% discount
    20+ = 25% discount

    To take advantage of the discount, please contact:
    registrations@oba.org



    SPONSORSHIP

    Interested in sponsoring this CPD program?

    Click here for more information.



    Viewer Specifications for Webcast

    Adobe Acrobat Reader 10.0+
    High-speed internet connection
    Modern web browser, e.g. Internet Explorer 11+

 

CONTACT INFO

Ontario Bar Association
Tele: (416) 869-1047
Toll-free in Ontario
1-800-668-8900
E-Mail: registrations@oba.org
Web: www.oba.org