OBA Trusts and Estates Law PROGRAM | ON DEMAND
Original Program Date: October 16, 2025
Navigating financial institutions is a critical part of estate and trust practice.
This seminar provides lawyers with practical strategies for working effectively with banks and trust companies when advising clients acting as attorneys for property or administering estates.
Topics include:
- What banks expect in Power of Attorney documents and managing joint vs. joint and several appointments
- How banks handle joint accounts and survivorship rights
- Responding to bare trusts and investment account transfers without probate
- Managing mortgaged property in estates
- Identifying optimal strategies for resolving issues efficiently
Gain insights from experienced practitioners to better serve your clients, minimize delays, and confidently address complex banking issues in estate administration.
PROGRAM CHAIR
Michelle Wen Xiao Kang, Yang Wang Law PC
SPEAKERS
Ian Lebane, TD Wealth
Nima Hojjati, WEL Partners
Shruthi Raman, Synergys Law
Hannah Zip, Scotia Wealth Management
Single Registration
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CBA Member: $64* | CBA Student Member: $34* | Non-Member: $116*
(includes e-materials access) *plus applicable taxes
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Group registration (4 or more)
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CBA Member: $224* | Non-Member: $406*
(includes e-materials access) *plus applicable taxes
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