OBA Trusts and Estates Law PROGRAM | 12:00 PM to 1:30 PM (ET)

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

EVENT SPONSORS