ONLINE MEETING: If Only We Had Planned For That! How Family Law Plays a Role in an Estate / Power of Attorney Administration
This meeting is being hosted by the Family Law - Vancouver Island Section.
| Speakers: |
Susanne Greisbach, LL.B, TEP, Executive Trust Officer |
| Time: |
Tuesday, April 11, 2023, 12:00pm - 1:00pm (PT) |
| CPD Hours: |
1.00 hour |
Synopsis
When dealing with a blended family, future death or incapacity within that family is often not top of mind. Too often, once legal documents are drafted, clients shelve them away and forget about them.
However, what happens when a client does die or is no longer able to make financial decisions? How do cohabitation agreements, divorce settlements, child support agreements, and other legal obligations impact the world of estates and trusts? Our speaker, Susanne Greisbach, Executive Trust Officer at TD Wealth Private Trust, provides a short review of recent case law and share practical anecdotes from her colleagues across Canada about the good, the bad, and the ugly when family law and estates law collide.
About Susanne Greisbach
As an Executive Trust Officer with TD Wealth Private Trust, Susanne provides a comprehensive range of Estate and Trust Services that includes supporting clients with their Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as their executor or attorney and assist clients when they act as attorney or executor for a family member or friend. She focuses on building long lasting relationships with clients and their loved ones by providing continuity during the implementation of their wealth and estate plan. From planning through administration, she supports clients in creating a lasting legacy.
Susanne has more than 10 years experience in the trust industry. She began her career as a lawyer in private practice, working for a number of years at a mid-sized firm in Ottawa in the areas of Wills, Trusts, and Estates law. She offered estate planning advice to high net-worth clients and their trusted advisors. She also drafted legal documents such as Wills, Powers of Attorney, and Trusts for clients. Once death or incapacity occurred, she also offered estate administration for those clients and ensured wishes were respected and conflicts were resolved in a cost-effective, timely, and responsive manner. Before joining TD, she worked at another major financial institution where she brought her legal experience to both estate planning and trust officer roles.
Territorial Acknowledgement
This event will be broadcast from the traditional and unceded territory of the Coast Salish peoples, including Tsleil-Waututh, Squamish and Musqueam First Nations. We encourage members to explore the rich history and knowledge of Indigenous people, and to continue learning about their experience in Canada past and present.
Webinar/Teleconference
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Disclaimer
Please ensure to sign-in with your full name at the meeting, to not do so will result in de-registration. CBABC requires this as a record to confirm your attendance for this meeting for your CPD reporting (if applicable).
