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