What do you do when you don't have a spouse or children to name as Executor? Also, many Canadians are executors of small estates but still want help - where can they go? We will take a behind the scenes look at a busy office in Ontario and how they handle the many tasks that go into Estate Planning and Estate Administration.
Learn about what it means to be a Professional Executor and some of the tasks involved including Executor Support, and Estate Accounting, with examples of typical client interactions.
Stephanie Collins, TEP, MTI is the Director, Trust Services, overseeing strategy for Estate & Trust at CIBC Private Wealth. With 27 years of experience in the Estate and Trust business, Stephanie has held various roles at 3 different trust companies, involving hands-on estate and trust administration, client relationship management and leadership positions. She obtained a Bachelor of Arts from the University of Toronto, and holds the MTI and TEP designations.
No Charge for Estate Planning Council of Canada Members
Guests are welcome - this event is for Professional Advisors only.
You can forward this event link to a colleague who is interested: https://www.epc-canada.org/event-5163053
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