DETAILS
Dealing with banks is an important, and sometimes challenging, part of advising your clients, both while they are acting as attorneys for property and during an estate administration. Join our expert panelists to learn how to work effectively with banks in order to better serve your clients. Gain insights on key issues, including:
- What banks want to see in a Power of Attorney;
- How best to manage the relationship between an acting attorney and the bank;
- How are banks’ legal departments responding to bare trusts for investment accounts, including whether they will allow transfer without probate on these assets; and
- How to find the right contact to address your questions or concerns.
PROGRAM CHAIRS
Rebecca Fisch, RSF Law
Elizabeth Bozek, BMO Wealth Management
PROGRAM SPEAKER
Robin Spurr, Estates and Trusts at CIBC
Kwende Thomas, TD Bank Group
PROGRAM ACCREDITATION
1h 30m of Substantive content
PROGRAM MATERIALS
Program Speaker Biographies