The Role of a Trust Company During a Client’s Life, Incapacity and Death

Presented by the CBA Alberta Elder Law North Section

On Demand. Originally presented on December 4, 2023.

Trust Companies offer a range of fiduciary services and can play a very crucial role in a client’s life, incapacity and death.  As your clients age, it is important to know when and how to engage with a Trust Company to address their needs.  A presentation on Trust Company services, when these services are a right fit for a client, and tips on how to collaborate with Trust Companies to serve your clients.

SPEAKER

Stephanie Tsui (Estate and Trust Consultant, Scotia Wealth Management, Scotia Trust and The Bank of Nova Scotia Trust Company)

CONTINUING PROFESSIONAL DEVELOPMENT

Consider including this Section meeting in the annual Continuing Professional Development Plan that you submit to the Law Society of Alberta.

MEETING PRICE

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