IDFA Online Learning
Wills and Powers of Attorney: What Lurks Behind Relationship Breakdown
Recorded On: 01/28/2020
Around 38% of marriages in Canada will end in divorce. Property division is finalized and custody of children and pets is settled. But what about your clients’ plans for the protection and distribution of their assets should they become incapacitated or die? This session for Canadian advisors will look at some of the issues that arise and should be considered upon a marriage or relationship breakdown.
For the past 26 years, Joan McAulay has been fascinated by estates and trusts and is currently Senior Trust Program Advisor at Concentra Trust. Joan’s knowledge and familiarity with the related legislation make her a resource for advisors and clients alike, providing them with support and guidance. Joan strives to instill a deeper understanding of estate and trust solutions so clients and advisors across the country feel well-prepared to make critical decisions on planning the preservation and transfer of wealth, or undertaking the role of executor. Joan is a frequent workshop speaker across the country.
Concentra Trust, a national trust company, has been providing estate and trust expertise to Canadians for over 65 years. They partner with investment firms, law firms, credit unions and co-operatives from coast to coast.