Estate Planning 101
Time & Location
About the Workshop
Join us to learn about the basics of estate planning including the components of a comprehensive estate plan, what happens if someone passes away without a Will, choosing the right executor and how to get started. We'll also discuss what's changed in the time of COVID-19.
This will be an interactive, informative session to help you start thinking about your and your loved ones' estates, and to empower you to plan for the future. Even in an uncertain time such as this one, Boomerang hopes to provide reliable, useful information about some of life's most important financial decisions. We invite you to join us for this one-hour session to learn more. Your questions are welcome.
This workshop is a part of our Estate Planning Series with Elaine Blades. For all four workshops, participants will learn the basics of estate planning when it comes to the importance of having proper documentation, appointing the right executors and attorneys for financial and personal care, as well as how to leverage trusts in an estate plan.
This workshop will take place via Webex. You will be sent an email with all the information you need to join the workshop a couple of days before this workshop takes place. Please email the Boomerang Team at email@example.com with any questions or concerns.
More about our Host:
Our facilitator, Elaine Blades, has broad experience in conducting presentations and is a lawyer by profession. As a Senior Manager, Professional Practice Group (PPG) at RBC Royal Trust, Elaine is a principal resource for technical and legal expertise for trust and estate matters. The PPG provides technical guidance and support to the estates and trusts business as well as to other RBC Wealth Management businesses, both at the account and business levels. Elaine is involved in both internal and industry-wide educational initiatives, including through her work with the Society of Trust and Estate Practitioners (STEP) Canada. Elaine frequently writes and presents to various audiences on estate and trust topics. Her articles and blogs may be found at advisor.ca and allabaoutestates.ca.
Elaine began her career in private practice and has worked in the financial services industry for over two decades. She has been involved in many estate and trust educational and training initiatives, including working as an instructor at Seneca College’s Law Clerk’s program and teaching at the Bar Admission Course, Law Society of Upper Canada. Elaine is presently a member of STEP Canada’s Education Committee.
A graduate of Osgoode Hall Law School, Elaine has continued to deepen her knowledge and expertise with key industry designations such as TEP. Elaine has served on the board of UNICEF Canada and Providence Centre’s Planned Giving Committee. See more of Elaine's work here: https://www.youtube.com/watch?v=Hy0_aXPw9as&feature=youtu.be. Join us to learn from Elaine's more than three decades of experience.
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