Our Steve Ivacko recently presented at the Estate Planning Council, Vancouver Chapter, together with BMO’s Lisa Finden. The topic they were tasked with was ‘The Benefits of a Corporate Trustee’. As expected, there was a bit of a back and forth on using a large bank as opposed to a local independent corporate trustee. To not sound too biased, we thought we would post what both presenters could agree on – the 7 benefits of using an independent fiduciary.
