$80

Trust Services

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Date and Time

Location

Location

RBC Dominion Securities

2345 Yonge Street

10th Floor

Toronto, Ontario M4P 2E5

Canada

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Refund Policy

Refund Policy

Refunds up to 7 days before event

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Event description

Description

Topics covered in this session:

Executor:

  • What does it mean to be an executor?
  • Typical executor duties

Settling an estate: step by step

  1. Preliminary Steps
  2. Beneficiary Relationships
  3. Safeguarding Estate Assets
  4. Valuing the Estate
  5. Administering the Estate
  6. Taxes
  7. Distribution

Where to look for assistance

  • Trust Companies
  • Lawyers
  • Accountants




Agenda:

2:30 - 3:00: Registration

3:00 - 5:00: Presentation

5:00 - 6:30: Post Event Networking and Wine & Cheese Reception



Sasha Kraus - Will and Estate Advisor for the Greater Toronto Region at RBC Trust and Estates Services
As the Will and Estate Advisor for the Greater Toronto Region, Sasha Kraus brings an approach to estate planning that centers on understanding and addressing the unique needs of each client, working collaboratively with both the client and their trusted advisors to help craft a comprehensive and effective estate plan that meets their particular needs.

Sasha graduated from Osgoode Hall Law School and was subsequently called to the Ontario Bar. Sasha is a member of the Law Society of Upper Canada, the Canadian Bar Association and the Ontario Bar Association. Prior to obtaining her law degree, Sasha completed her undergraduate degree in Linguistics at the University of Western Ontario, where she was the Gold Medal recipient for her academic achievements.

Sasha joined RBC Estate & Trust Services from private practice, where she focused on wills, trusts and powers of attorney. She has experience assisting clients with estate administration and a wide variety of estate planning issues.

Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the unique concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Sasha can help craft a tailored estate plan that meets their individual needs.

The combination of her professional expertise and her commitment to provide practical solutions makes Sasha an invaluable resource for both clients and their financial advisors.



Rita Li - CFA, MBA, CFP

Is a wealth management professional with experiences working at top investment firms in Canada and abroad. She is passionate in helping families with wealth accumulation and preservation over multi-generations by providing guidance through periods of volatility and designing customized investment solutions. Rita is committed to her relationship with clients and their financial well-beings.



Ori Rubin - Trust and Estate Advisor

As the Will and Estate Advisor for the Greater Toronto Region, Ori Rubin brings an approach to estate planning that centers on understanding and addressing the unique needs of each client, working collaboratively with both the client and their trusted advisors to help craft a comprehensive and effective estate plan that meets their particular needs.
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Date and Time

Location

RBC Dominion Securities

2345 Yonge Street

10th Floor

Toronto, Ontario M4P 2E5

Canada

View Map

Refund Policy

Refunds up to 7 days before event

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