Date: Tuesday, October 15, 2024
Time: 3:30pm - Light refreshments will be served 4:00pm - Presentation will begin
Location: The Glencoe Club, 636 29 Ave SW, Calgary
Join us for an informative session on estate planning, where we will discuss key considerations like who can make claims on your estate, planning for second marriages, and how asset registration impacts your estate. We will also explore the use of trusts, choosing the right Executor, and important tax implications at death. Don’t miss this opportunity to learn how to ensure your wishes are carried out effectively.
Vice President of Personal Trusts
Shawna Albornoz is the Vice President of Personal Trusts, working closely with BMO Nesbitt Burns. Shawna has been in the Estate and Trust Industry since 2001 and she has administered over 120 Estate, Trust, Power of Attorney and charitable foundation accounts during her career. Through her experience as a corporate Executor and Trustee for high net worth clients she has acquired the expertise to help families effectively plan for the transfer of wealth to the next generation and deal with all fiduciary responsibilities. Shawna holds her MTI designation from the Canadian Securities Institute, she is a member of The Society of Estate and Trust Practitioners (STEP), an international professional organization dedicated to promoting financial and estate planning considerations between generations, and is a member of the Calgary Estate Planning Council (EPC).