EPISODE #42
Trusts and Estate Planning
Episode Details
What is a trust? If you have a will and kids who are under 18, chances are you have created a trust. What's the difference between a will, a trust, and an estate plan? Tune into this episode of A2J when we speak with Damian McGrath, Senior Trust Advisor at Raymond James Ltd., who answers these questions and more. Want to impress your family beyond making sure that your estate is easy to administer? Stay tuned to the end to learn some Latin to drop into conversation at the next family reunion!
Guest Bio
Damian McGrath is a Senior Trust Advisor of Raymond James Trust (Canada). He is responsible for the delivery of Estate and Trust services for Vancouver Island, Alberta and Saskatchewan.
Prior to joining Raymond James, Damian worked in private legal practice and most recently held an Estate and Trust consultancy role for a bank-owned Trust company.
Damian is a member of the Law Society of Saskatchewan and the Society of Trust and Estate Practitioners.
He brings considerable experience and a practical approach to assisting clients with their estate, trust and legacy planning needs.
Resources
STEP - Society of Trust and Estate Planners : https://www.step.org/