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  • Home
  • Our Approach
  • Our Services
    Trust Services BMO PW Services
  • Referring clients
  • Blog
  • Publications
  • Contact Me
  • Home
  • Our Approach
  • Our Services
    • Trust Services
    • BMO PW Services
  • Referring clients
  • Blog
  • Publications
  • Contact Me

Publications

Will and Estate Planning

  • October 11, 2022

    Joint Tenants with Right of Survivorship

  • September 2, 2022

    Estate Planning for Beneficiaries with Disabilities

  • September 2, 2022

    Why Pets Belong in Your Estate Planning

  • October 28, 2022

    Death of a Spouse or Common-law partner

  • October 26, 2022

    A Look at Recent Changes to Ontario Estate Law

  • September 12, 2022

    Wills that Work

  • November 1, 2022

    Estate Complexity – Agent for Executor Tool

  • September 21, 2022

    Support for Executors

  • October 25, 2022

    Estate Planning

  • November 1, 2022

    Designating Beneficiaries- Tax Free Savings Account

  • November 1, 2022

    Incapacity Planning in a Mobile World

  • November 1, 2022

    Human Reproductive Technology: The Great Uncertainty for Estates

  • September 2, 2022

    What Happens When a Canadian Resident Dies?

  • September 2, 2022

    Estate Planning For Your Worldwide Assets

  • September 21, 2022

    Executor's Task List

  • November 1, 2022

    Planning for Incapacity with a Protection Mandate

  • October 25, 2022

    Appointing a Corporate Executor

  • November 1, 2022

    Designating Beneficiaries: Life Insurance Policies and Registered Plans

  • September 2, 2022

    Estate Planning and Dependant’s Relief Claims

  • September 2, 2022

    “Stress Testing” Your Estate Plan in a Time of Crisis

  • October 27, 2022

    Some Ramifications of Appointing an Executor Who is a Non-Resident of Canada

  • October 11, 2022

    The Consequences of Dying Without a Will

  • October 31, 2022

    The Mighty Power of Attorney for property

  • September 2, 2022

    Estate Information Organizer

  • September 2, 2022

    Estate Planning for Unique Assets

  • November 1, 2022

    Planning for Gifts to Adult Children

  • October 25, 2022

    A Guide for Granting Powers of Attorney

Estate & Succession Planning

  • October 20, 2022

    Trustee services

  • November 1, 2022

    Life Insurance Trusts: The Whys and Whens

  • September 13, 2022

    Estate Planning for Spouses and Children Using Testamentary Trusts

  • September 12, 2022

    The Days of Wine and Roses...and Prenups

  • September 12, 2022

    An Ounce of Prevention Keep Your Business Agreements Current to Ease Estate Surprises

  • September 2, 2022

    Informal or “In-trust” Accounts - Friend or Foe

  • October 11, 2022

    Estate Planning for Physicians

  • September 2, 2022

    United We Stand: Planning by Spouses

  • November 1, 2022

    Estate Planning for Blended Families

  • October 25, 2022

    "Letter of Wishes" for Wills and Discretionary Trusts

  • November 1, 2022

    Estate Planning for Indigenous People and Implications for Reserved Lands

  • September 2, 2022

    Different Ownership Structures for Real Estate Investment Property

  • October 25, 2022

    Estate Planning for Digital Assets

  • October 25, 2022

    Alter Ego and Joint Partner Trusts

  • September 2, 2022

    Planning for the Family Vacation Property

David Tremblett
Trust And Estate Consultant
david.tremblett@bmo.com
Phone: 416-359-5245

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David G. Tremblett

Trust and Estate Consultant

Tel: 416-359-5245

Branch Address

100 King Street West

39th Floor

Toronto, ON

M5X 1A1

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