• Phone: 416-200-7468
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  • Home
  • Our Services
    Trust Services BMO PW Services
  • Our Approach
  • About Kate
  • Publications
  • Contact Me
  • Home
  • Our Services
    • Trust Services
    • BMO PW Services
  • Our Approach
  • About Kate
  • Publications
  • Contact Me

Publications

Publications

Philanthropy

  • September 12, 2022

    Exploring charitable giving: Understanding donor advised funds and private foundations

Will and Estate Planning

  • September 13, 2022

    Estate Planning for Spouses and Children Using Testamentary Trusts

  • September 12, 2022

    Ensuring a seamless transfer of wealth with an estate plan

Business Advisory & Succession Planning

  • September 12, 2022

    As a business owner, what’s your succession and transition plan?

  • September 12, 2022

    Intergenerational Wealth Transfer

Managing Your Wealth

  • September 12, 2022

    Considering RESPs As Part of Your Estate Plan

Estate & Succession Planning

  • September 2, 2022

    Estate Planning For Your Worldwide Assets

  • September 2, 2022

    Digital Assets and Your Estate Plan

  • September 2, 2022

    Preparing Your Last Will and Testament

  • September 2, 2022

    Estate Planning for Unique Assets

  • September 2, 2022

    Estate Information Organizer

  • September 2, 2022

    Estate planning for complex family dynamics

Kate Stephens
Senior Trust Officer & Director
kate.stephens@bmo.com
Phone: 416-200-7468

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Kate Stephens, J.D.

Senior Trust Officer & Director

Tel: 416-200-7468

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Branch Address

BMO Trust Company

100 King Street West

40th Floor

Toronto, ON

M5X 1H3

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Kate Stephens