• 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