High Net Worth, High Net Risk: How to reduce executor risk for high-net-worth estates




Dynamic Advisor Site Podcast show

Summary: Learn about the similarities, differences and common misunderstandings of estate preparation in the HNW market and the resulting heightened risk and responsibilities for their executors. Presented by Mark O'Farrell, President of the Canadian Institute of Certified Advisors, with a case-study discussion panel including Brent van Ryzewyk, Principal, Barrons Financial Advisory Services Inc., Craig Ross, Partner, Pallett Valo LLP, and Scot Dalton, President, Erassure Executor Insurance.