BMO Family Office
National Head - Estate Settlement Services
BMO Wealth Management
As the head of BMO’s Estate Settlement group, Joel leads two teams: a post-death team that settles estates and trusts for deceased clients, and a guardianship team that administers estates and trusts for legally disabled individuals. He also works closely with clients, their advisors and other partners regarding issues related to estate planning.
Joel joined BMO Private Bank in 2019. Since graduating from law school he has practiced solely in the area of trusts and estates, both in law firms and as a solo practitioner. Joel also spent a number of years working for another corporate fiduciary, first in its legal department and then as a Senior Trust Advisor and Team Lead on a team working with high net worth clients.
Joel graduated with a BA in English with High Honors from Michigan State University in 1992. A member of Phi Beta Kappa, he earned his JD from the University of Michigan Law School in 1996.