Wills and Estates

Whether you work with wills, trusts, or estate administration, you help to give your clients peace of mind. You deserve the same. Our courses and resources will help you achieve that feeling of comfort and confidence in your area of practice.

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Upcoming Events › Wills and Estates

October 2020

Business Fundamentals for Lawyers Part 1: Introduction to Financial Statements – Webinar

October 27 | 12:00 pm1:30 pm
$125

About Faculty About Date: October 27, 2020 Time: 12:00 PM – 1:30 PM Price:  $125 + GST This program is being offered in collaboration with MNP LLP.  Learn to read and understand company financial statements.  Gain basic financial literacy, learn the components of financial statements and how apply that knowledge to real life examples.  We will also review the various accounting frameworks and the types of assurance that accountants can provide. Business Fundamentals for Lawyers is a 4-part webinar series. Save $155 when…

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November 2020

Business Fundamentals for Lawyers Part 2: Financial Statement Analysis – Webinar

November 3 | 12:00 pm1:30 pm
$125

About Faculty About Date: November 3, 2020 Time:  12:00 PM – 1:30 PM Price:  $125 + GST This program is being offered in collaboration with MNP LLP. Consider how to evaluate the health of a business, perform ratio analysis, uncover expenses subject to management discretion, and learn what further questions you must ask.  This course assumes a basic working knowledge of financial statements and will focus on the analysis to uncover insights and understand the story behind the numbers. Business Fundamentals for Lawyers is a 4-part webinar series.…

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Estate Planning Considerations Part 1: Before Death – Webinar

November 17 | 12:00 pm1:30 pm
$125

About Faculty About Date: November 17, 2020 Time:  12:00 PM – 1:30 PM Price:  $125 + GST (Save $55 when combined with Estate Planning Considerations Part 2: After Death – Webinar) This program is being offered in collaboration with MNP LLP.  Estate planning is much more than drafting a Will. This session will help you identify pre-mortem tax planning issues for your clients, including common pitfalls and opportunities. Before death (pre-mortem) planning includes tax and estate planning in order to minimize overall tax on…

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Estate Planning Considerations Part 2: After Death – Webinar

November 24 | 12:00 pm1:30 pm
$125

About Faculty About Date: November 24, 2020 Time:  12:00 PM – 1:30 PM Price:  $125 + GST (Save $55 when combined with Estate Planning Considerations Part 1: Before Death – Webinar) This program is being offered in collaboration with MNP LLP. After death (post-mortem) estate planning will discuss both the compliance for effective estate administration and the tax planning considerations in the administration of an estate.  This will discuss the inherent double / triple tax on death when owning private company shares and the…

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December 2020

Estate Planning Fundamentals – Webinar

December 4 | 9:00 am12:30 pm
$195.00

About Faculty About Date: NEW DATE!* December 4, 2020 Time:  9:00 AM – 12:30 PM Price:  $195 + GST   Understanding what a client wants to do, along with all the implications of doing so, is critical in an estate planning practice. Explore key considerations, potential tax issues, common pitfalls, and drafting techniques to benefit your practice. This webinar is best suited for lawyers in their first years of practice or for those looking to revisit the basics. *Please note: This webinar was previously scheduled for…

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Independent Legal Advice – Adjusting the Duty of Care to Different Transactions – Webinar

December 7 | 12:00 pm1:30 pm
$125

About Faculty About Date: December 7, 2020 Time: 12:00 PM – 1:30 PM Price: $125 + GST The duty of care fluctuates from transaction to transaction when giving independent legal advice. One size does not fit all. Learn how to identify and set the obligation, and how to fix the commensurate fee. Explore how to sue lawyers who get it wrong. Faculty Presenter John E.S. Poyser, The Wealth & Estate Law Group

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Business Fundamentals for Lawyers Part 4: Business Continuity Planning and Digital Transformation – Webinar

December 9 | 12:00 pm1:30 pm
$125

About Faculty About Date:  December 9, 2020 Time:  12:00 PM – 1:30 PM Price:  $125 + GST This program is being offered in collaboration with MNP LLP. Understand what a firm needs to do to prevent possible disruptions to business, how to recover in the event of a disruption, and the role technology plays in this. Business Fundamentals for Lawyers is a 4-part webinar series. Save $155 when you register for all 4 webinars. Click here for details. Webinars can be purchased as single sessions or…

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Seminars on Demand

Seminar on Demand - Wills & EPAs – Commonly Occurring Issues
Seminar on Demand - Adult Guardianship and Trusteeship Fundamentals
Seminar on Demand - Top 10+ Things Every Lawyer Should Know (2018)
Seminar on Demand - Estate Administration Fundamentals
Seminar on Demand - Estate Litigation Fundamentals
Seminar on Demand - Top 10+ (Things Every Lawyer Should Know)
Seminar on Demand - Drafting Your First Trust
Seminar on Demand - Drafting Your First Will
Seminar on Demand - Enduring Powers of Attorney and Personal Directives
Seminar on Demand - Capacity and Influence

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Publications

Alberta Surrogate Forms (Electronic Format)
Alberta Wills & Estates Legislation (Hardcopy)
Wills and Estates Fundamentals (Electronic Format)
Alberta Wills and Estates Practice Manual (Electronic Format)
Alberta Wills and Estates Practice Manual (Hardcopy & Electronic Format)
Alberta Surrogate Forms (Hardcopy & Electronic Format)

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Program Papers

Non-compliant Wills – When Those Scribbles on a Napkin May Actually Be a Will
Non-Contentious Estate Matters: Tips for Completing Forms
Rules of Lapse or Alternate Recipients in the Event of Failed Testamentary Gifts: A Review of Sections 32 and 33 of the Alberta Wills and Succession Act
Impact of Death on Separation and Divorce Proceedings
Tricky, Sticky Wills and Codicils: Alteration, Amendment, Revocation, Rectification, Revival, and Republishing
Death and Divorce: Common Considerations
Designated Beneficiaries
View From the Bench: Top 10 Ways to Avoid Getting Sued for Negligence in Will Drafting or Acting for an Executor
Risks Facing the Innocent Attorney: A Discussion of Personal Liability When Acting under a Power of Attorney
The Initial Interview for Clients Seeking Guardianship & Trusteeship

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Complimentary Resources

Overview of the Wills and Succession Act: A Summary of Changes

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