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

November 2020

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 You may also be interested in the recording from Estate Planning Considerations Part 1: Before Death. Click here to purchase the Webinar on Demand. 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 session will discuss the inherent double / triple tax on death when owning private company shares and the post-mortem planning…

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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. If multiple lawyers or staff members from your firm would like to attend this webinar, please contact Craig Edhart or…

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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. If multiple lawyers or staff members from your firm would like to attend this webinar, please contact Craig Edhart or Carolyn Bernardin for pricing. Faculty Presenter Matt Patrick,…

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March 2021

Advanced Legal Writing Part 1

March 1, 2021 | 12:00 pm3:00 pm
$195

About Faculty About Date: March 1, 2021 Time:  12:00 PM–3:00 PM Price:  $195 + GST (Save $45 when combined with Advanced Legal Writing Part 2)   Communication is integral to the practice of law. Having the skill set and knowledge base to produce well-written legal documents, such as contracts or litigation documents, greatly benefits your practice. Attendees will walk away from this program with an expanded skill set, an ability to assess what makes for a good or bad piece of legal…

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Advanced Legal Writing Part 2

March 15, 2021 | 12:00 pm3:00 pm
$195

About Faculty About Date: March 15, 2021 Time:  12:00 PM – 3:00 PM Price:  $195 + GST (Save $45 when combined with Advanced Legal Writing Part 1) Communication is integral to the practice of law. Having the skill set and knowledge base to produce well-written legal documents, such as contracts or litigation documents, greatly benefits your practice. Attendees will walk away from this program with an expanded skill set, an ability to assess what makes for a good or bad piece of…

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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

View all items in: Seminars on Demand

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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