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

February 2020

Understanding and Advising Non-Traditional Families (Calgary)

February 4, 2020 | 9:00 am4:30 pm
Westin, 320 4 Ave SW
Calgary, Alberta T2P 2S6 Canada
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$296.25 – $445

Develop an understanding of the law related to poly individuals and poly families and learn how to provide legal services and advise clients within those types of relationships.

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Understanding and Advising Non-Traditional Families (Edmonton)

February 12, 2020 | 9:00 am4:30 pm
Sutton Place Hotel, 10235 101 St NW
Edmonton, Alberta T5J 3E9 Canada
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$296.25 – $445

Develop an understanding of the law related to poly individuals and poly families and learn how to provide legal services and advise clients within those types of relationships.

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May 2020

Managing Wills & Estates Matters (Lake Louise)

May 1, 2020 | 9:00 am4:00 pm
Fairmont Chateau Lake Louise, 111 Lake Louise Drive
Lake Louise, Alberta T0L 1E0 Canada
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$495 – $545

To effectively manage wills and estates matters, lawyers must develop a range of competencies – from substantive legal knowledge to file management, and everything in between. Join experienced practitioners and members of the judiciary to explore current issues in wills and estates law, develop skills and strategies, and excel in your practice. NOTE: This program is on Friday, May 1, 2020.  View the web brochure. 10% OFF | Attend the 53rd Annual Refresher and the pre-Refresher program, Managing Wills &…

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53rd Annual Refresher: Wills & Estates (Lake Louise)

May 2, 2020May 4, 2020
Fairmont Chateau Lake Louise, 111 Lake Louise Drive
Lake Louise, Alberta T0L 1E0 Canada
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$65 – $2295

In-depth exploration of estate planning and estate administration issues. This program is intended for experienced wills and estates lawyers and estate planning practitioners.

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Seminars on Demand

Wills & EPAs – Commonly Occurring Issues (Seminar on Demand)
Adult Guardianship and Trusteeship Fundamentals (Seminar on Demand)
Effective Legal Support: Estate Administration (Seminar on Demand)
Estate Administration Fundamentals (Seminar on Demand)
Enduring Powers of Attorney and Personal Directives (Seminar on Demand)
Drafting Your First Trust (Seminar on Demand)
Estate Accounting (Seminar on Demand)
Drafting Your First Will (Seminar on Demand)
Estate Planning Essentials (Seminar on Demand)
New Estate Administration Act (Seminar on Demand)

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Publications

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

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Program Materials

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
Contentious Estate Matters: Tips for Preparing Materials
Tricky, Sticky Wills and Codicils: Alteration, Amendment, Revocation, Rectification, Revival, and Republishing
Impact of Death on Separation and Divorce Proceedings
Designated Beneficiaries
Death and Divorce: Common Considerations
The Initial Interview for Clients Seeking Guardianship & Trusteeship
Setting Up Guardians and Trustees for Success
Alternative Dispute Resolution for Guardianship and Trusteeship Matters
Cracking the Code: Family Law Legislation and Estate Planning

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Multimedia Downloads

50th Annual Refresher - Audio Recordings and Program Materials
Drafting Wills – 2013
50th Annual Refresher: Wills and Estates Sessions – Audio Recordings and Program Materials

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Complimentary Resources

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

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