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

Managing Wills & Estates Matters (Lake Louise)

October 23 | 9:00 am4:00 pm
Fairmont Chateau Lake Louise, 111 Lake Louise Drive
Lake Louise, Alberta T0L 1E0 Canada
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Please mark your calendar for October 23, 2020 for this year's pre-Refresher program, Managing Wills & Estates Matters. The 53rd Annual Refresher: Wills & Estates will take place October 24–26, 2020. Registration will be available soon.  Click here for the brochure.     ORGANIZING COMMITTEE Justice S.D. Hillier | Court of Queen’s Bench of Alberta Justice C.M. Jones | Court of Queen’s Bench of Alberta Nancy L. Golding QC | Borden Ladner Gervais LLP Lois J. McLean QC | de Villars Jones LLP John…

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

October 24October 26
Fairmont Chateau Lake Louise, 111 Lake Louise Drive
Lake Louise, Alberta T0L 1E0 Canada
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  Please mark your calendar for October 24–26, 2020 for the 53rd Annual Refresher: Wills & Estates. This year's pre-Refresher program is Managing Wills & Estates Matters, which will take place on Friday, October 23, 2020. Registration will be available soon. Click here for the brochure. October 23 | Welcome Reception & Refresher Registration 5:00 pm–7:00 pm October 24 | Refresher Day 1 8:30 am–5:30 pm; Banquet & Entertainment 6:30 pm–9:30 pm October 25 | Refresher Day 2 9:15 am–5:30…

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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 Will
Seminar on Demand - Capacity and Influence
Seminar on Demand - Enduring Powers of Attorney and Personal Directives
Seminar on Demand - Drafting Your First Trust

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Publications

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

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Program Papers

Setting Up Guardians and Trustees for Success
A Time to Get Together: A Lawyer’s Role in Mediation
Alternative Dispute Resolution for Guardianship and Trusteeship Matters
Co-Operation or Co-Op(t)eration: Mandatory ADR Case Law/Procedure Review and General Discussion
How Parenting Mediators Can Help Parties Rebuild Trust
Cracking the Code: Family Law Legislation and Estate Planning
Tax Considerations When Planning for Death and Incapacity
Child and Spousal Support Obligations in the Estate Planning Context
View From the Bench: Top 10 Ways to Avoid Getting Sued for Negligence in Will Drafting or Acting for an Executor
Separation Agreements and Life Insurance – Pitfalls and How to Avoid Them

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Complimentary Resources

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

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