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.

Search
Generic filters
Exact matches only
Search in title
Search in content
Search in excerpt
Loading Events

Past Events › Wills and Estates

May 2019

Effective Legal Support: Estate Administration (Edmonton)

May 22, 2019 | 9:00 am12:00 pm
Chateau Louis Hotel & Conference Centre, 11727 Kingsway NW
Edmonton, Alberta T5G 3A1 Canada
+ Google Map
$198.75 – $295

More information about this program coming soon! Date: May 22, 2019 Time: 9:00 AM – 12:00 PM Location: Chateau Louis Hotel & Conference Centre, 11727 Kingsway NW Early Bird Price: $265 + GST (EXTENSION: Register on or before April 9, 2019) Regular Price: $295 + GST NOTE: The materials for this program will be provided in electronic format. This program is also offered in Calgary. View the brochure for details.

Find out more »

Effective Legal Support: Estate Administration (Calgary)

May 29, 2019 | 9:00 am12:00 pm
The Glenmore Inn & Convention Centre, 1000 Glenmore Court SE
Calgary, Alberta T2C 2E6 Canada
+ Google Map
$198.75 – $295

More information about this program coming soon! Date: May 29, 2019 Time: 9:00 AM – 12:00 PM Location: Glenmore Inn & Convention Centre, 1000 Glenmore Court SE Early Bird Price: $265 + GST (EXTENSION: Register on or before April 9, 2019) Regular Price: $295 + GST NOTE: The materials for this program will be provided in electronic format. This program is also offered in Edmonton. View the brochure for details.

Find out more »

November 2019

Drafting Considerations for Wills & Estates Practitioners (Edmonton)

November 7, 2019 | 9:00 am4:30 pm
Chateau Louis Hotel & Conference Centre, 11727 Kingsway NW
Edmonton, Alberta T5G 3A1 Canada
+ Google Map
$296.25 – $445.00

Increase confidence in drafting wills, powers of attorney, personal directives. Review relevant case law, and understand implications of various standard clauses in terms of tax, medical decision-making, financial decision-making, and more.

Find out more »

Drafting Considerations for Wills & Estates Practitioners (Calgary)

November 14, 2019 | 9:00 am4:00 pm
The Glenmore Inn & Convention Centre, 1000 Glenmore Court SE
Calgary, Alberta T2C 2E6 Canada
+ Google Map
$296.25 – $445.00

Increase confidence in drafting wills, powers of attorney, personal directives. Review relevant case law, and understand implications of various standard clauses in terms of tax, medical decision-making, financial decision-making, and more.

Find out more »

September 2020

Re-thinking Advance Medical Care Planning: The Evolving Collaboration Between Doctors and Lawyers – Webinar

September 24, 2020 | 12:00 pm1:00 pm
$89.00

This event has passed. The recording is now available as a Webinar on Demand. Click here to purchase the recording so you can watch and learn at your convenience. Presenter: Dr. Daren K. Heyland, MD, MSc, FRCPC, Professor of Medicine, Queen's University and critical care doctor, Kingston Health Sciences Centre     Discuss the role lawyers play regarding medical decisions that patients and their agents must make when facing serious illness, such as COVID-19. Assess the challenges of ill-prepared patients…

Find out more »

October 2020

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

October 27, 2020 | 12:00 pm1:30 pm
$125

About Faculty About This event occurred in the past. The recording is now available as a Webinar on Demand. 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. Faculty Presenter Darrell Wiens, CPA, CA, MNP LLP

Find out more »

November 2020

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

November 3, 2020 | 12:00 pm1:30 pm
$125

About Faculty About This event occurred in the past. The recording is now available as a Webinar on Demand. 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. You may also be interested in… Business Fundamentals for Lawyers Part 4: Business Continuity…

Find out more »

Estate Planning Considerations Part 1: Before Death – Webinar

November 17, 2020 | 12:00 pm1:30 pm
$125

About Faculty About This event occurred in the past. The recording is now available as a Webinar on Demand.  You may also be interested in the recording from Estate Planning Considerations Part 2: After Death. Click here to purchase the Webinar on Demand. 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…

Find out more »

Estate Planning Considerations Part 2: After Death – Webinar

November 24, 2020 | 12:00 pm1:30 pm
$125

About Faculty About This event occurred in the past. The recording is now available as a Webinar on Demand. 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…

Find out more »

December 2020

Estate Planning Fundamentals – Webinar

December 4, 2020 | 9:00 am12:30 pm
$195.00

About Faculty About This event occurred in the past. The recording is now available as a Webinar on Demand.    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. Faculty Chair Gordon P. VanderLeek,…

Find out more »

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

December 7, 2020 | 12:00 pm1:30 pm
$125

About Faculty About This event occurred in the past. The recording is now available as a Webinar on Demand.  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

Find out more »

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

December 9, 2020 | 12:00 pm1:30 pm
$125

About Faculty About This event occurred in the past. The recording is now available as a Webinar on Demand. 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. Faculty Presenter Matt Patrick, MNP LLP

Find out more »

March 2021

Court of Queen’s Bench E-Filing – Webinar

March 12 | 9:00 am10:30 am
$93.75 – $125.00

About Faculty About This event occurred in the past. Click here for the on-demand version. Join Court of Queen’s Bench staff for an in-depth discussion on email filing at the Court. As a result of the global pandemic, there have been a number of changes to court filing this past year, including the addition of email filing. Attend this program to gain an understanding of the current document requirements for filing, the email filing process, and upcoming changes. Consider common errors…

Find out more »

April 2021

Mindfulness and Lawyer Well-Being – Webinar

April 12 | 12:00 pm1:00 pm
$21.75 – $29

About Faculty About Date: April 12, 2021 Time:  12:00 PM–1:00 PM Price:  $29 + GST It is often easy to overlook the impact of mounting workloads, multiple demands, and stressful environments on your ability to perform. Mindfulness can turn these workplace challenges into opportunities by helping you to work with your innate qualities, be less reactive, and appreciate different perspectives for healthier workplace interactions. The benefits of mindfulness are especially important in this age of COVID-19. We are pleased to have Professor…

Find out more »

May 2021

Alberta Legal Technology Conference – Legal Technology Trends – Webinar

May 13 | 12:00 pm1:30 pm
$71.25 – $95

About Faculty About Date: May 13, 2021Time:  12:00 PM – 1:30 PMPrice: $125 + GST $95 + GST Martin Kratz QC is an author, professor, and former technology and intellectual property lawyer. As chair of this conference, he will set the stage reflecting on the impact of technological change on the practice of law, how those changes are increasing, and how lawyers need to adapt to those technological challenges. This event occurred in the past. Click here for the on-demand version.Thank you to our conference…

Find out more »

Alberta Legal Technology Conference – Privacy – Webinar

May 14 | 12:00 pm1:30 pm
$71.25 – $95

About Faculty About Date: May 14, 2021Time:  12:00 PM – 1:30 PMPrice: $125 + GST $95 + GSTNancy Bains, Privacy Officer for the Law Society of Alberta will join the Information and Privacy Commissioner, Jill Clayton to iterate the value of a solid privacy management framework to help navigate challenges when they arise.  Attend this session to discuss the obligations lawyers have in protecting the information they hold of clients and the various considerations that go into such things as working from…

Find out more »

Alberta Legal Technology Conference – Lawyer Technological Competence – Webinar

May 19 | 12:00 pm1:30 pm
$71.25 – $95

About Faculty About Date: May 19, 2021Time:  12:00 PM – 1:30 PMPrice: $125 + GST $95 + GSTIn October 2019, the Federation of Law Societies of Canada amended its Model Code rule on competence to include explicit reference to technological competence. Several provincial and territorial law societies, including Alberta, have incorporated this amendment into their respective codes. The fact that there now exists a formal duty of technological competence raises the question of what, exactly, does this duty entail? What does this duty…

Find out more »

Alberta Legal Technology Conference – Artificial Intelligence – Webinar

May 27 | 12:00 pm1:30 pm
$71.25 – $95

About Faculty About Date: May 27, 2021Time:  12:00 PM – 1:30 PMPrice: $125 + GST $95 + GSTReview the rapidly developing area of artificial intelligence, big data, and machine learning from a  lawyer’s perspective. This session will focus on the practical issues of diligence, risk, mitigation, and contract considerations. Walk away with a checklist of key questions to frame the management of legal issues in Alberta.Join leading academics, experts, and practitioners in this Alberta-focused exploration of current legal technology trends and issues.This…

Find out more »

Alberta Legal Technology Conference – Cyber Insurance – Webinar

May 28 | 12:00 pm1:30 pm
$71.25 – $95

About Faculty About Date: May 28, 2021Time:  12:00 PM – 1:30 PMPrice: $125 + GST $95 + GSTJoin leading academics, experts, and practitioners in this Alberta-focused exploration of current legal technology trends and issues.Click here for other sessions in this series.This event occurred in the past. Click here for the on-demand version.Thank you to our conference sponsor, Stewart Title. Faculty ChairMartin Kratz QC, York University – Osgoode Hall Law SchoolPresentersDavid Fulton, True North Group Inc.Stuart Tate, HighStreet Insurance

Find out more »

June 2021

Alberta Legal Technology Conference – Cloud-Based Wills – Webinar

June 3 | 12:00 pm1:30 pm
$71.25 – $95

About Faculty About Date: June 3, 2021Time:  12:00 PM – 1:30 PMPrice: $125 + GST $95 + GST Join Patrick Hartford of NoticeConnect to discuss the idea of digital, cloud-based wills. Consider the rules in Canada and abroad and how a digital wills framework needs to address privacy, security, and the data retention needs of testators.Join leading academics, experts, and practitioners in this Alberta-focused exploration of current legal technology trends and issues.Click here for other sessions in this series.This event occurred in the past. Click…

Find out more »

Alberta Legal Technology Conference – Crossing the Border with Electronic Devices – Webinar

June 4 | 12:00 pm1:30 pm
$71.25 – $95

About Faculty About Date: June 4, 2021Time:  12:00 PM – 1:30 PMPrice: $125 + GST $95 + GST Join leading academics, experts, and practitioners in this Alberta-focused exploration of current legal technology trends and issues.Click here for other sessions in this series.This event occurred in the past. Click here for the on-demand version.Thank you to our conference sponsor, Stewart Title. Faculty ChairMartin Kratz QC, York University – Osgoode Hall Law SchoolPresenterStephen Sibold QC, Bennett Jones LLP 

Find out more »

Alberta Legal Technology Conference – PIPEDA Breach Obligations – Webinar

June 9 | 12:00 pm1:30 pm
$71.25 – $95

About Faculty About Date: June 9, 2021Time:  12:00 PM – 1:30 PMPrice: $125 + GST $95 + GST This session will explore the fundamentals of the Personal Information Protection and Electronic Documents Act, including topics such as breach response, privacy/data security synergy, and data localization and management. Also consider future policy developments that will influence privacy practice. This event occurred in the past. Click here for the on-demand version.Thank you to our conference sponsor, Stewart Title. Faculty ChairMartin Kratz QC, York University – Osgoode Hall Law…

Find out more »

Alberta Legal Technology Conference – Recent Case Law – Webinar

June 10 | 12:00 pm1:30 pm
$71.25 – $95

About Faculty About Date: June 10, 2021Time:  12:00 PM – 1:30 PMPrice: $125 + GST $95 + GSTJoin leading academics, experts, and practitioners in this Alberta-focused exploration of current legal technology trends and issues.This event occurred in the past. Click here for the on-demand version.Thank you to our conference sponsor, Stewart Title. Faculty ChairMartin Kratz QC, York University – Osgoode Hall Law SchoolPresenterJames T. Swanson, Swanson Law 

Find out more »
+ Export Events


Seminars on Demand

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

View all items in: Seminars on Demand

Publications

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

View all items in: Publications

Program Papers

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 and Trusteeship
Tips and Traps When Drafting Wills: How to Climb the Ladders and Avoid Sliding Down Snakes
Setting Up Guardians and Trustees for Success

View all items in: Program Papers

Complimentary Resources

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

View all items in: Complimentary Resources