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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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
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$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.

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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
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$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
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$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.

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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 »
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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 - Capacity and Influence
Seminar on Demand - Enduring Powers of Attorney and Personal Directives

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Publications

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)
Alberta Surrogate Forms (Hardcopy & Electronic Format)
Alberta Wills & Estates Legislation (Hardcopy)
Alberta Surrogate Forms (Electronic Format)

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Program Papers

The Initial Interview for Clients Seeking Guardianship & Trusteeship
Commonplace, but Not Routine: Make the Most of Your Mediation
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

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Complimentary Resources

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

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