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.

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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.

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September 2020

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

September 24 | 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…

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October 2020

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

October 27 | 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

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November 2020

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

November 3 | 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…

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Estate Planning Considerations Part 1: Before Death – Webinar

November 17 | 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…

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Estate Planning Considerations Part 2: After Death – Webinar

November 24 | 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…

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Seminars on Demand

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

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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

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Complimentary Resources

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

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