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 | 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 | 9:00 am12:00 pm
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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Seminars on Demand

Wills & EPAs – Commonly Occurring Issues (Seminar on Demand)
Adult Guardianship and Trusteeship Fundamentals (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)
Effective Legal Support: Wills and Estates (Seminar on Demand)

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Publications

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

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Program Materials

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
Separation Agreements and Life Insurance – Pitfalls and How to Avoid Them
Implications for Estate Plans Following Separation and Divorce
Challenging Power of Attorney Documents and Acting for Partially Capacitated Donors
Estate Litigation and Family Law Issues
The Resistant Grantor: Best Practices and Ethical Considerations for Attorneys
Non-compliant Wills – When Those Scribbles on a Napkin May Actually Be a Will
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

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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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