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.
May 2019
Effective Legal Support: Estate Administration (Edmonton)
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)
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)
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)
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
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
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
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
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
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
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
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
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 »Seminars on Demand
Seminar on Demand - Wills and EPAs – Commonly Occurring IssuesSeminar 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)
View all items in: Publications
Program Papers
Designated BeneficiariesView 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
Deficient, Ineffective and Flawed: Rectification and Validation of Wills in Alberta
Alternative Dispute Resolution for Guardianship and Trusteeship Matters
Co-Operation or Co-Op(t)eration: Mandatory ADR Case Law/Procedure Review and General Discussion
A Time to Get Together: A Lawyer’s Role in Mediation
View all items in: Program Papers
Complimentary Resources
Overview of the Wills and Succession Act: A Summary of ChangesView all items in: Complimentary Resources