Uncover essential strategies to effectively address common estate planning issues. Learn about the review of discretionary trusts, discover corporate reorganization strategies, cover basic tax issues as they relate to estate planning, and much more. This on-demand program was originally presented as an in-person program in October 2016.

In this presentation, Tiffany Franklin reviews a number of estate planning considerations, such as minor children and step-children, second spouses, disabled spouses, beneficiary designations, and digital assets. A bonus video is included. This on-demand program was originally presented as an in-person program in October 2016.  

These programs examine estate administration procedures for “standard” estates and highlight potential issues for estates with unique considerations; identify common challenges and traps in estate administration; explore ethical issues that can arise during estate administration; and consider communication and client relationship management skills/techniques.  The total running time for each presentation ranges between 53 minutes to 1 hour, 32 minutes.

Designed for newly called lawyers, or for those looking to revisit the basics, this presentation examines the duty to account in estate administration matters. Topics include general principles and common law duty to account; entitlement to an accounting; and who prepares/pays for the accounting. This on-demand program was originally presented as an in-person program on October 26, 2023 as part of our Practice Foundations: Estate Administration program.  Total running time is 1 hour, 4 minutes.

The Alberta Wills and Estates Practice Manual is a comprehensive resource for any wills and estates practitioner. This two-part manual contains essential information and practical tips on estate planning and administration, including Surrogate forms and procedures. Whether you are drafting a will or probating one, this manual is a go-to resource.

This paper addresses some specific topics in estate planning and provides key considerations and practice tips for future planning. Topics discussed include: planning for minors and stepchildren; second spouses; disabled spouses; designated beneficiary assets; and digital assets. This paper is part of a collection presented at LESA’s Estate Planning Essentials program in Calgary on October 20, 2016 and in Edmonton on October 27, 2016.

This paper explores the duty to account in estate administration. Topics addressed include general principles and the common law duty to account, the legislated duty to account, when to account, how to fulfill the duty to account, who is entitled to an accounting and who prepares/pays for the accounting, accounting by trustees under the Trustee Act, and accounting by attorneys under a power of attorney. This paper is part of a collection presented at LESA’s Practice Foundations: Estate Administration program in Edmonton on October 26, 2023.