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62143.04This short paper offers some tips to help lawyers deal with the specific challenges that self-represented litigants pose. Also included is a sample introductory letter with a checklist for disclosure and statement of income, assets, and liabilities.
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62143.03This paper offers practical suggestions on how to organize a file and stay on top of document management, providing tips that can be implemented even without the aid of an expensive IT system. Topics include, for example, a discussion of file structures, file naming conventions, and saving emails, attachments, and documents.
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62143.02This paper reviews the role of a legal assistant or paralegal during mediation or arbitration, considering issues from both the intake and requesting perspective. The paper focuses on how assistants play a role in helping the lawyer they work with maintain the impartiality and neutrality they are required to maintain as a mediator or arbitrator. The paper discusses pre-, during-, and post- mediation/arbitration concerns, including information collection, conflicts, scheduling, sending formal correspondence and documentation, and more. Materials include quick reference checklists and a sample booking sheet precedent.
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62143.01This paper informs paralegals about changes to the Family Property Act and the Divorce Act, aiming to equip paralegals with the knowledge needed to provide enhanced service to clients and practical assistance to lawyers in light of legislative changes. The paper is meant to introduce the changes that will most affect practices on a day-to-day basis. Topics address terminology changes, definitions, relationship interdependence, property exemptions, client duties and obligations, best interests of the child, parenting orders, contact orders, and relocation.
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62107.02This paper explores the legal assistant’s role in screening, coordinating appointments, collecting information, and preparing applications for non-contentious estate matters. It discusses frequently used NC Forms and related considerations, including notices to be served, service of documents, and submitting documents to court. This paper provides information and tips to assist with completing NC Forms, including a sample information collection form and sample NC Forms with additional precedent information and instructions noted in coloured text. This paper is part of a collection presented at LESA’s Effective Legal Support: Estate Administration program in Edmonton on May 22, 2019 and in Calgary on May 29, 2019.
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62107.01This paper covers three main topics. First, it reviews formal proof of will processes, including considerations for filing caveats, notices of objection, and applications. Second, it discusses issuing notices and claims under the Matrimonial Property Act and Wills and Succession Act as well as related procedural requirements. Third, it considers court applications for advice and direction. Practical discussion of materials preparation and file management occurs throughout, providing tips for effective information gathering procedures. This paper also includes precedents for documents commonly filed in applications for family maintenance and support, proving formal validity of a will, and seeking advice and directions. This paper is part of a collection presented at LESA’s Effective Legal Support: Estate Administration program in Edmonton on May 22, 2019 and in Calgary on May 29, 2019.
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OC-62101Learn about effective legal support for corporate and commercial law. Topics discussed include corporate reorganizations; dividends, other distributions, and share redemptions; share purchases; asset purchases; and other commercial transactions. This on-demand program was originally presented as an in-person program in April 2019. Total running time is 3 hours, 35 minutes.
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62112.04This paper discusses some of the top tips for legal support staff when dealing with matrimonial property matters on family law files. Tips relate to reading financial disclosure, dealing with adjournments, working with undertakings, and more. This paper is part of a collection presented at LESA’s Effective Legal Support: Matrimonial Property program in Edmonton on March 5, 2019 and in Calgary on March 12, 2019.
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62112.03This paper highlights some commonly encountered matrimonial questions or problems and discusses tips or tricks that lawyers can employ to address them. It also includes a number of precedents, such as a certificate of lis pendens, writ of enforcement, garnishee summons, and more. This paper is part of a collection presented at LESA’s Effective Legal Support: Matrimonial Property program in Edmonton on March 5, 2019 and in Calgary on March 12, 2019.
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62112.02This paper provides an introduction to property considerations in matrimonial matters for lawyers new to family law or their legal support staff. It reviews common types of property, including real property, vehicles, bank accounts and investment accounts, business assets, pensions, personal possessions, and debts. It also reviews some more unusual forms of property that may be encountered in matrimonial proceedings, and discusses exempted property. Tips for eliciting property-related information from clients are integrated throughout. This paper is part of a collection presented at LESA’s Effective Legal Support: Matrimonial Property program in Edmonton on March 5, 2019 and in Calgary on March 12, 2019.
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62112.01This paper provides an introduction to property considerations in matrimonial matters for lawyers new to family law or their legal support staff. It reviews common types of property, including real property, vehicles, bank accounts and investment accounts, business assets, pensions, personal possessions, and debts. It also reviews some more unusual forms of property that may be encountered in matrimonial proceedings, and discusses exempted property. Tips for eliciting property-related information from clients are integrated throughout. This paper is part of a collection presented at LESA’s Effective Legal Support: Matrimonial Property program in Edmonton on March 5, 2019 and in Calgary on March 12, 2019.
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62102.01This paper provides practical information related to share purchases. It discusses corporate minute book reviews and provides examples of resolutions to dispense with auditors, pre-closing documents, closing documents, common issues and traps, and more. Sample clauses and precedent documents, including a sample share sale/purchase agreement, are integrated throughout the paper. This paper is part of a collection presented at LESA’s Effective Legal Support: Corporate Law & Commercial Law programs in Edmonton on April 23, 2019 and in Calgary on April 30, 2019.
