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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.
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OC-62063This program provides tips for legal support staff working in the area of wills and estates. Explore applications for probate and estate administration in standard and complex matters, and discusses strategies to effectively manage estate administration files. This on-demand program was originally presented as an in-person program in November 2017. Total running time is 4 hours, 2 minutes.
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62063.02This paper provides an overview of the role of the Office of the Public Guardian and Trustee in estate administration matters, including for represented adults or minor children, family maintenance and support claims, court appointed trustees of minor’s property, bonds, missing or unknown beneficiaries, missing persons, and more. This paper is part of a collection presented at LESA’s Effective Legal Support: Wills and Estates program in Edmonton on November 15, 2017 and in Calgary on November 22, 2017.
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62063.01This paper provides an overview of grants of probate and grants of administration. The first part of the paper discusses grants that are limited to part of the deceased’s property, including grants of administration of unadministered property, grants of re-sealed probate/administration with respect to Alberta property, grants of administration limited to specific property, and ancillary grants. The second part of the paper addresses applying for a grant with a power of attorney, applying for expedited grants, validating non-compliant wills or gifts, and using caveats. The paper includes a number of samples and precedents related to grant applications. These include an application for a grant of probate, an application for a grant of administration, an application for a grant of re-sealed probate, a surrogate checklist, protocols for expedited applications in Edmonton and Calgary, and a list of common errors and problems when applying for grants. This paper is part of a collection presented at LESA’s Effective Legal Support: Wills and Estates program in Edmonton on November 15, 2017 and in Calgary on November 22, 2017.
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OC-62056Receive tips for managing self-represented litigants and emotional clients, analyze the document production process in a litigation file, learn where to find and properly store shared documents, and more. This on-demand program was originally presented as an in-person program in October 2017. Total running time is 4 hours, 3 minutes.
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62056.04This paper explores ideas for creating co-operation and continuity in a legal office to strengthen operations and workplace satisfaction. Topics discussed include sharing information, managing files efficiently, and interacting with clients and self-represented litigants. A number of precedent forms are included with the paper as additional resources, including a sample retainer letter, client intake sheet, client guide to questioning, triage cold call sheet, trial checklist, sample emails, and many others. This paper is part of a collection presented at LESA’s Effective Legal Support: Family Law program in Calgary on October 3, 2017 and in Edmonton on October 12, 2017.
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62056.01This paper discusses how to develop good work habits to become a more efficient and effective legal assistant. It provides strategies to excel as a legal assistant relating to attention to detail, file review, and other considerations. It also provides tips for diarizing and filing, managing emails, entering time, and handling disclosure. Additionally, it suggests best practices for retainers, billing, and collecting money from clients. The paper includes sample documents relating to email inbox organization, financial disclosure, matrimonial property statements, special chambers booking, client bills, and accounting letters to clients. This paper is part of a collection presented at LESA’s Effective Legal Support: Family Law program in Calgary on October 3, 2017 and in Edmonton on October 12, 2017.
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OC-62052Familiarize yourself with the role of legal support staff in managing civil litigation matters. Engage in an overview of civil litigation actions, including pleadings, applications, questioning, costs, and trial preparation. Analyze relevant sections of the Rules of Court, and learn how they affect litigation matters. This on-demand program was originally presented as an in-person program in September 2017. Total running time is 3 hours, 15 minutes.
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62052.03This paper provides an overview of the basic procedure and process for making an originating application. It discusses what an originating application is, why it is used, where and when it is filed and served, and how it proceeds in court. The second part of the paper reviews the procedure and specific requirements for judicial review, including why it is used and who it involves. This paper is part of a collection presented at LESA’s Effective Legal Support: Civil Litigation seminar in Calgary on September 12, 2017 and in Edmonton on September 19, 2017.
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62052.06This paper addresses two topics: costs and case management. The first part of the paper provides an overview of costs in civil litigation, including a review of the terminology related to costs, factors considered by the court in awarding costs, and assessment of costs. The second part of the paper provides an overview of case management, including the steps to have a case management judge appointed and removing cases from case management. A sample Bill of Costs and Request Form for Case Management are included. This paper is part of a collection presented at LESA’s Effective Legal Support: Civil Litigation program in Calgary on September 12, 2017 and in Edmonton on September 19, 2017.
