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61864.03This paper provides an introduction to transactional and financing due diligence practices by examining methods used by lawyers to investigate the business, legal, and financial affairs of a corporation in transactional and public financing contexts. This paper primarily focuses on corporate and securities due diligence, beginning with analyzing the purpose and objectives of due diligence in the context of the contemplated transaction, followed by an overview of general guidelines with respect to determining the scope of the due diligence investigation and an overview of the materials that would typically become the subject of an investigation. Due diligence precedents are included. This paper was presented at the Corporate Law for Legal Support Staff seminar held in February, 2013.
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61864.02After explaining the differences between Minutes and Resolutions, this paper provides a thorough account of a Minute Book, including its contents, record keeping, and annual filing requirements. Precedents for a Minute Book Review and Request for Incorporation and Organization are included. This paper was presented at the Corporate Law for Legal Support Staff seminar held in February, 2013.
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61864.01This paper provides a general overview of business structures, including sole proprietorships, partnerships, and corporations. Each business structure is explained and some of the advantages and disadvantages are identified. This paper was presented at the Corporate Law for Legal Support Staff seminar held in February, 2013.
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61862.01This paper outlines the importance of the adoption and implementation of a team approach between the supervising lawyer and support staff. The lawyer’s support staff is an essential component to ensuring that the team achieves its goals. The author also explains how support staff can develop a team approach and the respective roles of each member of the team. This paper was presented at the Family Law Matters for Legal Support Staff program held in January, 2013.
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61846.01This paper outlines the bail review process at the Court of Queen’s Bench, providing information on scheduling the hearing as well as timing, notice and documentation requirements. The author also provides similar information on detention review applications, bail forfeiture applications, summary conviction appeals and appeals to the Court of Appeal. This paper was presented at the Criminal Law for Legal Support Staff program held in September 2012.
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61848.03This paper outlines the limited grants that a court can issue under the Surrogate Rules, including: grant of administration of unadministered property, grant of re-sealed probate with respect to property in Alberta, grant of administration limited to specific property, grant of administration of property not included in another grant and ancillary grants. This paper was presented at the Wills and Estates for Legal Support Staff program held in September 2012.
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61848.02This paper explains the elements of an estate accounting. The author provides tips for an estate accounting, including timelines and parties involved, and highlights the consequences of failing to provide a proper accounting. A detailed example of an estate accounting package as well as a documentation checklist is provided. This paper was presented at the Wills and Estates for Legal Support Staff program held in September 2012.
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61841.04This paper defines most of the terms you are likely to encounter in the eDiscovery process. From Boolean search and data mining, to slack and spoliation, this paper leaves no stone unturned in the world of ediscovery terminology. This paper was drawn from materials presented at the Civil Litigation for LSS seminar held in May 2012.
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61841.03This paper canvasses the continuum of dispute resolution methods ranging from information and interest based mediation, to binding JDRs and trials. For each method the authors discuss examples, as well as the advantages and disadvantages. If you are interested in being able to counsel clients on which method of dispute resolution is the best fit for them, this is a must read paper. This paper was drawn from materials presented at the Civil Litigation for LSS seminar held in May 2012.
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61841.02This paper is a must read for support staff who work on complex multi-party cases involving large amounts of document disclosure. After defining what constitutes a complex file, the author discusses the role of support staff in file organization, litigation plans, case management, class actions and appeals. This paper was drawn from materials presented at the Civil Litigation for LSS seminar held in May 2012.
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61841.01The author of this paper looks at legal issues faced by lawyers and support staff who work with indigenous clients. She defines key terms such as treaties, Metis, and “duty to consult” and examines some of the primary legal authorities in Alberta including the Indian Act, Metis Settlements Act, and R. v. Prowley. She concludes the paper by making some practical suggestions for how to deal effectively with the government departments and agencies in this area. This paper was drawn from materials presented at the Civil Litigation for LSS seminar held in May 2012.
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