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  • OC-62395
    On February 1, 2023, a new version of Alberta’s Trustee Act came into force. This presentation discusses the amendments to the Trustee Act, recent amendments to the Estate Administration Act and the Adult Guardianship and Trusteeship Regulation, and judicial involvement. This on-demand program was originally broadcasted as a live webinar on March 12, 2024. Total running time is 43 minutes.
  • 62395.01
    On February 1, 2023, a new version of Alberta’s Trustee Act came into force. This paper discusses the amendments to the Trustee Act, recent amendments to the Estate Administration Act and the Adult Guardianship and Trusteeship Regulation, and judicial involvement. This paper was presented at LESA’s A Year in Review: Judicial Treatment of the New Trustee Act webinar on March 12, 2024.
  • OC-62391-6
    Certain issues regularly come up when dealing with powers of attorney. This on-demand program addresses the following issues with advice or comments on each and references to resources for further consideration: ‘no contest’ clauses in wills; dealing with insolvent estates; whether you can act for an attorney who turns into a beneficiary upon the donor’s death; dealing with memos left by a testator on a probate application; increasing fees for wills while maintaining happy clients. This on-demand program was originally presented on February 14, 2024 as part of Wills & EPAs – Commonly Occurring Issues. Total running time is 1 hour, 3 minutes.
  • OC-62391-5
    Certain issues regularly come up when dealing with powers of attorney. This on-demand program addresses the following issues with advice or comments on each and references to resources for further consideration: dealing with cryptocurrency; communication, delegation and majority rules with more than one personal representative; dealing with financial institutions when there is more than one personal representative; administrative clauses to include in the will for the actual work involved; marshalling and abatement rules. This on-demand program was originally presented on February 14, 2024 as part of Wills & EPAs – Commonly Occurring Issues. Total running time is 43 minutes.
  • OC-62391-4
    Certain issues regularly come up when dealing with powers of attorney. This on-demand program addresses the following issues with advice or comments on each and references to resources for further consideration: personally owned versus corporately owned assets; drafting for gender neutrality, non-marital, adopted, step and ART created children; drafting a codicil versus new will embodying changes; whether you should request a copy of a client’s old will when drafting a new one; will-makers with a US connection. This on-demand program was originally presented on February 14, 2024 as part of Wills & EPAs – Commonly Occurring Issues. Total running time is 53 minutes.
  • OC-62391-3
    Certain issues regularly come up when dealing with powers of attorney. This on-demand program addresses the following issues with advice or comments on each and references to resources for further consideration: best practices for basic interviews when taking instructions for a will; whether you can/should draft an interim will; disinheriting children; will-makers suffering dementia/diminished capacity; requirements to double-check beneficiary designations. This on-demand program was originally presented on February 14, 2024 as part of Wills & EPAs – Commonly Occurring Issues. Total running time is 1 hour, 5 minutes.
  • OC-62391-2
    Certain issues regularly come up when dealing with powers of attorney. This on-demand program addresses the following issues with advice or comments on each and references to resources for further consideration: the meaning of “joint and several”; gifting power in an EPA; whether an attorney should secure a copy of the will; basic advice for attorneys when taking over a donor’s affairs. This on-demand program was originally presented on February 14, 2024 as part of Wills & EPAs – Commonly Occurring Issues.  Total running time is 50 minutes.
  • OC-62391-1
    Certain issues regularly come up when dealing with powers of attorney. This on-demand program addresses the following issues with advice or comments on each and references to resources for further consideration: a client, who is not yet incapacitated, needs or wants assistance/oversight in banking; a child calls and asserts that their parent wants a new POA; a client is unhappy with the person they have named as attorney; multiple concurrent powers of attorney; digital asset clauses in EPAs. This on-demand program was originally presented on February 14, 2024 as part of Wills & EPAs – Commonly Occurring Issues.  Total running time is 1 hour, 5 minutes.
  • 092.043.00
    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.
  • OC-62365-05
    Designed for newly called lawyers, or for those looking to revisit the basics, this presentation explores a variety of issues that lawyers must be mindful of in estate administration matters. Topics include the role of a personal representative after the grant is issued; estate accounts versus trust accounts; expenses incurred by the personal representative; and advertising for creditors and claimants. 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 53 minutes.
  • OC-62365-04
    Designed for newly called lawyers, or for those looking to revisit the basics, this presentation explores common tax issues estate administration matters. Topics include taxation on death; principal residence; and special tax considerations. 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, 3 minutes.
  • OC-62365-03
    Designed for newly called lawyers, or for those looking to revisit the basics, this presentation explores the grant application process in estate administration matters. Topics include required information during the grant application; relevant surrogate forms; and applicable legislation. 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, 32 minutes.