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61932.02BThis paper explores the various options available in estate planning for blended families, highlighting the potential attacks that can be made on some of those options. This paper is part of a collection presented at LESA’s 48th Annual Refresher: Wills & Estates in 2015.
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61932.02AThis paper explores the practical servicing and handling of these clients, who come with, perhaps, more “baggage” and so can require a broader, more holistic approach. It reviews issues like conflicts, taking instructions, drafting considerations, and potential complications in estate administration. This paper is part of a collection presented at LESA’s 48th Annual Refresher: Wills & Estates in 2015.
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OC-62199-2Explore the inherent double / triple tax on death when owning private company shares and the post-mortem planning to mitigate the double / triple tax, including timing sensitivities. Topics also include use of various trusts, charitable gifting, and planning considerations regarding TOSI (Tax on Split Income). This on-demand program was originally broadcasted as a webinar on November 24, 2020. Total running time is 1 hour, 24 minutes.
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OC-62199-1Learn how to identify pre-mortem tax planning issues for your clients, including common pitfalls and opportunities. Before death (pre-mortem) planning includes tax and estate planning in order to minimize overall tax on death, and drafting the Will so that the estate will be administered in a tax effective manner. This on-demand program was originally broadcasted as a webinar on November 17, 2020. Total running time is 1 hour, 28 minutes.
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OC-62183-15Identify the risks and benefits associated with the use of technology in your practice. Explore the changes to the Law Society of Alberta's Code of Conduct addressing technological competence. Consider cybersecurity issues and walk away with tools to help you stay up-to-date and in compliance with your professional obligations. This on-demand program was originally broadcasted as a webinar on June 15, 2020. Total running time is 1 hour, 10 minutes.
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OC-62183-14Examine the rules under the Adult Guardianship and Trusteeship Act and the regulations relating to applications for a review of accounts. Review the statutory and fiduciary obligations of a trustee and options for informal accounting. Discuss the application process, including 'when' and 'how', common mistakes made on accounting applications, and what to expect when your application is disputed. This on-demand program was originally broadcasted as a webinar on June 2020. Total running time is 1 hour, 11 minutes.
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OC-62183-12Review the primary tenets of the legal memo: structure, purpose, clarity, and conciseness, as well as the little big things you can learn to incorporate into your memos – style, flow, and weaving in the voice that makes you unique – that will enable you to produce your best work (and to be proud of it) and to make yours and your senior’s experience a little more enjoyable. This on-demand program was originally broadcasted as a webinar on June 8, 2020. Total running time is 45 minutes. Please note: Though we do our best to ensure quality, technology is not always 100% reliable. This recording contains a few seconds of minor audio glitches.
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OC-62183-8Review fundamental concepts of decision-making capacity, including definitions, guiding principles, common capacity issues, and practical tips for lawyers. This on-demand program was originally broadcasted as a webinar on May 21, 2020. Total running time is 1 hour. Though we do our best to ensure quality, technology is not always 100% reliable. This recording contains approximately one minute of disrupted audio.
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OC-62183-3Review the basic principles and benefits of the AISH program. Discuss the legislative history of the exemption of trusts from asset calculations and how AISH treats various sources of income. Consider some of the recent budgetary and policy changes implemented by the current government and explore estate and trust planning opportunities for families that have members on AISH. This on-demand program was originally broadcasted as a webinar on May 6, 2020. Total running time is 1 hour, 3 minutes.
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62147.05This paper reflects on the nature of trust breakdown and, with a blend of theory and practical advice, gives suggestions on how trust can be rebuilt by a parenting mediator in an effort to help parties develop a parenting plan. This paper also examines the differences between interpersonal trust or interest based trust on one hand and procedural trust or calculus based trust on the other hand. The paper also discusses trust in the context of attribution theory. This paper is part of a collection presented at LESA’s Alternative Dispute Resolution program in Calgary on February 19, 2020 and in Edmonton on February 25, 2020.
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62147.04This paper introduces various dispute resolution mechanisms available under Alberta Rules of Court Rule 4.16(1)(a) and focuses on mediations, both facilitative (interest-based) and evaluative. It discusses 6 factors to consider in determining which process to choose and offers 7 suggestions for behaviours and approaches to most effectively optimize prospects of reaching a satisfactory settlement. This paper is part of a collection presented at LESA’s Alternative Dispute Resolution program in Calgary on February 19, 2020 and in Edmonton on February 25, 2020.
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62147.03This short paper offers tips in 7 areas where counsel can take steps to maximize their client’s return on investment in the mediation process, whether they settle or not. This paper is part of a collection presented at LESA’s Alternative Dispute Resolution program in Calgary on February 19, 2020 and in Edmonton on February 25, 2020.
