Wills and Estates

Showing 193–204 of 220 results

  • Update on Litigation Relating to Enduring Powers of Attorney and Personal Directives

    $75.00

    This purpose of this 35-page paper is threefold: first, the author examines the most common issues with personal directives and enduring powers of attorney, as seen in the cases. Next, she outlines the steps involved in implementing an EPA or a PD. Finally, she provides suggestions for topics for discussion between practitioners and clients in planning and implementing an EPA or PD. Precedents attached.

    This paper was presented at the Drafting Personal Directives and Enduring Powers of Attorney Seminar in December 2013.

    This document is an electronic product in Adobe PDF format. Shortly after your purchase, you will receive an e-mail with instructions on how to download the complete PDF.

    Click here to view some sample pages.

  • Use of Trusts and Beneficiary Designations for the Average Wealth Client

    $65.00

    Estate practitioners have a variety of planning tools to assist them in creating estate plans that are well-suited to each client. This paper highlights a number of those tools available to estate practitioners, including beneficiary designations, spousal trusts, basic testamentary trusts, discretionary family trusts, alter ego and joint spousal trusts, and inter vivos discretionary family trusts..

    This paper is part of a collection presented at LESA’s Estate Planning for the Average Wealth Client program in Edmonton on November 29, 2017 and in Calgary on December 6, 2017.

    This document is an electronic product in Adobe PDF format. Shortly after your purchase, you will receive an e-mail with instructions on how to download the complete PDF. 

    Click here to view some sample pages.

  • View From the Bench: Top 10 Ways to Avoid Getting Sued for Negligence in Will Drafting or Acting for an Executor

    $35.00

    Author: Hon. B.L. Rawlins

    This list, from a retired Court of Queen’s Bench Justice, provides a brief overview of best practices that wills and estates practitioners should consider implementing to avoid getting sued for negligence. The list enumerates 10 important tips for both drafting wills and acting for executors.

    This paper is part of a collection presented at LESA’s Drafting Considerations for Wills & Estates Practitioners program in Edmonton on November 7, 2019 and in Calgary on November 14, 2019.

    These materials are an electronic product in Adobe PDF format. Shortly after your purchase, you will receive an email with instructions on how to download the complete PDF.   

    Click here to view some sample pages.

  • Webinar on Demand – Adult Guardianship and Trusteeship Act Accounting

    $95.00

    Original Date: June 11, 2020

    Price: $95 + GST

    Presenter: Gordon P. VanderLeek, VanderLeek Law

     

     

     

    In this session, we will examine 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.


    Please enter the first name, last name, and email of the person who will be viewing the Webinar on Demand in the billing details section on the next page.

    If multiple lawyers or staff members in your firm would like to purchase this Webinar on Demand, please contact [email protected] for pricing.

    Please note: The views and opinions of the presenters are their own and do not necessarily reflect the views or opinions of the Legal Education Society of Alberta. Webinars on Demand may include mild profanity and/or explicit language.

  • Webinar on Demand – AISH Update

    $95.00

    Original Date: May 6, 2020

    Price: $95 + GST

    Presenter: Gordon P. VanderLeek, VanderLeek Law

     

     

     

    Review 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.


    Please enter the first name, last name, and email of the person who will be viewing the Webinar on Demand in the billing details section on the next page.

    If multiple lawyers or staff members in your firm would like to purchase this Webinar on Demand, please contact [email protected] for pricing.

    Please note: The views and opinions of the presenters are their own and do not necessarily reflect the views or opinions of the Legal Education Society of Alberta. Webinars on Demand may include mild profanity and/or explicit language.

  • Webinar on Demand – Capacity 101

    $95.00

    Original Date: May 21, 2020

    Price: $95 + GST

    Presenter: Dr. Irene Liu, Pachet Assessment and Rehabilitation Services

     

     

     

    This webinar will provide an introduction to fundamental concepts of decision-making capacity, including definitions, guiding principles, common capacity issues, and practical tips for lawyers.


    Please enter the first name, last name, and email of the person who will be viewing the Webinar on Demand in the billing details section on the next page.

    If multiple lawyers or staff members in your firm would like to purchase this Webinar on Demand, please contact [email protected] for pricing.

    Please note: Though we do our best to ensure quality, technology is not always 100% reliable. This recording contains approximately one minute of disrupted audio. The views and opinions of the presenters are their own and do not necessarily reflect the views or opinions of the Legal Education Society of Alberta. Webinars on Demand may include mild profanity and/or explicit language.

  • Webinar on Demand – Cybersecurity for Lawyers

    $95.00

    Original Date: June 15, 2020

    Price: $95 + GST

    Presenters: Elizabeth Aspinall, Law Society of Alberta; and Nathan Lee, CompuVision

     

     

     

    Identify 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.


    Please enter the first name, last name, and email of the person who will be viewing the Webinar on Demand in the billing details section on the next page.

    If multiple lawyers or staff members in your firm would like to purchase this Webinar on Demand, please contact [email protected] for pricing.

    Please note: The views and opinions of the presenters are their own and do not necessarily reflect the views or opinions of the Legal Education Society of Alberta. Webinars on Demand may include mild profanity and/or explicit language. Though we do our best to ensure quality, technology is not always 100% reliable. This recording contains a minor visual glitch (of roughly 2-3 seconds).

  • Webinar on Demand – Drafting Effective Memos

    $95.00

    Original Date: June 8, 2020

    Price: $95 + GST

    Presenter: Douglas H. Peterson, Douglas H. Peterson Professional Corporation

     

     

     

    Whether we like it or not, the legal memorandum remains a staple in small and large law firms alike. Oftentimes tedious and uninspiring, sometimes painful and infuriating – to both reader and writer – nonetheless, the memo is a vital tool for synthesizing and conveying the current state of the law. As a junior lawyer writing them and as a senior lawyer reading them, how can the legal memo experience be improved?

    The answer is simple: the memo must be written well. This webinar focuses on 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.


    Please enter the first name, last name, and email of the person who will be viewing the Webinar on Demand in the billing details section on the next page.

    If multiple lawyers or staff members in your firm would like to purchase this Webinar on Demand, please contact [email protected] for pricing.

    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. The views and opinions of the presenters are their own and do not necessarily reflect the views or opinions of the Legal Education Society of Alberta. Webinars on Demand may include mild profanity and/or explicit language.

  • Webinar on Demand – Practicing Wills & Estates Law During the COVID-19 Pandemic

    $95.00

    Original Date: May 14, 2020

    Price: $95 + GST

    Presenter: Doris C.E. Bonora QC, Dentons Canada LLP

     

     

     

    With physical distancing currently a part of everyone’s lives, consider how the COVID-19 pandemic affects the way you practice wills and estates law. From remote client meetings and document signing to court shutdowns and corresponding backlogs, identify potential challenges and evaluate possible solutions.


    Please enter the first name, last name, and email of the person who will be viewing the Webinar on Demand in the billing details section on the next page.

    If multiple lawyers or staff members in your firm would like to purchase this Webinar on Demand, please contact [email protected] for pricing.

    Please note: The views and opinions of the presenters are their own and do not necessarily reflect the views or opinions of the Legal Education Society of Alberta. Webinars on Demand may include mild profanity and/or explicit language.

  • Webinar on Demand – Business Fundamentals for Lawyers Part 1: Introduction to Financial Statements

    $125.00

    Original Date: October 27, 2020

    Price: $125 + GST

    Presenter: Darrell Wiens, CPA, CA, MNP LLP

    Click here for the full on-demand Business Fundamentals for Lawyers series.

     

     

    Learn to read and understand company financial statements. Gain basic financial literacy, learn the components of financial statements and how apply that knowledge to real life examples. This Webinar on Demand also reviews the various accounting frameworks and the types of assurance that accountants can provide.

     


    Please enter the first name, last name, and email of the person who will be viewing the Webinar on Demand in the billing details section on the next page.

    If multiple lawyers or staff members in your firm would like to purchase this Webinar on Demand or Webinar on Demand series, please contact [email protected] for pricing.

    Please note: The views and opinions of the presenters are their own and do not necessarily reflect the views or opinions of the Legal Education Society of Alberta.

  • Webinar on Demand – Business Fundamentals for Lawyers Part 2: Financial Statement Analysis

    $125.00

    Original Date: November 3, 2020

    Price: $125 + GST

    Presenter: Darrell Wiens, CPA, CA, MNP LLP

    Click here for the full on-demand Business Fundamentals for Lawyers series.

     

     

    Consider how to evaluate the health of a business, perform ratio analysis, uncover expenses subject to management discretion, and learn what further questions you must ask.  This course assumes a basic working knowledge of financial statements and will focus on the analysis to uncover insights and understand the story behind the numbers.

     


    Please enter the first name, last name, and email of the person who will be viewing the Webinar on Demand in the billing details section on the next page.

    If multiple lawyers or staff members in your firm would like to purchase this Webinar on Demand or Webinar on Demand series, please contact [email protected] for pricing.

    Please note: The views and opinions of the presenters are their own and do not necessarily reflect the views or opinions of the Legal Education Society of Alberta.

  • Webinar on Demand – Business Fundamentals for Lawyers Part 3: Introduction to Business Valuations

    $125.00

    Original Date: November 10, 2020

    Price: $125 + GST

    Presenters: James Dyack, CBV, CPA, CA, P.Eng., MBA, MNP LLP; and Dany Le, CPA, CMA, CBV, MNP LLP

    Click here for the full on-demand Business Fundamentals for Lawyers series.

     

     

    Explore how a business valuator arrives at an opinion regarding the value of an ownership interest in a company. Examine the reporting standards followed in Canada, discuss common valuation approaches, and learn how the valuation report is organized and delivered to the reader. Explore qualitative considerations and identify common mistakes.

    Though we do our best to ensure quality, technology is not always 100% reliable. This recording contains moments of muffled audio. Please ensure you can adjust your volume accordingly.

     


    Please enter the first name, last name, and email of the person who will be viewing the Webinar on Demand in the billing details section on the next page.

    If multiple lawyers or staff members in your firm would like to purchase this Webinar on Demand or Webinar on Demand series, please contact [email protected] for pricing.

    Please note: The views and opinions of the presenters are their own and do not necessarily reflect the views or opinions of the Legal Education Society of Alberta.

Showing 193–204 of 220 results