Wills and Estates

Showing 205–216 of 220 results

  • Webinar on Demand – Business Fundamentals for Lawyers Part 4: Business Continuity Planning and Digital Transformation

    $125.00

    Original Date: December 9, 2020

    Price: $125 + GST

    Presenter: Matt Patrick, MNP LLP

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

     

    Understand what a firm needs to do to prevent possible disruptions to business, how to recover in the event of a disruption, and the role technology plays in this.

     


    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 – Dealing with Difficult Conversations

    $125.00

    Original Date: September 30, 2020

    Price: $125 + GST

    Presenter: Karmen Masson, LL.B., CEC, Karmen Masson, Professional Coaching + Consulting

     

     

    Develop strategies and key skills for turning tough conversations, often experienced in the legal profession, into more effective ones. Learn practical techniques for managing emotionally charged situations and moving in a productive direction, even when there is disagreement. Employ a process that will leave you feeling more comfortable and equipped to manage your difficult conversations.

    Key Takeaways

    • Learn strategies for diffusing heated situations;
    • Discover what not to do when emotions get involved;
    • Understand how to prevent misunderstandings;
    • Address problems rather than postpone them;
    • Respond more effectively when you feel attacked;
    • Learn practical techniques for getting derailed conversations back on track;
    • Address conflict more confidently;
    • Employ a process to guide you from start to finish; and
    • Learn skills and tools to help plan your difficult conversations.

     


    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. In places throughout this recording there is a slight lag between audio/visual, creating a disconnect between what is seen and what is spoken by the presenter. This glitch does not affect the quality of the audio. Viewers are still able to follow along without issue.

    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.

    The live broadcast of this program included an interactive component not included in the Webinar on Demand. 

  • Webinar on Demand – Estate Planning Considerations Part 1: Before Death

    $125.00

    Original Date: November 17, 2020

    Price: $125 + GST (Save $55 when combined with Webinar on Demand – Estate Planning Considerations Part 2: After Death.

    Presenters: Michelle Coleman, CPA, CA, TEP, CEA, MNP LLP and Keane Donaldson, CPA, CA, TEP, MNP LLP

     

     

    Estate planning is much more than drafting a Will. This session will help you 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. Topics will include common transactions to freeze value and minimize tax, use of trusts in estate planning, philanthropy, and planning considerations regarding TOSI (Tax on Split Income).

     


    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 – Estate Planning Considerations Part 2: After Death

    $125.00

    Original Date: November 24, 2020

    Price: $125 + GST (Save $55 when combined with Webinar on Demand – Estate Planning Considerations Part 1: Before Death.) 

    Presenters: Tran Diep, CPA, CA, MNP LLP; and Tracy Leishman, CPA, CA, MNP LLP

     

     

    After death (post-mortem) estate planning will discuss both the compliance for effective estate administration and the tax planning considerations in the administration of an estate.  This Webinar on Demand will discuss 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).

     


    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 – Estate Planning Fundamentals

    $195.00

    Original Date: December 4, 2020

    Price: $195 + GST

    Chair: Gordon P. VanderLeek, VanderLeek Law

    Presenters: Ben Hudson, Hudson Law; Benjamin Kormos, Walsh LLP; Carolyn Mills, VanderLeek Law; and Jason E. Sweeney, Underwood Gilholme Estate Lawyers 

     

     

    Understanding what a client wants to do, along with all the implications of doing so, is critical in an estate planning practice. Explore key considerations, potential tax issues, common pitfalls, and drafting techniques to benefit your practice. This Webinar on Demand is best suited for lawyers in their first years of practice or for those looking to revisit the basics.

     


    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 – Independent Legal Advice – Adjusting the Duty of Care to Different Transactions

    $125.00

    Original Date: December 7, 2020

    Price: $125 + GST

    Presenter: John E.S. Poyser, The Wealth & Estate Law Group

     

     

    The duty of care fluctuates from transaction to transaction when giving independent legal advice. One size does not fit all. Learn how to identify and set the obligation, and how to fix the commensurate fee. Explore how to sue lawyers who get it wrong.

     


    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.

  • Webinar on Demand – Re-thinking Advance Medical Care Planning: The Evolving Collaboration Between Doctors and Lawyers

    $95.00

    Original Date: September 24, 2020

    Price: $95 + GST

    Presenter: Dr. Daren K. Heyland, MD, MSc, FRCPC, Professor of Medicine, Queen’s University and critical care doctor, Kingston Health Sciences Centre

     

     

     

    Discuss the role lawyers play regarding medical decisions that patients and their agents must make when facing serious illness, such as COVID-19. Assess the challenges of ill-prepared patients and their agents, and the opportunity for doctors and lawyers to work together to the betterment of their patients/clients. Explore the deficiencies in current medical decision-making related to serious illness, and how a free, online, decision support tool called Plan Well Guide can facilitate collaboration between the medical and legal professions.

     


    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 feel free to pause the recording should you wish to allow yourself more time to read through the questions presented towards the end of this Webinar on Demand.

    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.

  • When is a Limitation Period Really a Limitation Period?

    $45.00

    This paper was presented at the Wills & Estates’ 44th Annual Refresher Course held in May 2011.

    The paper discusses when a limitation period under the Limitations Act will not be applicable in the context of claims by and against a deceased’s estate.

    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.

  • When to Call a Mentor: Tips for Wills and Estates Practitioners

    $45.00

    This paper was presented at the Wills & Estates’ 44th Annual Refresher Course held in May 2011.

    The paper provides a few practical tips related to the steps a lawyer dealing with a wills and estates case should take in order to minimize the consequences of litigation.

    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.

  • Who Will Guard the Guards? Holding Executors and Attorneys Accountable

    $55.00

    This paper provides an overview of the duty of executors and attorneys to account, with reference to applicable legislation and case law. In particular, it considers the accounting duties set out in the Powers of Attorney Act, and the remedies for breaching these duties as outlined in case law. It also discusses a personal representative’s duty to account, as set out in the Estate Administration Act and the Surrogate Rules, including when to account, to whom to account, forms of accounting, and personal representative compensation. The paper includes, as appendices, a sample estate accounting and a sample application and affidavit by a beneficiary requiring the personal representative to pass accounts formally.

    This paper is part of a collection presented at LESA’s Estate Litigation Fundamentals seminar held in Edmonton on April 5, 2017 and in Calgary on April 12, 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 sample

  • Will Substitutes

    $65.00

    This paper discusses how to draft to keep property out of the estate, and draft inter vivos and testamentary trusts for the next generation.

  • Wills & EPAs – Commonly Occurring Issues Program Materials

    Analyze common issues and identify practical resolutions when dealing with wills and enduring powers of attorney. Explore lapsed and failed gifts, resistant grantors, flawed EPAs, wills and Codicils, and non-compliant wills.

Showing 205–216 of 220 results