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OC-62030-05In this presentation, Shelley Waite discusses acting for the aging client, including applying the legal test for capacity, conducting medical capacity tests, and dealing with undue influence. This on-demand program was originally presented as an in-person program in March 2017.Select options This product has multiple variants. The options may be chosen on the product page
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30_44_09This paper discusses issues of trustee liability. Within that discussion, the author first deals with Alberta's Prudent Investor Rules and then with a more detailed analysis of the tax consequences that a trustee should address. This paper was presented at the Wills & Estates' 44th Annual Refresher in 2011.
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30_44_16This paper focuses specifically on trusteeships while describing the similarities between the Adult Guardianship and Trusteeship Act and the old Dependent Adults Act. It also provides a guide to making several trustee court applications. Precedents for an urgent application, a discharge attorney and appoint trustee application, and a limited trustee application are included. This paper was presented at the Wills & Estates' 44th Annual Refresher in 2011.
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30_44_17This paper reviews capacity assessments under the Adult Guardianship and Trusteeship Act [AGTA] and the role of the review officer. It also includes a discussion of the protective measures and the specific decision making and emergency health care provisions under the AGTA. Finally, the paper ends with an overview of how the AGTA has been implemented so far. This paper was presented at the Wills & Estates' 44th Annual Refresher in 2011.
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30_44_15This paper uses the author's personal experience to provide some practical tips on filling out the forms for personal matter applications required by the Adult Guardianship and Trusteeship Act. Precedent forms, as well as a flowchart of the court application process, are included as schedules to the paper. This paper was presented at the Wills & Estates' 44th Annual Refresher in 2011.
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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.Select options This product has multiple variants. The options may be chosen on the product page
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OC-62410-3Price range: $95.00 through $445.00It is important for lawyers to understand the difference between hearings and desk applications and when to proceed to court. Explore key aspects of AGT applications by hearing, including a review of a sample notice of hearing, affidavit of service, and order, and consideration of sample paragraphs for AGTA applications. This on-demand program was originally presented as an in-person program titled Practice Foundations: Adult Guardianships and Trusteeships on May 28, 2024. Total running time is 1 hour, 21 minutes.Select options This product has multiple variants. The options may be chosen on the product page
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OC-62410-4Price range: $95.00 through $445.00Understanding the kinds of applications that can proceed as adult guardianship and trusteeship “desk applications” is paramount for lawyers and their clients. This on-demand program considers the mechanisms for initial applications for guardianship and trusteeship, review applications, and examination and approval of trusteeship accounts. This on-demand program was originally presented as an in-person program titled Practice Foundations: Adult Guardianships and Trusteeships on May 28, 2024. Total running time is 1 hour, 23 minutes.Select options This product has multiple variants. The options may be chosen on the product page
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OC-62111-01Price range: $95.00 through $445.00This presentation explores how to assess decision-making options properly, and discover when it may be valuable to assign supportive or substitute decision-makers. It also explores starting new applications, including the review or removal of existing guardians, trustees, agents, or attorneys. This on-demand program was originally presented as an in-person program in February 2019.Select options This product has multiple variants. The options may be chosen on the product page
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OC-62248-4Explore topics in estate litigation such as settlement agreements, indemnities, costs, and PR compensation. This on-demand program was originally presented as an in-person session on April 30, 2022, as part of LESA’s Refresher 2022: Wills and Estates. Total running time is 49 minutes.Select options This product has multiple variants. The options may be chosen on the product page
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61839.05The author discusses two common options used to enable aging persons to live on their own for as long as possible: Life Leases and Reverse Mortgages (also known as Home Equity Conversion Mortgages). Using a unique question and answer technique, the author effectively addresses many of the questions a practitioner might have when advising clients about the options for securing reliable source of income for the balance of their lives. Drawing on papers previously prepared for the CMHC, case studies are also used to demonstrate the application of these strategies. This paper was drawn from materials presented at the Advising an Aging Population seminar held in May 2012.
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62410.05Understanding the kinds of applications that can proceed as adult guardianship and trusteeship “desk applications” is paramount for lawyers and their clients. This paper considers the mechanisms for initial applications for guardianship and trusteeship, review applications, and examination and approval of trusteeship accounts. This paper is part of a collection presented at LESA’s Practice Foundations: Adult Guardianships and Trusteeships program in Edmonton on May 28, 2024.
