Wills and Estates

Showing 13–24 of 220 results

  • A Time to Get Together: A Lawyer’s Role in Mediation

    $65.00

    Author: Sid Kobewka

    This paper discusses both evaluative mediation and interest based mediation. It also explores how a lawyer’s role in mediation differs from that in litigation, requiring a shift in attitude from an adversarial approach to a mutual problem solving approach.

    The paper discusses how to prepare for mediation and draft a mediation brief; it also provides practical tools, including a mediation plan template and a sample issues/interests worksheet.

    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.

    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.

  • Accounting: The Personal Representative’s Duty and What Must Be Provided

    $55.00

    The personal representative’s duty to account to those interested in an estate is central to that role, yet it is often poorly understood. This paper examines that duty to account so that lawyers can better prepare personal representatives for their role. It discusses forms of accounts, and provides examples of disbursements and receipts of capital and income. It also reviews types of accounting, including informal accounting, formal accounting, and applications to dispense with formal accounting. Additional accounting considerations for personal representatives are also discussed. The paper includes, as appendices, a sample clause for a retainer letter, a sample inventory of property and debts (Schedule 5), and a sample estate accounting financial statement.

    This paper is part of a collection presented at LESA’s Estate Administration Fundamentals seminar held in Edmonton on November 30, 2016 and in Calgary on December 7, 2016.

    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.

  • Addressing the Requirement to Consider Tax Consequences Under the Prudent Investor Rules

    $45.00

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

    The 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 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.

  • Adult Guardianship and Trusteeship Act – Moving from Theory to Practice

    $55.00

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

    This 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 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.

  • Adult Guardianship and Trusteeship Act – New Protection for Vulnerable Albertans

    $45.00

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

    The 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 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.

  • Adult Guardianship and Trusteeship Act – Personal Matters

    $55.00

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

    This 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 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.

  • Adult Guardianship and Trusteeship Fundamentals Program Materials

    Explore adult guardianships and trusteeships from start to finish. Get tips for managing represented adult matters, and learn key strategies to help set up guardians and trustees for success.

  • Age in Place Living Options

    $45.00

    The 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.

    Length:14 Pages

    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.

  • Alberta Legal Technology Conference (Program Materials)

    Learn about the current state of technology and consider what the future might bring to Alberta’s legal community. Topics include cyber-security, tech evidence, legal research, new tech for solicitors, law firm automation, litigation support, and the future lawyer.

  • Alberta Surrogate Forms (Electronic Format)

    $245.00

    A valuable resource for estate practitioners, Alberta Surrogate Forms contains fillable forms arising under the Surrogate Rules, annotated for ease of use. It includes forms relating to non-contentious matters, contentious matters, and accounting.

    Alberta Surrogate Forms is a subscription service that is updated periodically. Subscribers receive updates automatically, invoiced at the time of publication. You may remove yourself from our subscription list at any time by emailing [email protected] or by calling 780.420.1987.

    Update: 2020 (April)

    View contents

    This version of Alberta Surrogate Forms is provided in electronic format only. You will be shipped a USB. Once placed, your order will be processed within 5 business days and shipped to the address indicated.

    To order the hardcopy of this publication, click here.

     

    This publication is available on the LESA Library.

    Click here for more information.

  • Alberta Surrogate Forms (Hardcopy & Electronic Format)

    $345.00

    A valuable resource for estate practitioners, Alberta Surrogate Forms contains fillable forms arising under the Surrogate Rules, annotated for ease of use. It includes forms relating to non-contentious matters, contentious matters, and accounting.

    Alberta Surrogate Forms is a subscription service that is updated periodically. Subscribers receive updates automatically, invoiced at the time of publication. You may remove yourself from our subscription list at any time by emailing [email protected] or by calling 780.420.1987.

    Update: 2020

    View contents

    This version of Alberta Surrogate Forms is provided in hardcopy and electronic format. You will be shipped a binder and USB. Once placed, your order will be processed within 5 business days and shipped to the address indicated.

    To order only the electronic format of this publication, click here.

     

    This publication is available on the LESA Library.

    Click here for more information.

  • Alberta Wills and Estates Legislation (Hardcopy)

    $295.00

    The Alberta Wills & Estates Legislation provides quick, easy reference to the essential legislation applicable to a wills & estates practice and includes the full-text of over 20 statutes and regulations.

    The Alberta Wills & Estates Legislation is a subscription service that is updated periodically. Subscribers receive updates automatically, invoiced at the time of publication. You may remove yourself from our subscription list at any time by emailing [email protected] or by calling 780.420.1987.

    Update: 2020

    View contents

    The Alberta Wills & Estates Legislation is provided in hardcopy format only. Once placed, your order will be processed within 5 business days and shipped to the address indicated.

Showing 13–24 of 220 results