Areas of Law
Areas of Law
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  • OC-62365-02
    Designed for newly called lawyers, or for those looking to revisit the basics, this presentation examines client intake procedures in estate administration matters. Topics include evaluating the needs and expectations of your client; managing the expectations of your client; and developing systems and protocols for the client introduction meeting and intake process. This on-demand program was originally presented as an in-person program on October 26, 2023 as part of our Practice Foundations: Estate Administration program.  Total running time is 1 hour, 3 minutes.
  • OC-62365-01
    Designed for newly called lawyers, or for those looking to revisit the basics, this presentation examines the duty to account in estate administration matters. Topics include general principles and common law duty to account; entitlement to an accounting; and who prepares/pays for the accounting. This on-demand program was originally presented as an in-person program on October 26, 2023 as part of our Practice Foundations: Estate Administration program.  Total running time is 1 hour, 4 minutes.
  • OC-62369
    Unique ethical considerations arise for wills and estates practitioners working with elderly clients. Through examination of three scenarios, this presentation explores common issues in the estate planning process for aging clients, red flags practitioners should be aware of, and effective strategies to ensure that lawyers meet their ethical obligations. This on-demand program was originally broadcasted as a live webinar on October 12, 2023. Total running time is 1 hour, 7 minutes.
  • 62365.05
    Lawyers need to ensure that personal representatives understand what tasks they need to perform and what tasks the lawyer will handle. This paper considers a variety of issues that lawyers must be sensitive to during the administration of an estate, including how to navigate estates where assets are held by a financial institution, the distinction between estate accounts and trust accounts, dealing with real property, dealing with personal effects, expenses incurred by the personal representative, advertising for creditors and claimants, mail forwarding, and assets outside of Alberta. This paper is part of a collection presented at LESA’s Practice Foundations: Estate Administration program in Edmonton on October 26, 2023.
  • 62365.04
    Tax is a complicated and multifaceted complication for many estates. However, having a general understanding of tax rules helps to ensure that the estate administration can proceed smoothly and with reduced complication. This paper explores common tax issues and pitfalls in the administration of estates, as well as some of the key income tax issues that should be addressed when legal counsel is retained to assist the personal representative of an estate. This paper is part of a collection presented at LESA’s Practice Foundations: Estate Administration program in Edmonton on October 26, 2023.
  • 62365.03
    This paper explores the nuts and bolts of grant applications including determining whether to use the Surrogate Digital Service or the paper-based GA forms. It focuses on the information that courts require during the grant application such as the name(s) of the deceased; applicant(s) and priority to apply; wills and codicils marked for identification; beneficiaries; intended recipients of void and revoked gifts; potential claimants; assets and liabilities of the deceased; oaths, affirmations, and certifications; filing, serving, and awaiting the court’s decision; applicable legislation; and relevant surrogate forms. This paper is part of a collection presented at LESA’s Practice Foundations: Estate Administration program in Edmonton on October 26, 2023.
  • 62365.01
    This paper explores the duty to account in estate administration. Topics addressed include general principles and the common law duty to account, the legislated duty to account, when to account, how to fulfill the duty to account, who is entitled to an accounting and who prepares/pays for the accounting, accounting by trustees under the Trustee Act, and accounting by attorneys under a power of attorney. This paper is part of a collection presented at LESA’s Practice Foundations: Estate Administration program in Edmonton on October 26, 2023.
  • 62369.01
    Unique ethical considerations arise for wills and estates practitioners working with elderly clients. This paper explores common issues in the estate planning process for aging clients, red flags practitioners should be aware of, and effective strategies to ensure that lawyers meet their ethical obligations. This paper was presented at LESA’s Estate Planning Essentials for Elderly Clients webinar on October 12, 2023.
  • OC-62192-04
    Most clients do not fully understand how income tax will affect their estate and are relying on their advisors in this regard. This presentation looks at the basic concepts relating to taxation at the time of death. This on-demand program was originally broadcasted as a webinar in December 2020.
  • OC-62192-03
    This presentation explores estate litigation issues including power of attorney transactions and accounting, inter-vivos transfers (incapacity and proving a gift), testamentary capacity challenges and undue influence challenges. mental capacity and accounting challenges. Mitigation strategies such as family discussions of plans and people, detailed interview questions and notes, questions and early problem resolution are also discussed. This on-demand program was originally broadcasted as a webinar in December 2020.
  • OC-62192-02
    This presentation considers some of the issues that arise in the context of drafting wills. While not exhaustive, it is intended to provide a starting point for lawyers who may be new to estate planning or who do not regularly practice in this area. This on-demand program was originally broadcasted as a webinar in December 2020.
  • OC-62192-01
    This presentation looks at the intake process from the pre-meeting communication and logistics, to the initial assessments of capacity, to the discussion of detailed substantive information needed to move on to the drafting of estate planning documents. It provides worthwhile reminders and practical takeaways. This on-demand program was originally broadcasted as a webinar in December 2020.