Wills and Estates

Showing 25–36 of 220 results

  • Alberta Wills and Estates Practice Manual (Electronic Format)

    $445.00

    The Alberta Wills and Estates Practice Manual is a comprehensive resource for any wills and estates practitioner. Chock-full of essential information and helpful tips, this two-part manual contains information on estate planning and administration as well as fillable Surrogate Forms. Whether you are drafting a will or probating one, this manual is a go-to resource. Highlights include chapters on:

    • Legal requirements for wills
    • Drafting wills, personal directives, and enduring powers of attorney
    • Understanding and applying for family maintenance and support
    • Dealing with intestacy
    • Grant applications
    • Estate obligations
    • Distribution of property
    • Accounting and expenses
    • Rural estates

    The Alberta Wills and Estates Practice Manual 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 the Alberta Wills and Estates Practice Manual 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 a hardcopy of this publication click here.

     

    This publication is available on the LESA Library.

    Click here for more information.

  • Alberta Wills and Estates Practice Manual (Hardcopy and Electronic Format)

    $545.00

    The Alberta Wills and Estates Practice Manual is a comprehensive resource for any wills and estates practitioner. Chock-full of essential information and helpful tips, this two-part manual contains information on estate planning and administration as well as fillable Surrogate Forms on CD. Whether you are drafting a will or probating one, this manual is a go-to resource. Highlights include chapters on:

    • Legal requirements for wills
    • Drafting wills, personal directives, and enduring powers of attorney
    • Understanding and applying for family maintenance and support
    • Dealing with intestacy
    • Grant applications
    • Estate obligations
    • Distribution of property
    • Accounting and expenses
    • Rural estates

    The Alberta Wills and Estates Practice Manual 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 the Alberta Wills and Estates Practice Manual 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.

  • Alternative Dispute Resolution (Program Materials)

    Effective September 1, 2019, the Court of Queen’s Bench lifted the suspension of mandatory ADR. Now lawyers seeking quick resolution of disputes must consider alternative methods. Revisit various forms of ADR and develop strategies to enhance your use of them.

  • Alternative Dispute Resolution for Guardianship and Trusteeship Matters

    $55.00

    This paper explores creative solutions to conflicts in adult guardianship and trusteeship matters in order to avoid court. It discusses the application of interest based mediation and how to respectfully consider the wishes, values, and beliefs of the representation adult. It also highlights considerations for drafting resolution documents. Two case studies are included to illustrate the advantages of alternative dispute resolution.

    This paper is part of a collection presented at LESA’s Adult Guardianship & Trusteeship Fundamentals program in Edmonton on February 20, 2019 and in Calgary on February 27, 2019.

    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.

  • An Accountant’s Perspective

    $55.00

    This paper, prepared by an accountant, looks at the obligations of a personal representative from an accounting perspective, including the preparation of a proper financial statement (precedents attached). It also examines ways to minimize a personal rep’s exposure to litigation during the financial administrative of an estate. Lastly, the author provides insights into how information from an accountant might help build an estate litigation case.

    This paper was presented at the Estate Litigation Seminar in February 2014.

    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.

  • An Update on Costs: Spinning the Wheel of Fortune in Family Feuds

    $55.00
    These authors offer a discussion on the costs decisions involved in recent estate litigation in Alberta, noting some interesting judicial commentary and trends.  A main theme is that, to avoid client costs liability, practitioners must pause at every turn to consider whether a client’s position continues to be reasonable.  
     
    Attached are valuable precedents relating to various applications under the Surrogate Rules and the Wills and Succession Act.
     
    This paper is part of a collection presented at LESA’s 48th Annual Refresher: Wills & Estates in April, 2015.
    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.

  • Applications for a Grant: Priority to Apply and Notices Provided

    $45.00

    This author, from the Office of the Public Guardian and Trustee, highlights the most significant changes to how Albertans will administer estates with the coming into force of the Estate Administration Act and the new Surrogate Rules. She provides a chart comparing the old and new legislative authorities governing specified court applications and also issues like the factors affecting priority, special grants, required notices and priorities affecting applications by spouses and adult interdependent partners.

    You can also access this paper by purchasing the seminar on demand. Seminars on demand allow you to stream video recordings of seminar speakers and download papers as PDFs.

    This paper is part of a collection presented at LESA’s New Estate Administration Act seminar in April, 2015.

    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.

  • Are Child and Spousal Support Obligations Binding upon the Payor’s Estate? and Am I In Loco Parentis?

    $45.00
    This two-paper set examines two different issues:  when child support obligations become payable by a payor’s estate and the issue of when a potential payor can be said to have stood in the place of a parent in relation to a child.  
     
    On the first issue, the author describes the leading authority, Burns v Burns, and examines the decisions that came after. On the second issue, he provides a short primer to be used to help lawyers in advising clients on what to consider when entering into a new relationship in which one of the parties is bringing children from a previous relationship.
     
    These papers are part of a collection presented at LESA’s 48th Annual Refresher: Wills & Estates in April, 2015.
    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.

  • Blended Families Continue to Grow

    $75.00
    Given the increasing cross-pollination between family law and wills and estates, having a good understanding of family law principles is helpful for many wills and estates practitioners. This paper focuses on the role of domestic contracts, particularly cohabitation agreements, pre-nuptial agreements, and post-nuptial agreements, as part of an overall estate plan. The basic nature of domestic contracts and their applicable law is reviewed, and common issues that arise in challenges to such agreements, including undue influence and disclosure, are highlighted. For clients in blended families, the relationship between domestic contracts and wills and enduring powers of attorney is also discussed, as well as family maintenance and support claims. 

    The paper also includes a precedent cohabitation and prenuptial agreement regarding property. 
    This paper is part of a collection presented at LESA’s Estate Planning for Blended Families seminar in Edmonton on May 10, 2016 and in Calgary on May 17, 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.

  • Blended Family Dynamics: Effectively Handling the Cocktail

    $65.00

    This paper explores the practical servicing and handling of these clients, who come with, perhaps, more “baggage” and so can require a broader, more holistic approach. It reviews issues like conflicts, taking instructions, drafting considerations, and potential complications in estate administration.

  • Boilerplate Clauses in Wills: Faithful Friends or Vague Verbiage?

    $55.00

    This paper examines the pros and cons of using precedent clauses in wills. By analyzing the issues surrounding the use of “off the rack” wills in the context of various clauses such as revocation, personal representative appointment, assignment of guardianship to a child, RRSPs, personal effects, and other subject matter, this paper provides a detailed and strategic approach to tailoring an adequate and effective will for a client. It includes sample clauses throughout the paper.

    This paper is part of a collection presented at LESA’s 50th Annual Refresher in Lake Louise from May 7–9th, 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.

  • Canadian Residents Owning U.S. Property Tips and Traps

    $45.00

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

    The paper provides an overview of some of the tax issues that may arise in the course of the administration or probate of an estate when Canadian residents own U.S. property. Issues discussed include the U.S. transfer tax and the disposition of U.S. situs property on death.

    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.

Showing 25–36 of 220 results