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  • OC-62272-4
    Price range: $95.00 through $445.00
    Examine precedents that could be used in matters dealing with represented adults and identify when to use them. Review sample letters and paragraphs that could be included in an application. This on-demand program was originally presented as an in-person session on May 27, 2022, as part of our AGTA for Legal Support Staff program. Total running time is 1 hour, 35 minutes.
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  • OC-62272-1
    Price range: $95.00 through $445.00
    Explore the differences between guardianship and trusteeship. Review topics such as continuum of supervision, capacity, and different types of applications. This on-demand program was originally presented as an in-person session on May 27, 2022, as part of our AGTA for Legal Support Staff program. Total running time is 57 minutes.
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  • 62272.03
    These materials consist of precedents that could be used in matters dealing with represented adults. Precedents include sample letter to the Office of the Public Guardian and Trustee, sample letter to adult, sample letter to other family members and interested parties, and sample paragraphs that could be included in an application. This paper is part of a collection presented at LESA’s AGTA for Legal Support Staff program in Edmonton on May 27, 2022.
    Minus Quantity- Plus Quantity+
  • 62248.25
    This paper provides a general overview of the current AISH legislation, followed by a discussion of a number of planning options and income tax issues to be considered in a variety of circumstances This paper is part of a collection presented at LESA’s 2022 Refresher: Wills and Estates program in Banff on April 29-May 2, 2022.
    Minus Quantity- Plus Quantity+
  • OC-62248-11
    Price range: $95.00 through $445.00
    Review the current AISH legislation, and explore of a number of planning options and income tax issues to be considered in a variety of circumstances. This on-demand program was originally presented as an in-person session on May 1, 2022, as part of LESA’s Refresher 2022: Wills and Estates. Total running time is 49 minutes.
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  • OC-62183-3
    Price range: $95.00 through $445.00
    Review the basic principles and benefits of the AISH program. Discuss the legislative history of the exemption of trusts from asset calculations and how AISH treats various sources of income. Consider some of the recent budgetary and policy changes implemented by the current government and explore estate and trust planning opportunities for families that have members on AISH. This on-demand program was originally broadcasted as a webinar on May 6, 2020. Total running time is 1 hour, 3 minutes.
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  • 092.011.00
    Alberta Wills and Estates Legislation provides quick, easy reference to the essential legislation applicable to a wills and estates practice and includes the full-text of over 30 statutes and regulations.
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  • 092.043.00
    The Alberta Wills and Estates Practice Manual is a comprehensive resource for any wills and estates practitioner. This two-part manual contains essential information and practical tips on estate planning and administration, including surrogate forms and procedures. Whether you are drafting a will or probating one, this manual is a go-to resource.
    Minus Quantity- Plus Quantity+
  • 62147-GP
    Price range: $35.00 through $65.00
    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.
  • OC-62111-06
    Price range: $95.00 through $445.00
    This presentation provides information on dispute resolution in adult guardianship and trusteeship including using interest-based negotiation and mediation in a way that respects the wishes, values, and beliefs of the represented adult. It also provides considerations to make when drafting resolution documents. This on-demand program was originally presented as an in-person program in February 2019.
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  • 62111.05
    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 2019.
    Minus Quantity- Plus Quantity+
  • 61895.05
    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 LESA's Estate Litigation program in February 2014.
    Minus Quantity- Plus Quantity+