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OC-62316-02Price range: $95.00 through $445.00The new Trustee Act allows practitioners to bring in extrinsic evidence when interpreting and determining trust provisions in accordance with a settlor’s intentions. This presentation explores the kind of extrinsic evidence that can be used when doing so. It further discusses the ability to appoint temporary trustees under the new legislation, including:
- The reasons for appointing a temporary trustee
- The practical applications of appointing a temporary trustee
- The new Trustee Act provisions relating to temporary trustees
Select options This product has multiple variants. The options may be chosen on the product page -
OC-62307-03Understanding the legal test for capacity is important when drafting a Will for a client, when attacking a Will based on the testator’s incapacity, or when defending a Will that is being attacked based on the testator’s incapacity. This presentation explores the requirements to establish testamentary capacity and analyzes key case law where capacity was at issue. This on-demand program was originally presented as an in-person program on March 9, 2023 as part of our Practice Foundations: Wills program as part of our Practice Foundations series.Select options This product has multiple variants. The options may be chosen on the product page
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OC-62272-4Price range: $95.00 through $445.00Examine 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.Select options This product has multiple variants. The options may be chosen on the product page
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OC-62248-13Review the legislative and common law factors that govern FMS claims and the courts’ application and interpretation of those factors. Identify common themes that emerge from case law to assist practitioners seeking to advance or defend an FMS claim on behalf of their clients. This on-demand program was originally presented as an in-person session on May 2, 2022, as part of LESA’s Refresher 2022: Wills and Estates. Total running time is 1 hour.Select options This product has multiple variants. The options may be chosen on the product page
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62086.01This paper provides tips for drafting enduring powers of attorney [EPA] in order to reduce or mitigate elder abuse. It highlights typical EPA clauses to identify the potential for elder abuse, and discusses proactive and preventative measures in EPA drafting that can help protect donors. A sample EPA is included as a precedent. This paper is part of a collection presented at LESA’s Elder Law Topics program in Calgary on May 30, 2018 and in Edmonton on June 7, 2018.
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OC-62330-06This presentation explores common warning signs in estate planning with blended families and strategies to address these concerns. This on-demand program was originally presented as an in-person program on April 26, 2023 as part of our Estate Planning for Blended Families program.Select options This product has multiple variants. The options may be chosen on the product page
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OC-62248-14Through this panel discussion, explore the principles and processes which counsel may urge the courts to consider following the death of a tesator. Enhance your ability to anticipate what claims might be made and upheld when drafting estate planning documents (or prenups, post-nups, or cohabitation agreements). This on-demand program was originally presented as an in-person session on May 2, 2022, as part of LESA’s Refresher 2022: Wills and Estates. Total running time is 42 minutes.Select options This product has multiple variants. The options may be chosen on the product page
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OC-62247-4Price range: $95.00 through $445.00Consider certain tax considerations in drafting wills and in administering estates. This on-demand program was originally presented as an in-person session on April 29, 2022, as part of our Managing Wills and Estates Matters program. Total running time is 46 minutes.Select options This product has multiple variants. The options may be chosen on the product page
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OC-62330-05Price range: $95.00 through $445.00This presentation examines spousal support and child support obligations after death. This on-demand program was originally presented as an in-person program on April 26, 2023 as part of our Estate Planning for Blended Families program.Select options This product has multiple variants. The options may be chosen on the product page
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OC-62330-01Price range: $95.00 through $445.00Spousal trusts are unique clauses that require special consideration in the inclusion of a blended family’s estate plan. This presentation explores:
- The general attributes of a spousal trust
- Income tax requirements
- Practical issues that spousal trusts can present
Select options This product has multiple variants. The options may be chosen on the product page -
OC-62248-2Explore topics related to managing the court process in estate litigation through this in-depth panel discussion. 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 1 hour, 8 minutes.Select options This product has multiple variants. The options may be chosen on the product page
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OC-62247-5Discover a practical guide for wills and estates practitioners through a series of principles that should inform good drafting. This on-demand program was originally presented as an in-person session on April 29, 2022, as part of our Managing Wills and Estates Matters program. Total running time is 46 minutes.Select options This product has multiple variants. The options may be chosen on the product page
