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62028.05This paper addresses various trust-related topics. First, it discusses drafting considerations pertaining to Alter Ego and Joint Partner or Joint Spousal Trusts. Second, it considers claims against trusts in the context of matrimonial property law and dependent’s relief, and reviews current case law. Finally, it reviews the use of discretionary trusts for disabled children, including Qualified Disability Trusts, and discusses the laws in Alberta regarding assured income for the severely handicapped. This paper also provides a number of precedents, including: two sample Alter Ego Trusts; a sample Joint Spousal Trust; and a sample Testamentary Discretionary Trust (Henson Trust). This paper is part of a collection presented at LESA’s Drafting Wills and Trusts program held in Edmonton on February 28, 2017 and in Calgary on March 7, 2017.
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OC-62307-02Building off Practice Foundations: Wills Client Intake Part 1, the second part in this series continues the examination of key processes for client intake, with a special emphasis on:
- Understanding common problems in the client intake process
- The client intake process from an estate litigation perspective
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OC-62316-04The new Trustee Act updates and alters Alberta’s legislated approach to the variation and termination of trusts. This presentation explores the new trust variation and termination provisions and discusses some of the key changes.
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OC-62248-3Explore topics related to claims and proceedings 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 3 hours, 2 minutes.
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32115-E
Are you a 2018/2019 LESA volunteer? If so, contact us for complimentary registration in this program.
Many of us are required to interact with behaviour from others that we may find particularly challenging. Identify your own behavioural style and evaluate the implications of your approach to difficult situations. Explore and develop the ability to understand and deal with the behavioural styles of others. Learn how to control your own emotions and apply constructive strategies that solve, rather than, escalate problems.
Date: April 11, 2019
Time: 9:00 AM – 12:00 PM | *LESA Volunteers 9:00 AM–1:30 PM (lunch is included)*
Location: Chateau Louis Hotel & Conference Centre, 11727 Kingsway NW
Early Bird Price: $265 + GST (Register on or before March 5, 2019)
Regular Price: $295 + GST
NOTE: The materials for this program will be provided in electronic format.
This program is also offered in Calgary.
View the brochure for program details.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.
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OC-62316-02The 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
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OC-62272-4Examine 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-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.
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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.
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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.
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