Areas of Law
Areas of Law
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  • OC-62066-05
    In this presentation, Mandy England outlines considerations for estates in giving charitable gifts, including tax benefits, changes in tax perspectives, proper identification and how gifting different assets may incur different rules.  Unusual assets, such as digital assets, genetic material, and pets, are also considered. This on-demand program was originally presented as an in-person program in November 2017.
  • OC-62066-04
    In this presentation, Jason Stephan identifies issues with estate planning in complex family situations by analyzing demographic trends affecting estate plans, using the Wills and Succession Act, outlining strategies for reducing wills challenges, using mutual will agreements, and placing interests in family trusts. This on-demand program was originally presented as an in-person program in November 2017.
  • OC-62066-03
    In this presentation, Sylvia A. Carruthers identifies the importance of risk management in estate planning including a lawyer's duty of competence, taking instructions and advising, drafting and executing documents, following up, and minimizing potential errors. This on-demand program was originally presented as an in-person program in November 2017.
  • OC-62066-02
    In this presentation, Michael Klaray discusses beneficiary designations such as life insurance, irrevocable beneficiary designations, RRSPs and RRIFs.  Drafting tips, common mistakes, and tax benefits of common trusts are also considered. This on-demand program was originally presented as an in-person program in November 2017.
  • OC-62066-01
    In this presentation, Shelley E. Waite presents the process of estate planning for dependent children from the interview process, Family Maintenance and Support Provisions, planning structures such as trusts, and other considerations such as government benefits, exempt assets, and court appointments. This on-demand program was originally presented as an in-person program in November 2017.
  • OC-62035-04
    In this presentation, Bruce Comba describes common evidentiary issues in estate litigation, such as the onus of proof, issues regarding testamentary capacity or undue influence, issues regarding interpretation and rectification of wills, and important presumptions.
    This on-demand program was originally presented as an in-person program in April 2017.
  • OC-62035-03
    In this presentation, Joseph T. Schuck describes common concerns of questioning, such as the purpose of questioning, who a lawyer can question, questioning on affidavits and for discovery, preparing for effective questioning, as well as conduct and objections. This on-demand program was originally presented as an in-person program in April 2017.
  • OC-62035-02
    In this presentation, Malkit Atwal outlines common accounting applications in estate litigation such as attorney's obligations, when accounting is required, remedies, procedural issues, forms of accounting, personal representative compensation, and common disputes.
    This on-demand program was originally presented as an in-person program in April 2017.
  • OC-62035-01
    In this presentation, Jennifer Lamb provides an overview of estate litigation by a discussion of forms, service and notice, procedure, pre and post-death litigation, the interplay of the Alberta Rules of Court and Surrogate Rules, and when a statement of claim is appropriate. This on-demand program was originally presented as an in-person program in April 2017.
  • OC-62030-05
    In this presentation, Shelley Waite discusses acting for the aging client, including applying the legal test for capacity, conducting medical capacity tests, and dealing with undue influence. This on-demand program was originally presented as an in-person program in March 2017.
  • OC-62030-04
    In this presentation, Helen Ward discusses attacking wealth transfers on the basis of a lack of capacity. This on-demand program was originally presented as an in-person program in March 2017.
  • OC-62030-03
    In this presentation, Dr. Arlin Pachet discusses issues, best practices, and risks in capacity assessments. This on-demand program was originally presented as an in-person program in March 2017.