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OC-62066-01In 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.
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OC-62035-04In 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.
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OC-62035-03In 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.
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OC-62035-02In 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.
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OC-62035-01In 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.
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OC-62030-05In 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.
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OC-62030-04In 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.
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OC-62030-03In 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.
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OC-62030-02In this presentation, Stan Rule discusses how to identify and minimize the risk of undue influence, and how to deal with red flags and document a file. This on-demand program was originally presented as an in-person program in March 2017.
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OC-62030-01In this presentation, Kimberly Whaley discusses the nature and origin of the law of undue influence within the context of testamentary planning and inter vivos gifts. This on-demand program was originally presented as an in-person program in March 2017.
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OC-62023-06In this presentation, Michael Klaray discusses drafting to avoid problems associated with having multiple executors. This on-demand program was originally presented as an in-person program in November 2016.
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OC-62023-05In this presentation, Jason Sweeney discusses the personal representative's duty to account, forms of accounts, types of accounting, and what must be proven. This on-demand program was originally presented as an in-person program in November 2016.
