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OC-62016-02In this presentation, Rhonda Johnson discusses inter vivos trusts and multiple wills as estate planning tools. A bonus video is included. This on-demand program was originally presented as an in-person program in October 2016.
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OC-62016-01In this presentation, Tiffany Franklin reviews a number of estate planning considerations, such as minor children and step-children, second spouses, disabled spouses, beneficiary designations, and digital assets. A bonus video is included. This on-demand program was originally presented as an in-person program in October 2016.
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62332.01Alberta courts have provided counsel with helpful guidance for solicitors and litigators practicing in wills and estates. This paper explores some recent cases and includes comments on costs in estate litigation, pre-death financial disclosure of a testator, capacity to execute a transfer of land, the presumption of validity and the appropriate test for a trial, and the test for removal of an executor or trustee. This paper was presented at LESA’s Wills and Estates: Case Law Update webinar on June 13, 2023.
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OC-61991-05In this presentation, Lincoln Mar provides an overview of the process of appointing the Public Guardian. This on-demand program was originally presented as an in-person program in April 2016.
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OC-61991-04In this presentation, Jared Kantor discusses the duties of an attorney and identifies common abuses of enduring powers of attorney and how to deal with them. This on-demand program was originally presented as an in-person program in April 2016.
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OC-61991-03In this presentation, Lois MacLean discusses common issues for donors and attorneys, with references to statuses and case law. This on-demand program was originally presented as an in-person program in April 2016.
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OC-61991-02In this presentation, Jill Crockett and Andrea Malekos Rimmer discuss how personal directive issues in clinical settings can be avoided or mediated by drafting changes. As well, issues related to physician assisted death are also discussed. This on-demand program was originally presented as an in-person program in April 2016.
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OC-61991-01In this presentation, Anthea Law discusses conflict of laws and jurisdictional issues with respect to personal directives and enduring powers of attorney. This on-demand program was originally presented as an in-person program in April 2016.
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62327.01A will, gift, or other juridical act is void if driven by a delusion as to fact, motive, or character. This paper explores the legal and medical definitions of “delusions”. This paper was presented at LESA’s The Impact of Delusions in Capacity Cases webinar on June 1, 2023.
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62330.05The complexities surrounding the modern family are particularly fascinating from an estate planning perspective. One area where parties often have a lot of questions relates to child support and spousal support, and what happens when the payor dies. This paper addresses key legal principles when this occurs. This paper is part of a collection presented at LESA’s Estate Planning for Blended Families program in Edmonton on April 26, 2023.
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62330.04This paper explores family home considerations and how to ensure that the agreements your clients have made, and the wishes they have expressed, are adhered to in their estate plan. This paper is part of a collection presented at LESA’s Estate Planning for Blended Families program in Edmonton on April 26, 2023.
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62330.03Domestic contracts, such as prenuptial agreements or cohabitation agreements, can have significant impacts on an individual’s estate plan. This paper explores the intersection of a testator’s potential obligations in a family law context with the testator’s intentions in an estate planning context. This paper is part of a collection presented at LESA’s Estate Planning for Blended Families program in Edmonton on April 26, 2023.
