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OC-62016-05In this 2-part presentation, Averie McNary presents on estate planning for dependent adult children, including consideration of legislative and case law developments. 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-62016-04In this presentation, Timothy Kirby discusses tax issues in estate planning, including taxation on death, inter vivos giving, and common estate freeze structures. 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-62016-03In this presentation, Noel Xavier discusses effective charitable giving strategies, including charitable tax incentive basics, increasing charitable gifts, and naming a charity as a beneficiary. 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-62016-02In 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.
