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62330.02These materials include a helpful checklist to address issues that may arise when drafting power of attorney and personal directive documents in these situations. Issues discussed include: who to appoint as attorney or agent, when should the document(s) come into effect, dispute resolution, authority of the attorney or agent, accounting by the attorney and to whom, living situation or treatment preferences, and more. 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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62330.01The use of spousal trusts has increased over time on account of the increased number of blended families. This paper discusses the issues that should be considered in establishing such a trust in a will. 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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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-62330-05This presentation examines spousal support and child support obligations after death. 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-62330-04This presentation examines family home considerations in estate planning, including Wills & Succession Act and Dower Act issues. 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-62330-03This presentation explores strategies for drafting power of attorney and personal directive documents for blended families. 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-62330-02This presentation explores strategies for drafting power of attorney and personal directive documents for blended families. 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-62330-01Spousal trusts are unique clauses that require special consideration in the inclusion of a blended family’s estate plan. This presentation explores:
- The general attributes of a spousal trust
- Income tax requirements
- Practical issues that spousal trusts can present
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62326.01This paper explores the effects of alcohol on cognition, the potential impacts of alcohol withdrawal on testamentary capacity, and the use of alcohol as a potential control mechanism. It further outlines questions for practitioners to consider if they suspect their client has an alcohol use problem. This paper was presented at LESA’s The Impact of Alcohol on Legal Capacity webinar on April 25, 2023.
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OC-62243-04Examining the provisions of the Wills and Succession Act, this on-demand program explores issues that lawyers should be aware of when advising clients when FMS issues are present. It also considers factors when advancing an FMS application and defending a will from an FMS claim. Lastly, it reviews recent Alberta cases dealing with costs in FMS matters. Total running time is 1 hour, 17 minutes.
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OC-62243-03This on-demand program discusses certain aspects of a solicitor’s duty and standard of care in taking will instructions where potential FMS claims may exist. Total running time is 39 minutes.
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OC-62243-02Understanding the risks of post-death support claims is an important consideration for any lawyer in advising clients on their testamentary matters and structuring their related documents and agreements. This on-demand program reviews how a spouse or Adult Interdependent Partner is defined for family maintenance and support claims purposes under the Wills and Succession Act. Total running time is 43 minutes.
