Program Materials

Showing 1–16 of 142 results

  • “The Argentine Adventure” and “The Greek Tragedy”

    $55.00
    In this two-paper set, the author uses storytelling to discuss how to apply the latest cases considering the Wills and Succession Act and those relating to enduring powers of attorney. In his case study, the author provides an overview of some useful tools to compel an accounting. 

    This paper is part of a collection presented at LESA’s Top Wills & Estates Law Cases seminar in October and November, 2015.
     
    This document is an electronic product in Adobe PDF format. Shortly after your purchase, you will receive an e-mail with instructions on how to download the complete PDF.   

     

    Click here to view some sample pages.

  • “The Greek Tragedy” – A Case Study for Compelling an Accounting Estate Litigation

    $45.00
    This author offers up a hypothetical situation in which a client requires an order compelling an accounting of the property, expenditures and debts of a donor/deceased.  The scenario is written with the goal of helping the reader to understand how accounting issues can arise in power of attorney and estate matters, and demonstrates ways to maximize value for the client.
    This paper is part of a collection presented at LESA’s Estate Accounting seminar in September/October, 2015.
     
    This document is an electronic product in Adobe PDF format. Shortly after your purchase, you will receive an e-mail with instructions on how to download the complete PDF.    

    Click here to view some sample pages.

  • 50th Annual Refresher – Audio Recordings and Program Materials

    $195.00

    LESA’s 50th Annual Refresher focuses on practice excellence. This program provides substantive legal content in the areas of civil litigation, family law, transactions, and wills and estates, and includes tips to strengthen your practice.

  • 50th Annual Refresher Program Materials

    $0.00$195.00

    LESA’s 50th Annual Refresher focused on practice excellence. This program provided substantive legal content in the areas of civil litigation, family law, real estate, business, and wills and estates, and included tips to strengthen your practice.

  • 50th Annual Refresher: Wills and Estates Sessions – Audio Recordings and Program Materials

    $195.00

    This package contains audio recordings and program materials from the wills and estates sessions held at the 50th Annual Refresher. Listen to presenters and panel members discuss a range of topics relevant to estate planning, administration, and litigation, and follow along with their papers and presentation materials.

    This wills and estates package includes audio recordings and program materials from the following sessions:

    • Boilerplate Clauses in Wills: Faithful Friends or Vague Verbiage — Shel Laven
    • The Story of “Emma” and “Isabella”: The Litigious Embryos and Other Tales — Nancy L. Golding QC
    • Do You and Your Client Each Have What It Takes? — Helen R. Ward
    • Restrictions on Testamentary Freedom — Malcom F. Pritchard

    These materials are part of a collection presented at LESA’s 50th Annual Refresher: Practice Excellence held in Lake Louise from May 7–9, 2017.

    These documents are electronic products in Adobe PDF format and MP3 format. Shortly after your purchase, you will receive an e-mail with instructions on how to download these products.  

  • 8 Clauses That You Should Consider Before [Your Client] Dies

    $45.00

    This paper reviews 8 clauses that aren’t commonly found in Alberta wills, but that should be considered during estate planning discussions and drafting. The estate planning provisions discussed include: digital assets; evidence of inability to act; definition of grandchild; personal property; advances; joint assets; statement of intention; and real property interests.

    This paper is part of a collection presented at LESA’s Drafting Wills and Trusts seminar held in Edmonton on February 28, 2017 and in Calgary on March 7, 2017.

    This document is an electronic product in Adobe PDF format. Shortly after your purchase, you will receive an e-mail with instructions on how to download the complete PDF.

    Click here to view some sample pages.

  • A Practical Guide to Commencing a Joint Family Venture Claim A View from the Trenches

    $55.00

    This paper provides a practical guide to bringing claims for unjust enrichment and constructive trust as a result of common-law relationships. Topics covered include: status to bring a claim, practical advice on bringing the claim and other procedural issues involving things like notices to admit facts, affidavits of records and questioning. A helpful Plaintiff’s Check List and Trial Preparation Check List are attached.

    This paper was presented at the Constructive Trust Claims seminar in January, 2014.

    This document is an electronic product in Adobe PDF format. Shortly after your purchase, you will receive an e-mail with instructions on how to download the complete PDF.

    Click here to view some sample pages.

  • A Review of Some of the Evidentiary Issues in Estate Litigation

    $65.00

    This paper discusses some of the evidentiary rules and presumptions that apply to estate litigation. It also discusses sources of evidence that may be adduced to support a litigant’s arguments. In particular, it provides an overview of the law of evidence under the Alberta Evidence Act and Alberta jurisprudence. As well, evidentiary issues regarding testamentary capacity, undue influence, and interpretation and rectification of wills are also discussed. In addition, important evidentiary presumptions are highlighted, such as the presumption of advancement and the presumption of resulting trust.

    This paper is part of a collection presented at LESA’s Estate Litigation Fundamentals seminar held in Edmonton on April 5, 2017 and in Calgary on April 12, 2017.

    This document is an electronic product in Adobe PDF format. Shortly after your purchase, you will receive an e-mail with instructions on how to download the complete PDF.

    Click here to view sample

  • Accounting: The Personal Representative’s Duty and What Must Be Provided

    $55.00

    The personal representative’s duty to account to those interested in an estate is central to that role, yet it is often poorly understood. This paper examines that duty to account so that lawyers can better prepare personal representatives for their role. It discusses forms of accounts, and provides examples of disbursements and receipts of capital and income. It also reviews types of accounting, including informal accounting, formal accounting, and applications to dispense with formal accounting. Additional accounting considerations for personal representatives are also discussed. The paper includes, as appendices, a sample clause for a retainer letter, a sample inventory of property and debts (Schedule 5), and a sample estate accounting financial statement.   

    This paper is part of a collection presented at LESA’s Estate Administration Fundamentals seminar held in Edmonton on November 30, 2016 and in Calgary on December 7, 2016.

    This document is an electronic product in Adobe PDF format. Shortly after your purchase, you will receive an e-mail with instructions on how to download the complete PDF.

    Click here to view some sample pages.

  • Addressing the Requirement to Consider Tax Consequences Under the Prudent Investor Rules

    $45.00

    This paper was presented at the Wills & Estates' 44th Annual Refresher Course held in May 2011.

    The paper discusses issues of trustee liability. Within that discussion, the author first deals with Alberta's Prudent Investor Rules and then with a more detailed analysis of the tax consequences that a trustee should address. 

    This document is an electronic product in Adobe PDF format. Shortly after your purchase, you will receive an e-mail with instructions on how to download the complete PDF.

    Click here to view some sample pages.

  • Adult Guardianship and Trusteeship Act – Moving from Theory to Practice

    $55.00

    This paper was presented at the Wills & Estates’ 44th Annual Refresher Course held in May 2011.

    This paper focuses specifically on trusteeships while describing the similarities between the Adult Guardianship and Trusteeship Act and the old Dependent Adults Act. It also provides a guide to making several trustee court applications. Precedents for an urgent application, a discharge attorney and appoint trustee application, and a limited trustee application are included.

    This document is an electronic product in Adobe PDF format. Shortly after your purchase, you will receive an e-mail with instructions on how to download the complete PDF.

    Click here to view some sample pages.

  • Adult Guardianship and Trusteeship Act – New Protection for Vulnerable Albertans

    $45.00

    This paper was presented at the Wills & Estates’ 44th Annual Refresher Course held in May 2011.

    The paper reviews capacity assessments under the Adult Guardianship and Trusteeship Act [AGTA] and the role of the review officer. It also includes a discussion of the protective measures and the specific decision making and emergency health care provisions under the AGTA. Finally, the paper ends with an overview of how the AGTA has been implemented so far.

    This document is an electronic product in Adobe PDF format. Shortly after your purchase, you will receive an e-mail with instructions on how to download the complete PDF.

    Click here to view some sample pages.

  • Adult Guardianship and Trusteeship Act – Personal Matters

    $55.00

    This paper was presented at the Wills & Estates’ 44th Annual Refresher Course held in May 2011.

    This paper uses the author’s personal experience to provide some practical tips on filling out the forms for personal matter applications required by the Adult Guardianship and Trusteeship Act. Precedent forms, as well as a flowchart of the court application process, are included as schedules to the paper.

    This document is an electronic product in Adobe PDF format. Shortly after your purchase, you will receive an e-mail with instructions on how to download the complete PDF.

    Click here to view some sample pages.

  • Advising the Blended Family

    $55.00
    AuthorShel J. Laven and Roy D.P. Klassen and Justin Brunette
     
    Advising a blended family can be a challenge for wills/estates practitioners. This 2-paper set explores those challenges. Shel Laven looks at the practical servicing and handling of these clients, who come with, perhaps, more “baggage” and so can require a broader, more holistic approach.  He remarks on issues like conflicts, taking instructions, drafting considerations, and potential complications in estate administration. 

    Roy Klassen and Justin Brunette describe the various options available in estate planning for blended families, highlighting the potential attacks that can be made on some of those options.  

    These papers are part of a collection presented at LESA’s 48th Annual Refresher: Wills & Estates in April, 2015.
     
    This document is an electronic product in Adobe PDF format. Shortly after your purchase, you will receive an e-mail with instructions on how to download the complete PDF.   

    Click here to view some sample pages.

  • Age in Place Living Options

    $45.00

    The author discusses two common options used to enable aging persons to live on their own for as long as possible: Life Leases and Reverse Mortgages (also known as Home Equity Conversion Mortgages). Using a unique question and answer technique, the author effectively addresses many of the questions a practitioner might have when advising clients about the options for securing reliable source of income for the balance of their lives. Drawing on papers previously prepared for the CMHC, case studies are also used to demonstrate the application of these strategies.

    This paper was drawn from materials presented at the Advising an Aging Population seminar held in May 2012.

    Length:14 Pages

    This document is an electronic product in Adobe PDF format. Shortly after your purchase, you will receive an e-mail with instructions on how to download the complete PDF.

    Click here to view some sample pages.

  • An Accountant’s Perspective

    $55.00

    This paper, prepared by an accountant, looks at the obligations of a personal representative from an accounting perspective, including the preparation of a proper financial statement (precedents attached). It also examines ways to minimize a personal rep’s exposure to litigation during the financial administrative of an estate. Lastly, the author provides insights into how information from an accountant might help build an estate litigation case.

    This paper was presented at the Estate Litigation Seminar in February 2014.

    This document is an electronic product in Adobe PDF format. Shortly after your purchase, you will receive an e-mail with instructions on how to download the complete PDF.

    Click here to view some sample pages.

Showing 1–16 of 142 results