Program Papers

Showing 1–12 of 178 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.

     

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  • “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.

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  • 50th Annual Refresher – Audio Recordings and Program Materials

    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.

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  • 50th Annual Refresher Program Materials

    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.

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  • 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.  

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  • 52nd Annual Refresher: Family Law (Program Materials)

    Materials from the 52nd Annual Refresher cover a wide variety of family law topics, including court practices and upcoming changes, legislative changes with the Family Statutes Amendment Act and Bill C-78, arbitration, as well as considerations related to death and divorce issues. Some materials also take a multi-disciplinary approach to discuss the intersection of family law issues with considerations in other areas such as corporate law, estate matters, criminal law, and immigration law.

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  • 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.

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  • 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.

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  • 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.

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  • A Time to Get Together: A Lawyer’s Role in Mediation

    $65.00

    Author: Sid Kobewka

    This paper discusses both evaluative mediation and interest based mediation. It also explores how a lawyer’s role in mediation differs from that in litigation, requiring a shift in attitude from an adversarial approach to a mutual problem solving approach.

    The paper discusses how to prepare for mediation and draft a mediation brief; it also provides practical tools, including a mediation plan template and a sample issues/interests worksheet.

    This paper is part of a collection presented at LESA’s Alternative Dispute Resolution program in Calgary on February 19, 2020 and in Edmonton on February 25, 2020.

    These materials are an electronic product in Adobe PDF format. Shortly after your purchase, you will receive an email with instructions on how to download the complete PDF.   

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  • 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.

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  • 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.

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Showing 1–12 of 178 results