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61858.09This paper highlights the changes of the Wills and Succession Act that might be of significance to practitioners on a daily basis in the areas of estate planning, estate litigation, and family law. This paper was presented at the Law and Practice Update program in November 2012.
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61839.06This paper will enable practitioners to advise “snow bird” clients about the US requirements for admission as a visitor. It addresses issues such as period of stay, marriage of a Canadian to an American national, and prior criminal convictions. This paper was drawn from materials presented at the Advising an Aging Population seminar held in May 2012.
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61839.05The 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.
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61839.04This paper focuses on the topic of charitable giving through estate planning. The author provides useful suggestions for how to effectively frame the conversation with your clients to enable you to access information about what is important to them. She discusses the use of endowments and private foundations to provide flexible planning to your clients and concludes by reminding the reader that these conversations are not awkward or overly personal, as practitioners sometimes assume. Conversely, these conversations are deeply appreciated by donors who are eager to discuss their wishes. This paper was drawn from materials presented at the Advising an Aging Population seminar held in May 2012.
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61839.01This paper focuses on two particular aspects of advising a business owner who is planning for retirement: the succession of the business itself and planning for the succession of the owner’s recreational property located in Canada or the United States. The author looks carefully at the tax and estate planning issues for business owners and focuses on the situation where the plan is to transfer the business to family members. This paper was drawn from materials presented at the Advising an Aging Population seminar held in May 2012.
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61817.05This paper was drawn from materials presented at the Wills & Succession Act for Legal Support Staff seminar presented in November and December 2011. It provides examples of matrimonial property claims that are likely to be made under the new Wills and Succession Act. These materials are geared to legal support staff. Note: While these materials are current as of the date of the original seminar they relate to legislation not yet proclaimed and, as such, are subject to change prior to the anticipated in force date. Other materials are in draft form and are also subject to change prior to coming into force. Users are urged to watch for notice of any changes. For an important update in the area of Wills & Estates, please visit our blog to view information regarding the Wills and Succession Act and Surrogate Rules Amendment Regulation. Length: 16 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.
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61817.04This paper was drawn from materials presented at the Wills & Succession Act for Legal Support Staff seminar presented in November and December 2011. It outlines what happens when a person dies without leaving a valid will, how one makes a valid will, and how a will is revoked or altered. These materials are geared to legal support staff. Note: While these materials are current as of the date of the original seminar they relate to legislation not yet proclaimed and, as such, are subject to change prior to the anticipated in force date. Other materials are in draft form and are also subject to change prior to coming into force. Users are urged to watch for notice of any changes. For an important update in the area of Wills & Estates, please visit our blog to view information regarding the Wills and Succession Act and Surrogate Rules Amendment Regulation. Length: 16 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.
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61817.03This paper was drawn from materials presented at the Wills & Succession Act for Legal Support Staff seminar presented in November and December 2011. It outlines the changes necessary for the preparation of Probate and Administration packages in light of the new Wills and Succession Act. These materials are geared to legal support staff. Note: While these materials are current as of the date of the original seminar they relate to legislation not yet proclaimed and, as such, are subject to change prior to the anticipated in force date. Other materials are in draft form and are also subject to change prior to coming into force. Users are urged to watch for notice of any changes. For an important update in the area of Wills & Estates, please visit our blog to view information regarding the Wills and Succession Act and Surrogate Rules Amendment Regulation. Length: 22 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.
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61817.01This paper was drawn from materials presented at the Wills & Succession Act for Legal Support Staff seminar presented in November and December 2011. It provides a brief overview of the new Wills and Succession Act, including the changes made by this legislation. Note: While these materials are current as of the date of the original seminar they relate to legislation not yet proclaimed and, as such, are subject to change prior to the anticipated in force date. Other materials are in draft form and are also subject to change prior to coming into force. Users are urged to watch for notice of any changes. For an important update in the area of Wills & Estates, please visit our blog to view information regarding the Wills and Succession Act and Surrogate Rules Amendment Regulation. Length: 11 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.
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62023.06The 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 program held in Edmonton on November 30, 2016 and in Calgary on December 7, 2016.
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62023.05This paper addresses the current practice and future evolution of the business of law as it applies to estate administration. It provides a brief overview of the product or services that an estate administration lawyer offers. It also describes the anatomy of trust, and applies that to estate administration practice. The paper includes a discussion of such topics as setting boundaries, being reliable, being accountable, maintaining confidentiality and integrity, and asking for help. This paper is part of a collection presented at LESA’s Estate Administration Fundamentals program held in Edmonton on November 30, 2016 and in Calgary on December 7, 2016.
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62023.04This paper provides tips for navigating estate administration issues. It includes drafting tips for eliminating or reducing problems associated with multiple executors. As well, post-mortem planning considerations are discussed, including joint retainers, legal costs, executor compensation, renunciation, nomination, and delegation, among others. This paper also explores issues and provides tips for dealing with executors who are also beneficiaries, creditors, trustees, or potential claimants. This paper is part of a collection presented at LESA’s Estate Administration Fundamentals program held in Edmonton on November 30, 2016 and in Calgary on December 7, 2016.
