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  • 62410.05
    Understanding the kinds of applications that can proceed as adult guardianship and trusteeship “desk applications” is paramount for lawyers and their clients. This paper considers the mechanisms for initial applications for guardianship and trusteeship, review applications, and examination and approval of trusteeship accounts. This paper is part of a collection presented at LESA’s Practice Foundations: Adult Guardianships and Trusteeships program in Edmonton on May 28, 2024.
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  • 62272.03
    These materials consist of precedents that could be used in matters dealing with represented adults. Precedents include sample letter to the Office of the Public Guardian and Trustee, sample letter to adult, sample letter to other family members and interested parties, and sample paragraphs that could be included in an application. This paper is part of a collection presented at LESA’s AGTA for Legal Support Staff program in Edmonton on May 27, 2022.
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  • 62248.25
    This paper provides a general overview of the current AISH legislation, followed by a discussion of a number of planning options and income tax issues to be considered in a variety of circumstances This paper is part of a collection presented at LESA’s 2022 Refresher: Wills and Estates program in Banff on April 29-May 2, 2022.
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  • 62147-GP
    Price range: $35.00 through $65.00
    Effective September 1, 2019, the Court of Queen’s Bench lifted the suspension of mandatory ADR. Now lawyers seeking quick resolution of disputes must consider alternative methods. Revisit various forms of ADR and develop strategies to enhance your use of them.
  • 62111.05
    This paper explores creative solutions to conflicts in adult guardianship and trusteeship matters in order to avoid court. It discusses the application of interest based mediation and how to respectfully consider the wishes, values, and beliefs of the representation adult. It also highlights considerations for drafting resolution documents. Two case studies are included to illustrate the advantages of alternative dispute resolution. This paper is part of a collection presented at LESA’s Adult Guardianship & Trusteeship Fundamentals program in 2019.
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  • 61895.05
    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 LESA's Estate Litigation program in February 2014.
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  • 61932.14
    These authors offer a discussion on the costs decisions involved in recent estate litigation in Alberta, noting some interesting judicial commentary and trends.  A main theme is that, to avoid client costs liability, practitioners must pause at every turn to consider whether a client’s position continues to be reasonable. Attached are valuable scenarios relating to various applications under the Surrogate Rules and the Wills and Succession Act. This paper is part of a collection presented at LESA’s 48th Annual Refresher: Wills & Estates in 2015.
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  • 61934.02
    This author, from the Office of the Public Guardian and Trustee, highlights the most significant changes to how Albertans will administer estates with the coming into force of the Estate Administration Act and the new Surrogate Rules. She provides a chart comparing the old and new legislative authorities governing specified court applications and also issues like the factors affecting priority, special grants, required notices and priorities affecting applications by spouses and adult interdependent partners. This paper is part of a collection presented at LESA’s New Estate Administration Act program held in April, 2015.
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  • 62410.01
    This paper provides a broad overview of the who, what, when, where, and whys of AGTA accounting. It also discusses how to make an application for accounting in adult guardianship and trusteeship matters. This paper is part of a collection presented at LESA’s Practice Foundations: Adult Guardianships and Trusteeships program in Edmonton on May 28, 2024.
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  • 61932.03
    This two-paper set examines two different issues: when child support obligations become payable by a payor’s estate and the issue of when a potential payor can be said to have stood in the place of a parent in relation to a child. On the first issue, the author describes the leading authority, Burns v Burns, and examines the decisions that came after. On the second issue, he provides a short primer to be used to help lawyers in advising clients on what to consider when entering into a new relationship in which one of the parties is bringing children from a previous relationship. These papers are part of a collection presented at LESA’s 48th Annual Refresher: Wills & Estates in April, 2015.
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  • 62247.01
    Using the author’s experiences over the years, this paper considers best practices in an estate administration practice. This paper is part of a collection presented at LESA’s Managing Wills and Estates Matters program in Banff on April 29, 2022.
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  • 62247.04
    This paper encourages readers to analyze their time and/or their staff’s time, and identify processes that can be standardized, thereby leading to more time to create quality documents, lasting clients, and perhaps making more money. This paper is part of a collection presented at LESA’s Managing Wills and Estates Matters program in Banff on April 29, 2022.
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