Solving the Case of “What Else” After the Will in Estate Planning

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This paper highlights the importance of discussing and properly preparing enduring powers of attorney, personal directives, supported decision-making authorizations, and Canada Revenue Agency authorizations in estate planning. It examines the applicable legislation for each document and provides drafting considerations for preparing these documents.

This paper is part of a collection presented at LESA’s Estate Planning for the Average Wealth Client program in Edmonton on November 29, 2017 and in Calgary on December 6, 2017.

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