Intake, Billing, Retainers, and Desk Applications | Aaron Bickman KC

Many AGTA applications can proceed by way of a desk application. This presentation will review the desk application process, delve into how you get relevant information from the client, and provide tips on how to best complete the application.

Views from the Office of the Public Guardian and Trustee | Giselle Parker

Join a Review Officer for an overview of decision-making options under the AGTA and PDA. Learn about application types and advance directives. This presentation will provide hands-on advice on how to effectively complete an AGTA application, including required forms and common errors and frequently asked questions.

Urgent Applications and AGTA Accounting | Jessica Kind

Urgent Applications

Learn when and how urgent guardianship or trusteeship orders can be obtained under Alberta’s AGTA to protect adults from immediate risk of harm or financial loss. This presentation will walk through the requirements, timelines, limitations, and practical steps for these applications.

Examination and Approval of Accounts

Understand the process for preparing and submitting trustee accounts for court approval under the AGTA. This presentation will cover what to include, common pitfalls, and tips for best practices.

Applications/Hearings | Kayla Thompson 

Explore applications and hearings. This presentation will include: the overview of process address adult guardianship and trusteeship matters via hearings; review of necessary forms including Notice of Hearing, Application, and Affidavit; discussion of service process; review of unusual circumstances and sample precedent paragraphs; and review of sample precedents.

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Program formats and dates are subject to change. Prices are subject to GST. Early bird pricing ends on August 18, 2025.

Registration is open until 4pm on the business day prior to the program date. Program materials (where applicable) will be provided in an electronic format. LESA typically posts program materials 1-2 business days in advance of the program date.

This program is being recorded and will be available as an on-demand program subject to any issues with the recording. 

Group Discounts

This program provides firms or organizations the opportunity to purchase individual tickets for a group at a discounted rate or to purchase a firm broadcast ticket to watch the program as a group in one location. 

See accordion tab below for more details on how to send multiple people to this program with a group discount. 

Firm broadcast tickets are available for this program, allowing people from your firm or organization to watch and learn together at one time, and from the same location. To purchase a firm broadcast, add the relevant “Firm Broadcast” ticket option to your cart. Facilitators who purchase a firm broadcast ticket can provide e-materials to participants in advance of the program, but participants will not receive individual access to the program and e-materials in their LESA Classroom accounts. Full details on how to be a facilitator for your firm or organization can be found here and will be emailed to you following your purchase.

Policies

For payment, cancellation, transfer, group discount, and firm broadcast policies, click here.