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Managing Wills and Estates Matters (Banff)
April 29, 2022 | 9:00 am – 4:30 pm
FreeImportant Change
Individual registration through the attendee’s LESA.org account is now required for all LESA programs.
Program access (including access to e-materials) will be assigned to the LESA.org account used on registration. If you do not yet have an account, one will be created for you on checkout. This change will allow for easy access to e-materials and recording(s) (if available) through the attendee’s LESA.org account. If you have any questions, contact us at info@lesa.org.
About
Faculty
Accommodations
Agenda
About
Date: Friday, April 29, 2022
Venue: The Rimrock Resort Hotel | Banff, Alberta
Price: $445 + GST (Limited Enrollment)
Join us for an in-depth exploration of estate planning and estate administration issues.
Topics will include:
• Best practices and quality control in a planning practice
• Best practices and quality control in an administrative practice
• Developing process protocols
• Fee strategies
• Tax issues and practical advice
• Will drafting
• Substantive issues
Program registration does not include hotel reservations. Please see our “Accommodations” tab for details on our special room rates and booking information.
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*Please Note: Program formats and dates are subject to change depending on the COVID-19 situation at the time of a program running. We are committed to ensuring the health and safety of all attendees, volunteers, and staff (and their families). We have instituted a mandatory COVID vaccination policy for this program. For more information, visit LESA.org/covid19
If multiple lawyers or staff members from your firm would like to attend this program, please contact info@lesa.org for pricing.
Faculty
Co-Chairs
John E.S. Poyser, The Wealth & Estate Law Group
Shelley E. Waite, McLeod Law LLP
Presenters
Clare Burns, Weir Foulds LLP
Nancy L. Golding QC, Moodys Private Client
Nadja Ibrahim, PwC Canada
David J. Koski, The Estate House by Gorman & Koski LLP
Farha Salim, Field LLP
Karen Dunn Skinner, GIMBAL Canada Inc.
David Skinner, GIMBAL Canada Inc.
Kimberly A. Whaley, WEL Partners
Accommodations
A block of standard rooms (with a choice of either two queen beds or one king bed) has been reserved at $198 (two queen beds) or $213 (one king bed) per night. A service charge of $9 per room, per day has been included in the room rates to cover porterage and housekeeping. Applicable taxes and parking are extra.
Triple and quadruple accommodation is available at an additional cost of $25 per person, per day. Children under the age of 18 years, sharing a room with their parent(s), may stay at no additional charge. Special room rates are in place for other room categories as well. *If the room block is sold out before March 29, 2022, the hotel will offer the next best available rate.
Booking Information
To reserve your room(s) please call 1.888.746.7625 and note the group name LESA Refresher to receive our special rate. Hotel reservations do not include program registration. Online booking link coming soon.
Hotel Arrival and Departure
Check-in time is 4 PM. Check-out time is 12 PM. Cancellation and early departure fees are in effect; however, you can change or cancel your reservation or your departure date with no penalty up to 6 PM MST, 72 hours prior to 4 PM on the date of your arrival. Reservations are guaranteed for arrival until 7 AM on the day following the arrival date.
Parking for Hotel Guests
Self-parking is available for $22 per day, per vehicle. Valet parking is available for $36 per day, per vehicle. Applicable taxes are extra.
Parking for Attendees Staying Off-Site
For attendees staying at an off-site property, a daily parking charge of $25 per vehicle plus taxes will be charged.
Agenda
Friday, April 29 | 9:00 AM–4:30 PM
Best Practices and Quality Control in a Planning Practice | Shelley E. Waite
Best Practices and Quality Control in an Administration Practice | David J. Koski
Developing Process Protocols | Karen Dunn Skinner and David Skinner
Best Practices and Quality Control in an Administration Practice | David J. Koski
Developing Process Protocols | Karen Dunn Skinner and David Skinner
Making More Money and (Not) Getting Sued | Panel Discussion: Nancy L. Golding QC, Clare Burns, David J. Koski, Kimberly A. Whaley, and Shelley E. Waite
Tax Issues You Need to Be Aware of and Practical Advice | Nadja Ibrahim
Will Drafting | Farha Salim
Substantive Issues | Panel Discussion: Nadja Ibrahim, John E.S. Poyser, Farha Salim, and Shelley E. Waite
Is your firm sending multiple people to this program? Click here.
This program offers a 10% discount for firms or organizations who wish to purchase three or more individual tickets. To receive the discount, all lawyers and staff members must complete their registration using their individual LESA.org account and apply the coupon code GROUP10 on checkout. Firms or organizations that do not meet the minimum threshold of three registrations will be invoiced for the difference. This discount is applicable to individual tickets purchased by members of the same firm or organization for the same program, regardless of format.
What is the difference between Group Discount and Firm Broadcast?
| Group Discount | Firm Broadcast | |
|---|---|---|
| Applicable Products | Livestreams, webinars, and most in-person programs | Livestreams, and webinars |
| Program Access | Individual access | Facilitator access only |
| Materials | Individual access with unlimited views of materials | Facilitator access only, for a limited time. Materials must be downloaded and distributed to the group by the facilitator |
| On-Demand Recording | Individual access with unlimited views of the on-demand recording | No access to the recording |
| Combined Discounts | Can be combined with role-based discounts for new lawyers and students | Cannot be combined with any other discounts |