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OC-62111-05$95.00 – $445.00Price range: $95.00 through $445.00This presentation provides a clinical process to assessing decision-making capacity as well as a discussion of the capacity continuum. The materials include a capacity assessment worksheet and a worksheet to use when conducting a capacity assessment. This on-demand program was originally presented as an in-person program in February 2019.Select options This product has multiple variants. The options may be chosen on the product page
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OC-62248-12$95.00 – $445.00Price range: $95.00 through $445.00Consider the interplay between spousal support and a claim for maintenance and support under the Wills and Successions Act. This on-demand program was originally presented as an in-person session on May 2, 2022, as part of LESA’s Refresher 2022: Wills and Estates. Total running time is 1 hour, 16 minutes.Select options This product has multiple variants. The options may be chosen on the product page
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OC-62395$95.00 – $445.00Price range: $95.00 through $445.00On February 1, 2023, a new version of Alberta’s Trustee Act came into force. This presentation discusses the amendments to the Trustee Act, recent amendments to the Estate Administration Act and the Adult Guardianship and Trusteeship Regulation, and judicial involvement. This on-demand program was originally broadcasted as a live webinar on March 12, 2024. Total running time is 43 minutes.Select options This product has multiple variants. The options may be chosen on the product page
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OC-62023-05$95.00 – $445.00Price range: $95.00 through $445.00In this presentation, Jason Sweeney discusses the personal representative's duty to account, forms of accounts, types of accounting, and what must be proven. This on-demand program was originally presented as an in-person program in November 2016.Select options This product has multiple variants. The options may be chosen on the product page
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OC-62035-02In this presentation, Malkit Atwal outlines common accounting applications in estate litigation such as attorney's obligations, when accounting is required, remedies, procedural issues, forms of accounting, personal representative compensation, and common disputes.This on-demand program was originally presented as an in-person program in April 2017.Select options This product has multiple variants. The options may be chosen on the product page
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OC-62030-05In this presentation, Shelley Waite discusses acting for the aging client, including applying the legal test for capacity, conducting medical capacity tests, and dealing with undue influence. This on-demand program was originally presented as an in-person program in March 2017.Select options This product has multiple variants. The options may be chosen on the product page
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OC-62183-14$95.00 – $445.00Price range: $95.00 through $445.00Examine the rules under the Adult Guardianship and Trusteeship Act and the regulations relating to applications for a review of accounts. Review the statutory and fiduciary obligations of a trustee and options for informal accounting. Discuss the application process, including 'when' and 'how', common mistakes made on accounting applications, and what to expect when your application is disputed. This on-demand program was originally broadcasted as a webinar on June 2020. Total running time is 1 hour, 11 minutes.Select options This product has multiple variants. The options may be chosen on the product page
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OC-62410-3$95.00 – $445.00Price range: $95.00 through $445.00It is important for lawyers to understand the difference between hearings and desk applications and when to proceed to court. Explore key aspects of AGT applications by hearing, including a review of a sample notice of hearing, affidavit of service, and order, and consideration of sample paragraphs for AGTA applications. This on-demand program was originally presented as an in-person program titled Practice Foundations: Adult Guardianships and Trusteeships on May 28, 2024. Total running time is 1 hour, 21 minutes.Select options This product has multiple variants. The options may be chosen on the product page
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OC-62410-4$95.00 – $445.00Price range: $95.00 through $445.00Understanding the kinds of applications that can proceed as adult guardianship and trusteeship “desk applications” is paramount for lawyers and their clients. This on-demand program considers the mechanisms for initial applications for guardianship and trusteeship, review applications, and examination and approval of trusteeship accounts. This on-demand program was originally presented as an in-person program titled Practice Foundations: Adult Guardianships and Trusteeships on May 28, 2024. Total running time is 1 hour, 23 minutes.Select options This product has multiple variants. The options may be chosen on the product page
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OC-62111-01$95.00 – $445.00Price range: $95.00 through $445.00This presentation explores how to assess decision-making options properly, and discover when it may be valuable to assign supportive or substitute decision-makers. It also explores starting new applications, including the review or removal of existing guardians, trustees, agents, or attorneys. This on-demand program was originally presented as an in-person program in February 2019.Select options This product has multiple variants. The options may be chosen on the product page
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OC-62248-4Explore topics in estate litigation such as settlement agreements, indemnities, costs, and PR compensation. This on-demand program was originally presented as an in-person session on April 30, 2022, as part of LESA’s Refresher 2022: Wills and Estates. Total running time is 49 minutes.Select options This product has multiple variants. The options may be chosen on the product page
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OC-62272-4$95.00 – $445.00Price range: $95.00 through $445.00Examine precedents that could be used in matters dealing with represented adults and identify when to use them. Review sample letters and paragraphs that could be included in an application. This on-demand program was originally presented as an in-person session on May 27, 2022, as part of our AGTA for Legal Support Staff program. Total running time is 1 hour, 35 minutes.Select options This product has multiple variants. The options may be chosen on the product page
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