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OC-62619-2This on-demand program will discuss tax strategies that may be implemented during a person’s lifetime to transition their business to the next generation. The presentation provides an overview of capital gains and dividends, discusses tax planning strategies, and provides information on the lifetime capital gains exemption. The program also provides foundational information to estate planning practitioners on the possible options that they may wish to raise when discussing succession planning with their clients. This on-demand program was originally presented as an in-person program titled Tax Issues in Estate Planning on September 24, 2026. Total running time is 52 minutes.Choose license This product has multiple variants. The options may be chosen on the product page
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OC-62619-1This presentation provides an overview of taxes that arise after death and what practitioners need to know for planning purposes. Topics include capital gains and losses, property classification, assets requiring special attention, death of a shareholder, and the double-tax problem. This on-demand program was originally presented as an in-person program titled Tax Issues in Estate Planning on September 24, 2026. Total running time is 49 minutes.Choose license This product has multiple variants. The options may be chosen on the product page
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OC-62614-5Personal License $95.00Estate matters, like family law matters, involve other dimensions besides strict legal issues. Past or present family dynamics, historical difficulties among siblings or with parents, and challenges with beneficiaries’ spouses or other family members are but a few of the myriad non-law issues that can arise in the administration of estates. This presentation considers what lawyers can do to navigate such issues, with a view to helping parties avoid litigation. This on-demand program was originally presented as an in-person program titled Administration of Estates on September 16, 2026. Total running time is 1 hour, 3 minutes.Choose license This product has multiple variants. The options may be chosen on the product page
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OC-62614-4Personal representatives in Alberta occupy a fiduciary position in relation to the estates they administer and the beneficiaries of those estates. A core aspect of that role is the duty to account, which requires personal representatives to maintain proper financial records throughout the administration of the estate. This presentation explores this duty and examines how counsel can advise personal representatives to fulfill their accounting obligations. This on-demand program was originally presented as an in-person program titled Administration of Estates on September 16, 2026. Total running time is 1 hour, 21 minutes.Choose license This product has multiple variants. The options may be chosen on the product page
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OC-62614-3This presentation explores common tax issues that can arise in the administration of estates. This on-demand program was originally presented as an in-person program titled Administration of Estates on September 16, 2026. Total running time is 1 hour, 9 minutes.Choose license This product has multiple variants. The options may be chosen on the product page
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OC-62614-2This presentation provides an overview of the grant application process, including both the GA paper forms and the Surrogate Digital System. It focuses on addressing issues “outside” of what is contemplated by the forms. This on-demand program was originally presented as an in-person program titled Administration of Estates on September 16, 2026. Total running time is 57 minutes.Choose license This product has multiple variants. The options may be chosen on the product page
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OC-62614-1Understanding who your client is (and isn’t) is critical in any matter. This is especially true when administering estates. This presentation delves into legal and ethical obligations when taking initial instructions. This on-demand program was originally presented as an in-person program titled Administration of Estates on September 16, 2026. Total running time is 1 hour, 9 minutes.Choose license This product has multiple variants. The options may be chosen on the product page
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OC-62612From first meeting to final signature, do you have a clear approach for managing estate planning files? Designed for junior lawyers and students, this presentation offers practical guidance on streamlining the estate planning process while protecting your client at every stage. This on-demand program was originally broadcasted as a live webinar on June 29, 2026. Total running time is 1 hour, 14 minutes.Choose license This product has multiple variants. The options may be chosen on the product page
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OC-62590-7Personal License $95.00This panel discussion explores various scenarios that may give rise to ethical and/or professional responsibility concerns in estate disputes. This on-demand program was originally presented as an in-person program titled Estate Disputes on June 4, 2026. Total running time is 29 minutes.Choose license This product has multiple variants. The options may be chosen on the product page
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OC-62590-6This presentation explores practical and procedural considerations in estate litigation, with topics including commencing estate litigation, managing client expectations, communicating with opposing counsel, and fees and costs. This on-demand program was originally presented as an in-person program titled Estate Disputes on June 4, 2026. Total running time is 49 minutes.Choose license This product has multiple variants. The options may be chosen on the product page
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OC-62590-5In this presentation, a Court of King’s Bench Justice discusses what kinds of estate matters should be dealt with in which forum (i.e. civil chambers, Specials, Surrogate Case Conferences). This on-demand program was originally presented as an in-person program titled Estate Disputes on June 4, 2026. Total running time is 39 minutes.Choose license This product has multiple variants. The options may be chosen on the product page
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OC-62590-4This presentation examines legislation relevant to estate disputes in order to provide a better understanding of the key statutes, regulations and rules. This on-demand program was originally presented as an in-person program titled Estate Disputes on June 4, 2026. Total running time is 56 minutes.Choose license This product has multiple variants. The options may be chosen on the product page
