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Join innovative thought-leaders and organizations in law to learn the current state of technology. Consider the impact of technological developments and what the future might bring to Alberta’s legal community. This on-demand series was originally broadcasted as webinars from May – June, 2021. Each session is approximately 1.5 hours.
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Consider the rules in Canada and abroad and how a digital wills framework needs to address privacy, security, and the data retention needs of testators. This on-demand program was originally broadcasted as a webinar as part of our Alberta Legal Technology Conference on June 3, 2021. Total running time is 1 hour, 17 minutes.
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Explore key considerations, potential tax issues, common pitfalls, and drafting techniques to benefit your estate planning practice. This program is best suited for lawyers in their first years of practice or for those looking to revisit the basics. This on-demand program was originally broadcasted as a webinar on December 4, 2020. Total running time is 3 hours, 27 minutes.
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Explore the inherent double / triple tax on death when owning private company shares and the post-mortem planning to mitigate the double / triple tax, including timing sensitivities. Topics also include use of various trusts, charitable gifting, and planning considerations regarding TOSI (Tax on Split Income). This on-demand program was originally broadcasted as a webinar on November 24, 2020. Total running time is 1 hour, 24 minutes.
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Learn how to identify pre-mortem tax planning issues for your clients, including common pitfalls and opportunities. Before death (pre-mortem) planning includes tax and estate planning in order to minimize overall tax on death, and drafting the Will so that the estate will be administered in a tax effective manner. This on-demand program was originally broadcasted as a webinar on November 17, 2020. Total running time is 1 hour, 28 minutes.
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Discuss the role lawyers play regarding medical decisions that patients and their agents must make when facing serious illness, such as COVID-19. Assess the challenges of ill-prepared patients and their agents, and the opportunity for doctors and lawyers to work together to the betterment of their patients/clients. Explore the deficiencies in current medical decision-making related to serious illness, and how a free, online, decision support tool called Plan Well Guide can facilitate collaboration between the medical and legal professions. This on-demand program was originally broadcasted as a webinar on September 24, 2020. Total running time is 1 hour.
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Examine 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.
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Review fundamental concepts of decision-making capacity, including definitions, guiding principles, common capacity issues, and practical tips for lawyers. This on-demand program was originally broadcasted as a webinar on May 21, 2020. Total running time is 1 hour. Though we do our best to ensure quality, technology is not always 100% reliable. This recording contains approximately one minute of disrupted audio.
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Consider how the COVID-19 pandemic affects the way you practice wills and estates law. From remote client meetings and document signing to court shutdowns and corresponding backlogs, identify potential challenges and evaluate possible solutions. This on-demand program was originally broadcasted as a webinar on May 14, 2020. Total running time is 52 minutes.
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Review the basic principles and benefits of the AISH program. Discuss the legislative history of the exemption of trusts from asset calculations and how AISH treats various sources of income. Consider some of the recent budgetary and policy changes implemented by the current government and explore estate and trust planning opportunities for families that have members on AISH. This on-demand program was originally broadcasted as a webinar on May 6, 2020. Total running time is 1 hour, 3 minutes.
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Explore adult guardianships and trusteeships from start to finish. Get tips for managing represented adult matters, and learn key strategies to help set up guardians and trustees for success. This on-demand program was originally presented as an in-person program in February 2019. Total running time is 4 hours, 55 minutes.
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Analyze common issues and identify practical resolutions when dealing with wills and enduring powers of attorney. Explore lapsed and failed gifts, resistant grantors, flawed EPAs, wills and Codicils, and non-compliant wills. This on-demand program was originally presented as an in-person program in January 2019. Total running time is 3 hours, 50 minutes.
