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  • 62028.06

    8 Clauses That You Should Consider Before [Your Client] Dies

    $35.00
    This paper reviews 8 clauses that aren’t commonly found in Alberta wills, but that should be considered during estate planning discussions and drafting. The estate planning provisions discussed include: digital assets; evidence of inability to act; definition of grandchild; personal property; advances; joint assets; statement of intention; and real property interests. This paper is part of a collection presented at LESA’s Drafting Wills and Trusts program held in Edmonton on February 28, 2017 and in Calgary on March 7, 2017.  
    Minus Quantity- Plus Quantity+
  • 62035.04

    A Review of Some of the Evidentiary Issues in Estate Litigation

    $65.00
    This paper discusses some of the evidentiary rules and presumptions that apply to estate litigation. It also discusses sources of evidence that may be adduced to support a litigant’s arguments. In particular, it provides an overview of the law of evidence under the Alberta Evidence Act and Alberta jurisprudence. As well, evidentiary issues regarding testamentary capacity, undue influence, and interpretation and rectification of wills are also discussed. In addition, important evidentiary presumptions are highlighted, such as the presumption of advancement and the presumption of resulting trust. This paper is part of a collection presented at LESA’s Estate Litigation Fundamentals program held in Edmonton on April 5, 2017 and in Calgary on April 12, 2017.
    Minus Quantity- Plus Quantity+
  • 62395.01

    A Year in Review: Judicial Treatment of the New Trustee Act

    $35.00
    On February 1, 2023, a new version of Alberta’s Trustee Act came into force. This paper 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 paper was presented at LESA’s A Year in Review: Judicial Treatment of the New Trustee Act webinar on March 12, 2024.
    Minus Quantity- Plus Quantity+
  • 62023.06

    Accounting: The Personal Representative’s Duty and What Must Be Provided

    $65.00
    The personal representative’s duty to account to those interested in an estate is central to that role, yet it is often poorly understood. This paper examines that duty to account so that lawyers can better prepare personal representatives for their role. It discusses forms of accounts, and provides examples of disbursements and receipts of capital and income. It also reviews types of accounting, including informal accounting, formal accounting, and applications to dispense with formal accounting. Additional accounting considerations for personal representatives are also discussed. The paper includes, as appendices, a sample clause for a retainer letter, a sample inventory of property and debts (Schedule 5), and a sample estate accounting financial statement. This paper is part of a collection presented at LESA’s Estate Administration Fundamentals program held in Edmonton on November 30, 2016 and in Calgary on December 7, 2016.  
    Minus Quantity- Plus Quantity+
  • 62248.18

    Acting for Partially Capacitated Litigants

    $65.00
    Estate litigation often involves clients with diminished capacity. This paper addresses the question, “How does the lawyer properly deport him or herself when approached by the aging client who wants to retain the lawyer to represent them?” This paper is part of a collection presented at LESA’s 2022 Refresher: Wills and Estates program in Banff on April 29-May 2, 2022.
    Minus Quantity- Plus Quantity+
  • 30_44_09

    Addressing the Requirement to Consider Tax Consequences Under the Prudent Investor Rules

    $35.00
    This paper discusses issues of trustee liability. Within that discussion, the author first deals with Alberta's Prudent Investor Rules and then with a more detailed analysis of the tax consequences that a trustee should address. This paper was presented at the Wills & Estates' 44th Annual Refresher in 2011.
    Minus Quantity- Plus Quantity+
  • 30_44_16

    Adult Guardianship and Trusteeship Act – Moving from Theory to Practice

    $65.00
    This paper focuses specifically on trusteeships while describing the similarities between the Adult Guardianship and Trusteeship Act and the old Dependent Adults Act. It also provides a guide to making several trustee court applications. Precedents for an urgent application, a discharge attorney and appoint trustee application, and a limited trustee application are included. This paper was presented at the Wills & Estates' 44th Annual Refresher in 2011.
    Minus Quantity- Plus Quantity+
  • 30_44_17

    Adult Guardianship and Trusteeship Act – New Protection for Vulnerable Albertans

    $35.00
    This paper reviews capacity assessments under the Adult Guardianship and Trusteeship Act [AGTA] and the role of the review officer. It also includes a discussion of the protective measures and the specific decision making and emergency health care provisions under the AGTA. Finally, the paper ends with an overview of how the AGTA has been implemented so far. This paper was presented at the Wills & Estates' 44th Annual Refresher in 2011.
    Minus Quantity- Plus Quantity+
  • 30_44_15

    Adult Guardianship and Trusteeship Act – Personal Matters

    $65.00
    This paper uses the author's personal experience to provide some practical tips on filling out the forms for personal matter applications required by the Adult Guardianship and Trusteeship Act. Precedent forms, as well as a flowchart of the court application process, are included as schedules to the paper. This paper was presented at the Wills & Estates' 44th Annual Refresher in 2011.
    Minus Quantity- Plus Quantity+
  • 61839.05

    Age in Place Living Options

    $35.00
    The author discusses two common options used to enable aging persons to live on their own for as long as possible: Life Leases and Reverse Mortgages (also known as Home Equity Conversion Mortgages). Using a unique question and answer technique, the author effectively addresses many of the questions a practitioner might have when advising clients about the options for securing reliable source of income for the balance of their lives. Drawing on papers previously prepared for the CMHC, case studies are also used to demonstrate the application of these strategies. This paper was drawn from materials presented at the Advising an Aging Population seminar held in May 2012.  
    Minus Quantity- Plus Quantity+
  • 62410.05

    AGT Desk Applications

    $35.00
    Understanding the kinds of applications that can proceed as adult guardianship and trusteeship “desk applications” is paramount for lawyers and their clients. This paper considers the mechanisms for initial applications for guardianship and trusteeship, review applications, and examination and approval of trusteeship accounts. This paper is part of a collection presented at LESA’s Practice Foundations: Adult Guardianships and Trusteeships program in Edmonton on May 28, 2024.
    Minus Quantity- Plus Quantity+
  • 62272.03

    AGTA Precedents

    $65.00
    These materials consist of precedents that could be used in matters dealing with represented adults. Precedents include sample letter to the Office of the Public Guardian and Trustee, sample letter to adult, sample letter to other family members and interested parties, and sample paragraphs that could be included in an application. This paper is part of a collection presented at LESA’s AGTA for Legal Support Staff program in Edmonton on May 27, 2022.
    Minus Quantity- Plus Quantity+
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