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61861.02This paper investigates the role of legal advisor in four sections – business structures, governance, due diligence, and succession planning – with the intent of guiding the reader through common situations a practitioner might find when advising family businesses. Precedent documents for annual reporting and due diligence are included. This paper was presented at the Advising a Private Family Business seminar in November – December 2012.
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61839.01This paper focuses on two particular aspects of advising a business owner who is planning for retirement: the succession of the business itself and planning for the succession of the owner’s recreational property located in Canada or the United States. The author looks carefully at the tax and estate planning issues for business owners and focuses on the situation where the plan is to transfer the business to family members. This paper was drawn from materials presented at the Advising an Aging Population seminar held in May 2012.
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61832.05This paper provides an overview of the function of the Alberta Securities Commission, its organization, and the roles and responsibilities of each branch. It then discusses the mechanisms available to the ASC for enforcement of securities laws and the forums in which it may deal with contraventions and initiate hearings. Gain insight into the procedures for investigations, hearings, appeals of decisions, and the range of orders that can be made by the ASC. This paper was drawn from materials presented at The Practical Side of Administrative Agencies, Boards, and Tribunals program held in April 2012.
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61822.04This paper was drawn from materials presented at the Advising Charities and Not-for-Profit Organizations seminar held in February 2012. This paper provides an informative review of issuance of donation receipts. It focuses on the overarching principles—including their interpretation and application—in respect of common gifts.
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61822.03This paper was drawn from materials presented at the Advising Charities and Not-for-Profit Organizations seminar held in February 2012. This paper surveys some of the more difficult areas in the process of achieving charitable status.
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61822.02This paper was drawn from materials written in May 2011, and presented at the Advising Charities and Not-for-Profit Organizations seminar held in February 2012. Given the shift in Canada Revenue Agency policy, this paper examines tax exempt status under the Income Tax Act.
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61822.01This paper was drawn from materials presented at the Advising Charities and Not-for-Profit Organizations seminar held in February 2012. This paper reviews the new Canada Not-for-Profit Corporations Act that will supersede and ultimately replace Part II of the Canada Corporations Act as the federal legislation governing not-for-profits.
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61819.01For a transactional lawyer, the purchase and sale of a business is the most fundamental of engagements. These materials provide an introductory overview of the purchase and sale process in Alberta from the time of the initial retainer, through to the completion of closing. Learn the basics of getting started, drafting the acquisition agreement, and closing the deal. This paper was drawn from materials presented at the Purchase and Sale of Business program held in November/December 2011.
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61818.01This paper was drawn from materials presented at the Conducting Effective Due Diligence seminar held in November/December 2011. This paper outlines the objectives of conducting due diligence investigations in transactions involving the purchase and sale of share or assets of a corporation. This paper also covers the processes with respect to performing and organizing such investigations. Learn the basics of reviewing minute books, conducting public registry searches, and reviewing corporate contracts and agreements. The materials include a variety of helpful samples, such as a due diligence checklist and sample due diligence memorandum.
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46_07_02This paper addresses the following recent trademark law developments: oppositions, section 45 proceedings, disclaimers, colour claims, non-traditional marks, section 9 marks, new gTLDs, ICANN, GAC, the Madrid Protocol, the Singapore Treaty, Nice Classification implications and general practice changes. This paper was presented at the Intellectual Property Law Update program which was held in Edmonton on February 8, 2011 and in Calgary on February 10, 2011.
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46_07_06This paper looks at recent Canadian copyright issues and includes a discussion on digital locks, the Anti-Counterfeiting Trade Agreement, streaming music by internet and satellite, the liability of bittorrent search engines, secondary liability and fair dealing in education and the internet. This paper was presented at the Intellectual Property Law Update program which was held in Edmonton on February 8, 2011 and in Calgary on February 10, 2011.
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46_07_05This paper includes a summary overview of the changes to fair dealing and users' rights which will be affected by Bill C-32, the proposed amendments to the Copyright Act. The paper also explores and describes some current technologies which present challenges to copyright and other laws and the impact of the proposed amendments to the Copyright Act, including digital lock provisions, on the use of those technologies. This paper was presented at the Intellectual Property Law Update program which was held in Edmonton on February 8, 2011 and in Calgary on February 10, 2011.
