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61977.04This paper aims to highlight scenarios that warrant customization when drafting a client's will. Such scenarios include blended families, minor beneficiaries, dependant beneficiaries, inheritance advances and beneficiary loans, jointly owned property, mines and minerals, and specific asset bequests.This paper is part of a collection presented at LESA’s Drafting Your First Will program in November, 2015.
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61977.03This paper provides an overview of the structure of a standard will, including which clauses should be included and why. The author offers recommendations for useful variations to present to clients which can ensure the appropriate clauses are included in an otherwise straight forward will. A precedent standard will is included.This paper is part of a collection presented at LESA’s Drafting Your First Will program in November, 2015.
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61977.02This paper discusses the factors lawyers need to be aware of regarding capacity, including how to create a properly documented process in order to validate and support the likelihood of a client’s testamentary capacity during the legal services process. A lawyer checklist regarding capacity, a sample letter requesting a capacity assessment report, and a sample capacity assessment report are included.This paper is part of a collection presented at LESA’s Drafting Your First Will program in November, 2015.
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61977.01This paper provides a broad overview of the process of drafting a will, with a particular focus on should be discussed with the client during the initial meeting. The author provides recommendations on systems that can assist in drafting wills that meet your clients’ needs and addresses their complexities. The paper includes a sample client questionnaire and a will instruction checklist.This paper is part of a collection presented at LESA’s Drafting Your First Will program in November, 2015.
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61975.01This paper is complimentary.
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61972.07This paper discusses the effect of the recent Supreme Court of Canada case of Hryniak v Mauldin, which revamped the test for summary judgment in Alberta. The authors provides a detailed analysis of how the case, which interprets an Ontario procedural rule, has been interpreted and applied by the Alberta courts.This paper is part of a collection presented at LESA’s Law and Practice Update in November, 2015.
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61972.05This paper is intended to provide non-employment lawyers with a working foundation of employment law. Topic include what is and is not employment law, employment contracts, workplace privacy, common law employee obligations, poisoned workplaces, human rights obligations, ‘just cause’ and correcting employee conduct, and legislative employee benefits. This paper is part of a collection presented at LESA’s Law and Practice Update program in November, 2015.
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61972.03This paper summarizes how family law treats a person’s financial situation, and the possible adverse and positive consequences which may emanate from the way people structure their domestic relationships. The paper provides an analysis of case law developed to determine the income of a spouse or parent for the purpose of calculating support obligations as well as case law related to adult interdependent relationships.This paper is part of a collection presented at LESA’s Law and Practice Update program in November, 2015.
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61972.02This paper provides a comprehensive summary of the new Estate Administration Act which came into force on June 1, 2015 and which applies to existing administrations, applications or grants in Alberta. A Table of Concordance between the new Estate Administration Act, the Administration of Estates Act, Devolution of Real Property Act, Surrogate Rules and the Wills and Succession Act is included.This paper is part of a collection presented at LESA’s Law and Practice Update program in November, 2015.
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61972.01This paper provides information on the substantive legal operation of the Wills and Succession Act since it came into force on February 1, 2012. The author discusses amendments to the legislation as well as recent case law and judicial interpretation of the act.This paper is part of a collection presented at LESA’s Law and Practice Update program in November, 2015.
