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62248.01This paper discusses issues that may arise in wills containing no-contest clauses. It explores when poorly drafted clauses may result in a finding that the clause breaches the rule against in terrorem provisions. The paper also examines the Alberta Court of Appeal’s 2019 decision in Mawhinney v Scobie to identify situations in which a no-contest clause is valid. 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.
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OC-62248-11Review the current AISH legislation, and explore of a number of planning options and income tax issues to be considered in a variety of circumstances. This on-demand program was originally presented as an in-person session on May 1, 2022, as part of LESA’s Refresher 2022: Wills and Estates. Total running time is 49 minutes.
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OC-62248-10Analyze the factors that a solicitor must consider when advising a client on business succession planning. This on-demand program was originally presented as an in-person session on May 1, 2022, as part of LESA’s Refresher 2022: Wills and Estates. Total running time is 1 hour, 9 minutes.
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OC-62248-9This presentation gives an overview of will substitutes and takes a broader look at their respective pros, cons, and quirks as they come up in practice. This on-demand program was originally presented as an in-person session on May 1, 2022, as part of LESA’s Refresher 2022: Wills and Estates. Total running time is 47 minutes.
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OC-62248-8This presentation will provide information to assist you in conversations with your client, leading to more purposeful choices and enhanced client relationships. This on-demand program was originally presented as an in-person session on May 1, 2022, as part of LESA’s Refresher 2022: Wills and Estates. Total running time is 44 minutes.
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OC-62248-7Review common and unique issues that arise with the rule against perpetuities with renowned subject matter expert and LESA's Refresher 2022 Keynote Speaker, Professor Albert Oosterhoff. This complimentary on-demand program was originally presented as an in-person session on May 1, 2022, as part of LESA’s Refresher 2022: Wills and Estates. Total running time is 35 minutes.
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OC-62248-6Examine the role and duties of a capacity assessor and highlight the different skill sets of trained assessors and lawyers. Address how to operationalize delusions and disorders of the mind as well as how to test for the presence of a delusion. This on-demand program was originally presented as an in-person session on May 1, 2022, as part of LESA’s Refresher 2022: Wills and Estates. Total running time is 47 minutes.
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OC-62248-5Looking at cases from across Canada, with an emphasis on Alberta case law and legislation, this presentation provides an overview of decisional capacity. This on-demand program was originally presented as an in-person session on May 1, 2022, as part of LESA’s Refresher 2022: Wills and Estates. Total running time is 46 minutes.
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OC-62248-4Explore topics in estate litigation such as settlement agreements, indemnities, costs, and PR compensation. This on-demand program was originally presented as an in-person session on April 30, 2022, as part of LESA’s Refresher 2022: Wills and Estates. Total running time is 49 minutes.
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OC-62248-3Explore topics related to claims and proceedings in estate litigation through this in-depth panel discussion. This on-demand program was originally presented as an in-person session on April 30, 2022, as part of LESA’s Refresher 2022: Wills and Estates. Total running time is 3 hours, 2 minutes.
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OC-62248-2Explore topics related to managing the court process in estate litigation through this in-depth panel discussion. This on-demand program was originally presented as an in-person session on April 30, 2022, as part of LESA’s Refresher 2022: Wills and Estates. Total running time is 1 hour, 8 minutes.
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OC-62248-1Explore initial considerations in estate litigation through this panel discussion with esteemed subject matter experts in wills and estates. This on-demand program was originally presented as an in-person session on April 30, 2022, as part of LESA’s Refresher 2022: Wills and Estates. Total running time is 58 minutes.
