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  • This paper outlines the limited grants that a court can issue under the Surrogate Rules, including: grant of administration of unadministered property, grant of re-sealed probate with respect to property in Alberta, grant of administration limited to specific property, grant of administration of property not included in another grant and ancillary grants. This paper was presented at the Wills and Estates for Legal Support Staff program held in September 2012.
  • $55.00
    This paper explains the elements of an estate accounting. The author provides tips for an estate accounting, including timelines and parties involved, and highlights the consequences of failing to provide a proper accounting. A detailed example of an estate accounting package as well as a documentation checklist is provided. This paper was presented at the Wills and Estates for Legal Support Staff program held in September 2012.
  • $45.00
    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.  
  • This paper focuses on the topic of charitable giving through estate planning. The author provides useful suggestions for how to effectively frame the conversation with your clients to enable you to access information about what is important to them. She discusses the use of endowments and private foundations to provide flexible planning to your clients and concludes by reminding the reader that these conversations are not awkward or overly personal, as practitioners sometimes assume. Conversely, these conversations are deeply appreciated by donors who are eager to discuss their wishes. This paper was drawn from materials presented at the Advising an Aging Population seminar held in May 2012.  
  • Alberta Wills and Estates Legislation provides quick, easy reference to the essential legislation applicable to a wills and estates practice and includes the full-text of over 20 statutes and regulations. Alberta Wills and Estates Legislation is a subscription service that is updated periodically. Subscribers receive updates automatically, invoiced at the time of publication. You may remove yourself from our subscription list at any time by emailing [email protected] or by calling 780.420.1987. Update: 2020 View contents The Alberta Wills & Estates Legislation is provided in hardcopy format only. Once placed, your order will be processed within 5 business days and shipped to the address indicated.
  • 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.  
  • This paper addresses the current practice and future evolution of the business of law as it applies to estate administration. It provides a brief overview of the product or services that an estate administration lawyer offers. It also describes the anatomy of trust, and applies that to estate administration practice. The paper includes a discussion of such topics as setting boundaries, being reliable, being accountable, maintaining confidentiality and integrity, and asking for help. 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.  
  • This paper provides tips for navigating estate administration issues. It includes drafting tips for eliminating or reducing problems associated with multiple executors. As well, post-mortem planning considerations are discussed, including joint retainers, legal costs, executor compensation, renunciation, nomination, and delegation, among others. This paper also explores issues and provides tips for dealing with executors who are also beneficiaries, creditors, trustees, or potential claimants. 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.  
  • This paper provides a general overview of common tax issues and pitfalls, and highlights key income tax issues that should be addressed by counsel when assisting an estate’s personal representative. Topics discussed include: income tax returns, the CRA Voluntary Disclosure Program, spousal trusts, graduated rate estates, charitable donations, principal residence exemption, executor compensation, post-mortem planning, clearance certificates, and executor liability for tax debts, among others. 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.