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61932.02BThis paper explores the various options available in estate planning for blended families, highlighting the potential attacks that can be made on some of those options. This paper is part of a collection presented at LESA’s 48th Annual Refresher: Wills & Estates in 2015.
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61932.02AThis paper explores the practical servicing and handling of these clients, who come with, perhaps, more “baggage” and so can require a broader, more holistic approach. It reviews issues like conflicts, taking instructions, drafting considerations, and potential complications in estate administration. This paper is part of a collection presented at LESA’s 48th Annual Refresher: Wills & Estates in 2015.
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OC-62199-2Explore the inherent double / triple tax on death when owning private company shares and the post-mortem planning to mitigate the double / triple tax, including timing sensitivities. Topics also include use of various trusts, charitable gifting, and planning considerations regarding TOSI (Tax on Split Income). This on-demand program was originally broadcasted as a webinar on November 24, 2020. Total running time is 1 hour, 24 minutes.
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The LESA Library is an online, comprehensive, and searchable resource that provides you with Alberta-specific legal information you can access from anywhere, at anytime. The complete LESA Library includes access to over 1,000 program papers from 2010 to the present, as well as publications, checklists, editable samples and precedents, and fillable forms. The LESA Library is a paid annual subscription with two payment options. Choose either an annual fee or sign up for our monthly payment option. Regardless of which payment option you pick, your subscription is for one year from the date of purchase. Subscriptions automatically renew on the expiration date. Firm subscriptions are available in the following firm sizes:
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OC-62199-1Learn how to identify pre-mortem tax planning issues for your clients, including common pitfalls and opportunities. Before death (pre-mortem) planning includes tax and estate planning in order to minimize overall tax on death, and drafting the Will so that the estate will be administered in a tax effective manner. This on-demand program was originally broadcasted as a webinar on November 17, 2020. Total running time is 1 hour, 28 minutes.
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The LESA Library is an online, comprehensive, and searchable resource that provides you with Alberta-specific legal information you can access from anywhere, at anytime. The complete LESA Library includes access to over 1,000 program papers from 2010 to the present, as well as publications, checklists, editable samples and precedents, and fillable forms. The LESA Library is a paid annual subscription with two payment options. Choose either an annual fee or sign up for our monthly payment option. Regardless of which payment option you pick, your subscription is for one year from the date of purchase. Subscriptions automatically renew on the expiration date. You may purchase an individual subscription to one or two areas of law or purchase a subscription to the complete library. Choose your areas of law in the drop-down menu below, select a payment option, and click “Sign Up Now” to add to your cart. Once your purchase is complete, you will have instant access to the LESA Library through the link at the top of our website. Subscribers to the LESA Library agree to abide by our Policies and Terms of Use. For answers to our frequently asked questions, please click here.
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OC-62183-14Examine the rules under the Adult Guardianship and Trusteeship Act and the regulations relating to applications for a review of accounts. Review the statutory and fiduciary obligations of a trustee and options for informal accounting. Discuss the application process, including 'when' and 'how', common mistakes made on accounting applications, and what to expect when your application is disputed. This on-demand program was originally broadcasted as a webinar on June 2020. Total running time is 1 hour, 11 minutes.
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OC-62183-8Review fundamental concepts of decision-making capacity, including definitions, guiding principles, common capacity issues, and practical tips for lawyers. This on-demand program was originally broadcasted as a webinar on May 21, 2020. Total running time is 1 hour. Though we do our best to ensure quality, technology is not always 100% reliable. This recording contains approximately one minute of disrupted audio.
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OC-62183-3Review the basic principles and benefits of the AISH program. Discuss the legislative history of the exemption of trusts from asset calculations and how AISH treats various sources of income. Consider some of the recent budgetary and policy changes implemented by the current government and explore estate and trust planning opportunities for families that have members on AISH. This on-demand program was originally broadcasted as a webinar on May 6, 2020. Total running time is 1 hour, 3 minutes.
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62140.06This paper explores sections 37, 38, and 39 of the Wills and Succession Act (WSA) and examines Alberta’s dispensing and rectification powers in regards to their application, scope, and relationship to one another. This paper is part of a collection presented at LESA’s Drafting Considerations for Wills & Estates Practitioners program in Edmonton on November 7, 2019 and in Calgary on November 14, 2019.
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62140.05This paper reviews tips and traps when collecting information and drafting wills. Topics include joint assets, life insurance, registered assets, Registered Education Savings Plans (RESPs), specific bequests, gifts to charities, Assured Income for the Severely Handicapped (AISH) trusts, spousal trusts, advances/loans/gifts, and administration clauses. This paper is part of a collection presented at LESA’s Drafting Considerations for Wills & Estates Practitioners program in Edmonton on November 7, 2019 and in Calgary on November 14, 2019.
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62140.04This paper discusses some potential pitfalls and risks of unanticipated personal liability faced by lawyers who act under the power of attorney. The paper outlines the duties of attorneys, the common types of litigation faced by attorneys, the adverse consequences of litigation arising from a power of attorney, and some measures to take to protect against personal liability. This paper is part of a collection presented at LESA’s Drafting Considerations for Wills & Estates Practitioners program in Edmonton on November 7, 2019 and in Calgary on November 14, 2019.
