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  • This paper encourages readers to analyze their time and/or their staff’s time, and identify processes that can be standardized, thereby leading to more time to create quality documents, lasting clients, and perhaps making more money. This paper is part of a collection presented at LESA’s Managing Wills and Estates Matters program in Banff on April 29, 2022.
  • This paper highlights certain tax considerations in drafting wills and in administering estates. In particular, it looks at: structuring charitable bequests under a will/trust, will planning for US beneficiaries, cross-border tax implications of distributions to US persons, and tax responsibilities for executors of US persons (US citizens living in Canada). This paper is part of a collection presented at LESA’s Managing Wills and Estates Matters program in Banff on April 29, 2022.
  • 62247.02
    $35.00
    This paper serves as a practical guide for wills and estates practitioners through a series of principles that should inform good drafting. Starting with a discussion of the role and responsibilities of a drafting solicitor, it examines the use of precedents, drafting tips, covering “what ifs”, and more. It also considers what to do when clients give instructions that a lawyer can foresee will lead to issues. This paper is part of a collection presented at LESA’s Managing Wills and Estates Matters program in Banff on April 29, 2022.
  • Using the author’s experiences over the years, this paper considers best practices in an estate administration practice. This paper is part of a collection presented at LESA’s Managing Wills and Estates Matters program in Banff on April 29, 2022.
  • This paper guides practitioners on the steps needed to enforce a judgment and addresses considerations that must be kept in mind during such enforcement. This paper is part of a collection presented at LESA’s May the Force Be with You program in Edmonton on May 4, 2022.