Search LESA Resources
Areas of Law
Content Type
Author
Find by author/faculty...
Author listing includes first and last names only.
Date
-
OC-62391-5Certain issues regularly come up when dealing with powers of attorney. This on-demand program addresses the following issues with advice or comments on each and references to resources for further consideration: dealing with cryptocurrency; communication, delegation and majority rules with more than one personal representative; dealing with financial institutions when there is more than one personal representative; administrative clauses to include in the will for the actual work involved; marshalling and abatement rules. This on-demand program was originally presented on February 14, 2024 as part of Wills & EPAs – Commonly Occurring Issues. Total running time is 43 minutes.
-
OC-62391-4Certain issues regularly come up when dealing with powers of attorney. This on-demand program addresses the following issues with advice or comments on each and references to resources for further consideration: personally owned versus corporately owned assets; drafting for gender neutrality, non-marital, adopted, step and ART created children; drafting a codicil versus new will embodying changes; whether you should request a copy of a client’s old will when drafting a new one; will-makers with a US connection. This on-demand program was originally presented on February 14, 2024 as part of Wills & EPAs – Commonly Occurring Issues. Total running time is 53 minutes.
-
OC-62391-3Certain issues regularly come up when dealing with powers of attorney. This on-demand program addresses the following issues with advice or comments on each and references to resources for further consideration: best practices for basic interviews when taking instructions for a will; whether you can/should draft an interim will; disinheriting children; will-makers suffering dementia/diminished capacity; requirements to double-check beneficiary designations. This on-demand program was originally presented on February 14, 2024 as part of Wills & EPAs – Commonly Occurring Issues. Total running time is 1 hour, 5 minutes.
-
OC-62391-2Certain issues regularly come up when dealing with powers of attorney. This on-demand program addresses the following issues with advice or comments on each and references to resources for further consideration: the meaning of “joint and several”; gifting power in an EPA; whether an attorney should secure a copy of the will; basic advice for attorneys when taking over a donor’s affairs. This on-demand program was originally presented on February 14, 2024 as part of Wills & EPAs – Commonly Occurring Issues. Total running time is 50 minutes.
-
OC-62391-1Certain issues regularly come up when dealing with powers of attorney. This on-demand program addresses the following issues with advice or comments on each and references to resources for further consideration: a client, who is not yet incapacitated, needs or wants assistance/oversight in banking; a child calls and asserts that their parent wants a new POA; a client is unhappy with the person they have named as attorney; multiple concurrent powers of attorney; digital asset clauses in EPAs. This on-demand program was originally presented on February 14, 2024 as part of Wills & EPAs – Commonly Occurring Issues. Total running time is 1 hour, 5 minutes.
-
092.043.00The Alberta Wills and Estates Practice Manual is a comprehensive resource for any wills and estates practitioner. This two-part manual contains essential information and practical tips on estate planning and administration, including Surrogate forms and procedures. Whether you are drafting a will or probating one, this manual is a go-to resource.
-
OC-62365-05Designed for newly called lawyers, or for those looking to revisit the basics, this presentation explores a variety of issues that lawyers must be mindful of in estate administration matters. Topics include the role of a personal representative after the grant is issued; estate accounts versus trust accounts; expenses incurred by the personal representative; and advertising for creditors and claimants. This on-demand program was originally presented as an in-person program on October 26, 2023 as part of our Practice Foundations: Estate Administration program. Total running time is 53 minutes.
-
OC-62365-04Designed for newly called lawyers, or for those looking to revisit the basics, this presentation explores common tax issues estate administration matters. Topics include taxation on death; principal residence; and special tax considerations. This on-demand program was originally presented as an in-person program on October 26, 2023 as part of our Practice Foundations: Estate Administration program. Total running time is 1 hour, 3 minutes.
-
OC-62365-03Designed for newly called lawyers, or for those looking to revisit the basics, this presentation explores the grant application process in estate administration matters. Topics include required information during the grant application; relevant surrogate forms; and applicable legislation. This on-demand program was originally presented as an in-person program on October 26, 2023 as part of our Practice Foundations: Estate Administration program. Total running time is 1 hour, 32 minutes.
-
OC-62365-02Designed for newly called lawyers, or for those looking to revisit the basics, this presentation examines client intake procedures in estate administration matters. Topics include evaluating the needs and expectations of your client; managing the expectations of your client; and developing systems and protocols for the client introduction meeting and intake process. This on-demand program was originally presented as an in-person program on October 26, 2023 as part of our Practice Foundations: Estate Administration program. Total running time is 1 hour, 3 minutes.
-
OC-62365-01Designed for newly called lawyers, or for those looking to revisit the basics, this presentation examines the duty to account in estate administration matters. Topics include general principles and common law duty to account; entitlement to an accounting; and who prepares/pays for the accounting. This on-demand program was originally presented as an in-person program on October 26, 2023 as part of our Practice Foundations: Estate Administration program. Total running time is 1 hour, 4 minutes.
-
OC-62369Unique ethical considerations arise for wills and estates practitioners working with elderly clients. Through examination of three scenarios, this presentation explores common issues in the estate planning process for aging clients, red flags practitioners should be aware of, and effective strategies to ensure that lawyers meet their ethical obligations. This on-demand program was originally broadcasted as a live webinar on October 12, 2023. Total running time is 1 hour, 7 minutes.
