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  • Family property divisions involving one or more shareholders of a Canadian-controlled private corporation can present both the opportunity for a tax-efficient property division and significant tax risks for both the transferor and transferee of property. The focus of this paper is on the tax risks, with the intention of allowing the reader to identify potential issues and protect their clients by seeking expert advice where warranted. This paper was presented at LESA’s Business Issues in Family Law webinar series on November 2, 2021 and November 9, 2021.
  • Property statements can be an incredibly useful tool as they allow lawyers to organize all of the property issues into one fluid, live document while detailing relevant disclosure, production, and offers. The challenge for many is that there is no one “right” way to put one together. Property statements can look very different depending on who drafted them and how they are organized, which can be overwhelming and confusing – especially if you have never been taught to prepare one. This paper seeks to establish the fundamentals, to understand the overarching legal and financial principles, and to discuss further considerations while reviewing and vetting the documents supporting same. This paper was presented at LESA’s Family Property Problems for Paralegals webinar on October 20, 2021.
  • Presented in the style of short snappers, this paper provides an overview of significant case law that interprets the Alberta Rules of Court on interesting points of law during the ‘COVID-19 years’ (2020-2021). Themes addressed include limitation periods, varying and setting aside orders, dismissal for delay, summary judgment post-Hannam, expert reports, remote questioning, and affidavits of records. This paper was presented at LESA’s Rules of Court Year in Review: What Litigators Need to Know webinar on September 14, 2021.
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