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OC-62243-01This on-demand program reviews Family Maintenance and Support (“FMS”) claims. The presenter will provide an overview of the legislation and touch on various procedural issues involved in bringing or defending an FMS claim. Total running time is 49 minutes.Select options This product has multiple variants. The options may be chosen on the product page
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61932.14These authors offer a discussion on the costs decisions involved in recent estate litigation in Alberta, noting some interesting judicial commentary and trends. A main theme is that, to avoid client costs liability, practitioners must pause at every turn to consider whether a client’s position continues to be reasonable. Attached are valuable scenarios relating to various applications under the Surrogate Rules and the Wills and Succession Act. This paper is part of a collection presented at LESA’s 48th Annual Refresher: Wills & Estates in 2015.
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OC-62236Identify, unpack, and intervene in systemic racism within legal institutions and your own practice. Moving beyond a diversity and inclusion lens, this session encourages members of the legal community to develop an anti-racist framework. This on-demand program was originally broadcasted as a webinar on September 9, 2021. Total running time is 1 hour, 54 minutes. This on-demand program is complimentary.
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61934.02This author, from the Office of the Public Guardian and Trustee, highlights the most significant changes to how Albertans will administer estates with the coming into force of the Estate Administration Act and the new Surrogate Rules. She provides a chart comparing the old and new legislative authorities governing specified court applications and also issues like the factors affecting priority, special grants, required notices and priorities affecting applications by spouses and adult interdependent partners. This paper is part of a collection presented at LESA’s New Estate Administration Act program held in April, 2015.
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62410.01This paper provides a broad overview of the who, what, when, where, and whys of AGTA accounting. It also discusses how to make an application for accounting in adult guardianship and trusteeship matters. This paper is part of a collection presented at LESA’s Practice Foundations: Adult Guardianships and Trusteeships program in Edmonton on May 28, 2024.
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61932.03This two-paper set examines two different issues: when child support obligations become payable by a payor’s estate and the issue of when a potential payor can be said to have stood in the place of a parent in relation to a child. On the first issue, the author describes the leading authority, Burns v Burns, and examines the decisions that came after. On the second issue, he provides a short primer to be used to help lawyers in advising clients on what to consider when entering into a new relationship in which one of the parties is bringing children from a previous relationship. These papers are part of a collection presented at LESA’s 48th Annual Refresher: Wills & Estates in April, 2015.
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OC-62030-04Price range: $95.00 through $445.00In this presentation, Helen Ward discusses attacking wealth transfers on the basis of a lack of capacity. This on-demand program was originally presented as an in-person program in March 2017.Select options This product has multiple variants. The options may be chosen on the product page
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OC-62247-1Price range: $95.00 through $445.00Analyze your time and/or your 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 on-demand program was originally presented as an in-person session on April 29, 2022, as part of our Managing Wills and Estates Matters program. Total running time is 47 minutes.Select options This product has multiple variants. The options may be chosen on the product page
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62247.01Using 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.
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OC-62247-2Price range: $95.00 through $445.00Consider best practices in an estate administration practice. This on-demand program was originally presented as an in-person session on April 29, 2022, as part of our Managing Wills and Estates Matters program. Total running time is 49 minutes.Select options This product has multiple variants. The options may be chosen on the product page
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62247.04This 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.
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61997.03Given the increasing cross-pollination between family law and wills and estates, having a good understanding of family law principles is helpful for many wills and estates practitioners. This paper focuses on the role of domestic contracts, particularly cohabitation agreements, pre-nuptial agreements, and post-nuptial agreements, as part of an overall estate plan. The basic nature of domestic contracts and their applicable law is reviewed, and common issues that arise in challenges to such agreements, including undue influence and disclosure, are highlighted. For clients in blended families, the relationship between domestic contracts and wills and enduring powers of attorney is also discussed, as well as family maintenance and support claims.This paper is part of a collection presented at LESA’s Estate Planning for Blended Families program in Edmonton on May 10, 2016 and in Calgary on May 17, 2016.
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