Search LESA Resources
Areas of Law
Content Type
Author
Find by author/faculty...
Author listing includes first and last names only.
Date
-
OC-62111-03This presentation discusses the authority and the duties of guardians and trustees within the framework of the Adult Guardianship and Trusteeship Act and its regulations. The materials include a sample order of appointment of a guardian and trustee, a sample reporting letting to guardians and trustees, and resources for newly appointed guardians and trustees. This on-demand program was originally presented as an in-person program in February 2019.
-
OC-62111-02This presentation addresses capacity assessment requirements and reviews strategies to address common issues, including who to appoint, and joint or separate authority. This on-demand program was originally presented as an in-person program in February 2019.
-
OC-62111-01This presentation explores how to assess decision-making options properly, and discover when it may be valuable to assign supportive or substitute decision-makers. It also explores starting new applications, including the review or removal of existing guardians, trustees, agents, or attorneys. This on-demand program was originally presented as an in-person program in February 2019.
-
OC-62108-05This presentation is an overview of cases specifically dealing with ss. 22, 23, and 24 of the WSA, and explores the process of changing designated beneficiaries under plans after a will has been executed, including common pitfalls and what to watch for. It reviews the 3 Rs and 2 As, and analyzes the difference between revival and republication. This on-demand program was originally presented as an in-person program in January 2019.
-
OC-62108-04This presentation explores the rules for lapse and other failed gifts through an examination of ss. 32 and 33 of the Wills and Succession Act [WSA]. This on-demand program was originally presented as an in-person program in January 2019.
-
OC-62108-03This presentation reviews relevant legislation and leading cases, and identify key factors as they relate to non-compliant wills. This on-demand program was originally presented as an in-person program in January 2019.
-
OC-62108-02In this presentation, participants learn to identify challenging issues for attorneys, and explore a variety of outcomes and dispute resolution tactics for those issues. They will also discuss conflicting Power of Attorney documents and ethical considerations (such as financial institutions) for third parties. This on-demand program was originally presented as an in-person program in January 2019.
-
OC-62108-01This presentation explores the unique world of managing EPAs on the grounds of capacity and undue influence. This on-demand program was originally presented as an in-person program in January 2019.
-
OC-62066-06In this presentation, Sylvia A. Carruthers outlines common concerns with documents, other than wills that play a key role in estate planning. Consideration is given to enduring powers of attorney, personal directives, supported decision making authorizations, and Canada Revenue Agency forms. This on-demand program was originally presented as an in-person program in November 2017.
-
OC-62066-05In this presentation, Mandy England outlines considerations for estates in giving charitable gifts, including tax benefits, changes in tax perspectives, proper identification and how gifting different assets may incur different rules. Unusual assets, such as digital assets, genetic material, and pets, are also considered. This on-demand program was originally presented as an in-person program in November 2017.
-
OC-62066-04In this presentation, Jason Stephan identifies issues with estate planning in complex family situations by analyzing demographic trends affecting estate plans, using the Wills and Succession Act, outlining strategies for reducing wills challenges, using mutual will agreements, and placing interests in family trusts. This on-demand program was originally presented as an in-person program in November 2017.
-
OC-62066-03In this presentation, Sylvia A. Carruthers identifies the importance of risk management in estate planning including a lawyer's duty of competence, taking instructions and advising, drafting and executing documents, following up, and minimizing potential errors. This on-demand program was originally presented as an in-person program in November 2017.
