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  • 62063.02

    Demystifying the Role of the Office of the Public Guardian and Trustee

    $35.00
    This paper provides an overview of the role of the Office of the Public Guardian and Trustee in estate administration matters, including for represented adults or minor children, family maintenance and support claims, court appointed trustees of minor’s property, bonds, missing or unknown beneficiaries, missing persons, and more. This paper is part of a collection presented at LESA’s Effective Legal Support: Wills and Estates program in Edmonton on November 15, 2017 and in Calgary on November 22, 2017.
  • 62063.01

    Common Sense Should Be Common with Respect to Grants — Even the Unusual Ones

    $65.00
    This paper provides an overview of grants of probate and grants of administration. The first part of the paper discusses grants that are limited to part of the deceased’s property, including grants of administration of unadministered property, grants of re-sealed probate/administration with respect to Alberta property, grants of administration limited to specific property, and ancillary grants. The second part of the paper addresses applying for a grant with a power of attorney, applying for expedited grants, validating non-compliant wills or gifts, and using caveats. The paper includes a number of samples and precedents related to grant applications. These include an application for a grant of probate, an application for a grant of administration, an application for a grant of re-sealed probate, a surrogate checklist, protocols for expedited applications in Edmonton and Calgary, and a list of common errors and problems when applying for grants. This paper is part of a collection presented at LESA’s Effective Legal Support: Wills and Estates program in Edmonton on November 15, 2017 and in Calgary on November 22, 2017.
  • 62056.04

    Rowing Together – Suggestions for Creating Co-operation and Continuity in the Work Place

    $65.00
    This paper explores ideas for creating co-operation and continuity in a legal office to strengthen operations and workplace satisfaction. Topics discussed include sharing information, managing files efficiently, and interacting with clients and self-represented litigants. A number of precedent forms are included with the paper as additional resources, including a sample retainer letter, client intake sheet, client guide to questioning, triage cold call sheet, trial checklist, sample emails, and many others. This paper is part of a collection presented at LESA’s Effective Legal Support: Family Law program in Calgary on October 3, 2017 and in Edmonton on October 12, 2017.
  • 62056.01

    The Role of a Legal Assistant

    $65.00
    This paper discusses how to develop good work habits to become a more efficient and effective legal assistant. It provides strategies to excel as a legal assistant relating to attention to detail, file review, and other considerations. It also provides tips for diarizing and filing, managing emails, entering time, and handling disclosure. Additionally, it suggests best practices for retainers, billing, and collecting money from clients. The paper includes sample documents relating to email inbox organization, financial disclosure, matrimonial property statements, special chambers booking, client bills, and accounting letters to clients. This paper is part of a collection presented at LESA’s Effective Legal Support: Family Law program in Calgary on October 3, 2017 and in Edmonton on October 12, 2017.  
  • 62052.03

    Originating Applications and Judicial Review

    $35.00
    This paper provides an overview of the basic procedure and process for making an originating application. It discusses what an originating application is, why it is used, where and when it is filed and served, and how it proceeds in court. The second part of the paper reviews the procedure and specific requirements for judicial review, including why it is used and who it involves. This paper is part of a collection presented at LESA’s Effective Legal Support: Civil Litigation seminar in Calgary on September 12, 2017 and in Edmonton on September 19, 2017.
  • 62052.05

    Discovery of Documents and Witnesses

    $35.00
    This paper provides a comprehensive review of the discovery of documents and questioning processes in civil litigation to aid legal support staff in the management of civil files. It includes detailed references to the Rules of Court and case law, as well as practical tips. Some of the topics discussed include: deadlines for affidavits of records, privilege, obtaining records from others, and transcripts and undertakings. This paper is part of a collection presented at LESA’s Effective Legal Support: Civil Litigation seminar in Calgary on September 12, 2017 and in Edmonton on September 19, 2017.
  • 62052.04

    Interlocutory Applications

    $35.00
    This paper discusses interlocutory applications, which are brought between the commencement and final resolution of a civil claim. It reviews the basic steps involved in interlocutory applications, including: notice of application, affidavit evidence, questioning on an affidavit, briefs, and orders. Common types of interlocutory applications, such as summary judgment, applications to strike, substitutional service, and dismissal for long delay, are highlighted. The paper also includes various forms related to interlocutory applications. This paper is part of a collection presented at LESA’s Effective Legal Support: Civil Litigation seminar in Calgary on September 12, 2017 and in Edmonton on September 19, 2017.
  • 62052.02

    Pleadings in an Action

    $35.00
    This paper provides an overview of pleadings in a civil action. It includes a discussion of the technical requirements and contents of pleadings. It also provides a basic overview of common and complex pleadings. As well, commonly encountered issues with pleadings, such as amendments, joinder, and severance, are also discussed. This paper is part of a collection presented at LESA’s Effective Legal Support: Civil Litigation seminar in Calgary on September 12, 2017 and in Edmonton on September 19, 2017.
  • 61981.04

    Continuous Disclosure

    $35.00
    The author provides a high-level overview, designed for legal support staff, of the continuous disclosure regulatory requirements that apply to reporting issuers in Alberta. Reporting issuers and private issuers are discussed, and common continuous disclosure documents are reviewed, including financial reports, CEO/CFO certification, annual information forms, and shareholder meeting minutes. In addition, continuous disclosure requirements, such as proxies, information circulars, and the timing of disclosure, are highlighted. Finally, the System for Electronic Document Analysis and Retrieval (SEDAR), used to file continuous disclosure documents, is briefly discussed.
    This paper is part of a collection presented at LESA’s Securities Law for Legal Support Staff program in Calgary on January 7, 2016.
     
  • 61981.02

    Sources of Securities Law and the Regulatory Regime

    $65.00
    Securities law in Canada is comprised of various statutes, regulations, instruments, policies, rules, notices, and common law. This paper provides an overview of the various sources of securities law and the securities regulatory regime, in order to provide a general sense of where securities laws are derived from, and what parties are responsible for administering and overseeing those laws. The author provides a brief review of general corporate law, the Alberta Securities Act, and securities regulation. Additionally, securities rules and enforcement issues are discussed.
    This paper is part of a collection presented at LESA’s Securities Law for Legal Support Staff program in Calgary on January 7, 2016.
     
  • 61934.04

    The New Estate Administration Act Scenarios and Answers

    $35.00
    These materials provide good practical advice for the estate practitioner.  They represent examples of situations that practitioners can encounter in everyday practice, and an answer key setting out how the new Estate Administration Act will apply to those scenarios. This paper is part of a collection presented at LESA’s New Estate Administration Act program held in April, 2015.
  • 61934.02

    Applications for a Grant: Priority to Apply and Notices Provided

    $35.00
    This 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.