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  • $35.00
    This paper provides a basic overview of the procedure for a corporate acquisition, the key agreements involved, and the role of lawyers and support staff in an acquisition. The paper describes the types of acquisition agreements as well as the documents required at closing. This paper was presented at the Corporate Law for Legal Support Staff seminar held in February, 2013.  
  • 61864.03
    $65.00
    This paper provides an introduction to transactional and financing due diligence practices by examining methods used by lawyers to investigate the business, legal, and financial affairs of a corporation in transactional and public financing contexts. This paper primarily focuses on corporate and securities due diligence, beginning with analyzing the purpose and objectives of due diligence in the context of the contemplated transaction, followed by an overview of general guidelines with respect to determining the scope of the due diligence investigation and an overview of the materials that would typically become the subject of an investigation. Due diligence precedents are included. This paper was presented at the Corporate Law for Legal Support Staff seminar held in February, 2013.  
  • After explaining the differences between Minutes and Resolutions, this paper provides a thorough account of a Minute Book, including its contents, record keeping, and annual filing requirements. Precedents for a Minute Book Review and Request for Incorporation and Organization are included. This paper was presented at the Corporate Law for Legal Support Staff seminar held in February, 2013.  
  • This paper provides a general overview of business structures, including sole proprietorships, partnerships, and corporations. Each business structure is explained and some of the advantages and disadvantages are identified. This paper was presented at the Corporate Law for Legal Support Staff seminar held in February, 2013.  
  • $35.00
    This paper outlines some of the typical tax issues facing a small or solo practitioner in general practice. Some of the topics covered include family tax, corporate tax, real estate taxation and tax issues related to wills and estates. The author also details a few new tax issues and useful planning ideas for the reader. This paper was presented at the Law and Practice Update program in November 2012.  
  • This paper discusses the material differences of directors’ duties and liabilities of not for profit organizations in Alberta from for profit organizations. Specifically, the author centers his analysis in the Societies Act, part 9 of the Companies Act, the Canada Corporations Act, and the new Canada Not for Profit Corporations Act. This paper was presented at the Directors’ and Officers’ Liabilities seminar in December 2012.  
  • This paper provides an overview of the key duties of directors and officers as well as a brief summary of other statues that may impose director and officer liability. Although the focus of this paper reflects the perspective of Canadian public corporations, many of the principles presented will be applicable to directors and officers in other contexts. This paper was presented at the Directors’ and Officers’ Liabilities seminar in December 2012.  
  • This paper addresses the basic questions surrounding estate freezes and comments on some of the important legal, planning, and tax considerations a practitioner should keep in mind when embarking on such a project. Topics discussed include what an estate freeze is and when and how one should be implemented. This paper was presented at the Advising a Private Family Business seminar in November – December 2012.  
  • This paper investigates the role of legal advisor in four sections – business structures, governance, due diligence, and succession planning – with the intent of guiding the reader through common situations a practitioner might find when advising family businesses. Precedent documents for annual reporting and due diligence are included. This paper was presented at the Advising a Private Family Business seminar in November – December 2012.  
  • This paper focuses on two particular aspects of advising a business owner who is planning for retirement: the succession of the business itself and planning for the succession of the owner’s recreational property located in Canada or the United States. The author looks carefully at the tax and estate planning issues for business owners and focuses on the situation where the plan is to transfer the business to family members. This paper was drawn from materials presented at the Advising an Aging Population seminar held in May 2012.