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  • This paper discusses client management and provides tips for working with clients and opposing counsel. It outlines key practices to effectively communicate with clients and to maintain client satisfaction. It also discusses how to manage difficult clients, including the types of difficult clients and strategies to be employed when dealing with these clients. Similarly, tips for dealing with difficult opposing counsel are also provided. This paper includes, as an appendix, a list of 10 tactical tools to deal with incivility. This paper is part of a collection presented at LESA’s Managing a Litigation Practice program held in Edmonton on November 24, 2016 and in Calgary on December 1, 2016.  
  • This paper addresses practical advantages of engaging in questioning in a family law file. In particular, the authors discuss the “if, when, why, and how” of questioning in family law matters, including considerations for deciding whether to question, how to proceed to questioning, the goals and areas of focus in questioning, and how to achieve desirable outcomes in questioning. As well, dealing with objections and written interrogatories are also considered. This paper is part of a collection presented at LESA’s Financial Disclosure in Family Law Matters program in Edmonton on October 18, 2016 and in Calgary on October 25, 2016.
  • Obtaining timely disclosure, from clients and from the opposing party, is often the secret to a successful file. This paper discusses tools available to family counsel seeking timely disclosure. Part I of this paper focuses on obtaining timely disclosure from clients. Part II of this paper discusses the options available for obtaining disclosure from the opposing party. It includes a review of the applicable legislation and case law, a discussion of litigation tools, and provides tips for best practices and strategies. The appendices to this paper include: a sample disclosure checklist, a sample disclosure index, and a sample response to notice to disclose. This paper is part of a collection presented at LESA’s Financial Disclosure in Family Law Matters program in Edmonton on October 18, 2016 and in Calgary on October 25, 2016.
  • This paper introduces the basics of disclosure in family law, including some tips for best practices. It provides a review of s 21 of the Federal Child Support Guidelines, as well as the disclosure requirements outlined in the Alberta Rules of Court and notices from the Court of Queen’s Bench of Alberta. In addition, the frequency of disclosure requests is discussed in the context of s 25 of the Federal Child Support Guidelines. This paper includes: a sample family law client questionnaire; a sample disclosure cover page; a sample disclosure statement form; a sample notice to disclose application form; and a sample monthly budget. This paper is part of a collection presented at LESA’s Financial Disclosure in Family Law Matters program in Edmonton on October 18, 2016 and in Calgary on October 25, 2016.
  • This paper addresses recent trends, jurisprudence, and legislation in estate planning, and reviews strategies for estate planning involving adult dependent family members. The first part of the paper deals with estate planning for dependent adult children, including a discussion of the minimum legal requirements for support and planning considerations. The second part of the paper looks at recent trends in estate case law and practice. Finally, the third part of the paper considers legislative trends in estate law, briefly highlighting repealed, current, and anticipated legislation. This paper is part of a collection presented at LESA’s Estate Planning Essentials program in Calgary on October 20, 2016 and in Edmonton on October 27, 2016.
  • With an aging Canadian population, the complex matter of wealth transfer is becoming increasingly important. This paper discusses some basic ways to mitigate and defer income tax liability under the Income Tax Act using various techniques, including an estate freeze. It provides a review of common tax issues, pitfalls, and planning opportunities in estate planning. Topics discussed include an overview of taxation on death, inter vivos giving, common estate freeze structures, issues relating to the use of trusts in estate freeze structures, and matrimonial and non-resident considerations in estate freezes. This paper is part of a collection presented at LESA’s Estate Planning Essentials program in Calgary on October 20, 2016 and in Edmonton on October 27, 2016.
  • Charitable gifts have tax consequences and benefits that are key to any financial and estate plan. This paper discusses charitable giving strategies and tips for best practices for estate planning practitioners. It provides a background on charitable tax incentive basics, including calculating the charitable donation tax credit, applying charitable donation tax rules to estates, cautionary notes, and example calculations. As well, this paper discusses practical issues and practice pointers for estate planning where a charity is a beneficiary. Finally, strategies and tips for increasing charitable gifts and client satisfaction are provided, along with a checklist for discussing charitable gifts with clients. This paper is part of a collection presented at LESA’s Estate Planning Essentials program in Calgary on October 20, 2016 and in Edmonton on October 27, 2016.
  • This paper discusses the use of inter vivos trusts and multiple wills by estate planning practitioners. Within the topic of inter vivos trusts, alter ego trusts and joint partner trusts are reviewed, including their benefits and drawbacks, and when they should be used. Considerations for how to settle a trust are also highlighted. Additionally, the benefits and disadvantages of using multiple wills as an estate planning tool are discussed. This paper also includes a list of top 10 estate planning tips. This paper is part of a collection presented at LESA’s Estate Planning Essentials program in Calgary on October 20, 2016 and in Edmonton on October 27, 2016.
  • This paper addresses some specific topics in estate planning and provides key considerations and practice tips for future planning. Topics discussed include: planning for minors and stepchildren; second spouses; disabled spouses; designated beneficiary assets; and digital assets. This paper is part of a collection presented at LESA’s Estate Planning Essentials program in Calgary on October 20, 2016 and in Edmonton on October 27, 2016.