To effectively manage wills and estates matters, lawyers must develop a range of competencies – from substantive legal knowledge to file management, and everything in between. Join experienced practitioners and members of the judiciary to explore current issues in wills and estates law, develop skills and strategies, and excel in your practice.
Justice S.D. Hillier | Court of Queen’s Bench of Alberta Justice C.M. Jones | Court of Queen’s Bench of Alberta Nancy L. Golding QC | Borden Ladner Gervais LLP Lois J. McLean QC | de Villars Jones LLP John E.S. Poyser | The Wealth & Estate Law Group Helen R. Ward | Duncan Craig LLP
Accommodations: The printed brochure contains incorrect information regarding accommodation pricing. A block of standard Fairmont rooms has been reserved at $301/night ($289 + $12 per person service charge). Applicable taxes, parking, and resort fees extra. Each extra person sharing a room over double occupancy will be charged an additional $30 per night (children under 18 sharing a room with parents are exempt). Contact the hotel for details. There are a limited number of rooms available at this rate. Special room rates are in place for other room categories as well. *If the room block is sold out before April 1, 2020, the hotel will offer the next best available rate.
Early Bird Price: $495 + GST (Register on or before March 17, 2020) Regular Price: $545 + GST
NOTE: The materials for this program will be provided in electronic format.
UPDATE: This seminar occurred in the past, and the seminar materials are now available.
• LESA Library subscribers can already access course materials through the LESA Library.
• Alternatively you can purchase course materials a la carte (search 48th annual wills & estates).
• You can also view the list of upcoming seminars to discover live programs that are available now.
Happy New Year!
We hope everyone enjoyed a refreshing and relaxing holiday and is now ready to take on the new year! Here at LESA one of our big projects for 2015 is preparing for the 48th Annual Refresher: Wills & Estates, which runs from April 19-21 at the beautiful Fairmont Chateau Lake Louise.
Today’s blog will let you in on what we’ve been planning.
Each year the Refresher provides in-depth coverage of topics related to a particular practice area, and in 2015 we’re focusing on the area of wills and estates. This three day program is open to all practitioners and is targeted specifically to more senior practitioners.
LESA is also hosting a one day preconference program in Lake Louise on Saturday, April 18 – Drafting Your First Trust. This seminar will be of particular interest to junior lawyers in their first five years of practice.
Drafting Your Frist Trust includes informative presentations on the following topics:
• Fundamentals of Trust Drafting,
• Trusts – Starting with the End in Mind,
• Taxes and Trusts,
• Trusts in a Corporate Setting,
• Drafting and Administering Trusts with Multiple Beneficiaries, and
• Power of the Trust.
Our experienced panel of instructors will provide high-quality information about all of these topics. You’ll gain skills to help you determine client objectives, discuss the process of drafting a trust from inception to wind-up, discover practical drafting tips, and more.
The Refresher itself begins on Sunday, April 19. With 6 sessions running from Sunday to Tuesday, you will gain a considerable amount of information about important changes to legislation and other topics of significance in the area of wills and estates.
SESSION 1: AID IN DYING
Hear from our two keynote speakers about the issue of aid in dying, which is currently before the Supreme Court. Dr. Arthur Schafer of the University of Manitoba will discuss ethical and legal issues; Kevin Díaz, Director of Legal Affairs for Oregon based Compassion & Choices, will describe Oregon’s experience with its Death with Dignity Act.
SESSION 2: BLENDED FAMILIES
Discuss issues unique to blended families, such as spousal claims, family maintenance, and support; structure of wills, trusts, powers of attorney, and beneficiary designations; and cohabitation and prenuptial agreements. Discover practical tips for handling these issues effectively.
SESSION 3: TAX
Review how changes to the taxation of testamentary trusts affect estate planning and charitable giving. Learn how to better understand and advise settlors or trustees dealing with the 21 Year Deemed Disposition Rule.
SESSION 4: ESTATE LITIGATION
As a planner, learn how to thwart the litigators by protecting wills and gifts. Cover the issues faced by estate lawyers, how to avoid them, and how to remedy them when they occur. Also discuss issues related to capacity assessments.
SESSION 5: INCAPACITATED ADULTS
Discuss the AGTA legislation, how to apply its provisions to achieve your client’s desired outcomes, and how it has changed the capacity assessment process. Learn how to prepare clear and complete Enduring Powers of Attorney and Personal Directives in anticipation of possible incapacity. Hear from the Office of the Public Guardian and Trustee about their role in providing services.
SESSION 6: WILLS AND SUCCESSION ACT
Review how the WSA and case law affect family maintenance and support claims, the court’s authority to rectify and validate wills, and applications brought forward under the Surrogate Rules.
With all the valuable information provided in these 6 sessions, we know this Refresher program will provide enormous value to all who attend. The Law Society has also recognized the benefit of this program: attending the entire Refresher program entitles you to a $75 rebate on the Alberta Professional Liability Insurance levy.
We know you probably want to find out even more about this great program, so we’ve got a brochure with all the details at the print shop right now. Keep an eye on your mail: the brochure should be hitting your desk next week.