Matrimonial Property 2017

 Calgary, Edmonton, LESA Update, News, Upcoming Seminars  Comments Off on Matrimonial Property 2017
Jan 162017
 

Matrimonial Property 2017

It is essential for family law practitioners to stay current in matrimonial property issues. In today’s blog, seminar co-chair Diane L. Harms QC tells us what we can look forward to in our upcoming program, Matrimonial Property 2017.

Join us this February 14 (Edmonton) and February 22 (Calgary) to explore the latest developments and case law in matrimonial property matters, from bankruptcy, to tax issues, to family trusts, and contingent assets.

About the Faculty

Our distinguished panelists have developed a full day of programming dedicated to topical issues in relation to Matrimonial Property matters.

Robert Calvert QC | DLA Piper (Canada) LLP
Greg Gartner QC | Moodys Gartner Tax Law (Edmonton Seminar)
Ashley Hahn | Miles Davison LLP
Daniel K. Jukes | Miles Davison LLP
Kim G.C. Moody | Moodys Gartner Tax Law (Calgary Seminar)
Roxy Petts | Daunais McKay + Harms

In a recent, interview, we spoke with Diane L. Harms QC who told us a bit about the diversity of the speakers.

We’ve got Mr. [Kim G.C.] Moody, who is a tax specialist, and a prolific writer. He works together with Greg Gartner [QC] who is a tax expert and lawyer. They are partners at Moody’s Gartner Tax Law, and are an amazing resource for the family law bar to reference and learn from. We also have Robert Calvert [QC], who is a very strong civil litigator, but his particular expertise is family law. He’ll be speaking to us about attacking and protecting family trusts, which is something we’re seeing more and more of in the context of complex matrimonial property. We also have Ashley [Hahn] and Daniel [Jukes], who practice in the area of consumer protection and bankruptcy. They will help those of us who don’t deal with bankruptcy and protection issues on a day-to-day basis know what red flags to watch out for, and what particular things we want to build into our orders, agreement, and applications. Gifts and Loans from Family Members, Exemptions & Tracings, is going to be covered by Roxy Petts. She will be presenting a collection of things she has researched and come across in terms of expansion and tracing related to gifts and loans from family members.”

Benefits of the Program

Diane also told us what she thinks attendees will find beneficial about this program.

What we can expect to hear from the panel are topics on areas reflective of challenging issues in the context of matrimonial property – things that we don’t stumble across often enough that may be difficult, or unique, or specialized in the area of matrimonial property. For that reason, I think there is something for everyone. For the more junior attendees, these will be things that they can build into their practice from the outset – knowing the red flags and where to look to find answers. For those of us who are into the mid to later part of our career, this program will identify things that we can’t use our precedents for, or that we will have to build into our precedents.”

Finally, Diane told us why she is excited for this program. Here’s what she had to say.

For those of us who enjoy the legal aspect of family law, this program addresses some real chewy issues. It will allow us to take a look at the how-tos and whys of what we are doing. For those who are more junior, maybe they have not run across these issues yet, but I can guarantee that they will. For those of us that are more senior, we may have run across them, but we would benefit from learning more about these types of issues. They are current, timely, emerging, and they are relevant for all family law practitioners that have to deal with matrimonial property issues.”

Register Online

Don’t miss this incredible opportunity to hear from some of Alberta’s best. Join us for Matrimonial Property 2017 on February 14 (Edmonton) and February 22 (Calgary).

Read the brochure to learn more about this program.

Jan 132017
 

Buying and Selling a Business

What strategies can I use to effectively close a purchase/sale?
What tax implications arise from asset, share, and hybrid deals?
What pre-transaction considerations must I take into account?


Uncover the answer to these questions and much more in our upcoming program Buying and Selling a Business March 2 (Edmonton) and March 9 (Calgary).

In a recent interview, we spoke with seminar chair Bryan C. Haynes who gave us an overview of what to expect at this program.

The theme of this program is buying and selling private businesses. These transactions can be quite complicated, as they involve a number of different issues, considerations, and skill sets. This program includes discussions about structuring considerations from a tax perspective; pre-transaction considerations, including confidentiality agreements, letters of intent, and regulatory approvals; and negotiating, reviewing, and drafting key terms of asset-purchase agreements. The program will also includes a timely topic – something we’ve seen more of recently – which is hybrid share/asset purchase agreements. There will also be a discussion on how to effectively close a purchase and sale transaction with effective use of closing agendas and execution of documents.”

Bryan also told us what excites him about this program. Here’s what he had to say.

I am very much looking forward to the live mock negotiation on the key terms of a share-purchase agreement. As chair, my goal is to create a discussion oriented, dynamic environment that will encourage discussion among the attendees and the faculty during the presentations. I think that a lot of interesting ideas will come out of those discussions and I think that will make this an engaging and interactive program.”

About the Faculty

Matthew Clark | Shea Nerland LLP
Kelly R. Ford | Bennett Jones LLP
Mark P. Kortbeek | Bennett Jones LLP
James T. McClary | Bennett Jones LLP
Maxine Mongeon | Gowling WLG (Canada) LLP
Leah M. Tolton | Dentons Canada LLP
Steve R. Will | Gowling WLG (Canada) LLP

Here’s what Bryan told us about the diversity of this experienced group of panelists.

We’ve got a very diverse panel that is representative of practitioners from small firms, to large law firms, and from associates to partners. The faculty was brought together on the basis of having relevant experience with respect to the subject matter and also with a view of diversity in mind. The faculty will be able to address aspects of purchasing and selling businesses that will be pertinent and relevant to lawyers working as in-house counsel and to practitioners in small or large law firms.”

Don’t miss the opportunity to engage with knowledgeable practitioners and to tackle issues and questions that arise in the purchase or sale of a private business.

Register Online

Read our program brochure to learn more about what this program has to offer. Register on or before January 19 to take advantage of early bird pricing.

Register for Buying and Selling a Business in Edmonton (March 2) or in Calgary (March 9).

We hope to see you there!

Top 10+ (Things Every Lawyer Should Know)

 Calgary, Edmonton, Legal News: Alberta, News, Upcoming Seminars  Comments Off on Top 10+ (Things Every Lawyer Should Know)
Jan 042017
 

Top 10 + (Things Every Lawyer Should Know)
Should I ever refuse to blow?
I want to leave someone out of my will, can I do that?
We are separating, should I leave the matrimonial home?


Lawyers are frequently asked to answer all kinds of different questions by friends, family, and clients, and it can be challenging to provide competent responses in all areas of the law.

Join the Honourable Justice D.L. Pentelechuk and distinguished panelists for Top 10 + (Things Every Lawyer Should Know) February 25 (Calgary) or March 4 (Edmonton). Discover answers to frequently asked questions in various areas of the law, including:
• Criminal Law,
• Wills and Estates,
• Family Law,
• Employment Law,
• Condo and Residential Tenancy Law,
• Debtor and Creditor Law,

And more…

Sneak Preview

In a recent interview, we spoke to seminar chair the Honourable Justice D.L. Pentelechuk, who gave us a sneak preview of what to look forward to in this program. Here are some of the key program takeaways and benefits you can look forward to.

I think [this program] will be a wonderful opportunity for lawyers to come out feeling well-rounded and in a position to more confidently and competently provide general information to their clients [and others]. This seminar is not in a paper format. One of the key takeaways is the ability for attendees to engage with the experts on the panel.”

The Honourable Justice D.L. Pentelechuk also spoke about the diversity of the panelists. Here’s what she had to say.

We have Doris Bonora (Dentons Canada LLP), our specialist in Wills and Estates, who has had a very robust career in that area. We have Lonny L. Balbi QC (Balbi & Company Legal Centre), who is based in Calgary and will be our Family Law specialist. He has a lot of speaking experience and brings a very energetic dynamic. We also have Michael Lema, with the Federal Department of Justice, who is a nationally recognized expert in the area of creditor and debtor law and matters involving CRA. Roberto Noce QC (Miller Thomson LLP), is well known for speaking widely in the area of condominium and residential tenancy law. In the area of Criminal Law, we have Kim Hardstaff (Beresh Aloneissi O’Neill) – a young, up-and-coming criminal defense lawyer – who will be talking about criminal matters. Finally, we have Daniel Scott (Seveny Scott), who will be talking about employment law. He is a very seasoned lecturer who has been the sessional lecturer of the year several times at the U of A Law School.”

Don’t miss the opportunity to engage with seasoned practitioners, and learn how to competently answer some of the most frequently raised questions across a broad spectrum of practice areas. As the Honourable Justice D.L. Pentelechuk notes, “This program has certainly proved to be a huge success in other jurisdictions. It’s a brand new venture for LESA, and I think it will be a particularly well received program.”

Register Online

Register online to attend Top 10 + (Things Every Lawyer Should Know).
February 25 (Calgary)
March 4 (Edmonton)

Register on or before January 19, 2017 to take advantage of our Early Bird discount.

Monthly Upcoming Legal Events

 Calgary, Edmonton, LESA Update, News, Upcoming Seminars  Comments Off on Monthly Upcoming Legal Events
Jan 022017
 

Monthly Upcoming Legal Events

Find out what’s going on in Alberta’s legal community this month.

January Programs

Effective Legal Support

Explore strategies with program chair Michelle D. Millard for getting (and staying) organized, efficiently prioritizing, using office technology more effectively, and for providing more meaningful support overall.
Edmonton (January 17).
Calgary (January 19).

View the program brochure for more details.


CPLED

Oral Advocacy and Professional Responsibility begins the week of January 2 in Calgary and the week of January 9 in Edmonton. This face-to-face session is a mandatory part of the CPLED Program.


Legal Community Events

Alberta Lawyers’ Assistance Society (Assist): Peer Support Training

Give back to the legal community by getting involved in a volunteer peer role to provide confidential help to lawyers, law students, and their immediate families with personal issues.

Join Assist’s Peer Support Training Session on January 28 in Calgary. Click here for more information.

Drafting Wills and Trusts

 Calgary, Edmonton, Legal News: Alberta, News, Upcoming Seminars  Comments Off on Drafting Wills and Trusts
Dec 192016
 

Drafting Wills and Trusts

Have you heard about our upcoming Drafting Wills and Trusts program?

In today’s blog we dive into detail with seminar chair Farha Salim (Field LLP). From topics, to takeaways, discover what you’ll learn in this comprehensive full-day program.
Edmonton (February 28)
Calgary (March 7)


Topics and Faculty

Join program chair Farha Salim and experienced faculty to review wills and trusts drafting from start to finish. From pitfalls, challenges, and unique considerations, to the discovery of plain language principles, and more – don’t miss the opportunity to learn from the pros and enhance your practice.

Barrie G. Broughton QC | North & Company LLP
Patricia L. Daunais QC | Daunais McKay + Harms
Derrick R. Hosanna | Felesky Flynn LLP
Barbara J. Kimmitt | Bennett Jones LLP
Lisa Statt Foy | Field LLP
S. Dane ZoBell | Felesky Flynn LLP

In a recent interview, Farha gave us the inside scoop on some of the topics that will be covered at this program. Here’s what she had to say.

The breadth of coverage will be estate planning for business owners – including from an agricultural business perspective. We will have the perspective of a matrimonial lawyer on some tips regarding matrimonial property from an estate planning perspective. We will also have coverage of drafting clauses in wills for unusual circumstances or unusual assets, a tax component regarding trusts in wills attribution, and we will be discussing planning for adult disabled beneficiaries.”

Benefits and Program Takeaways

Farha also shared some of the program benefits and takeaways.

The aim is to go a bit outside the box on conventional will or trust planning – to discuss situations that are a bit higher level and more unique or that require a greater degree of in-depth knowledge on particular topics. [Some of the key takeaways will be] issue identification and considerations for drafting around those issues. Attendees will learn strategies for using the initial interview with a client to extract the information needed to do a good job drafting and will also learn tools for drafting in unique, complex situations.”

Learn More and Register Online

View the program brochure for more details on this program. Register online to attend in:

Register on or before January 10 to take advantage of our Early Bird pricing.

 

Program Feature – Contract Review and Clause Negotiaiton

 Calgary, Edmonton, Legal News: Alberta, News, Upcoming Seminars  Comments Off on Program Feature – Contract Review and Clause Negotiaiton
Dec 132016
 

Contract Review and Clause Negotiation

Attend Contract Review and Clause Negotiation on February 15 (Edmonton) or on February 23 (Calgary). Learn practical tips and strategies from experienced panelists, and enhance your practice.


About the Program

In a recent interview, we spoke with seminar chair Jonathan Coombs (Witten LLP, Edmonton), who gave us the inside scoop on this upcoming program. Here’s what he had to say about the topics that will be covered.

We are going to review a variety of clauses that may appear in contracts, some typical boilerplate clauses, and other clauses typically found in agreements that maybe shouldn’t be. We will also review some recent Supreme Court cases, looking at the effects that those cases may have on clauses you want to include or how you can amend older clauses to reflect the new laws.”

Don’t miss the opportunity to analyze common transactions through the lens of key cases, including:

  • Bhasin v Hrynew, 2014 SCC 71;
  • Sattva Capital Corp v Creston Moly Corp, 2014 SCC 53;
  • Swift v Eleven Eleven Architecture Inc, 2014 ABCA 49; and
  • Payette v Guay Inc, 2013 SCC 45.

About the Presenters

Join Jonathan Coombs and distinguished panelists for this comprehensive, interactive, full-day program. Discover key clauses and boilerplate provisions as well as potential options for negotiation.

Rhonda M. Elder | Warren Sinclair LLP | Red Deer
Michael W. Jones | Stringam LLP |Fort McMurray & Lethbridge
John A. Brigidear | Carscallen LLP |Calgary
Sean R. MacLachlan | Carscallen LLP | Calgary

Here’s what Jonathan had to say about the diversity of the panel.

We cover Northern, Southern, and Central Alberta, and we have presenters from bigger city law firms down to small town law firms. I practice in Edmonton and have an office in Drayton Valley that I work out of as well, so I cover the big city and small town background. Rhonda Elder is from Central Alberta and practices out of Red Deer. Michael Jones practices out of Lethbridge and Fort McMurray, so he covers the far south and the far north of the province. John Brigidear and Sean MacLachlan both practice out of a Calgary law firm, so we all cover different parts of the province.

Program Benefits and Takeaways

We asked Jonathan what attendees would find beneficial about the program and about some of the key program takeaways. Here’s a sneak preview of what you can look forward to.

Attendees will come away with knowledge of some recent case law that will affect their contract review and drafting. They will also come away with some practical applications for how to negotiate a contract. We’d like to get some hands on participation and involvement from the audience members as well, and plan to have some sample wording for some of the key clauses and boilerplate provisions that people can take away with them.”

Register Online

Reserve your spot in Contract Review and Clause Negotiation. Register online to attend in:

**Register on or before January 10, 2017 to take advantage of our Early Bird pricing.**

Program Feature: Effective Legal Support

 Calgary, Edmonton, Legal News: Alberta, News, Upcoming Seminars  Comments Off on Program Feature: Effective Legal Support
Nov 242016
 

Effective Legal Support

Legal support staff are the backbone of a legal practice, and those with the knowledge and skill to facilitate efficient work practices can have a considerable effect on a firm’s success.

This January 17 (Edmonton) and 19 (Calgary), join program chair Michelle D. Millard, TEP and a distinguished panel for Effective Legal Support . Delve into strategies to more effectively utilize the talents and proficiencies of your legal support staff.


Who Should Attend?

This program is targeted to legal support staff from all practice areas interested in developing skills for providing more meaningful and effective legal support. Discover tools and strategies to effectively organize, prioritize, diarize, and learn to use office technology more efficiently.

This program may also be of interest to lawyers or office managers who supervise or train support staff. Uncover the role of support staff, including the many duties they perform, and explore various ways to work with your support staff to maximize the efficiency of your practice.

What You’ll Take Away

In a recent interview, we asked program chair, Michelle D. Millard what she thinks attendees will take away from this program. Here is what she had to say.

Participants will walk away having a better understanding of how to best provide legal assistance or use their legal assistants to become more efficient at their practice. This will allow the lawyer to practice more of the legal side and the legal assistant to add value by keeping things moving along smoothly. Participants will also be getting checklists that they will be able to use and refer to, and will walk away with pointers about different practices that other people follow.”

What Perspectives You’ll Gain

Learn practice management tips and strategies from distinguished panelists Ross G McLeod Q.C., Elizabeth Aspinall, Erica Banick, Bev Boyden, Bente Hallin, Kristine Jeffels, Aurora Lifeso, and Marvin Toy.

Here’s what Michelle had to say about the diversity of this panel and some of the perspectives you’ll gain.

We have a number of experienced legal assistants to speak about how and why an efficient practice benefits everyone. We also have a lawyer, who is very efficient in his practice, to address how to work most effectively with a legal assistant. Some outside parties will be participating as well and will be taking a bit more of a holistic perspective, offering solutions to make sure things run fairly, smoothly, and in accordance with the rules.”

Registration and Additional Information

Don’t miss the opportunity to learn tips for enhancing the efficiency of your practice. Register online to attend our Effective Legal Support program.

Take advantage of our Early Bird discount. Register on or before December 13, 2016, and receive $40 off the regular price.

Weekly Program Feature: Estate Administration Fundamentals

 Calgary, Edmonton, Legal News: Alberta, News, Upcoming Seminars  Comments Off on Weekly Program Feature: Estate Administration Fundamentals
Nov 092016
 

Estate Administration Fundamentals

Join program chair David J. Koski and experienced panel on November 30 (Edmonton) and December 7 (Calgary) for Estate Administration Fundamentals.

Learn the basics of estate administration, from the review of key documents and timelines, to some of the common issues lawyers face today, and more.


Benefits and Takeaways of this Program

In a recent interview, David shared some of the benefits of attending Estate Administration Fundamentals. Here’s what he had to say.

We have five practitioners who practice primarily in non-contentious estate administration matters. These matters are harder than they seem; there are a lot of work-arounds that the practitioner will need to deploy as they assist personal representatives with estate administration. With the eclectic wisdom of the panel, we will be able to provide some helpful tips and work-arounds for these matters.”

David also let us know why this program will be valuable for attendees.

There is more to the practice of non-contentious estate administration than people expect. There is a need for effective legal advice for personal representatives, and the process to follow isn’t always that clear. Those attending will have a better appreciation of what some of those challenges will be and learn some practical suggestions for negotiating themselves.”

Discussion Topics

Understand key aspects of estate administration. Review key documents and timelines, and explore the common issues lawyers face in a typical (non-contested) estate.

Here’s a sneak preview of what the faculty will be discussing during this seminar.

The faculty is composed of a number of practitioners with a fair amount of experience in this area. We will cover difficult grant applications, accounting applications, and share our perspectives on how the practicing lawyer can better manage their files and their client’s expectations, so administration can be a better experience for all.”

Register Online

Don’t miss the opportunity to deepen your understanding of estate administration. Reserve your spot today. Register online to attend in Edmonton (November 30) or Calgary (December 7).

For additional information, including program times, prices, locations, and more, view the brochure.

November Upcoming Legal Events

 Calgary, Edmonton, LESA Update, News, Resource, Upcoming Seminars  Comments Off on November Upcoming Legal Events
Nov 022016
 

Monthly Upcoming Legal Events

October is over, but there are many upcoming legal events in November that LESA couldn’t be more excited about. Find out what’s going on in Alberta’s legal community this month.


LESA Programming


CPLED

Negotiations & Practice Fundamentals begins the week of October 31 in Calgary and the week of November 7 in Edmonton. This face-to-face session is a mandatory part of the CPLED Program.

The deadline to commence the CPLED program for the 2016/2017 year ends December 1. Click here for CPLED Program info and key dates.


Legal Community: News & Events

Alberta Lawyers’ Assistance Society (Assist)
  • Healthy Habits Lunch (Edmonton): Join the Alberta Lawyers’ Assistance Society (Assist) and U of A law students on November 16 for an educational lunch, and learn about healthy habits that will help improve the law school experience. Click here for more details.
  • Speaker Series: Former NHL Goaltender Chris Malarchuk. In partnership with the Chartered Professional Accountants’ (CPA) Assistance program, Assist will be holding 2 Speaker Series events in November (Calgary November 23) and (Edmonton November 24).These sessions will feature engaging speakers who will be addressing topics on mental health and wellness for professionals. Click here for more details.
  • AssistFit: Barre Body. Join Assist in Calgary on November 26 for this low-impact, energizing workout that combines the movements of yoga, pilates, and dance. Click here for more details.
Canadian Bar Association (CBA)
  • CPR-C Training (Adult, Child & Infant Course): Calgary (November 26). In partnership with the Assist and Peak Safety Services, CBA is holding a CPR training for CBA members and other members of the legal community (including non-CBA members). The CPR course covers all aspects of CPR skills and theory for adult, child, and infant victims. Click here for more details.
Edmonton Community Legal Centre (ECLC)
  • Volunteer Appreciation Christmas Party (Edmonton): Join the festivities with ECLC board, staff, and friends on November 24, and help celebrate the contributions of ECLC volunteers with snacks and wine. RSVP here for your spot by November 17.

Weekly Program Feature: Microsoft® Excel & PDF Files for Lawyers and Staff

 Calgary, Edmonton, LESA Update, News, Upcoming Seminars  Comments Off on Weekly Program Feature: Microsoft® Excel & PDF Files for Lawyers and Staff
Oct 172016
 

Microsoft Excel for lawyers and Staff & PDF Files for Lawyers and Staff

Get the inside scoop on 2 fantastic programs running on November 15 (Edmonton) and 16 (Calgary).

Microsoft® Excel for Lawyers and Staff
PDF Files for Lawyers and Staff

Hone your skills and enhance your practice. Join instructor Barron Henley and discover how you can use Microsoft® Excel and PDF files more efficiently.


Microsoft® Excel for Lawyers and Staff

In a recent interview, program instructor Barron Henley gave us a sneak preview of what this program has to offer. Check out the Q & A below to find out more about why the Microsoft® Excel for Lawyers and Staff program is beneficial and unique, and discover what you’ll be taking back with you to the office!

What will attendees find beneficial about this program?

The best bang for your technology dollar is to learn how to use what you’ve already got. Almost everybody has Excel because it comes in every version of Microsoft® Office. This program will focus on how one might use excel in a legal environment for everyday tasks. You’ll find out when you should really be using Excel instead of using Word.”

What is unique about this program and what will be some of the main take-aways?

The printed materials are really fantastic and extremely detailed. The Microsoft® Excel manual will go over every single exercise that I’ll go over in the program so if someone can’t remember, they can track it down. There are also a lot of practical examples – all of the exercises deal with issues we’ve seen our clients face in Excel.”

What would you say to individuals who are considering attending this program?

You can go take a Microsoft® Excel class and 20% will be related to legal users and 80% will be unrelated . There’s no waste in this program – the relevancy is really high as compared to any other place where you may find this kind of content coverage.”

Register Online

Get practical information you can apply to your practice immediately in. Reserve your spot in Microsoft® Excel for Lawyers and Staff today.

Register to attend in Edmonton (November 15) or Calgary (November 16).

For additional information, including program times, prices, locations, and more, view the brochure.


PDF Files for Lawyers and Staff

Individuals often use PDF files under the impression that they are secure files that cannot be changed. However, without knowing the proper steps for securing a PDF document, lawyers may find themselves in sticky situations.

Join instructor Barron Henley for PDF Files for Lawyers and Staff. Learn various aspects of working with PDF files.

Barron gave us a sneak preview of what this program has to offer attendees. Here’s what he had to say.

PDF is the new currency when it comes to trading documents between law firms, lawyers, and clients, and there are risks and benefits associated with PDFs. My intent is not to focus so much on the tool one is using, but rather what one should know how to do. For example, PDFs can be manipulated and changed unless they are secured and locked down, which a lot of people don’t even know.”

We also found out what some of the main program take aways will be. Here’s what Barron told us:

The printed materials are completely legal specific. The PDF manual will go over what you need to know and illustrate how to do it in Acrobat. This program is really about the functionality.”

Register Online

Discover crucial aspects of PDF Files. Register to attend this program in Edmonton (November 15) or in Calgary (November 16). (View brochure)