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.

 

New Seminars on Demand

 LESA Update, News, Resource, Seminars On Demand  Comments Off on New Seminars on Demand
May 172016
 

New Seminars on Demand!We are pleased to inform you that we have 3 new seminars on demand available now!

If you missed the opportunity to attend one or more of these live events, you no longer have to wait to be a part of the experience!

Live stream videos of each presenter and download program materials as PDFs, so you can stay up-to-date in your area of practice.

Enduring Powers of Attorney and Personal Directives

Go beyond the basics, and review the drafting of personal directives and enduring powers of attorney.

Review unique challenges when dealing with clients who have assets in other jurisdictions; discuss the challenges health care professionals face when dealing with personal directives; cover fiduciary obligations, breaches, and consequences; and more!

For a sneak preview of this seminar on demand, watch the trailer with seminar chair Farha Salim below.

What Live Attendees Found Most Beneficial

Here’s what some of the live attendees thought was most beneficial about the program.

Excellent EPA precedent provided, and reasons therefor.”

The entire seminar was very well organized and I found all of it quite useful and beneficial to my practice.”

Register Online

Register for this seminar on demand today, and learn how to effectively manage both common and extraordinary issues when dealing with enduring powers of attorney and personal directives.

Questioning

Refine your understanding of questioning, and learn to use it more effectively. Gain practical tips from expert panelists and Queen’s Bench Masters!

Watch the trailer below with seminar chair Patrick Kirwin for more information about why this seminar on demand is useful.

Hear discussion on techniques for questioning professionals, examine compelling and convincing sources of evidence, discover how to manage difficult and sometimes “forgetful” witnesses, and more!

What Live Attendees Found Most Beneficial

Check out what these live attendees had to say about the value of the program.

Very valuable and informative – excellent speakers and presentations and materials – no wasted time.”

The practical advice given on handling difficult people. It was also a good review of Questioning generally.”

Register Online

Don’t miss the opportunity to hone your litigation skills. Register for Questioning today!

Alberta Land Titles Online

Discover how current legislative changes involving the use of digital signatures will impact future real estate transactions. Watch the trailer below with seminar chair Curtis D. Woollard (Land Titles North) for a sneak peek of what this seminar on demand has to offer.

Learn from experiences panelists as they discuss the future shift from physical to electronic documents.

What Live Attendees Found Most Beneficial

Here’s what some of the live attendees found most beneficial about this seminar.

This session was well organized, practical, to the point.”

What’s expected with e-submission to Land Titles and how e-signatures will work.”

Register Online

Prepare yourself for a digital future. Register for this seminar on demand today.

Other Seminars on Demand

Did you know that LESA now has more than 25 seminars on demand available? Here is a list of some of the past seminars that we offer as seminars on demand.

  • Collections
  • Condominiums: A Practitioner’s Update
  • Corporate Drafting
  • Court of Appeal Practice
  • Domestic Contracts
  • Drafting Pleadings, Affidavits and Orders
  • Evidence Law Refresher
  • File Organization for Legal Support Staff
  • iPad for Lawyers
  • Junior Solicitor Business Law Basics
  • New Estate Administration Act
  • PCLaw® Basics
  • PCLaw® Beyond the Basics
  • Research for Legal Support Staff
  • Running Your First Trial
  • Securities Law

Click here for a complete list of the seminars on demand that are available.

Enduring Powers of Attorney and Personal Directives

 Calgary, Edmonton, LESA Update, News, Upcoming Seminars  Comments Off on Enduring Powers of Attorney and Personal Directives
Feb 232016
 

Enduring Powers of Attorney and Personal Directives

Do you have at least five years of experience practicing law in the wills & estates area? If so, LESA’s upcoming Enduring Powers of Attorney and Personal Directives program is for you!

This seminar brings intermediate-level practitioners together to examine both the common and the extraordinary issues that you face when dealing with enduring powers of attorney and personal directives.

Speakers & Topics

Gain further insight into a range of topical issues by learning about them from the various perspectives of the solicitor, litigator, health care provider, and Public Guardian.

Seminar chair Farha Salim is heading up the Enduring Powers of Attorney and Personal Directives program. She’s joined by an experienced panel who are sharing their insights with you:

Jill Crockett
Jared Kantor
Anthea Law

Lois J. MacLean
Andrea Malekos Rimmer
Lincoln C. Mar

Here’s a sneak peak at the topics to be covered:

  • Inter-Jurisdictional Issues. Review unique challenges when dealing with clients who have assets in other jurisdictions.
  • Health Care Challenges. Discuss the challenges health care teams face when dealing with personal directives (including issues related to physician-assisted death).
  • Common Problems for Donors and Attorneys. Explore issues and recent cases related to small businesses, family farms, blended families, attorney compensation, and more.
  • Litigation Against Lawyers. Cover fiduciary obligations, breaches, and consequences. Also discover tips and best practices to make your claim or pleadings more effective.
  • The Public Guardian and the Personal Directives Act. Understand how the Public Guardian becomes an Agent, makes decisions as an Agent, and investigates and resolves complaints against private Agents.

For complete details, view the program brochure.

Register Online

Want to learn more and walk away with both a better understanding of the problems and tips for dealing with them? Reserve your spot in the Enduring Powers of Attorney and Personal Directives seminar: attend in Edmonton (April 5) or Calgary (April 12).

Until March 1 registrants receive special early bird pricing. Act now to take advantage of these savings!