Explore in-depth issues relating to wills, estate planning, estate administration, and estate litigation.

Topics include:

• Initial considerations on estate litigation files
• Managing the court process: Alberta Rules of Court vs. Surrogate Rules
• Common and unique claims and proceedings
• Interpretation applications
• Final considerations
• Capacity tests for different legal tasks
• New developments in capacity law
• Capacity assessment
• Charitable giving
• The solicitor’s role in identifying the goals, objectives, benefits, and pitfalls of business succession planning
• Will substitutes
• Changes to AISH legislation and rules
• FMS claims
• Review of the FMS case law
• A summary of the principles of spousal support in divorce

This on-demand program was originally presented as an in-person program from April 30 – May 2, 2022.

Each presentation in this program is available for individual purchase.

Conference Chair

Justice S.D. Hillier, Court of Queen’s Bench of Alberta

Organizing Committee

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, Moodys Private Client
Lois J. MacLean QC, Rand & Company LLP
John E.S. Poyser, The Wealth & Estate Law Group
Helen R. Ward, Duncan Craig LLP

Presenters

Chief Justice M.T. Moreau, Court of Queen’s Bench of Alberta
Justice C.M. Jones, Court of Queen’s Bench of Alberta
Justice J.S. Little, Court of Queen’s Bench of Alberta
Sam Amelio QC, MLT Aikins LLP
Malkit Atwal, Field LLP
Françoise H. Belzil, Biamonte LLP
Clare Burns, Weir Foulds LLP
Anne de Villars QC, de Villars Jones LLP
Nancy L. Golding QC, Moodys Private Client
Kathy B. Hawkesworth, Edmonton Community Foundation
Michael Klaray, Duncan Craig LLP
Jennifer R. Lamb, Carscallen LLP
Shel J. Laven, Laven and Company LLP
Lois J. MacLean QC, Rand & Company LLP
Bud Melnyk QC, Warren Sinclair LLP
Dr. Arlin Pachet, Pachet Assessment and Rehabilitation Services
John E.S. Poyser, The Wealth & Estate Law Group
Richard Rand QC, Rand & Company LLP
Les Scholly, Pritchard & Co. Law Firm LLP
Jason M. Stephan, CA Tax Law
Shelley E. Waite, McLeod Law LLP
Helen R. Ward, Duncan Craig LLP
Kimberly A. Whaley, WEL Partners
Dane ZoBell, Felesky Flynn LLP