In order to handle estate administration files efficiently and avoid potential pitfalls, it is important for practitioners to understand situations that require paper filing of the GA forms in lieu of using the Surrogate Digital Service (SDS). Since most grant applications are now done through the SDS, it is uncommon to need to use paper GA forms. But every once in a while the need arises. This on-demand program assists lawyers who are unfamiliar with or out of practice with the GA forms to gain confidence using them. This on-demand program was originally broadcasted as a live webinar on November 4, 2024. Total running time is 56 minutes.

More and more, people are losing capacity without doing estate planning, precipitating the need for guardianship and trusteeship for their affairs to be managed. Further, the rise in young adults who require extra help, but not full guardianship and trusteeship, has led to an increase in supported decision-making as the Act allows for more dignity to the adult who may not have full capacity. This program explores foundational topics designed to support practitioners who want to start doing AGTA work or who want to revisit the basics. These on-demand programs were originally presented on May 28, 2024. The total running time for each presentation ranges between 1 hour to 1 hour, 28 minutes.

This presentation examines family home considerations in estate planning, including Wills & Succession Act and Dower Act issues. This on-demand program was originally presented as an in-person program on April 26, 2023 as part of our Estate Planning for Blended Families program.

Topics will include:

• Spousal trusts
• Spousal support and child support obligations after death
• Family home considerations, including Wills & Succession Act and Dower Act issues
• Advising clients with cohabitation agreements, property agreements, pre-nuptial agreements
• Enduring powers of attorney and personal directives
• Best practices for representing blended families

This on-demand program was originally presented as an in-person program on April 26, 2023.

The new Trustee Act allows practitioners to bring in extrinsic evidence when interpreting and determining trust provisions in accordance with a settlor’s intentions. This presentation explores the kind of extrinsic evidence that can be used when doing so. It further discusses the ability to appoint temporary trustees under the new legislation, including:

• The reasons for appointing a temporary trustee
• The practical applications of appointing a temporary trustee
• The new Trustee Act provisions relating to temporary trustees

Review common applications under the Adult Guardianship and Trusteeship Act (AGTA), from desk applications to in-court matters. This program is designed for legal support staff who are new to AGTA applications or for those looking to revisit the basics. This on-demand program was originally presented as an in-person program on May 27, 2022. Total running time for each presentation ranges between 57 minutes to 1 hour, 52 minutes. Each presentation in this program is available for individual purchase.

In this 10-part on-demand series, seasoned practitioners share their knowledge and experience on topics including the business of law, questioning, how to prove facts, admitting evidence at trial, effective advocacy, and mediation in an online world. This on-demand series was originally broadcasted as webinars from January - April, 2021. Each session is approximately 1 hour. Each part in this series is available for individual purchase.

This on-demand program discusses topics such as whose name to put on the court document, who you need to serve, and who has the right to participate in court proceedings. Walk away with a greater understanding of estate litigation and gain valuable tips to benefit your practice. This on-demand program was originally broadcasted as a webinar as part of our Civil Litigation Series on February 4, 2021. Total running time is 1 hour.  

Explore adult guardianships and trusteeships from start to finish. Get tips for managing represented adult matters, and learn key strategies to help set up guardians and trustees for success. This on-demand program was originally presented as an in-person program in February 2019.

This presentation addresses capacity assessment requirements and reviews strategies to address common issues, including who to appoint, and joint or separate authority. This on-demand program was originally presented as an in-person program in February 2019.  

This paper explores family home considerations and how to ensure that the agreements your clients have made, and the wishes they have expressed, are adhered to in their estate plan. This paper is part of a collection presented at LESA’s Estate Planning for Blended Families program in Edmonton on April 26, 2023.

The new Trustee Act allows practitioners the ability to bring in extrinsic evidence when interpreting and determining trust provisions in accordance with a settlor’s intentions. This paper explores the kind of extrinsic evidence that can be used when doing so. This paper was presented at LESA’s The New Trustee Act webinar on March 7, 2023.

What happens when a trustee doesn’t have the time to be a trustee, needs an additional trustee, or needs a replacement? This paper discusses provisions in the new Act that address these issues. This paper was presented at LESA’s The New Trustee Act webinar on March 7, 2023.

Estate litigation has unique nuances. This paper explores applicable legislation and rules that address who can be properly added as a party to estate litigation, who might have standing to participate, how litigation representatives need to function, and potential conflicts of interest that might exist. This paper was presented at LESA’s Civil Litigation Series webinar on February 4, 2021.