New Wills and Estates Programs and Resources

If you are an Alberta lawyer or support staff working on Wills and Estates matters, be sure to check out LESA’s newly available on-demand programs. Plus, mark your calendars with our upcoming programs! We are pleased to offer a wide variety of topics, program formats, and learning levels (with some programs offering content designed for newly called lawyers and some for more senior practitioners) with reduced pricing options for new bar calls (called within five years) and students. To be sure you don’t miss any new program announcements or notable resources, sign up for the LESA E-List and Wills and Estates email list(s) here. For program details and links to register, scroll below.

On-Demand Programs

Practice Foundations: Adult Guardianships And Trusteeships
Four titles available

  • 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 on-demand program explores foundational topics designed to support practitioners who want to start doing AGTA work or who want to revisit the basics.

The Next Level: Elevating Your Practice In Estate Litigation
Five titles available

  • The nature of family dynamics and relationships affects estate litigation in ways that differ from other litigation matters. Delve into some of the unique aspects of estate litigation. Topics include the interplay between family law and the Wills & Succession Act, use of experts in estate litigation, and more.
Upcoming Programs

View full program details and descriptions below.

 

Family Maintenance and Support Claims:
Testamentary Intentions vs. Moral Obligations

Program Details

Date: October 1 (Webinar)
Time: 12:00pm – 1:00pm
Price: $71.25 – $95.00

It is important for lawyers to understand the nuances of family maintenance and support (FMS) claims to effectively advise their clients on how to structure their affairs, and to ensure they are providing comprehensive and accurate advice to protect the interests of their clients. This webinar will explore some of the complexities of FMS claims, with topics including:

  • Considerations of new partners/spouses and blended families
  • Adult Interdependent Partners
  • Step-Children not accounted for in Last Will and Testament
  • An update on caselaw
Faculty

Presenters
Marty Birky, Hayher Lee LLP
Eleanor Carlson, Carbert Waite LLP

Click here to register for this webinar.

 

Financial Statements: Learning to Swim

Program Details

Date: October 4 (Webinar)
Time: 12:00pm – 1:00pm
Price: $71.25 – $95.00

Put on your water wings and finally learn to read financial statements! Explore concepts and terminology foundational to understanding a business’s financial reports. No prior experience necessary.

Faculty

Kristin Gray CIRP, LIT, CPA, CA, MNP LLP

Click here to register for this webinar.

 

Financial Statements: Deeper Dive

Program Details

Date: January 24, 2025 (Webinar)
Time: 12:00pm – 1:00pm
Price: $71.25 – $95.00

Suit up and learn the tools for effective financial statement analysis! Assess key issues in balance sheet accounts, consider what estimates and judgments could have manipulated the results, dive into financial statement ratios, and consider approaches to business valuation.

Faculty

Kristin P. Gray CIRP, LIT, CPA, CA, MNP LLP

Click here to register for this webinar.

 

Alberta Litigation Institute

March 6-7, 2025

$1,045 (General)
$940.50 (New Lawyers) | $783.75 (Students)
Early bird pricing ends on January 13, 2025
Regular price: $858.75 – $1,145.00

Whether you work on civil, commercial, criminal, family, or estate litigation matters, all litigators have common skills they need to develop throughout their careers. Join us at the BMO Centre at Stampede Park in Calgary for a two-day learning and networking event focused on these essential skills.

Topics include:

  • Chambers practice/advocacy
  • Streamlined trials
  • Advocacy in administrative law
  • Written advocacy
  • Evidence
  • ADR advocacy
  • Direct and cross-examinations
  • Appellate advocacy
  • Criminal pre-trial and voir dire advocacy
  • Views from the Bench
Faculty

Chairs
Andy Hayher KC, Hayher Lee LLP
Keith Marlowe KC, Blake, Cassels, & Graydon LLP

Additional presenters will be added soon!

Click here to register for this program.

 

LESA’s Refresher 2025:
Wills and Estates

April 10-12, 2025

$1,495
Early bird pricing ends on January 16, 2025
Regular price: $1,645

Join us at the Victoria Conference Centre in Victoria, BC for a multi-day networking and learning event for wills and estates practitioners. Additional information, including topics and faculty, will be added when available. Please see the “Accommodations” tab for optional hotels within walking distance of the conference site.

Faculty

Chair
Shelley E. Waite KC, McLeod Law LLP
Additional presenters will be added soon!

Click here to register for this program.


Note: Reduced pricing is available for newly called lawyers (called within five
years) as well as students for select programs. 

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