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LESA’s Refresher 2022: Wills and Estates (Banff)
April 30, 2022 – May 2, 2022
FreeAbout
Faculty
Accommodations
Agenda
About
Dates: April 30–May 2, 2022
Venue: The Rimrock Resort Hotel | Banff, Alberta
Price: $1,845 + GST (Limited Enrollment)
Join us in Banff, Alberta for an in-depth exploration of wills, estate planning, estate administration, and estate litigation issues.
Refresher registration includes: welcome reception, three continental breakfasts, three networking lunches, one banquet ticket, and electronic course materials.
Topics will include:
• Initial considerations on estate litigation files
• Managing the court process: 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 year’s pre-Refresher program is Managing Wills and Estates Matters which will take place on April 29, 2022.
NOTE: Program registration does not include hotel reservations. Please see our “Accommodations” tab for details on our special room rates and booking information.
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*Please Note: Program formats and dates are subject to change depending on the COVID-19 situation at the time of a program running. We are committed to ensuring the health and safety of all attendees, volunteers, and staff (and their families). We have instituted a mandatory vaccination policy for this program (including the banquet dinner). Please visit LESA.org/covid19 for more information.
If multiple lawyers or staff members from your firm would like to attend this program, please contact [email protected] for pricing.
Faculty
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
Accommodations
A block of standard rooms (with a choice of either two queen beds or one king bed) has been reserved at $198 (two queen beds) or $213 (one king bed) per night. A service charge of $9 per room, per day has been included in the room rates to cover porterage and housekeeping. Applicable taxes and parking are extra.
Triple and quadruple accommodation is available at an additional cost of $25 per person, per day. Children under the age of 18 years, sharing a room with their parent(s), may stay at no additional charge. Special room rates are in place for other room categories as well. *If the room block is sold out before March 29, 2022, the hotel will offer the next best available rate.
Booking Information
To reserve your room(s) please call 1.888.746.7625 and note the group name LESA Refresher to receive our special rate. Hotel reservations do not include program registration. To book online, please click here.
Hotel Arrival and Departure
Check-in time is 4 PM. Check-out time is 12 PM. Cancellation and early departure fees are in effect; however, you can change or cancel your reservation or your departure date with no penalty up to 6 PM MST, 72 hours prior to 4 PM on the date of your arrival. Reservations are guaranteed for arrival until 7 AM on the day following the arrival date.
Parking for Hotel Guests
Self-parking is available for $22 per day, per vehicle. Valet parking is available for $36 per day, per vehicle. Applicable taxes are extra.
Parking for Attendees Staying Off-Site
For attendees staying at an off-site property, a daily parking charge of $25 per vehicle plus taxes will be charged.
Agenda
Friday, April 29 | 5:00 PM–7:00 PM
Refresher Check-in & Welcome Reception
Saturday, April 30 | 8:45 AM–5:00 PM
Co-Chairs: Nancy L. Golding QC, Moodys Private Client and Helen R. Ward, Duncan Craig LLP
Faculty: Justice C.M. Jones, Court of Queen’s Bench of Alberta; Justice J.S. Little, Court of Queen’s Bench of Alberta; Françoise H. Belzil, Biamonte LLP; Clare Burns, Weir Foulds LLP; Michael Klaray, Duncan Craig LLP; John E.S. Poyser, The Wealth & Estate Law Group; Les Scholly, Pritchard & Co. Law Firm LLP
Estate Litigation
– Initial Considerations on Estate Litigation Files
– Managing the Court Process: Rules of Court vs. Surrogate Rules
– Common and Unique Claims and Proceedings
– Interpretation Applications
– Final Considerations: Settlement and Costs
6:15 PM–6:45 PM
Reception
6:45 PM–9:00 PM
Banquet and Entertainment
Sunday, May 1 | 9:15 AM–5:30 PM
Capacity
Chair: John E.S. Poyser, The Wealth & Estate Law Group
Faculty: Jennifer R. Lamb, Carscallen LLP; Dr. Arlin Pachet, Pachet Assessment and Rehabilitation Services; Shelley E. Waite, McLeod Law LLP; Kimberly A. Whaley, WEL Partners
– Capacity Tests for Differing Legal Tasks
– Contemporaneous Capacity Assessments
Keynote Address: Albert Oosterhoff
Substantive Law Issues
Co-Chairs: Justice C.M. Jones, Court of Queen’s Bench of Alberta and Lois J. Maclean QC, Rand & Company LLP
Faculty: Sam Amelio QC, MLT Aikins LLP; Kathy B. Hawkesworth, Edmonton Community Foundation; Shel J. Laven, Laven and Company LLP; Jason M. Stephan, CA Tax Law; Dane ZoBell, Felesky Flynn LLP
– 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
Monday, May 2 | 8:30 AM–12:30 PM
Intersection of Family Law and Wills & Estates Law
Co-Chairs: Justice C.M. Jones, Court of Queen’s Bench of Alberta and Lois J. Maclean QC, Rand & Company LLP
Faculty: Chief Justice M.T. Moreau, Court of Queen’s Bench of Alberta; Malkit Atwal, Field LLP; Anne de Villars QC, de Villars Jones LLP; Bud Melnyk QC, Warren Sinclair LLP; Richard Rand QC, Rand & Company LLP
– Review of the FMS Case Law
– A Summary of the Principles of Spousal Support in Divorce
– Panel Discussion