- This program has passed.
Managing Wills and Estates Matters (Banff)
April 29, 2022 | 9:00 am – 4:30 pm
FreeDate: Friday, April 29, 2022
Venue: The Rimrock Resort Hotel | Banff, Alberta
Price: $445 + GST (Limited Enrollment)
Join us for an in-depth exploration of estate planning and estate administration issues.
Topics will include:
• Best practices and quality control in a planning practice
• Best practices and quality control in an administrative practice
• Developing process protocols
• Fee strategies
• Tax issues and practical advice
• Will drafting
• Substantive issues
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 COVID vaccination policy for this program. For more information, visit LESA.org/covid19
If multiple lawyers or staff members from your firm would like to attend this program, please contact info@lesa.org for pricing.
Co-Chairs
John E.S. Poyser, The Wealth & Estate Law Group
Shelley E. Waite, McLeod Law LLP
Presenters
Clare Burns, Weir Foulds LLP
Nancy L. Golding QC, Moodys Private Client
Nadja Ibrahim, PwC Canada
David J. Koski, The Estate House by Gorman & Koski LLP
Farha Salim, Field LLP
Karen Dunn Skinner, GIMBAL Canada Inc.
David Skinner, GIMBAL Canada Inc.
Kimberly A. Whaley, WEL Partners
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. Online booking link coming soon.
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.
Friday, April 29 | 9:00 AM–4:30 PM
Best Practices and Quality Control in an Administration Practice | David J. Koski
Developing Process Protocols | Karen Dunn Skinner and David Skinner
Making More Money and (Not) Getting Sued | Panel Discussion: Nancy L. Golding QC, Clare Burns, David J. Koski, Kimberly A. Whaley, and Shelley E. Waite
Tax Issues You Need to Be Aware of and Practical Advice | Nadja Ibrahim
Will Drafting | Farha Salim
Substantive Issues | Panel Discussion: Nadja Ibrahim, John E.S. Poyser, Farha Salim, and Shelley E. Waite
