Volunteer Profile

Dan McPherson

IG Wealth Management

On-Demand Programs

  • EPAs: Commonly Occurring Issues Part 1 (On-Demand)

    Certain issues regularly come up when dealing with powers of attorney. This on-demand program addresses the following issues with advice or comments on each and references to resources for further consideration: a client, who is not yet incapacitated, needs or wants assistance/oversight in banking; a child calls and asserts that their parent wants a new POA; a client is unhappy with the person they have named as attorney; multiple concurrent powers of attorney; digital asset clauses in EPAs. This on-demand program was originally presented on February 14, 2024 as part of Wills & EPAs – Commonly Occurring Issues.  Total running time is 1 hour, 5 minutes.
  • EPAs: Commonly Occurring Issues Part 2 (On-Demand)

    Certain issues regularly come up when dealing with powers of attorney. This on-demand program addresses the following issues with advice or comments on each and references to resources for further consideration: the meaning of “joint and several”; gifting power in an EPA; whether an attorney should secure a copy of the will; basic advice for attorneys when taking over a donor’s affairs. This on-demand program was originally presented on February 14, 2024 as part of Wills & EPAs – Commonly Occurring Issues.  Total running time is 50 minutes.
  • Wills: Commonly Occurring Issues Part 3 (On-Demand)

    Certain issues regularly come up when dealing with powers of attorney. This on-demand program addresses the following issues with advice or comments on each and references to resources for further consideration: dealing with cryptocurrency; communication, delegation and majority rules with more than one personal representative; dealing with financial institutions when there is more than one personal representative; administrative clauses to include in the will for the actual work involved; marshalling and abatement rules. This on-demand program was originally presented on February 14, 2024 as part of Wills & EPAs – Commonly Occurring Issues. Total running time is 43 minutes.
  • Wills: Commonly Occurring Issues Part 4 (On-Demand)

    Certain issues regularly come up when dealing with powers of attorney. This on-demand program addresses the following issues with advice or comments on each and references to resources for further consideration: ‘no contest’ clauses in wills; dealing with insolvent estates; whether you can act for an attorney who turns into a beneficiary upon the donor’s death; dealing with memos left by a testator on a probate application; increasing fees for wills while maintaining happy clients. This on-demand program was originally presented on February 14, 2024 as part of Wills & EPAs – Commonly Occurring Issues. Total running time is 1 hour, 3 minutes.
  • Wills & EPAs – Commonly Occurring Issues (On-Demand)

    Certain issues regularly come up when dealing with wills and powers of attorney. These on-programs explore 25 of those issues with advice or comments on each and references to resources for further consideration. The format of these programs is breadth not depth and is designed for all levels of experience. These on-demand programs were originally presented as an in-person program on February 14, 2024 as part of Wills & EPAs – Commonly Occurring Issues. The total running time for each presentation ranges between 43 minutes and 1 hour, 5 minutes.
  • Keep Calm and Conveyance On: Red Flags and How to Address Them (On-Demand)

    Navigating the daily challenges of a real estate conveyancing practice can seem overwhelming at times. This presentation provides practical solutions and systems to help lawyers, paralegals, and other legal professionals navigate the challenges of running a conveyancing practice, particularly in a small-office setting. This on-demand program was originally presented as an in-person program on October 20 & 21, 2023 as part of our Real Estate Conference. Total running time is 55 minutes.
  • Real Estate Conference (On-Demand)

    These on-demand programs provide invaluable insights into trends and red flags within real estate law.  The total running time for each presentation ranges between 50-90 minutes.

Publications

  • Alberta Wills and Estates Practice Manual

    The Alberta Wills and Estates Practice Manual is a comprehensive resource for any wills and estates practitioner. This two-part manual contains essential information and practical tips on estate planning and administration, including surrogate forms and procedures. Whether you are drafting a will or probating one, this manual is a go-to resource.

Papers

  • Keep Calm and Conveyance On: Red Flags and How to Address Them

    Navigating the daily challenges of a real estate conveyancing practice can seem overwhelming at times. This paper explores common red flags and issues in residential real estate conveyancing and suggests tools and systems to address them. This paper is part of a collection presented at LESA’s Real Estate Conference in Kananaskis on October 20 & 21, 2023.
Shopping Cart
Scroll to Top

Connect

Customer Support

Community