Join us for Effective Legal Support: Wills and Estates in Edmonton (November 15) or Calgary (November 22), and discover strategies to increase legal support staff efficiency and effectiveness.
ABOUT THE PROGRAM
Improve your ability to manage complex files with the most up-to-date information available in estate administration. Explore applications for probate and estate administration in both standard and more complex matters. Review a basic application for a grant of administration and grant of probate, including common errors made in these applications and how to make an expedited application.
Hear from the Office of the Public Guardian and Trustee about its role in a variety of estate administration scenarios. Receive clarification on the Public Trustee’s role regarding minor beneficiaries, find out when the Public Trustee receives notice on behalf of a represented adult and what to do if the Public Trustee is not the trustee of a beneficiary who may lack capacity. Get tips on issues such as bonds, missing beneficiaries, priorities, and appointing a trustee for minor’s property.
MEET THE FACULTY
Chair
Sherrilynn J. Kelly | Parlee McLaws LLP | Calgary
Sherrilynn has worked in law firms and law-related businesses her entire adult life. After working as a litigation paralegal for several years, she decided to pursue a legal education. After articling for the Court of Queen’s Bench of Alberta and the Court of Appeal, Sherrilynn had a diverse practice at a prominent Calgary law firm for nearly ten years. As well as assisting clients with general corporate and commercial matters, acquisitions and divestitures, and corporate reorganizations, she has been involved in litigation at all levels of court in Alberta. During the last six years of practice, she focused on estate planning and administration and related litigious matters. Sherrilynn recently returned from Switzerland, where she worked for the United Nations Compensation Commission, to practice in her preferred area of estate planning, administration, and litigation. Read more.
Faculty
- Timothy Bayly | KMSC Law LLP | Grande Prairie
- Mel Greene | KMSC Law LLP | Grande Prairie
- Stacy Hennings | Justice Services Division – Office of the Public Guardian and Trustee | Edmonton
- Marianne Rivard | Court of Queen’s Bench of Alberta | Edmonton
REGISTER ONLINE
Register online to attend Effective Legal Support: Wills and Estates in Edmonton (November 15) or Calgary (November 22). Register on or before October 10 to take advantage of our early bird pricing.
