Registration is now open for LESA’s Refresher 2022: Wills and Estates. Join us from April 30–May 2, 2022 in Banff, Alberta for an in-depth exploration of wills, estate planning, estate administration, and estate litigation issues.
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
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, de Villars Jones LLP
John E.S. Poyser, The Wealth & Estate Law Group
Helen R. Ward, Duncan Craig LLP
Presenters
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
Stephanie Dobson, Meridian Law Group
Kathy B. Hawkesworth, Edmonton Community Foundation
Michael Klaray, Duncan Craig LLP
Jennifer R. Lamb, Carscallen LLP
Shel J. Laven, Laven and Company LLP
Dana J. Nelko, Fillmore Riley 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
Kimberly A. Whaley, WEL Partners
Dane ZoBell, Felesky Flynn LLP
You may also be interested in our pre-Refresher program Managing Wills and Estates Matters. This program takes place on Friday, April 29, 2022 in Banff, Alberta.