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OC-62465In order to handle estate administration files efficiently and avoid potential pitfalls, it is important for practitioners to understand situations that require paper filing of the GA forms in lieu of using the Surrogate Digital Service (SDS). Since most grant applications are now done through the SDS, it is uncommon to need to use paper GA forms. But every once in a while the need arises. This on-demand program assists lawyers who are unfamiliar with or out of practice with the GA forms to gain confidence using them. This on-demand program was originally broadcasted as a live webinar on November 4, 2024. Total running time is 56 minutes.
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OC-62459Explore the limits on testamentary intention stemming from the legal rights of certain classes of individuals who can apply to the Court and request a provision from an estate where they were not adequately provided for. This on-demand program was originally broadcasted as a live webinar on October 1, 2024. Total running time is 1 hour.
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62459.01In Alberta, when a family maintenance and support (FMS) claims is made against an estate, the Courts are to balance testamentary intention with the need to provide for the deceased’s “family members”, as defined in the Wills and Succession Act. This paper explores the limits on testamentary intention stemming from the legal rights of certain classes of individuals who can apply to the Court and request a provision from an estate where they were not adequately provided for. This paper was presented at LESA’s Family Maintenance and Support Claims: Testamentary Intentions vs. Moral Obligations webinar on October 1, 2024.
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62410.05Understanding the kinds of applications that can proceed as adult guardianship and trusteeship “desk applications” is paramount for lawyers and their clients. This paper considers the mechanisms for initial applications for guardianship and trusteeship, review applications, and examination and approval of trusteeship accounts. This paper is part of a collection presented at LESA’s Practice Foundations: Adult Guardianships and Trusteeships program in Edmonton on May 28, 2024.
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62410.03Canada’s population is aging, and issues of concern to older adults will have growing implications for medical and legal practice. This paper discusses the demographics of aging in Canada; explores the spectrum of cognitive changes in older adults from normal aging through to advanced dementia; introduces how multi-morbidity, polypharmacy, and frailty interact with cognition; and considers possible implications for legal practice. This paper is part of a collection presented at LESA’s Practice Foundations: Adult Guardianships and Trusteeships program in Edmonton on May 28, 2024.
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62410.02This paper explores urgent applications in adult guardianship and trusteeship matters. It explores who can make an application and how to do so. It also provides practice tips and other considerations. This paper is part of a collection presented at LESA’s Practice Foundations: Adult Guardianships and Trusteeships program in Edmonton on May 28, 2024.
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62410.01This paper provides a broad overview of the who, what, when, where, and whys of AGTA accounting. It also discusses how to make an application for accounting in adult guardianship and trusteeship matters. This paper is part of a collection presented at LESA’s Practice Foundations: Adult Guardianships and Trusteeships program in Edmonton on May 28, 2024.
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OC-62410-4Understanding the kinds of applications that can proceed as adult guardianship and trusteeship “desk applications” is paramount for lawyers and their clients. This on-demand program considers the mechanisms for initial applications for guardianship and trusteeship, review applications, and examination and approval of trusteeship accounts. This on-demand program was originally presented as an in-person program titled Practice Foundations: Adult Guardianships and Trusteeships on May 28, 2024. Total running time is 1 hour, 23 minutes.
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OC-62410-3It is important for lawyers to understand the difference between hearings and desk applications and when to proceed to court. Explore key aspects of AGT applications by hearing, including a review of a sample notice of hearing, affidavit of service, and order, and consideration of sample paragraphs for AGTA applications. This on-demand program was originally presented as an in-person program titled Practice Foundations: Adult Guardianships and Trusteeships on May 28, 2024. Total running time is 1 hour, 21 minutes.
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OC-62410-2Canada’s population is aging, and issues of concern to older adults will have growing implications for medical and legal practice. Explore topics such as the demographics of aging in Canada, the spectrum of cognitive changes in older adults from normal aging through to advanced dementia, how multi-morbidity, polypharmacy, and frailty interact with cognition, and possible implications for legal practice. This on-demand program was originally presented as an in-person program titled Practice Foundations: Adult Guardianships and Trusteeships on May 28, 2024. Total running time is 1 hour.
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OC-62410-1Explore two important aspects of adult guardianship and trusteeship matters: urgent applications and accounting. In terms of urgent applications, it explores who can make such an application, how to do so, and provides considerations and practice tips. When it comes to accounting in AGTA matters, this presentation provides a broad overview of the who, what, when, where, and whys. It also discusses how to make an application for accounting. This on-demand program was originally presented as an in-person program titled Practice Foundations: Adult Guardianships and Trusteeships on May 28, 2024. Total running time is 1 hour, 28 minutes.
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OC-62409-5Explore costs in estate litigation, with topics including McAllister v City of Calgary, aftermath of McAllister, costs in estate litigation, costs against lawyers, costs strategies, recent history with party-party costs, and costs generally. This on-demand program was originally presented as an in-person program titled The Next Level: Elevating Your Practice in Estate Litigation on April 25, 2024. Total running time is 1 hour and 9 minutes.
