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62492.01This paper provides an introductory review of common estate litigation matters, including the preparation of materials and overall file management. It also explores a number of precedents that can be used as you encounter each of these issues. This paper was presented at LESA’s Effective Legal Support: Contentious Estate Matters webinar on March 4, 2025.
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62488.01This paper explores intergenerational rollover and capital gains deduction provisions for qualified farm property, reviews the rules for personally owned property and shares of a farm corporation, and reviews the rules for interest in a family farm partnership. It also explores certain rules for an intergenerational sale of a farm corporation by a parent to a corporation owned by children. This paper was presented at LESA’s Sowing Success: Tax Insights for Farmland Sales and Transfers webinar on February 19, 2025.
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OC-62492Explore common estate litigation matters, including an overview of the various acts, regulation, and pertinent sections in common contentious estate matters, and Tips and Traps for effective case management. This on-demand program was originally broadcasted as a live webinar on March 4, 2025. Total running time is 54 minutes.
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OC-62488From capital gains exemptions to intergenerational transfers, this on-demand program equips you with the tools to help clients maximize value and minimize tax burdens in agricultural property deals. This on-demand program was originally broadcasted as a live webinar on February 19, 2025. Total running time is 54 minutes.
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OC-62482Explore common everyday mistakes that lawyers might make in relation to giftover drafting, charity beneficiaries, and the description of gifts and effective strategies to avoid them. This on-demand program was originally broadcasted as a live webinar on January 22, 2025. Total running time is 1 hour.
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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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