This week we’re featuring 2 programs you may want to consider attending this fall:
We interviewed the program chairs to get details on what these programs have to offer attendees, including some sneak discussion topic previews and program takeaways.
Estate Planning Essentials
Join seminar chair Rhonda Johnson and other panelists for Estate Planning Essentials, and explore essential strategies for addressing common estate planning issues.
In a recent interview, we asked Rhonda what makes this program unique. Here’s what she had to say.
I think the panel itself is an excellent mix of practice interests and experiences.
Tiffany Franklin has done a lot of wills & estates litigation and drafting. Her perspective from the litigation side and understanding how we can learn from issues that have arisen on other files is really very practical in a day-to-day world.
Averie McNary, QC was instrumental in the writing of the new Wills and Succession Act, and she also spent years with the public trustee’s office. She’s also had a lot of experience dealing with disabled adults, so she will be giving practical tips and advice based on her years of carrying out disability trusts.
Timothy Kirby will be speaking from the tax perspective, which is something all of us lawyers are anxious about, and in this area of practice, is always in the background. He has done many, many estate freezes and he can really help alert us to some of the issues from the tax perspective.
Noel Xavier is with the Edmonton Community Foundation and doing really innovative work to help people who are wanting to do some gifting to charities. There isn’t a great deal of awareness in the public eye about the benefits, but it is really is one of those rare situations where you can have a plus, plus – there is a benefit to a charity but there isn’t a drain on the estate.
Finally, I’ve done a lot of work on will substitutes – the most popular in BC are the trusts. I’m doing more and more of those trusts for Albertans for different reasons: disabled adult children, second spouses, challenges with different family members, things like that. I’ll also be talking about some ways of helping clients with those issues, whether that’s through the use of trusts if they have property outside of Alberta.”
Register Online
View the brochure to find out more about this program. Register online to attend in Calgary (October 20) or Edmonton (October 27). Early Bird registration ends September 13, 2016.
Financial Disclosure in Family Law Matters
This October, join seminar chair Karin Schwab and experienced faculty members for a full-day program, and learn to identify appropriate and adequate disclosure, effectively review disclosure, and more.
Ryan D. Anderson | Huckvale LLP
Wayne Barkauskas | Wise Schieble Barkauskas
Laura Bruyer | Gordon Zwaenepoel
Christopher A. Jackson | Jackson Law
Aaron D. Martens | Dunphy Best Blocksom LLP
Trevor Phillippon, CA, CBV | Pennock Acheson Nielson Devaney
In a recent interview, Karin gave us a sneak preview of the program. Here’s what she told us.
The whole issue about this new practice note, that isn’t a new practice note, has caused quite a stir in the family bar. The Honourable D.A. Yungwirth and the Honourable J.D. Rooke perceive it as a solution to a problem of too many steps required for the basic disclosure, which is what the note of disclosure is designed to prevent. I think the process they’ve created has been viewed in many different ways in the family bar. This program will allow people to have some input in terms of how they would have addressed this problem and the solutions that they have found in their practices. We all have our little tricks, and perhaps this will give us the opportunity to give some feedback to Justice Rooke and Justice Yungwirth about the pros and cons about what they’ve proposed.”
Not only will you get the chance to weigh in and provide their feedback, but you’ll also receive practical, useful takeaways that will allow you to enhance your practice and hone your skills. As Karin stated, attendees can expect to receive a checklist designed for practitioners of all vantages.
Register Online
Reserve your spot in Financial Disclosure in Family Law Matters. Attend in Edmonton (October 18) or Calgary (October 25). Early Bird registration ends September 13, 2016.
View the program brochure for more details.
A special congratulations goes out to Karin Schwab, who will be celebrating 31 years at the bar this Tuesday, September 13!
