In this two-part presentation, we will explore how client services can be improved by staying up to date on legal trends and evolving legal developments in the areas of estate law outside the scope of one’s practice.
We will share insights on how proactive estate planning involves an appreciation of litigation trends and procedure, and vice versa.
In Part I, we will explore how a big picture understanding of the umbrella of estate law can guide proactive estate planning and estate administration. This will include suggestions for estate planning lawyers and other estate professionals involved in estate planning.
Estate law is a vast legal practice area that spans a wide array of legal services revolving around a client’s desire to manage, protect, and efficiently transfer assets from one generation to the next. It encompasses the preparation of essential documents, such as wills, trusts, powers of attorney, and personal directives, to the administration of estates and trusts, both on the death of a testator or the incapacity of a donor. Of course, estate litigation is also alive and well in Canada and continues to be a fast-growing practice area. Many estate law practitioners in Canada focus their practice on either the solicitor side, with client services focused on planning and administration, while others practice estate litigation, working to advance a client’s goal in court rooms and through alternative dispute resolution processes.
In Part II (on Jan 23), the presentation will focus on understanding the drafting process, from client intake to signing, provides insights into litigation strategy and advocacy. While this presentation will focus on the provision of estate legal services, we know that we (us lawyers!) could not do it without the many important professional services who make up a client’s estate team, including financial advisors, accountants, trust officers, business succession planners, insurance agents, valuation experts and appraisers, and many more. For this reason, the presentation will also endeavor to identify where under the estate umbrella our teamwork adds value to the client along the spectrum an estate file.
Presenters:
Eleanor Carlson, TEP - Partner, Carbert Waite, LLP
Eleanor assists clients to resolve disputes on the validity and interpretation of wills. She advises clients with respect to estate accounting and handles issues relating to the decisions of executors and conflicts arising from the administration of estates and trusts. Eleanor represents clients in capacity and undue influence estate challenges and dependency claims for financial maintenance and support from estates. She also represents clients in contentious adult guardianship and trusteeship matters.
Gregory J. Kaladeen - Associate, McLeod Law, LLP
Greg's practice has emphasized estate litigation involving executor misconduct, mental incapacity and undue influence issues as well as litigation involving adult guardianship and trusteeship issues. Greg has successfully appeared before the Court of King’s Bench of Alberta and the Court of Appeal of Alberta. While he enjoys making appearances in Court, his passion is helping clients strategize and navigate difficult situations in his practice area
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Registration $35 - Recording Available - $55 for Part I & II
No charge for Estate Planning Council of Canada Members
Guests are welcome - this event is for Professional Advisors only.
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