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OC-62593-1Explore Microsoft Word and learn how to customize the interface for a legal user, change default formatting in new documents, fix default formatting in existing documents, customize Microsoft Word’s default template (Normal.dotm) , and change Microsoft Word’s programmatical default settings. This on-demand program was originally broadcasted as a live webinar on March 4, 2026. Total running time is 1 hour.Choose license This product has multiple variants. The options may be chosen on the product page
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OC-62567Explore the legal requirements, procedural hurdles, and practical considerations involved when personal representatives are based abroad. This on-demand program was originally broadcasted as a live webinar on March 3, 2026. Total running time is 58 minutes.Choose license This product has multiple variants. The options may be chosen on the product page
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62553.03Estate Planning and asset management are often the main drivers in the use of trusts. Their creditor protection properties may be considered a bonus, if not altogether overlooked. This paper explores matrimonial creditors, and third-party and arm’s length creditors. Topics include spouses as creditors; trusts and division of family property; trusts and family maintenance and support; fixed vs. discretionary trusts; fraudulent conveyance legislation; and sham trusts. These materials are part of a collection presented at LESA’s Drafting Trusts program in Edmonton on February 11, 2026.
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62553.02Testamentary trusts can serve useful purposes, when constructed correctly. This paper explores how to draft meaningful and effective will clauses of testamentary trusts for minors and young adults. It also discusses the advantages and dangers of building spousal trusts in wills. These materials are part of a collection presented at LESA’s Drafting Trusts program in Edmonton on February 11, 2026.
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62553.01Often the last thing on caregivers’ minds is their estate planning. A lawyer who is familiar with some of the basic elements of disability trust planning can be a relief. This paper explores the following questions (1) when would you consider creating a trust for a disabled beneficiary? (2) what are the benefits and drawbacks? (3) What are the two types of trusts that can be drafted for disabled beneficiaries? (4) what are the essential elements of trusts for disabled beneficiaries? And (5) how are these trusts taxed? These materials are part of a collection presented at LESA’s Drafting Trusts program in Edmonton on February 11, 2026.
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OC-62553-5Trusts may be valuable or necessary in other situations and circumstances. This panel discussion surveys these scenarios and addresses issues that can arise in each. This on-demand program was originally presented as an in-person program titled Drafting Trusts on February 11, 2026. Total running time is 1 hour, 19 minutes.Choose license This product has multiple variants. The options may be chosen on the product page
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OC-62553-4Explore asset protection, nature of claims, creditors and trusts, and sham trusts. This on-demand program was originally presented as an in-person program titled Drafting Trusts on February 11, 2026. Total running time is 1 hour, 5 minutes.Choose license This product has multiple variants. The options may be chosen on the product page
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OC-62553-3Assembling the right team is key to helping your business clients preserve wealth as part of their broader succession and tax planning. This on-demand program provides insight into how to navigate typical “meat and potatoes” high value trust requests, with topics including attribution and vesting. This on-demand program was originally presented as an in-person program titled Drafting Trusts on February 11, 2026. Total running time is 58 minutes.Choose license This product has multiple variants. The options may be chosen on the product page
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OC-62553-2Explore how to draft meaningful and effective will clauses of testamentary trusts for minors and young adults. This on-demand program was originally presented as an in-person program titled Drafting Trusts on February 11, 2026. Total running time is 1 hour.Choose license This product has multiple variants. The options may be chosen on the product page
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OC-62553-1Review the framework to guide clients through the engagement from identifying the needs, to doing the planning, to delivering the trust product, and discuss mechanisms to build in income tax advantages and protect assets. This on-demand program was originally presented as an in-person program titled Drafting Trusts on February 11, 2026. Total running time is 1 hour.Choose license This product has multiple variants. The options may be chosen on the product page
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OC-62577Explore less common, yet powerful, court orders that estate litigators may encounter or strategically utilize. Unpack the legal foundations, procedural considerations, and tactical implications of these unusual remedies. This on-demand program was originally broadcasted as a live webinar on February 2, 2026. Total running time is 45 minutes.Choose license This product has multiple variants. The options may be chosen on the product page
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OC-62573By exploring practical examples for onboarding a new client and managing a legal matter from start to finish, this presentation walks participants through how to design clear, practical workflows that improve efficiency, client experience, and team collaboration. Along the way, we’ll discuss where workflows often break down, how to fix them, and simple mapping tools you can use. This on-demand program was originally broadcasted as a live webinar on January 13, 2026. Total running time is 58 minutes.Choose license This product has multiple variants. The options may be chosen on the product page
