I just came across these PDF papers that I've written for the Legal Education Society of Alberta (LESA) over the past year or so and presented to Alberta lawyers in seminars.
This paper, Beneficiary Designations: A Practical Guide, contains a potpourri of quick topics which touch on making and revoking beneficiary designations for policies, pensions and financial instruments. The goal is to ensure that all aspects of estate planning work together.
All estate planning involves thinking about taxation. So does the administration of an estate after an individual has passed away. This paper, Taxation of the Average Estate, is written for those who do not specialize in taxation and discusses taxation issues that will be encountered in the planning or administration of most estates.
Readability is accessibility, particularly when it comes to legal documents, but accuracy can't be sacrificed. This paper is a guide to help legal assistants and new lawyers prepare legal documents that clients can actually read and use.
No comments:
Post a Comment