business law fundamentals

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BUSINESS LAW FUNDAMENTALS Legal Update for 2013-2014: R.W. Ewasiuk QC, Reynolds, Mirth, Richards & Farmer LLP Salvatore N. Amelio, MacPherson Leslie & Tyerman LLP Michael Bates, Ruttan Bates Wendi P. Crowe, Miller Thomson LLP Michael Harris, Dentons Canada LLP Brendon Ho, Miller Thomson LLP Olga Kary, Blake, Cassels & Graydon LLP Marcus Ostrowerka, Blake, Cassels & Graydon LLP Adam Sanderman, EPCOR Utilities Inc. Audrey A. Wakeling, Witten LLP George A. Wowk, Burnet, Duckworth & Palmer LLP Over the years, countless volunteers have donated time, talent, and energy to the review and update of these materials. Without their generous contributions, this resource would not have been possible. For this 2013/2014 edition, we gratefully acknowledge the volunteer efforts of the individuals listed above. We also extend our sincere thanks to Adrienne Novak and Angela Wong for their assistance in the revision of these materials.

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BUSINESS LAW FUNDAMENTALS

Legal Update for 2013-2014:

R.W. Ewasiuk QC, Reynolds, Mirth, Richards & Farmer LLP

Salvatore N. Amelio, MacPherson Leslie & Tyerman LLP

Michael Bates, Ruttan Bates

Wendi P. Crowe, Miller Thomson LLP

Michael Harris, Dentons Canada LLP

Brendon Ho, Miller Thomson LLP

Olga Kary, Blake, Cassels & Graydon LLP

Marcus Ostrowerka, Blake, Cassels & Graydon LLP

Adam Sanderman, EPCOR Utilities Inc.

Audrey A. Wakeling, Witten LLP

George A. Wowk, Burnet, Duckworth & Palmer LLP

Over the years, countless volunteers have donated time, talent, and energy to the review and update

of these materials. Without their generous contributions, this resource would not have been possible.

For this 2013/2014 edition, we gratefully acknowledge the volunteer efforts of the individuals listed

above. We also extend our sincere thanks to Adrienne Novak and Angela Wong for their assistance in

the revision of these materials.

iii

BUSINESS LAW FUNDAMENTALS

Chapter Listing

Chapter 1: Forms of Business Organizations

Chapter 2: Incorporation

Chapter 3: Shares, Share Capitalization and Equity Financing

Chapter 4: Directors, Officers and Shareholders

Chapter 5: Shareholder Agreements

Chapter 6: Shareholder Approval and Dissent Rights

Chapter 7: Buying and Selling a Business

Chapter 8: Franchises

Chapter 9: Extra-Provincial Registrations

Chapter 10: Business Practice Concerns

Chapter 11: Secured Financing

Chapter 12: Fair Trading Act

Chapter 13: The Taxation of Corporations

Chapter 14: Securities Regulation

Chapter 15: Intellectual Property

CIVIL LITIGATION FUNDAMENTALS

Legal Update 2013-2014:

We would like to thank Steven T. Robertson and the firm of

Bennett Jones LLP for their assistance in preparing the

Civil Litigation Fundamentals.

Over the years, countless volunteers have donated time, talent, and energy to the review and

update of these materials. Without their generous contributions, this resource would not have

been possible.

For this 2013/2014 edition, we gratefully acknowledge the volunteer efforts of the individuals

listed above. We also extend our sincere thanks to Adrienne Novak and Angela Wong for their

assistance in the revision of these materials. Also, a special thanks to Karen M. McDougall for her

contribution in reviewing and editing these materials.

iii

CIVIL LITIGATION FUNDAMENTALS

Chapter Listing

Chapter 1: Preliminary Matters

Chapter 2: The Parties to Litigation

Chapter 3: Court Actions

Chapter 5: Disclosure of Information

Chapter 6: Resolving Issues and Preserving Rights

Chapter 7: Resolving Claims Without Full Trial

Chapter 8: Trial

Chapter 11: Service of Documents

USER NOTE

As part of our package for lawyers transferring or being reinstated to the Law Society of

Alberta, Civil Litigation Fundamentals consists of specific chapters excerpted from the

upcoming Alberta Civil Practice Manual, part of the Legal Education Society of Alberta’s

Practice Manual Series. The Alberta Civil Practice Manual is expected to be published in

early 2014. For more information, or to purchase the Practice Manual, please visit our

website, www.lesa.org, or contact us at 780.420.1987 or [email protected].

CRIMINAL LAW FUNDAMENTALS

Legal Update for 2013-2014:

Brian A. Kiers, Alberta Justice and Solicitor General – Crown Prosecutors Office

The Youth Criminal Defence Office

Over the years, countless volunteers have donated time, talent, and energy to the review and update

of these materials. Without their generous contributions, this resource would not have been possible.

For this 2013/2014 edition, we gratefully acknowledge the volunteer efforts of the individuals listed

above. We also extend our sincere thanks to Adrienne Novak and Angela Wong for their assistance in

the revision of these materials.

iii

CRIMINAL LAW FUNDAMENTALS

Chapter Listing

Chapter 1: Introduction

Chapter 2: Judicial Interim Release, Powers of Police Arrest and Release, Early Case

Resolution, Plea Discussions and Mentally Disordered Offenders

Chapter 3: Classification of Offences and Elections

Chapter 4: The Preliminary Inquiry

Chapter 5: Indictments and Information

Chapter 6: Preparing for Trial and Examination of Witnesses

Chapter 7: Adult Sentencing

Chapter 8: The Youth Criminal Justice Act

Chapter 9: Appeals, Review and Extraordinary Remedies

LEGAL ETHICS

Review:

Ross G. McLeod QC, Practice Advisor

The Law Society of Alberta

Nancy Carruthers, Practice Advisor

The Law Society of Alberta

LEGAL ETHICS

1 LESA 2013

LEGAL ETHICS

INTRODUCTION TO THE CODE OF CONDUCT

1 Introduction ...................................................................................................................................... 2

2 Obligations to the Profession .......................................................................................................... 2

3 Obligations to the Client .................................................................................................................. 3

3.1 Obligations Related to Withdrawal from Representation .............................................. 5

4 Obligations Related to Staff ............................................................................................................ 6

4.1 Respect for Staff .............................................................................................................. 7

5 Obligations to Courts and Tribunals ............................................................................................... 8

5.1 The Lawyer as Advocate (Rule 4.01) .............................................................................. 8

5.2 Other Obligations to Tribunals ......................................................................................... 9

6 Applications Without Notice ......................................................................................................... 10

6.1 Applications Without Notice in Family Law .................................................................. 11

7 Obligations to Unrepresented Parties ......................................................................................... 12

8 Other Issues .................................................................................................................................. 12

9 Students-at-Law ............................................................................................................................ 13

FAMILY LAW FUNDAMENTALS

Legal Update for 2013-2014:

Sarah King-D’Souza QC, Family Law Office

Linda L. Long QC, Long Family Law Group

Debbie A. Yungwirth QC, Yungwirth Tumbach

Susan Zwaenepoel QC, Gordon Zwaenepoel

Michelle Bailey, Widdowson Kachur Ostwald Menzies LLP

Loreen P. Brenneis, Robinson & Company

Jasmine S. Chu, Long Family Law Group

Vita O. Houlihan, Alberta Justice – Social Enhancement Legal Team

Michelle L. Pidhirney, Barr Picard

Bruce Russell Reid, Long Family Law Group

Rita M. Richardson, Richardson Law

Wendy C. Rollins, Frohlich Rollins Frohlich

Cindy Turner, Cochard Johnson

Over the years, countless volunteers have donated time, talent, and energy to the review and update

of these materials. Without their generous contributions, this resource would not have been possible.

For this 2013/2014 edition, we gratefully acknowledge the volunteer efforts of the individuals listed

above.

iii

FAMILY LAW FUNDAMENTALS

Chapter Listing

Part I – Practice

Chapter 1: Introduction

Chapter 4: Client Relationships

Part II – Substantive Law

Chapter 1: Divorce

Chapter 2: Custody, Access, Parenting, and Guardianship

Chapter 3: Child Support

Chapter 4: Spousal and Partner Support

Chapter 5: Property

Chapter 11: Family Law Agreements

Part III – Procedure

Chapter 3: Collaborative Law

Chapter 5: The Rules of Court

USER NOTE

As part of our package for lawyers transferring or being reinstated to the Law Society of

Alberta, Family Law Fundamentals consists of specific chapters excerpted from the Alberta

Family Law Practice Manual, part of the Legal Education Society of Alberta’s Practice Manual

Series. For more information, or to purchase the Practice Manual, please visit our website,

www.lesa.org, or contact us at 780.420.1987 or [email protected].

REAL ESTATE FUNDAMENTALS

Legal Update for 2013-2014:

Susan V. R. Billington QC, The Law Society of Alberta

Joshua de Groot, Witten LLP

Catherine A. Farnell, Witten LLP

Bianca Kratt, Warren Tettensor Amantea LLP

Jason S. W. McCulloch, Witten LLP

Shaun Partridge, Rogers & Company

Joshua I. Selby, Parlee McLaws LLP

Salima A. Shivji, Rogers & Company

Over the years, countless volunteers have donated time, talent, and energy to the review and update

of these materials. Without their generous contributions, this resource would not have been possible.

For this 2013/2014 edition, we gratefully acknowledge the volunteer efforts of the individuals listed

above. We also extend our sincere thanks to Adrienne Novak and Angela Wong for their assistance in

the revision of these materials.

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REAL ESTATE FUNDAMENTALS

Chapter Listing

Chapter 2: Offers to Purchase, Options and Rights of First Refusal

Chapter 3: Pre-Closing

Chapter 4: Closing

Chapter 5: Western Law Societies’ Conveyancing Protocol

Chapter 6: Mortgages

Chapter 14: Remedies

USER’S NOTE:

As part of our package for lawyers transferring or being reinstated to the Law Society of

Alberta, Real Estate Fundamentals consists of specific chapters excerpted from the Alberta

Real Estate Practice Manual, part of the Legal Education Society of Alberta’s Practice Manual

Series. For more information, or to purchase the Practice Manual, please visit our website,

www.lesa.org, or contact us at 780.420.1987 or [email protected].

WILLS FUNDAMENTALS

Legal Update:

Anne S. de Villars QC

de Villars Jones

Edmonton, Alberta

For this 2013/2014 edition, we extend our sincere thanks to Adrienne Novak and Angela Wong

for their assistance in the review of these materials.

iii

WILLS FUNDAMENTALS

Chapter Listing

Chapter 1: Wills and Succession Act

Chapter 2: Planning for Death – Lawyer’s Role in Preparing the Will

Chapter 3: Planning for Death – Wills Drafting

Chapter 4: Enduring Powers of Attorney

Chapter 5: Personal Directives

Chapter 6: Adult Guardianship and Trusteeship Act