1) Holograph Wills.

2) Making an Asset Joint.

3) Mom Keeps Cash Only.

4) Loans to Adult Children.

5) Leaving the House to the Cat.

Guest:  Shannon James

Shannon is an Associate with Carscallen LLP in Calgary. Shannon has represented clients in a variety of estate, trust and incapacity matters including the roles and duties of executors, trustees, guardians, attorneys and agents. She has also been involved with the interpretation and validity of wills, the removal and replacement of personal representatives and trustees, and the interpretation, variation, and termination of trusts.

Shannon is a member of the Law Society of Alberta, the Society of Trust and Estate Practitioners (STEP), the Canadian Tax Foundation (CTF), the Canadian Bar Association, and the Calgary Bar Association.

Shannon James

Associate

Carscallen LLP

Centrium Place

900, 332 6 Avenue SW

Calgary, Alberta T2P 0B2

Phone: (403) 298-8445

Fax: (403) 262-2952

Email: James@carscallen.com

Website: www.carscallen.com