In this issue:
• March 16, 2009 Deadline for Fees, Forms and CPD Declaration
• LESA Program: Limited Scope Retainers
• Client ID Rule Amendments Updated
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March 16, 2009 Deadline for Fees, Forms and CPD Declaration
Please Note: March 16, 2009 is the LSA deadline for member fees, member information update forms and CPD's declarations.
The LSA's goal is not to collect late fees or penalties.
The 2009 annual renewal is due in our Calgary office March 16, 2009. If you have not received your renewal package please contact Membership at 403-229-4781 immediately. If you wish to change your status, please ensure you submit the appropriate application forms prior to March 16, 2009 to ensure your application is processed accordingly.
For more information about the Continuing Professional Development Program go to: www.lawsociety.ab.ca or contact CPD@lawsociety.ab.ca or call 403-229-4766.
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LESA Program: Limited Scope Retainers
An introduction to the practice of limited scope representation (also called 'unbundling') is being presented by the Legal Education Society of Alberta.
Topics in the one-day program will cover ethical rules governing limited scope retainers, how to limit your risk and how to reach a currently untapped pool of paying clients.
The program consists of the following seminars and panel discussions:
- A seminars: What's happening with Self-Represented Litigants by Diana J. Lowe, QC, of the University of Alberta.
- A panel discussion of the ethical rules governing limited scope representation with panellists Deputy Chief Judge A.H. Lefever, Provincial Court of Alberta; Hon. C.L. Kenny, Court of Queen's Bench (Calgary) and Hon. D.C. Read, Court of Queen's Bench (Edmonton); Perry R. Mack, QC, Law Society of Alberta; and Gillian D. Marriott, Canadian Bar Association.
- M. Sue Talia, private family law judge from Walnut Creek, California and international expert on limited scope representation, will host three seminars titled: Myths Debunked, Risk Management, and Practical Application.
The program is being held April 2, 2009 at the Ramada Hotel Downown in Calgary and April 3, 2009 at the Sutton Pace Hotel in Edmonton. Both sessions run from 9:00 a.m. to 4:30 p.m.
Register online at www.lesa.org
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Client ID Rule Amendments Updated
Please Note: Client Identification and Verification Rules 118.1 up to and including 118.10 were amended to create closer alignment with the Federation of Law Societies of Canada's (FLSC) Model Rule.
(LSA's February 26, 2009 EBulletin stated that only Rules 118.9 and 118.10 were amended. It should have stated that Rules 118.1 up to and including 118.10 were amended. Apologies for this inadvertent omission.)
The new "know your client"rules were in effect December 31, 2008. On December 12, 2008, the FLSC gave final approval to an amended Model Rule for Client Identification and Verification.
These amendments represent the intended interpretation of the earlier Model Rule.
The current rule, along with an interpretation guideline, client identification and verification flow chart, and the FLSC Model Rule is posted on the LSA website at www.lawsociety.ab.ca
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AGM to be held April 2, 2009
The Annual General Meeting of the Law Society of Alberta will be held on Thursday, April 2, 2009 at its offices in Edmonton, Alberta at:
Law Society of Alberta
Scotia Place, Tower 2
201, 10060 Jasper Avenue Edmonton, Alberta
Commencing at 5:00 p.m.
The AGM notice, agenda and summarized financial statements for LSA and ALIA are available at www.lawsociety.ab.ca
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