Shelley E. Waite, TEP
Partner
403-254-3683
[email protected]
Assistant:
Tina Fisher
[email protected]
403-254-3855
Areas of Expertise:
Wills & Estates
Cross Border Estate Planning
Estate Planning
Guardianship & Trusteeship
Probate & Estate Administration
Trusts
Education & Year of Call:
Admitted to the Alberta Bar, 2003
University of Calgary, LL.B., 2003
Portland State University, B.A., (Honours),
1998
Overview
Shelley practices wills, estates and succession planning with a focus on U.S. / cross-border
planning, elder law, represented adult law and estate litigation. Shelley advises clients on a range
of wills and estate matters and works closely with her clients to protect their interests and manage
their risks. She is well versed and experienced with the new Wills and Succession Act and the Adult
Guardianship & Trusteeship Act.
In Shelley’s practice, she continues to be involved in teaching people the value of good estate
planning. She is active in presenting to all demographic groups, including plus 55 groups, financial
institutions, and other community and professional associations.
Shelley values the importance of a thorough and complete review of her clients’ succession plans to
mitigate potential risk of litigation. She is dedicated to solving her clients’ complex objectives or
problems.
Trade Publications
"Prudent Practice for the Elderly Client", Legal Education Society of Alberta, March 2016
"Errors in Drafting", Canadian Bar Association National Conference, October 2016
"Drafting and Practice Considerations under the Wills & Succession Act: Controlling the
Matrimonial Property Claim", Legal Education Society of Alberta (LESA), Edmonton &
Calgary, November 2011
"Getting Started - Initial Points to Consider for the Wills and Estates Practitioner", Legal
Education Society of Alberta (LESA), Boot Camp, February 2009
Teaching Roles
Panelist, 'Advance Care Planning - How Lawyers can help their clients', The Alberta Advance
Care Planning CRIO Research Program, September 24, 2015 | February 22, 2017
Adjunct Professor, University of Calgary Wills & Estate Class, 2014
Speaker on the Wills & Succession Act of Alberta and the Adult Interdependent
Relationships Act at the training session for leadership teams of the Concilliation &
Arbitration Board, Social Welfare Board and Economic Planning Board, March 9 2014
Sessional Lecturer on Estate Planning and Administration, Chinook Learning Services,
Continuing Education, 2006 - 2009
Sessional Lecturer on Estate Planning and Administration, Calgary Catholic School Board,
2005 - 2008
Developed the course material for the "Being an Executor" program, Chinook Learning
Services, August 2009
Speaking Engagements
Presenter, "Capacity and Influence", Legal Education Society of Alberta (LESA), Calgary,
March 8, 2017 | Edmonton, March 1, 2017
Presenter, CBA National Will, Estate and Trust Fundamentals for Estate Practitioners,
"Common Errors in Will and Trust Drafting", October 26, 2016
Presenter, "Capacity/Dementia Issues of an Aging Population", Canadian Association of Gift
Planners National Conference, April 6-8, 2016
Participant, “Estate Planning & Litigation Forum”, by Cambridge Forums, April 24-26, 2016
Presenter, "Elder Abuse and use of the Alter Ego Trust", Society of Trust & Estate Planners
(STEP), April 2015
Presenter, CBA National Wills, Estates and Trusts Section, "Across the Country in 90
Minutes", June 3, 2014
Presenter, Leave A Legacy, "Will Power" seminar, Canadian Association of Gift Planners,
April 26, 2014
"Attorney School: For Those Who Are a Power of Attorney for a Loved One", Knowledge
Bureau, August 2013
"Challenges for Charities in Estate Administration", Canadian Association of Gift Planners,
April 2012
Presenter on Estate Planning, Charitable Giving, Estate Administration & Executors Duties,
Incapacity, for Leave A Legacy, 2004 - 2012
Presenter on Estate Planning at the Alberta Teachers Association seminars, 2012 - present
"Wills & Succession Act: What's New & What's Scary", Canadian Association of Gift Planners
(CAGP), January 2012
Presenter on Cross Border Estate Planning Issues at the Alberta Retired Teachers
Association, annual conference, March 2011
Presenter on Guardianship & Trusteeship at the Society of Trust & Estate Planners (STEP),
October 2011
Presenter on Elder Abuse at the Calgary Estate Planning Counsel, October 2011
"Estate Planning with Disabled Children", Canadian Mental Health, March 2010
Presenter on Estate Planning and Administration at the Alberta Retired Teachers
Association, annual conference, March 2010
"Incapacity and the Authority to Act", Calgary Legal Guidance, Elder Abuse Conference,
November 2009
Presenter on Wills, Enduring Power of Attorney and Personal Directives at the Alberta
Retired Teachers Association, annual conference, March 2008 and March 2009
Presenter on Estate Planning at the Calgary Public Schools, Pension Seminars
Professional Associations & Activities
Trust and Estate Planner (TEP) designation and Member of the Society of Estates and Trusts
Practitioners (STEP), 2012 - present
Chair, Canadian Bar Association, National, Wills & Trusts Section, 2016 - 2017
Canadian Bar Association Wills and Trusts Law Section – National (6 year term)
Member, Canadian Bar Association, End of Life Working Group, 2016 - present
Member, Law Society of Alberta
Chair, Canadian Bar Association, Southern Alberta, Wills & Trusts Section, 2010 - 2012
Member, Alberta Advance Care Planning, Collaborative Research and Innovation
Opportunities (ACP CRIO) Research Program, 2015 - present
Executive Member, Leave A Legacy Calgary, 2004 - 2015
Committee Member, Canadian Bar Association, Southern Alberta, Wills & Succession
Act, 2011 - 2012
Executive Member, Canadian Association of Gift Planners, Southern Alberta Round Table,
2012
Committee Member, Canadian Bar Association, Southern Alberta, Wills & Trusts Law
Section, Adult Guardianship and Trusteeship Act, 2010 - 2011
Media Coverage
Interviewed by Life Health Pro News on 'Canadian Life Insurers Want Different Treatment for
Assisted Dying', April 2016
Interviewed by The Rutherford Show on the topic of Estate Planning, June 2013
Quoted on the Rutherford Show on the topic of Wills & Succession Planning, March 2012
Quoted on the topic of Succession Planning, CTV News, March 2010
Quoted on the topic of Succession Planning, CBC Wildrose Country, radio program, March
2009 and March 2010
Quoted on the topic of Succession Planning, Global News, March 2010
Events
Common Errors in Will and Trust Drafting
Estate Planning & Litigation Forum
Shelley Waite Presents on Advance Care Planning
Leave A Legacy: Will Power Seminar
Wednesday, October 26, 2016
Sunday, April 24, 2016
Thursday, September 24, 2015
Saturday, April 26, 2014
News
Life-insurance industry wants assisted dying treated Wednesday, April 27, 2016
differently than suicide
Canadian Life Insurers Want Different Treatment for Monday, April 11, 2016
Assisted Dying