Shelley E. Waite, TEP

Shelley E.
Waite, TEP
Partner
403-254-3683
Assistant: 
Tina Fisher
403-254-3855
Education: 
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 DraftingWednesday, October 26, 2016

Estate Planning & Litigation ForumSunday, April 24, 2016

Leave A Legacy: Will Power SeminarSaturday, April 26, 2014