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Client Handouts (15)

Financial Disclosure Homework Package

Designed to be provided to clients help them provide proper financial disclosure, easily address common difficulties, and minimize inadvertently missing crucial information.

Want your assistant to learn how to complete this? Have them attend LESA's Effective Legal Support: Matrimonial Property Seminar in Edmonton on March 5, 2019, and in Calgary on March 12, 2019. Out of respect for LESA, I don't publish my slides or presentations on FamilyCounsel.ca, or otherwise distribute them.

Office Document Download (53 downloads)

Feb 5thKen Proudman of Barr Picard Law (Alberta)3 Comments

They say that breaking up is hard to do: Tips for making it easier

Client handout written by myself and Marla Miller, QC. Meant to help address many of the common problems spouses run into when they initially separate (e.g. who lives in the house, how is furniture divided, when to change insurance designations)

The parenting article that it refers to can be found here.

This document was prepared for LESA's "Advising Small & Family Businesses" Seminar in Edmonton on Feb. 6, 2019 and in Calgary Feb. 13, 2019. I don't post my presentation slides on this website though, for those ... [Read More]

PDF Download (43 downloads)

Jan 23rdKen Proudman of Barr Picard Law (Alberta)0 Comments

REVISED Required Financial Documentation (with additional business-related items)

The revised version provides additional notes, cleans up some language, and focuses on the business disclosure which is most likely to be crucial, based on recent decision pertaining to business disclosure.

Checklist of financial disclosure to be handed to clients. I've added a few useful business-related documents, but this checklist can be provided to all clients.

I quickly go through it with clients to see what applies, check off what does, and make a photocopy for our office. That way my assistant can see what still needs to be provided.

Revised version presented at ... [Read More]

Office Document Download (23 downloads)

Jan 14thKen Proudman of Barr Picard Law (Alberta)2 Comments

Topics that might be addressed in a Parenting Plan (from Dr. Carter)

Psychologists and Parenting Coordinators can help separated parents to formulate a Parenting Plan. This document lists some of the topics that might be covered in a Parenting Plan. This document can be provided to clients who are curious about what a Parenting Plan entails.

Posted with permission from Dr. Stephen Carter of Glenora Registered Psychologists in Edmonton.

PDF Download (31 downloads)

Oct 23, 2018Ken Proudman of Barr Picard Law (Alberta)0 Comments

Dr. Carter's Communication Guidelines

Handout for separated parents experiencing communication difficulties. Ideally each side should agree to abide by these terms, so they can also be forwarded to opposing counsel.

Posted with permission from Dr. Stephen Carter of Glenora Registered Psychologists in Edmonton.

PDF Download (38 downloads)

Oct 23, 2018Ken Proudman of Barr Picard Law (Alberta)0 Comments

The typical path of the Albertan Separation/Divorce Legal Process

A handout which can assist spouses to understand the court process, as well as the alternatives to court, and potential court process that they can avoid by settling outside of court. Let me know if I missed anything significant.

I provide a number of handouts to clients at the first meeting, this is one of them.

PDF Download (58 downloads)

Jul 31, 2018Ken Proudman of Barr Picard Law (Alberta)2 Comments

Client handout: required financial documentation (with additional business-related items).

Checklist of financial disclosure to be handed to clients. I've added a few useful business-related documents, but this checklist can be given to all clients.

I quickly go through it with clients to see what applies, check off what does, and make a photocopy for our office. That way my assistant can see what still needs to be provided.

Will be presented along with other materials at LESA's Business Issues in Family Law Matters seminar which I am co-chairing and speaking at in Calgary ... [Read More]

Office Document Download (36 downloads)

Jan 15, 2018Ken Proudman of Barr Picard Law (Alberta)1 Comment

Client Handout: Maintaining Proper Business Records And Other Business Practices

This can be handed out to clients and bookkeepers to help them to keep their business's affairs in order in light of the disclosure requirements set out in the Cunningham and Sweezey decisions.

The title is cheesy, but I hope that it will make clients more likely to actually read it.

Will be presented along with other materials at LESA's Business Issues in Family Law Matters seminar which I am co-chairing and speaking at in Calgary on January 17, 2018, and ... [Read More]

PDF Download (23 downloads)

Jan 15, 2018Ken Proudman of Barr Picard Law (Alberta)0 Comments

Client's Guide to Four-way Meetings

I hand this to my clients before four-way meetings. It's short enough that most seem to read it. It helps to get them into the right state of mind, know what to expect, lessen the probability of derailing the meeting, and get the most out of the meeting.

I still discuss the meeting with them in advance though, to confirm the agenda, discuss new developments, and confirm their position (to an extent, sometimes it's better if they don't have a firm position).

Office Document Download (37 downloads)

Apr 20, 2017Ken Proudman of Barr Picard Law (Alberta)0 Comments

Steps clients can take to minimize their legal bills

I hand this out to clients at the first meeting. It's meant to help them be more efficient.

Office Document Download (38 downloads)

Apr 20, 2017Ken Proudman of Barr Picard Law (Alberta)0 Comments

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