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The Annotated Will 2017 THE ANNOTATED WILL 2017 chairs Susannah Roth, TEP O’Sullivan Estate Lawyers Mary-Alice Thompson, C.S., TEP Cunningham, Swan, Carty, Little & Bonham LLP January 12, 2017 *CLE17-0010401-A-PUB* DISCLAIMER: This work appears as part of The Law Society of Upper Canada’s initiatives in Continuing Professional Development (CPD). It provides information and various opinions to help legal professionals maintain and enhance their competence. It does not, however, represent or embody any official position of, or statement by, the Society, except where specifically indicated; nor does it attempt to set forth definitive practice standards or to provide legal advice. Precedents and other material contained herein should be used prudently, as nothing in the work relieves readers of their responsibility to assess the material in light of their own professional experience. No warranty is made with regards to this work. The Society can accept no responsibility for any errors or omissions, and expressly disclaims any such responsibility. © 2017 All Rights Reserved This compilation of collective works is copyrighted by The Law Society of Upper Canada. The individual documents remain the property of the original authors or their assignees. The Law Society of Upper Canada 130 Queen Street West, Toronto, ON M5H 2N6 Phone: 416-947-3315 or 1-800-668-7380 Ext. 3315 Fax: 416-947-3991 E-mail: [email protected] www.lsuc.on.ca Library and Archives Canada Cataloguing in Publication The Annotated Will 2017 ISBN 978-1-77094-402-2 (Hardcopy) ISBN 978-1-77094-403-9 (PDF) THE ANNOTATED WILL 2017 Chairs: Susannah Roth, TEP O’Sullivan Estate Lawyers Mary-Alice Thompson, C.S., TEP Cunningham, Swan, Carty, Little & Bonham LLP Presenters: Darren Lund Fasken Martineau LLP Jane Martin Dickson Appell LLP January 12, 2017 9:00 a.m. to 12:00 p.m. Total CPD Hours = 2 h 30 m Substantive + 30 m Professionalism The Law Society of Upper Canada 130 Queen Street West Toronto, ON SKU CLE17-00104 Agenda 9:00 a.m. – 9:05 a.m. Welcome and Opening Remarks 9:05 a.m. – 9:20 a.m. Retainer and Reporting Letters (15 minutes) 1 9:20 a.m. – 9:35 a.m. Drafting for Clarity 9:35 a.m. – 9:40 a.m. Question and Answer Period 9:40 a.m. – 9:55 a.m. Building a Precedent Library 9:55 a.m. – 10:15 a.m. Meshing not Messing Multiple Wills 10:15 a.m. – 10:25 a.m. Question and Answer Period 10:25 a.m. – 10:45 a.m. Coffee and Networking Break 10:45 a.m. – 11:00 a.m. How to Avoid a Vacancy – Executors, Successors and Replacements 11:00 a.m. – 11:15 a.m. GRE and Charitable Donation Rules 11:15 a.m. – 11:20 a.m. Question and Answer Period 11:20 a.m. – 11:35 a.m. End Clauses: Trustee Powers and Administrative Clauses 11:35 a.m. – 11:50 a.m. Executions When the Will-Maker is Challenged (15 minutes) 11:50 a.m. – 12:00 p.m. Question and Answer Period 12:00 p.m. Program Ends 2 This program qualifies for the 2018 LAWPRO Risk Management Credit Premium Credit What is the LAWPRO Risk Management credit program? The LAWPRO Risk Management Credit program pays you to participate in certain CPD programs. For every LAWPRO-approved program you take between September 16, 2016 and September 15, 2017, you will be entitled to a $50 premium reduction on your 2018 insurance premium (to a maximum of $100 per lawyer). Completing 3 new modules of the Online COACHING Centre or one Members Assistance Program e-Course from Homewood Health also qualifies for the credit.** Access the OCC at www.practicepro.ca/occ and Homewood Health at www.myassistplan.com Why has LAWPRO created the Risk Management Credit? LAWPRO believes it is critical for lawyers to incorporate risk management strategies into their practices, and that the use of risk management tools and strategies will help reduce claims. Programs that include a risk management component and have been approved by LAWPRO are eligible for the credit. How do I qualify for the LAWPRO Risk Management Credit? Attendance at a qualifying CPD program will NOT automatically generate the LAWPRO Risk Management Credit. To receive the credit on your 2018 invoice, you must complete the online Declaration Form. STEP 1: STEP 2: Attend an approved program in person or via webcast; and/or Complete the online Declaration form at Self-study a past approved program; and/or www.lawpro.ca/RMdec by Sept. 15, 2017. The Complete 3 new modules on the Online credit will automatically appear on your 2018 COACHING Centre* and/or invoice. Completing a Homewood Health e-Course* You are eligible for the Risk Management Credit if you chair or speak at a qualifying program provided you attend the entire program. You can claim credit for an approved program on an archived webcast, CD-ROM, audio tape or video replay, provided you watch or listen to the entire program and have a copy of the program materials. In this case, you should claim credit for a self-study review on the CPD declaration form. Where can I access a list of qualifying programs? See a list of approved programs at www.lawpro.ca/RMcreditlist Whom do I contact for more information? Contact practicePRO by e-mail: [email protected] or call 416-598-5899 or 1-800-410-1013. *Three modules of the Online Coaching Centre courses can be redeemed for one $50 credit once per year. In addition, one Homewood Health e-Course is eligible for the credit on a yearly basis. THE ANNOTATED WILL 2017 Speaker Biographies January 12, 2017 Darren G. Lund, Associate, Fasken Martineau DuMoulin LLP, Toronto T: 416 868 3522, F: 416 364 7813, E: [email protected] Darren Lund is a member of the Trust, Wills, Estates and Charities Group in the firms Toronto office. Darren has expertise in a broad range of estate planning matters, including multiple wills, inter vivos trusts, disability planning, estate freezing, and planning for beneficiaries and assets outside Canada. Darren advises trustees and beneficiaries on all aspects of estate administration, both contentious and non-contentious, and his experience includes passing of fiduciary accounts, trust variations, post-mortem tax planning, and administering the Canadian estates of non-residents. He also speaks and writes on a variety of related topics such as estate planning for spouses and couples, inheriting overseas property and estate planning for persons with disabilities. He previously practised estates law at a large national law firm. Areas of Practice Recent Presentations Trusts, Wills, Estates and Charities “Effective Use of Inter Vivos Trusts”, Strategic Estate Planning Considerations, Ontario Bar Taxation Association, September 30, 2016 Estate Litigation Intergenerational Property Transactions, 13th Annual Real Estate Law Summit, Law Society Personal Tax Planning & of Upper Canada - April 21, 2016 Wealth Management Buying or Selling property from an Estate - Practice Gems Title and Off-Title Searching 2016, Education Law Society of Upper Canada - January 14, 2016 JD, 2002 The Modern LGBT Family: Parenthood, the Workplace and LGBT Estate Planning, Fasken University of Toronto Martineau Pride Network - June 11, 2015 MA, Political Science, 1995 Practice Tips for Effectively Serving Senior Clients, Mutual Fund Dealers Association University of Toronto National Seniors Summit - October 16, 2013 BA (Hons), Political Science and French Language & Estate Planning for Spouses & Couples (and Related Litigation Issues), Federated Press Tax Literature, 1994 Planning for the Wealthy Family Conference - September 12, 2013 University of Western Ontario Estate Planning & Administration for Persons with Disabilities - More Than Just a Henson Trust, Institute of Law Clerks of Ontario, 23rd Annual Conference - May 10, 2013 Called to the Bar Recent Publications Ontario, 2003 The New Qualified Disability Trust Journal - Personal Tax and Estate Planning Journal - Volume V, No. 3 Ontario’s New Estate Information Return - Personal Tax and Estate Planning Journal - Volume V, No. 2 - 2015 Associate Editor, National Table of Concordance (Ontario) Estates & Trusts, a joint publication of the Canadian Bar Association and Carswell Memberships and Affiliations Member-at-Large, Ontario Bar Association, Estates & Trusts Section Executive, and Co- Chair of Statutory Review Committee Member, Canadian Bar Association, Estates & Trusts, Charity & Not-for-Profit Sections Member, Estate Planning Council of Toronto JANE E. MARTIN, DICKSON APPELL Jane specializes her practice in estate planning, administration, and conflict resolution after working in a community mental health agency with clients and their families facing serious mental illnesses and disabilities. She assists families make decisions, develop plans, and implement solutions - whether developing their own estate plans, caring for aging or disabled relatives, administering their family’s plans or resolving conflict over estate and power of attorney administration. Jane applies her experience and compassion to her mediation practice, using her training in interest-based mediation to facilitate the resolution of estate and capacity law disputes. She is a frequent speaker and writer for public legal education events and professional programs. PROFESSIONAL ASSOCIATIONS Ontario Bar Association, Trusts & Estates Section Chair 2015-16; Canadian Bar Association Toronto Lawyers Association EDUCATION AND YEAR OF CALL Called to the Bar of Ontario, 2004 LL.B. Osgoode Hall Law School, 2003 B.A. University of Toronto, 1993 Executive Certificate in Conflict Management, University of Windsor Faculty of Law, 2015 Certificate, Negotiation and Leadership Program, Harvard Law School, 2015. Certificate, Mediating Disputes, Harvard Law School, 2016. Susannah B. Roth, O’Sullivan Estate Lawyers 416-363-6669 [email protected] Susannah is a partner at O’Sullivan Estate Lawyers, practicing in the areas of wills, trusts and estates, including all aspects of estate planning, estate administration and estate litigation, as well as estate real estate conveyancing and title rectification.
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