Articles 2021

Section 21.1 of the Ontario Succession Law Reform Act (“SLRA”) provides a validating power to judges of the Superior Court to remedy situations where testamentary documents fail to meet formalities of execution. In this article, Krystyne Rusek and Matthew Bradley canvas some of the case law to date on the Court’s validating power under s. 21.1.

In May 2022, further to recommendations by the Competence Task Force of the Law Society of Ontario, Convocation voted to wind up its Certified Specialist Program (“CSP”). Following feedback from the profession with respect to its decision, Convocation suspended the CSP windup and instead committed to a consultation with the profession on the issue. Demetre Vasilounis provides an update on the OBA’s submissions in this article.

Jackson v Rosenberg, a recent decision of the Ontario Superior Court of Justice, reminds us of the complications that can arise when adding an adult as joint tenant on property for probate planning purposes. In this article, Jennifer Corak reviews the Court’s considerations and conclusions.

Generative AI tools like ChatGPT, Cohere, and DALL-E2 are popular tools that allow organizations to generate images, text, sounds and creative content based on a prompt. While these tools can provide practical benefits such as improved efficiency and productivity, they raise privacy risks which are important to mitigate.

The Federal Court of Appeal recently upheld the ruling of the Federal Court wherein it was held that the Personal Information Protection and Electronic Documents Act (PIPEDA) should apply to Google’s search engine results, as they have a commercial interest in it by way of ads and also connecting two players.

The expanded mandatory disclosure rules that came into effect on June 22, 2023 capture a broad range of business transactions and impose reporting obligations on taxpayers, advisors, and promoters. Lawyers should review these rules carefully as non-compliance may result in legal and financial consequences for both themselves and their clients.

On August 4, 2023, the Department of Finance released draft legislation in respect of the clean technology investment tax credit (“Clean Technology ITC”). The Clean Technology ITC allows qualifying taxpayers to claim up to a 30% refundable tax credit on the capital cost of clean technology property. This article discusses the proposed requirements to claim the Clean Technology ITC, including the detailed labour requirements that must be satisfied to obtain the full 30% tax credit.

Section Vice-Chair, Lorin MacDonald advocates for mandatory human rights education for the legal profession in Canadian Lawyer Magazine. Read an excerpt here.

OBA Solo, Small Firm and General Practice Section Chair, Grant Buchan-Terrell outlines his priorities for the Section this year and highlights what's in store and why you should get involved.

While succession planning may be difficult for many lawyers – particularly practitioners who are older or located in more remote areas of the province – it is absolutely necessary in the interest of the public. Lisa Laredo looks at the recommendations and shares creative solutions.