Checklist
Residential Real Estate Tax Considerations Checklist
Download this Real Estate Tax Considerations Checklist to help navigate the complex landscape of tax-related issues you need to consider when representing buyers and sellers. While it is not an exhaustive list, this checklist covers some tax-related matters that you should consider turning your attention to
Categories: Checklist, Real EstateQuestions About HST to Ask Yourself When Handling a Real Estate Transaction
Determining HST-applicability to real estate transactions can be more complicated than many lawyers assume. What’s more, a lack of clarity and errors can often lead to substantial unforeseen costs for clients. This is a dangerous combination from a claims perspective. Here are questions a lawyer should ask themselves about HST when acting on a real… Read More »
Categories: Checklist, Real EstateDelegation checklist
Delegation is an important part of practice. Use this checklist as a guideline to ensure you are delegating effectively or, if you are receiving delegated work, you are clear on the objectives. Use it, and share it with colleagues and staff. With thanks to Andrew Bernstein for sharing some great tips and checklist which were… Read More »
Categories: Checklist, Clerical / DelegationLeave of Absence Insurance Options and Checklist
LAWPRO claims statistics show that lawyers taking extended leaves of absence face increased vulnerability to claims as a result of inadequate file supervision, transfer procedures, and missed deadlines. Litigators should be mindful of the 5-year deadline to set matters down for trial under Rule 48. Here are some tips to avoid the files you leave… Read More »
Categories: ChecklistVideo Conferencing Checklist
There are a lot of things lawyers need to keep track of when providing legal services by video conference. This Video Conferencing Checklist (Word document or PDF file) will help you consider the steps you need to take before, during, and after a video conference meeting with a client. This Checklist has been modified from… Read More »
Categories: ChecklistWhat are my insurance options if I need to take a temporary leave of absence from practice?
You can apply for Exemption ‘C’ under the LAWPRO Program if you are taking a temporary leave of absence from practice. The leave may be up to five years for family reasons or illness and two years for other reasons. This exemption is for a temporary leave of absence only, meaning you must intend to… Read More »
Categories: 2020 January - Finding Your Way, Articles, Checklist, FAQs, LAWPRO policyConstruction Lien Flowchart
This detailed flowchart will help you determine which Act applies to your construction law matter. Generally, the old Act will apply where a contract for the improvement was entered into before July 1, 2018 or a “procurement process” for the improvement was commenced before July 1, 2018 by the owner. If neither of these circumstances… Read More »
Categories: Checklist, ConstructionNon-Resident Sale Holdback Flowchart
Follow this flowchart when dealing with the sale of a property by a non-resident seller where there is no s.116 clearance certificate on closing. LAWPRO sees claims from the sellers and buyers lawyers who have missed or misinterpreted the obligations and liabilities which arise when a non-resident sells a property without delivering a s.116 clearance… Read More »
Categories: Checklist, Real EstateReal Estate File Management Checklist
Real estate continues to be the second largest LAWPRO claims area by count and cost. Breakdown in lawyer/client communication is the most common cause of real estate claims. Even the most routine real estate transaction has many steps and the details may seem obvious but it is easy to let one or two slip through… Read More »
Categories: Areas of Law, Checklist, Content Type, Real EstateGeneric ILA Checklist
A person seeking independent legal advice is as much your client as any other. Resist the temptation to rush or take shortcuts. A lower standard of service is not warranted just because your meeting is brief and you may not see the client again. Remember that a modest $150 independent legal advice (ILA) consultation can… Read More »
Categories: Checklist, Independent Legal Advice