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CRA’s new trust reporting requirements

This year’s tax filing season may be looking different for some people and corporate entities due to new trust reporting rules. These changes, while presenting challenges, also offer legal professionals an opportunity to educate their clients. Overview Previously, trusts were only required to file a T3 Trust Income Tax and Information Return (“T3”) under specific… Read More »

Categories: Corporate Law, Family, Online Only, Real Estate, Tax, Wills & Estates

Practice Tips for Wills and Estates Lawyers (2024)

This program brings together leading practitioners, including LAWPRO senior claims counsel, to provide key tips and explore some of the leading cause of claims in the area of wills & estates. Covering content of particular interest to wills & estates solicitors, the panel will discuss topics such as discovering assets and liabilities when will-drafting, avoiding… Read More »

Categories: CPD, Wills & Estates

Virtual Identity Verification (IDV) service Provider Chart

As of January 1st, 2024, the Law Society of Ontario requires lawyers who only meet with clients virtually to verify their clients’ identity online by authenticating their identification documents, or using an alternate, approved verification method. The virtual authentication of identity is done via technology that does multiple searches/verifications of the client’s identity. The Law Society… Read More »

Categories: Articles, Legal Technology

Client Management and Effective Client Relationships (2023)

Learn from leading advocates about (i) a well-drafted retainer agreement, setting fee expectations, and what to do when the client does not pay; (ii) understanding how diversity and culture can impact communication with clients; and (iii) managing communication and relationship breakdowns when they occur. Download the materials Speakers: Rachel Sachs, Lawyer and Seniors Advocate, Sachs… Read More »

Categories: CPD

Building Resilience and Maintaining Mental Health in the Legal Profession (2023)

LAWPRO, in partnership with TLA, welcomes the legal community to join us for our continuing conversation about managing our mental health and building resilience. This session will provide practical advice from those on the frontlines of improving mental health for lawyers. You will hear directly from a clinician at the Member Assistance Program, a Peer-Support… Read More »

Categories: CPD

Your 2024 program: New portal, new convenience, same reliable insurance

Quick summary of changes: No change to base premium for 2024: $3,250 Automatic renewal for insureds with no changes Increased maximum gross billings per year to qualify for Part-Time Practice Option to $100,000 from $90,000 New sublimit and risk-prevention requirements for claims arising out of social engineering Auto-renewal for 2024 In July of this year,… Read More »

Categories: 2023 October - Insurance Issue 2024

Lawyers in private practice, sole practitioners and lawyers in association or partnership in 2024

Standard insurance coverage The base program Eligibility: Required of all lawyers¹ providing services in private practice.² Coverage limit: $1 million per claim/$2 million in the aggregate (i.e., for all claims made in 2024), applicable to claim expenses and/or indemnity payments (some exceptions apply).3 Standard deductible: $5,000 per claim, applicable to claim expenses and/or indemnity payments… Read More »

Categories: 2023 October - Insurance Issue 2024

2024 insurance coverage for exempt lawyers

in-house corporate counsel government lawyers, educators and others not in active private practice retired lawyers, estate trustees, emeritus lawyers, judges and others no longer practising law legal aid clinic lawyers (not directly employed by Legal Aid Ontario) lawyers who engage in only occasional practice in Ontario and are resident in a Canadian jurisdiction other than… Read More »

Categories: 2023 October - Insurance Issue 2024

Life after graduation: An article about articles

To be a lawyer is to be accustomed to words. Files, contracts, factums, letters, memos, dictation, transcripts, dockets, emails, pleadings. Words. Some words seldom seen or used outside the parlance of the profession. A new lawyer isn’t simply licensed, they’re called. At which point they will hopefully not be hired by a client, but retained…. Read More »

Categories: New Lawyer Issue

Land Acknowledgement

The offices of LAWPRO are located on the traditional territory of many nations including the Mississaugas of the Credit, Anishnabeg, Chippewa, Haudenosaunee and Wendat peoples. Toronto is covered by Treaty 13 with the Mississaugas of the Credit. LAWPRO respects and acknowledges the histories, languages, knowledge systems, and cultures of First Nations, Metis, and Inuit nations.

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