A. In-Person Focus Groups
- Estate practitioners in the GTA in partnership with Hull & Hull LLP (November 4, 2014)
- Members of the Central Estates Technical Table (CETT) in partnership with the Ministry of the Attorney General (November 18, 2014)
- Individual estate representatives in partnership with the York West Active Living Centre (November 25, 2014)
- Estate practitioners in the Kingston-Frontenac area (November 27, 2014)
- Estate practitioners in the Windsor-Essex area in partnership with Sutts Strosberg LLP (December 1, 2014)
B. Individuals and Organizations Consulted
- Joanne Brigmantas, Dermody Law
- British Columbia Law Institute
- British Columbia Ministry of Justice
- Canada Revenue Agency, Taxpayer Representative Information Section
- Canadian Association of Gift Planners
- Canadian Bankers Association
- CIBC Trust
- Barry Corbin, Corbin Estates Law
- John Cyr , John Cyr Law
- Bill Dermody, Dermody Law
- Avvy Go, Clinic Director, Metro Toronto Chinese & Southeast Asian Legal Clinic
- Manitoba Court of Queen’s Bench, Probate Division
- New York County Surrogate’s Court
- New York State Courts, Access to Justice Program
- New York State Courts, Onondaga County
- Ontario Bar Association
- Ontario Ministry of Finance
- Ontario Ministry of the Attorney General, Court Services Division
- Ontario Ministry of the Attorney General, Management Information Unit
- Ontario Office of the Children’s Lawyer
- Ontario Public Guardian and Trustee
- Ontario Superior Court of Justice, Toronto
- Ontario Superior Court of Justice, Ottawa
- Ontario Teachers’ Pension Plan
- Seppo K. Paivalainen , Vauthier, Paivalainen
- Anita Phillips, Morgan Phillips LLP
- Suzana Popovic-Montag, Hull & Hull LLP
- Salvation Army
- Saskatchewan Ministry of Justice
- Scotiabank, Regulatory Support
- Scotiatrust, Kingston
- Surety Association of Canada
- TD Bank Financial Group
- Mary Thomson, CFP and Past-President of Council on Aging Frontenac-Kingston
C. Written Submissions Received
- William J.F. (Bill) Bishop
- Blair L. Botsford
- Canadian Bankers Association
- Canadian Life and Health Insurance Association
- Central 1 Credit Union
- Robert L. Jenkins
- Dan McAran
- Office of the Children’s Lawyer
- Ontario Bar Association
- Martin Schulz
- Surety Association of Canada
D. LCO Commissioned Research
In major projects, the LCO issues a call for the preparation of research papers in particular subjects relevant to the project. It relies on these papers in the same way as any research. The papers do not necessarily reflect the LCO’s views. The LCO commissioned the following paper for this project:
Christine M. Hakim, “Balancing Accessibility and Procedural Protection in a Small Estates Probate Procedure in Ontario” (Winter 2014), Available online at: http://www.lco-cdo.org.
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