A.    In-Person Focus Groups

  1. Estate practitioners in the GTA in partnership with Hull & Hull LLP (November 4, 2014)
  2. Members of the Central Estates Technical Table (CETT) in partnership with the Ministry of the Attorney General (November 18, 2014)
  3. Individual estate representatives in partnership with the York West Active Living Centre (November 25, 2014)
  4. Estate practitioners in the Kingston-Frontenac area (November 27, 2014)
  5. Estate practitioners in the Windsor-Essex area in partnership with Sutts Strosberg LLP (December 1, 2014)


B.    Individuals and Organizations Consulted

  1. Joanne Brigmantas, Dermody Law
  2. British Columbia Law Institute
  3. British Columbia Ministry of Justice
  4. Canada Revenue Agency, Taxpayer Representative Information Section
  5. Canadian Association of Gift Planners
  6. Canadian Bankers Association
  7. CIBC Trust
  8. Barry Corbin, Corbin Estates Law
  9. John Cyr , John Cyr Law
  10. Bill Dermody, Dermody Law
  11. Avvy Go, Clinic Director, Metro Toronto Chinese & Southeast Asian Legal Clinic
  12. Manitoba Court of Queen’s Bench, Probate Division
  13. New York County Surrogate’s Court
  14. New York State Courts, Access to Justice Program
  15. New York State Courts, Onondaga County
  16. Ontario Bar Association
  17. Ontario Ministry of Finance
  18. Ontario Ministry of the Attorney General, Court Services Division
  19. Ontario Ministry of the Attorney General, Management Information Unit
  20. Ontario Office of the Children’s Lawyer
  21. Ontario Public Guardian and Trustee
  22. Ontario Superior Court of Justice, Toronto
  23. Ontario Superior Court of Justice, Ottawa
  24. Ontario Teachers’ Pension Plan
  25. Seppo K. Paivalainen , Vauthier, Paivalainen
  26. Anita Phillips, Morgan Phillips LLP
  27. Suzana Popovic-Montag, Hull & Hull LLP
  28. Salvation Army
  29. Saskatchewan Ministry of Justice
  30. Scotiabank, Regulatory Support
  31. Scotiatrust, Kingston
  32. Surety Association of Canada
  33. TD Bank Financial Group
  34. Mary Thomson, CFP and Past-President of Council on Aging Frontenac-Kingston


C.    Written Submissions Received

  1. William J.F. (Bill) Bishop
  2. Blair L. Botsford
  3. Canadian Bankers Association
  4. Canadian Life and Health Insurance Association
  5. Central 1 Credit Union
  6. Robert L. Jenkins
  7. Dan McAran
  8. Office of the Children’s Lawyer
  9. Ontario Bar Association
  10. Martin Schulz
  11. 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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