WHAT LAW SCHOOL DOESN’T TEACH YOU ABOUT GOING TO COURT

In law school, we learn how to read a set of facts, find the legal issues, the applicable legal tests, and apply them to answer some hypothetical question.

What we do not learn, at least not in detail, is how to prepare for court in practical ways, aside from knowing the law. This is where the articling experience comes in.

So far, in my articling term at Casey & Moss LLP, I have been fortunate to attend, observe, and even speak in court. I was understandably nervous at first, but I came to appreciate that pre-court nerves are part of the process, and everyone experiences them in some way or another (or so I’ve been told…).

Setting aside the inevitable nerves, my in-court experiences have taught me practical lessons that extend beyond what is covered in law school lectures. I share a few of them below.

Lesson 1: You Need to Read the Practice Directions. Then Read Them Again.

Before you step into a courtroom, you need to have read and understood the practice directions for that specific court. In fact, before even getting to the court part, you need to ensure that your filed materials comply with the court’s filing requirements.

Thankfully for me, at Casey & Moss LLP, our lawyers are diligent about updating one another on interesting finds in the practice directions and drawing attention to any important changes or new discoveries in the filing requirements.

As an articling student, I’ve witnessed how staying on top of these changes translates into preparation for court: A lawyer who knows the law can make an argument, but a lawyer who knows the law and the practice directions can make sure to have that argument heard.

Lesson 2: If You Raise It, You Better Know Where It Is in Your Evidence

Observing courtroom advocacy taught me that every oral submission must be grounded in the evidence, and that counsel must know precisely where that evidence can be found.

This means knowing:

  • The specific document in the evidentiary record that supports each part of your submission;
  • The Case Center reference for where it can be located;
  • The exact paragraph or page number you intend to direct the judge to; and
  • What you are asking the court to take away from that particular passage.

That level of familiarity does not happen by accident. Hours of prep go into it.

But there is also something reassuring about watching experienced counsel field questions from judges in real time. When asked a difficult question, they do not panic. Often, they respectfully pause their submissions to acknowledge the question, clarify what is being asked if needed, and either provide the pinpoint to the answer or ask for a brief opportunity to retrieve it during a break.

As the articling student, this often means you were diligently taking notes of the judge’s questions and flipping through the record, locating the exact document or paragraph, and flagging it for supervising counsel before submissions resume.

To do this effectively, I have found it essential to:

  • Read the pleadings and all materials before the court in advance. Reviewing them close enough to the hearing date to remain familiar with the details makes a significant difference in how well you can follow submissions and understand the issues as they unfold.
  • Become comfortable not only with the evidence itself, but also with the platform that houses it. In matters before the Superior Court of Justice, that platform is Case Center, the court’s mandatory document-sharing system. Being able to navigate it quickly and confidently is a practical and meaningful way to support counsel during a hearing.

Lesson 3: What To Wear to Court

Courtroom wardrobe logistics are not discussed in law school.

Some attendances require robes. Others, such as case conferences, do not (but read the practice directions to be sure!).

For now, as an articling student, my uniform is usually a black blazer. No one expects me to appear in robes I do not yet have, so at this stage, I am thankfully spared the added stress of wondering whether my robes are at home or at the office, though I understand that day will come soon enough.

But even when robes are not required, the setting remains formal, so suit jackets and blazers are always a good option when in doubt.

Lesson 4: You Can’t Drink Coffee in Court!

One of the most devastating news I found out through experience rather than education was that you cannot drink coffee in court. Nor can you eat anything, or chew gum. But hey, at least you can drink water!

Preparation includes these practical considerations. Eat beforehand. Bring a snack for the break. If you plan to grab lunch nearby, make sure you leave enough time not only for the food to arrive and to eat, but also to debrief with counsel or take care of any last minute tasks during the recess. As a student, and even as counsel, breaks may often be spent researching, finding documents, or tracking down pinpoints, so having food handy is always a good idea.

There are also smaller details that matter, many of which I learned through guidance from helpful court staff:

  • Your jacket should not be draped over the back of your chair, or lounging on top of a seat. Keep it on your lap or neatly tucked away behind your chair.
  • If you are taking notes, make it clear that you are doing so for legitimate reasons. Recording a court proceeding is not permitted in any shape or format. If you are typing on a phone or tablet, it can easily be misunderstood. It is better to clarify at the outset to court staff, before the hearing commences, that you are taking notes to assist counsel and are authorized to do so, and for no other purpose.

 

Those are all my list of lessons learned for now!

If you have others that I missed, feel free to send me an email: fseddigh@caseyandmoss.com. I’ll take all the courtroom tips I can get.

 

Fara Seddigh
Nothing contained in this post constitutes legal advice or establishes a solicitor-client relationship. If you have any questions regarding your legal rights or legal obligations, you should consult a lawyer.

“MERCY” – JUST A MOVIE OR THE FUTURE OF THE COURT?

Hollywood has done it again. They’ve made a movie that makes you ask yourself, “is this just a movie, or is it a possible reality?”

In the movie “Mercy” a detective with the Los Angeles Police Department is put on trial before an AI Judge for the murder of his wife, Nicole. All the evidence points to Chris having killed his wife, so he is required to go before the AI Judge and make a case that will lower his probability of guilt to 92%. While on trial, the AI Judge gives Chris access to all available resources and information he may need to use as evidence to prove his innocence. He may ask the AI Judge for documents, police records/evidence, access to live and recorded camera/video footage, make phone calls to the police department, or anyone relevant to proving his innocence, and much more. He is given 90 minutes before the AI Judge to prove his innocence. Failure to do so will result in immediate execution.

The AI Judge in the movie is designed to be an objective, data-driven system free from human emotion and prejudice, operating within a program to ensure a 100% accuracy rate for conviction. However, the film also highlights how, (spoiler alert!), the system can make incorrect, life-or-death decisions.

There is no secret that technology is advancing and that AI is everywhere. With the progression of AI, the thought in my mind has always been whether my professional life/career would be impacted and, if so, how and how much. I always thought my career wouldn’t be impacted very much given the nature of my work. However, this movie opened my eyes to the likelihood that anything could be possible.

At the end of the day, this is a movie. But, what if one day it becomes reality?

Movie trailer: Mercy Official Trailer

 

Samantha Valvona

Nothing contained in this post constitutes legal advice or establishes a solicitor-client relationship. If you have any questions regarding your legal rights or legal obligations, you should consult a lawyer.

A WILLS AND ESTATES LESSON FROM DOWNTON ABBEY

I’ve recently become a big fan of the British drama Downton Abbey which ran for six series (or ‘seasons’ for us North American folk) from 2010 to 2015, plus five Christmas specials and three feature films. The show centres around an aristocratic English family in the early 20th century who live in the fictional Yorkshire estate of Downton.

The premise of the first series is that Robert Crawley (the Earl of Grantham and the holder of the entail – or life tenancy – that consists of the Downton estate) and his wife have three daughters but no sons. The problem with the entail is that only male heirs could inherit. Thus, Robert’s eldest daughter Mary could never inherit the Downton estate. [Warning: series 3 and 4 spoilers ahead!]

Through a series of events, it was discovered that Robert’s distant cousin Matthew Crawley was the heir presumptive to the entail. Matthew would inherit the entail after Robert’s death and become the next Earl of Grantham. As TV dramas go, Mary and Matthew end up falling in love and marrying. Then, Robert falls into financial trouble and Matthew bails him out by purchasing half of Robert’s life interest in Downton. This gave Matthew control over Downton during Robert’s lifetime. When Robert died, Matthew would become the Earl of Grantham and inherit the whole entail.

Sadly, Matthew dies prematurely in a tragic car accident, with his widow Mary and newborn son George as his survivors. We learn that Matthew died without a will. (Side note, Matthew was a solicitor and didn’t make a will. Tsk.) Since he died intestate, his infant son inherited Matthew’s estate, which included the one-half ownership in Robert’s life interest of Downton.

Robert unilaterally decided that he should be the guardian of George’s share in Downton until he turned 18, probably so that he could take back full control of Downton. Mary objects to that plan and puts herself forward to be the guardian. Family tension! Drama!

It is later discovered that Matthew wrote a letter to Mary and put it in a book in his office just days before he died, which purported to leave his entire estate to her:

My darling Mary,

We are off to Duneagle in the morning and I have suddenly realised that I’ve never made a will or anything like one, which seems pretty feeble for a lawyer and you being pregnant makes it even more irresponsible. I’ll do it properly when I get back and tear this up before you ever see it, but I’ll feel easier that I’ve recorded on paper that I wish you to be my sole heiress. I cannot know if our baby is a boy or a girl but I do know it will be a baby. If anything happens to me before I’ve drawn up a will and so you must take charge. And now I shall sign this and get off home for dinner with you. What a lovely, lovely thought.

Matthew

[Author’s note: WHY would Matthew leave the letter in a book? WHY didn’t he give it to her or put it somewhere more conspicuous? This is pretty bad estate planning for a solicitor.]

The letter was witnessed by two of Matthew’s clients.

Gasp! Is this Matthew’s Last Will and Testament?

Robert’s lawyer investigates, and concludes that Matthew’s letter demonstrates testamentary intention and therefore is upheld as his Last Will and Testament. So, Mary owns half of the Downton estate while Robert’s alive! All’s well that ends well.

Now that I’ve given you a comprehensive play by play of the juicy drama, let’s apply it to modern-day Ontario law.

Intestate Succession

If Mary and Matthew were a married couple with a child in Ontario, would their child inherit the entirety of Matthew’s estate if he died without a will?

Short answer: No. Intestate succession is governed by the Succession Law Reform Act. It provides that where the testator was survived by a spouse and one child, the spouse is entitled to the preferential share of the estate, which is currently prescribed by legislation as $300,000. After payment of the preferential share, the residue of the estate is split into two parts, one for each of the spouse and the child.

For illustrative purposes, let’s say Matthew’s estate was worth $500,000. Mary would get the first $300,000, and the remaining $200,000 would be split equally between Mary and George. Mary would end up with $400,000, and George would get $100,000.

Guardianship of Property of Minors

If George were a baby in Ontario and suddenly inherited money from his deceased father’s estate, could his grandfather Robert or mother Mary simply assume the role as the guardian of George’s property?

Short answer: No. Neither Mary nor Robert can simply assume the role as guardian of George’s property. Assuming that Matthew died intestate, George’s inheritance would have to be paid to the Accountant of the Superior Court of Justice to be held in trust and managed on his behalf until he turned 18 years old. The alternative is for Robert or Mary to apply for guardianship of George’s property under the Children’s Law Reform Act. If guardianship were granted, they would be responsible for managing George’s property pursuant to a court-approved management plan until he turns 18 years old.

Formalities of a Will

Is Matthew’s letter a valid will under Ontario laws?

Short answer: Likely yes. The Succession Law Reform Act requires that wills be in writing, signed by the testator at its end, and witnessed by two witnesses. Testators can also make a holograph will by writing the whole will in his own handwriting and signature, without the requirement of witnessing signatures.

Assuming that there was no dispute that Matthew handwrote the letter and signed it at the end, and since he stated his testamentary intention to dispose of his property by bequeathing his estate to Mary, the letter would likely be upheld as a valid holograph will. The two witness signatures are nice to have but not required, since the letter was written wholly in Matthew’s handwriting.

 

I have yet to finish the entire show so please no spoilers for series 5, 6, or the films!

 

Zara Wong

Nothing contained in this post constitutes legal advice or establishes a solicitor-client relationship. If you have any questions regarding your legal rights or legal obligations, you should consult a lawyer.

PROACTIVE WAYS TO ASSIST YOUR FAMILY WITH ESTATE MATTERS

Dealing with estates involves more than Wills, probate and distribution. It also includes the emotional challenges families face in coping with loss, especially in sudden deaths.

No one is fully prepared for loss, even if the deceased was ill for an extended time. However, the deceased preparing and providing instructions can certainly assist the family.

 

Here are some suggestions to help your family navigate estate matters.

Wills

Inform your family that you have made a Will if you have one. Sometimes families are unaware of the existence of a Will and this can lead to time-consuming searches. There are instances where family members discover the Will a year or two later.

You should also consider discussing the Will’s contents with your family to avoid potential disputes or objections during probate. Quite often, equalization arises when spouses feel they are entitled to more than their allocated percentage, while some children may believe they had contributed more to their parent’s well-being and should therefore receive a larger share.

If you do not have a Will, you should strongly consider making one.

Assets

Make a list of your assets and store it in a safe location for easy retrieval. The list of your assets should include, but are not limited to, bank accounts, shares and investments, personal effects, and real property.

Estate trustees and family members often encounter difficulties in locating assets. Contacting financial institutions and enquiring about potential assets and investments left by the deceased can be costly and again time-consuming.

Health

While some individuals may prefer to keep their health concerns private from their families, it is advisable to disclose them. This ensures that in the event of an emergency or sudden passing, their loved ones are not taken by surprise.

If you are hesitant to share this information with your family, at least confide in a trusted family friend and seek their support for the family when needed.

It is also wise to discuss your future healthcare needs and wishes, particularly when you may lose the ability to make decisions for yourself. If you do not have one, you should strongly consider establishing a power of attorney for personal care.

Funeral Arrangements and Burial

Have a family discussion regarding burial preferences. Families often experience emotional distress and confusion during the period immediately after a death and disagreements on this issue can lead to family discord. Leaving clear instructions will prevent this problem.

Legal Representation

It is advisable to retain a lawyer to advise you on Wills, probate and estate-related legal issues.

Casey and Moss is committed to providing quality service with respect to estate matters.

 

Roslyn Blackette

Nothing contained in this post constitutes legal advice or establishes a solicitor-client relationship. If you have any questions regarding your legal rights or legal obligations, you should consult a lawyer.

WE HAVE SOME EXCITING NEWS: ZARA WONG IS NOW A PARTNER!

Zara is an exceptionally skilled estates litigator. She’s tenacious and never shies away from a challenge. Her talents have been recognized by Best Lawyers of Canada – Ones to Watch, and Post City Lawyers as one of the best estates lawyers in Toronto.

Zara has been a key member of the Casey & Moss team since she joined us as a law student nearly a decade ago. We are thrilled Zara is advancing her career with us as an equity partner, and look forward to her continued success!

 

Nothing contained in this post constitutes legal advice or establishes a solicitor-client relationship. If you have any questions regarding your legal rights or legal obligations, you should consult a lawyer.