{"id":36,"date":"2013-06-25T20:14:22","date_gmt":"2013-06-25T20:14:22","guid":{"rendered":"http:\/\/davidfreedman\/?page_id=36"},"modified":"2023-08-24T19:06:18","modified_gmt":"2023-08-24T19:06:18","slug":"bio","status":"publish","type":"page","link":"https:\/\/davidfreedman.ca\/?page_id=36","title":{"rendered":"About Me"},"content":{"rendered":"<p><a href=\"https:\/\/davidfreedman.ca\/wp-content\/uploads\/2019\/12\/me.png\"><img fetchpriority=\"high\" decoding=\"async\" class=\"wp-image-2758 alignright\" src=\"https:\/\/davidfreedman.ca\/wp-content\/uploads\/2019\/12\/me.png\" alt=\"\" width=\"295\" height=\"326\" srcset=\"https:\/\/davidfreedman.ca\/wp-content\/uploads\/2019\/12\/me.png 525w, https:\/\/davidfreedman.ca\/wp-content\/uploads\/2019\/12\/me-271x300.png 271w\" sizes=\"(max-width: 295px) 100vw, 295px\" \/><\/a><em><strong>Fun Facts:<\/strong><\/em><\/p>\n<ul>\n<li>I may be a high school drop-out, but I have a PhD in law from Cambridge.<\/li>\n<li>I like to work with my hands &#8211; blacksmithing, woodturning, box-making.\u00a0At one time, I was self-employed as a glazier &amp; metal mechanic \u00a0(not engines &#8211; storefronts and those big buildings made of glass and aluminum).<\/li>\n<li>Habs, bordering on religious.<\/li>\n<\/ul>\n<hr \/>\n<p><em><span style=\"color: #000000;\"><strong>Practice:<\/strong><\/span><\/em><\/p>\n<p>I practice in the\u00a0areas in which my teaching and scholarship is concentrated &#8211; trusts, estates, and substitute decision-making. I feel that my academic and practice work strengthens my expertise and keeps me current in a way that I could not achieve by restricting my work to either one of them alone. In my teaching, I try to concentrate on foundational principles and skills so that students understand the content of the law and the manner in which it is applied in real situations. In practice, I am very conscious of the time and cost that is involved in bringing a dispute to a conclusion. The goal is to obtain an acceptable result as soon as possible and within a reasonable budget.<\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p><em><span style=\"color: #000000;\"><strong>Education:<\/strong><\/span><\/em><\/p>\n<p><span style=\"color: #000000;\">LLB,\u00a0Osgoode Hall Law School, York University<\/span><\/p>\n<p><span style=\"color: #000000;\">MA, Oxford University<\/span><\/p>\n<p><span style=\"color: #000000;\">PhD, Cambridge University<\/span><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p class=\"title\"><em><span style=\"color: #000000;\"><strong>Certified Specialties:<\/strong><\/span><\/em><\/p>\n<p><span style=\"color: #000000;\">Estates &amp; Trust Law (Law Society of Ontario)<\/span><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p class=\"title\"><em><span style=\"color: #000000;\"><strong>Professional Memberships:<\/strong><\/span><\/em><\/p>\n<p><span style=\"color: #000000;\">Law Society of Upper Canada<\/span><\/p>\n<p><span style=\"color: #000000;\">Society of Trust and Estate Practitioners<\/span><\/p>\n<p><span style=\"color: #000000;\">The Advocates Society<\/span><\/p>\n<p><span style=\"color: #000000;\">The Frontenac Law Association<\/span><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p><em><span style=\"color: #000000;\"><strong>Speaking Engagements and Selected Publications:<\/strong><\/span><\/em><\/p>\n<p><strong>Forthcoming:<\/strong><\/p>\n<p><em>The Law of Civil Procedure: Cases, Materials &amp; Commentary<\/em> (Thomson Reuters)<\/p>\n<p>&#8220;When Must Fiduciaries Produce Confidential And\/Or Privileged Information To Their Successors?&#8221; [Estates, Trusts &amp; Pensions Journal]<\/p>\n<p><strong>2022<\/strong><\/p>\n<p>&#8220;Conflicts When Acting for a Trustee And A Beneficiary&#8221; (2022), Estates, Trusts &amp; Pensions Journal 32<\/p>\n<p><strong>2021<\/strong><\/p>\n<p>&#8220;Conflicts When Acting As Trustee And Lawyer&#8221; (2021), 40 Estates, Trusts &amp; Pensions Journal 347; reprinted in Anne E.P. Armstrong, <em>Estate Administration: A Reference Manual<\/em> (2021, Thomson Reuters)<\/p>\n<p><em>The Law Of Trusts: A Contextual Approach<\/em>, 5th ed. (Emond Montgomery, 2021) (&#8220;Administration of Trusts&#8221; chapter)<\/p>\n<p>Co-author,<em>\u00a0Oosterhoff on Wills, Eighth Edition <\/em>(chapters on \u201cDependants\u2019 Support\u201d and \u201cSubstitute Decision-Making\u201d)<\/p>\n<p>&nbsp;<\/p>\n<p><strong>2020<\/strong><\/p>\n<p>OBA &#8211; C<em>ommon Estate Planning Pitfalls 2020<\/em> &#8211; &#8220;Dealing With Life Insurance, Separation Agreements, and Dependant&#8217;s Support&#8221;<br \/>\nNovember 24, 2020<\/p>\n<p>B&#8217;nai Brith Trusts &amp; Estates Group, <em>Wills &amp; Estate Practice in Difficult Times<\/em> (October 20 and 26; November 2 and 9, 2020). I presented papers on dependant&#8217;s support, difficult clauses in Wills, testamentary capacity, and Henson trusts)<\/p>\n<p>Law Society of Ontario, <em>The Six-Minute Estates Lawyer 2020<\/em>\u00a0(&#8220;Conflicts of Interest When Acting as a Trustee and Lawyer&#8221;)<\/p>\n<p>OBA Institute 2020 &#8211; &#8220;Limitations and Will Contests&#8221;, and, &#8220;Can An Attorney Make Designation Changes For An Incapable Donor?&#8221; [republished in <em>Estate Administration: A Solicitor&#8217;s Reference Manual<\/em>)<\/p>\n<p>&#8220;The Opinion Letter&#8221; presented at the OBA conference, <em>Mastering Appeals in Estate, Trust, Power of Attorney and Guardianship Hearings<\/em> (April, 2020)<\/p>\n<p>&nbsp;<\/p>\n<p><strong>2019<\/strong><\/p>\n<p>&#8220;Cradle to Grave&#8221; (1.5 day educational seminar for the judges of the Nfld. &amp; Lab. Supreme Court)<\/p>\n<p>\u201cUndue Influence and Financial Exploitation of Older Adults\u201d (Advocis, Kingston)<\/p>\n<p>\u201cThe Good, The Bad and the Ugly \u2013 Estate Planning to Avoid Litigation\u201d (Seniors Advisory Counsel, Kingston)<\/p>\n<p><em>The Law Of Trusts: A Contextual Approach<\/em>, 4th ed. (Emond Montgomery, 2019) (&#8220;Administration of Trusts&#8221; chapter)<\/p>\n<p>&nbsp;<\/p>\n<p><strong>2018<\/strong><\/p>\n<p>\u2018The Court\u2019s Rectification Power in Wills &amp; Trusts\u2019 (OBA, Toronto)<\/p>\n<p>&nbsp;<\/p>\n<p><strong>2017<\/strong><\/p>\n<p>&#8216;Drafting and Attacking Charging Clauses in a Will&#8217; (2017), 36\u00a0Estates, Trusts &amp; Pensions Journal 160; reprinted in Lindsay\u00a0Histrop, <em>Estate Planning Precedents: A Solicitor\u2019s Manual<\/em><\/p>\n<p>&nbsp;<\/p>\n<p><strong>2016<\/strong><\/p>\n<p>&#8216;Drafting and Attacking Charging Clauses in a Will&#8217;\u00a0[Law Society of Upper Canada, Annual Estates and Trusts Summit]<\/p>\n<p>Co-author,<em>\u00a0<a href=\"http:\/\/www.carswell.com\/product-detail\/oosterhoff-on-wills-eighth-edition\/\" target=\"_blank\" rel=\"noopener noreferrer\">Oosterhoff on Wills, Eighth Edition<\/a>\u00a0<\/em>(wrote chapters on\u00a0\u201cDependants\u2019 Support\u201d and \u201cSubstitute Decision-Making\u201d)<\/p>\n<p>&#8216;Drafting and Attacking a Charging Clause in a Will&#8217; (2016), 36 Estates, Trusts &amp; Pensions Journal 160<\/p>\n<p>&nbsp;<\/p>\n<p><strong>2015<\/strong><\/p>\n<p>\u201cAdministration of Trusts\u201d chapter in <em><a href=\"http:\/\/www.emond.ca\/the-law-of-trusts-a-contextual-approach-3rd-edition.html\" target=\"_blank\" rel=\"noopener noreferrer\">The Law Of Trusts: A Contextual Approach, 3rd Edition (Emond Montgomery)<\/a><\/em><\/p>\n<p><span style=\"color: #000000;\">\u2018Accessorial Liability for Breach of Trust and \u00a0Fiduciary Duty\u2019 [Law Society of Upper Canada, Annual Estates and Trusts Summit]<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\"><strong>2014<\/strong><\/span><\/p>\n<p>\u201cProbate Contests And The New Law Of Summary Judgment\u201d (2014), 34 Estates, Trusts &amp; Pensions Journal 199<\/p>\n<p><span style=\"color: #000000;\">\u2018Trends in the Application of the Limitations Rules in Trusts &amp; Estates Litigation\u2019 [Law Society of Upper Canada, Annual Estates and Trusts Summit]<\/span><\/p>\n<p><span style=\"color: #000000;\">\u2018Why Passing of Accounts Matter\u2019 [Law Society of Upper Canada, 15 February 2014]<\/span><\/p>\n<p><span style=\"color: #000000;\">Halton County &#8211; <em>Estates and Family Law Seminar<\/em>\u00a0 [May 9, 2014]<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\"><strong>2013<\/strong><\/span><\/p>\n<p><span style=\"color: #000000;\">&#8216;Variation of Trusts&#8217; [16th Annual Estates and Trusts Summit, Law Society of Upper Canada, 11 November 2013]<\/span><\/p>\n<p><span style=\"color: #000000;\">\u2018The \u2018Opinion, Advice, and Direction\u2019 of the Court:\u00a0Principles, Procedures, and Judicial Blessings\u2019 \u00a0(2013), 32 Estates Trusts and Pensions Journal 41<\/span><\/p>\n<p><span style=\"color: #000000;\">&#8216;Mediation of Estate Disputes&#8217; [Estates Planning Council, \u00a025 Sept. 2013]<\/span><\/p>\n<p><span style=\"color: #000000;\">\u2018Care of the Frail Elderly: Navigating the Maze\u2019 [Centre for Studies in Aging and Health, 5 June 2013]<\/span><\/p>\n<p><span style=\"color: #000000;\">&#8216;Legal Issues Affecting Residents and Families of Residents in Long-Term Care&#8217; [Reach Canada, Ottawa, 23 May 2013]<\/span><\/p>\n<p><span style=\"color: #000000;\">\u2018Civil Law Seminar: Persons and Property from Cradle to Grave (and Beyond)\u2019 [National Judicial Institute, 14-15 May 2013]<\/span><\/p>\n<p><span style=\"color: #000000;\">2nd Annual East Region Estates and Trusts Seminar:\u00a0(1) The Use of Insurance Trusts and other Family Trusts in Estates; (2) Review of Mutual and Mirror Wills; (3) Exculpatory Clauses\u00a0[Perth\/Lanark Law Association, 1 May 2013]<\/span><\/p>\n<p><span style=\"color: #000000;\">\u2018Civil Litigators Series &#8211; Wills and Estates\u2019\u00a0 [Law Society of Upper Canada, 22 Feb. 2013]<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\"><strong>2012<\/strong><\/span><\/p>\n<p><span style=\"color: #000000;\">\u2018The \u2018Opinion, Advice, and Direction\u2019 of the Court:\u00a0Principles, Procedures, and Judicial Blessings\u2019 [Law Society of Upper Canada, Annual Estates and Trusts Summit]<\/span><\/p>\n<p><span style=\"color: #000000;\">\u2018Disputes Amongst Multiple Trustees: What Rights Does A Minority Estate Trustee Have Against An Oppressive Majority?\u2019 (2012), 32 Estates, Trusts &amp; Pensions Journal\u00a041<\/span><\/p>\n<p><span style=\"color: #000000;\">\u2018Mutual Wills\u2019, and,\u00a0\u2018Lapse &amp; Anti-Lapse\u2019.\u00a0Both at the County of Lanark Law Association\u00a0East Region Estates and Trusts Seminar<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\"><strong>2011<\/strong><\/span><\/p>\n<p><span style=\"color: #000000;\">\u2018The Developing Law of Unjust Enrichment: Cohabitational Relationships\u2019, Frontenac Law Association, Estates &amp; Trusts Section<\/span><\/p>\n<p><span style=\"color: #000000;\">\u2018Addressing Oppressive Conduct by Jointly-Appointed Estate Trustees\u2019, Law Society of Upper Canada, Annual Estates and Trusts Summit<\/span><\/p>\n<p><span style=\"color: #000000;\">\u2018The Implications of Alberta v Elder Advocates of Alberta Society for Elder Law\u2019, 41st Annual Workshop on Commercial and Consumer Law, Faculty of Law, University of Toronto<\/span><\/p>\n<p><span style=\"color: #000000;\">\u2018Summary Judgement and the Changing Face of Estate Litigation\u2019, Kingston &amp; the 1000 Islands Legal Conference<\/span><\/p>\n<p><span style=\"color: #000000;\">\u2018Elder Law\u2019\u00a0Elders Gathering, Mohawks of the Bay of Quinte<\/span><\/p>\n<p><span style=\"color: #000000;\">\u2018The Fiduciary Principle at the Intersection of Private and Public Law\u2019\u00a0Estates &amp; Trusts Group, Ottawa<\/span><\/p>\n<p><span style=\"color: #000000;\">\u2018Elder Law and Elder Abuse\u2019\u00a0PEAN, AGM<\/span><\/p>\n<p><span style=\"color: #000000;\">\u2018Elder Law\u2019\u00a0Retirees\u2019 Association Queen\u2019s<\/span><\/p>\n<p><span style=\"color: #000000;\">\u2018Misfeasance, Nonfeasance and the Self-Interested Attorney\u2019 (2011), 48 Osgoode Hall Law Journal 457<\/span><\/p>\n<p><span style=\"color: #000000;\">Power of Attorney Issues,\u00a0Estate Planning Council of Eastern Ontario<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\"><strong>2010<\/strong><\/span><\/p>\n<p><span style=\"color: #000000;\">\u2018Elder Law in Canada: A Country without a Flag\u2019,\u00a0Canadian Conference on Elder Law<\/span><\/p>\n<p><span style=\"color: #000000;\">Power of Attorney Issues,\u00a0Law Society of Upper Canada,\u00a013th Annual Estates and Trusts Summit<\/span><\/p>\n<p><span style=\"color: #000000;\">\u2018Elder Law\u2019,\u00a0AGM,\u00a0Kingston Community Legal Aid Clinic<\/span><\/p>\n<p><span style=\"color: #000000;\">\u2018Substitute Decision-Making and Fraud\u2019,\u00a0Elder Law Clinic Event for Professionals,\u00a0Kingston<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/davidfreedman.ca\/wp-content\/uploads\/2013\/06\/Untitled.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-1904\" src=\"https:\/\/davidfreedman.ca\/wp-content\/uploads\/2013\/06\/Untitled.png\" alt=\"\" width=\"814\" height=\"475\" srcset=\"https:\/\/davidfreedman.ca\/wp-content\/uploads\/2013\/06\/Untitled.png 814w, https:\/\/davidfreedman.ca\/wp-content\/uploads\/2013\/06\/Untitled-300x175.png 300w, https:\/\/davidfreedman.ca\/wp-content\/uploads\/2013\/06\/Untitled-768x448.png 768w\" sizes=\"(max-width: 814px) 100vw, 814px\" \/><\/a><br \/>\n<a href=\"https:\/\/davidfreedman.ca\/wp-content\/uploads\/2013\/06\/collage-2017-08-22.tiff\"><img decoding=\"async\" class=\"aligncenter size-large wp-image-1903\" src=\"https:\/\/davidfreedman.ca\/wp-content\/uploads\/2013\/06\/collage-2017-08-22.tiff\" alt=\"\" width=\"1\" height=\"1\" \/><\/a><\/p>\n<p><a href=\"https:\/\/davidfreedman.ca\/wp-content\/uploads\/2013\/06\/blacksmihing-collage.jpg\" rel=\"attachment wp-att-1614\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-1614\" src=\"https:\/\/davidfreedman.ca\/wp-content\/uploads\/2013\/06\/blacksmihing-collage-1024x768.jpg\" alt=\"blacksmihing collage\" width=\"1000\" height=\"750\" srcset=\"https:\/\/davidfreedman.ca\/wp-content\/uploads\/2013\/06\/blacksmihing-collage.jpg 1024w, https:\/\/davidfreedman.ca\/wp-content\/uploads\/2013\/06\/blacksmihing-collage-300x225.jpg 300w, https:\/\/davidfreedman.ca\/wp-content\/uploads\/2013\/06\/blacksmihing-collage-768x576.jpg 768w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/davidfreedman.ca\/wp-content\/uploads\/2013\/06\/collage2.jpg\" rel=\"attachment wp-att-1618\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-1618\" src=\"https:\/\/davidfreedman.ca\/wp-content\/uploads\/2013\/06\/collage2-1024x576.jpg\" alt=\"collage2\" width=\"1000\" height=\"563\" srcset=\"https:\/\/davidfreedman.ca\/wp-content\/uploads\/2013\/06\/collage2-1024x576.jpg 1024w, https:\/\/davidfreedman.ca\/wp-content\/uploads\/2013\/06\/collage2-300x169.jpg 300w, https:\/\/davidfreedman.ca\/wp-content\/uploads\/2013\/06\/collage2-768x432.jpg 768w, https:\/\/davidfreedman.ca\/wp-content\/uploads\/2013\/06\/collage2.jpg 1366w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p style=\"text-align: center;\">\n","protected":false},"excerpt":{"rendered":"<p>Fun Facts: I may be a high school drop-out, but I have a PhD in law from Cambridge. I like&hellip;<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":7,"comment_status":"closed","ping_status":"open","template":"","meta":{"footnotes":""},"class_list":["post-36","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/davidfreedman.ca\/index.php?rest_route=\/wp\/v2\/pages\/36","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/davidfreedman.ca\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/davidfreedman.ca\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/davidfreedman.ca\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/davidfreedman.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=36"}],"version-history":[{"count":186,"href":"https:\/\/davidfreedman.ca\/index.php?rest_route=\/wp\/v2\/pages\/36\/revisions"}],"predecessor-version":[{"id":3505,"href":"https:\/\/davidfreedman.ca\/index.php?rest_route=\/wp\/v2\/pages\/36\/revisions\/3505"}],"wp:attachment":[{"href":"https:\/\/davidfreedman.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=36"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}