Author: Joanna Lindenberg

Joanna is an estates, trusts, and capacity litigator who was called to the Ontario Bar in June 2011. Joanna obtained her law degree from the Shulich School of Law at Dalhousie University and a Masters of Law at the University of California Los Angeles (UCLA).

Beware of AI

The impact AI has on the legal practice continues to evolve and be examined by the Court. While arguably a useful tool in some instances, the Court has yet again warned counsel of the risks of using AI in written materials filed, and its patience is wearing thin. In the recent case of Kapahi Real […]

Court Procedure, Estate Litigation

Substantial Compliance

On January 1, 2022, Ontario moved away from being a strict compliance jurisdiction and towards a substantial compliance jurisdiction. This trend follows suit of many of Ontario’s provincial neighbours, such as British Columbia, Alberta, and Manitoba, among others. The change results from the introduction of section 21.1 of the Succession Law Reform Act (“SLRA”), which

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You’ve Been Served…I think!

The importance of service of court documents should not be overlooked, as improper service may result in a party being noted in default, which invariably leads to adverse consequences for a litigant. While service by e-mail has simplified and made the service of documents easier and more convenient in many respects, an originating process, for

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Discretionary Trusts

The validity and interpretation of wills often lie at the heart of estate litigation cases. However, disputes often centre upon other testamentary documents such as discretionary trusts. The purposes of this blog is to provide a brief overview of the characteristics of a discretionary trust. In a discretionary trust, the trust property is vested in

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