29.11.2024 Views

Keeping-Tabs-Fall-2024

Stay up-to-date on news and events from our Young Advocates' Standing Committee (YASC) with Keeping Tabs.

Stay up-to-date on news and events from our Young Advocates' Standing Committee (YASC) with Keeping Tabs.

SHOW MORE
SHOW LESS

Transform your PDFs into Flipbooks and boost your revenue!

Leverage SEO-optimized Flipbooks, powerful backlinks, and multimedia content to professionally showcase your products and significantly increase your reach.

KEEPING TABS

The Advocates’ Society

FALL 2024


CONTENTS

Relax and recharge at Toronto’s prestigious members club, just steps from the Court of Appeal

www.universitycluboftoronto.com

05

07

11

17

21

24

Chair Chat

Alexandra Shelley, Torys

Autumn Reflections on

Prioritizing Mental Health

Celina Stoan, McCague Borlack, and Maeva Robert, IMK LLP

Key Considerations When Making a Dependant

Relief Claim: A Guide for Junior Litigators

Melissa Elmaleh, Kimel Law Group

New Home, Same Family

Eric Blay, Stikeman Elliott LLP

Then & Now – Social Media for Young Advocates

Michael Hodgins, MD Lawyers

Interview with Jessica Brown, Halpern Law Group

Compiled by Folu Adesanya, Whitelaw Twining (Ontario) LLP,

and Michael Hodgins, MD Lawyers

Editor: Julie Mouris (she/her), Conway Baxter Wilson LLP/s.r.l.

Deputy Editor: Emily Dishart (she/her), McMillan LLP

Keeping Tabs Editorial Team: Folu Adesanya, Whitelaw Twining (Ontario) LLP, Michael Hodgins, MD Lawyers, Sydney McIvor, Durant Barristers,

Tomislav Milos, Moodie Mair Walker LLP, Oksana Romanov, Crown Attorney’s Office (Northeast), Sara Romeih, Ross Nasseri LLP

The Young Advocates’ Standing Committee (“YASC”) is a standing committee of The Advocates’ Society with a mandate to be a voice for young advocates

(advocates who are ten years of call or fewer) within the Society and within the profession. We do this through networking/mentoring events, by

publishing articles by and for young advocates, and by raising issues of concern to young advocates as we work with the Society’s Board of Directors.

The opinions expressed by individual authors are their own and do not necessarily reflect the policies of The Advocates’ Society.

3



Tricks of the Trade 2025

A 30+ Year Tradition for Leaders of the Personal Injury Bar

January 31, 2025 | 9:30 am to 4:30 pm (ET) | Live at Arcadian Court in Toronto

For over three decades, Tricks of the Trade has been the leading annual conference for the Ontario personal injury bar,

addressing current challenges for both plaintiff and defence counsel. Esteemed faculty will provide key updates on recent

decisions, timely advocacy tips, and the latest guidance on practice and procedure for personal injury litigators.

CHAIR CHAT

Keynote Speaker

The Hon. Justice Darla A. Wilson, Court of Appeal for Ontario

Justice Wilson practiced civil litigation in Ontario for over twenty years, including

medical malpractice work, general insurance defence work, and representing

plaintiffs in personal injury claims. She was appointed to the Superior Court of

Justice in Toronto in December 2007, where she served until her recent appointment

to the Court of Appeal for Ontario in May 2024.

Chair Chat

Alexandra Shelley, Torys

Tort Law Update

A roundup of key tort decisions from the past year

that personal injury lawyers need to know.

Speaker: Maya Kanani, Aviva Trial Lawyers

AI and Legal Tech Update

See practical live demos of how you can leverage

new tech to be more efficient and effective.

Speakers: Kanon Clifford, Bergeron Clifford LLP

Andrew Murray, Lerners LLP

Expert Evidence Update

The latest guidance on case law and trends in the

wake of recent changes to the Rules.

Speaker: Daniela M. Pacheco, Neinstein LLP

Accident Benefits Update

A review of the top Accident Benefits updates and

decisions from the past year.

Speaker: Suzanne Clarke,

Zarek Taylor Grossman Hanrahan LLP

Demonstration and Commentary:

Handling Hearsay in

Personal Injury Matters

Faculty break down how to handle common evidentiary

issues through live demonstrations and discussion.

Speakers: The Hon. Justice Kathleen E. Cullin,

Superior Court of Justice, Barry Cox, Boghosian Allen LLP,

Barbara Legate, Legate Injury Lawyers

For up to date topics and agenda visit

www.advocates.ca

I am drafting this Chair Chat fresh off a weekend

in Blue Mountain with the over 150 young

advocates who attended The Advocates’ Society’s

bi-annual Fall Forum conference. The conference

was expertly co-chaired by Brendan

Monahan, Jenna Green, Taylor Meagher and

Catherine Thall-Dubé. It featured a keynote

address from The Hon. Chief Justice Morawetz

who embraced the theme “The Empowered

Advocate”. The Chief Justice offered a valuable

perspective from the bench, emulating Justice

Marvin Catzman’s famous “The Wrong stuff”

articles from The Advocates’ Journal, on surefire

ways to become a disempowered advocate.

In the words of Brendan Monahan, “it was the

best night ever.”

It was wonderful to see the enthusiasm and

engagement of our young members. Many took

up the call from my opening remarks to expand

their networks and introduce themselves to five

new people. If my LinkedIn requests are any indication,

the weekend was a great success in connecting

young advocates from coast to coast.

Another great YASC success is this issue of

Keeping Tabs. Our Fall edition includes articles

from young advocates on relocating to a new

jurisdiction, dependent relief claims, and a coffee

chat from YASC’s Health and Wellness Working

Group. This issue also features an interview

with Jessica Brown, the 2024 recipient of the

Patrick D. Schmidt Future of Family Law Award.

Jessica was presented with the award at the

Fall Forum gala dinner and she spoke warmly

about her first encounter with Mr. Schmidt, a

mere two weeks into her legal career. Congratulations

again, Jessica!

If you are interested in contributing to future

issues, our Keeping Tabs Editor, Julie Mouris,

would love to hear from you.

Enjoy the upcoming holiday season. May you

enjoy some respite from the busy fall practice

of a litigator.

Until 2025,

Alex

5



Tom Curry and Martha McCarthy Present:

Mastering the

Art of

Examining

MENTAL HEALTH

Witnesses

December 4, 2024

9:00 am – 4:30 pm (ET)

The Carlu, 444 Yonge St., Toronto, ON

What are best practices for calling and examining

collateral witnesses? How can you conduct a

textbook examination-in-chief? When should you

adapt your cross-examination style based on the

type of witness testifying?

Our definitive course on direct and cross-examination

is back to answer these questions and much more!

Going beyond the basics, leading litigators Tom Curry

and Martha McCarthy tackle these core advocacy

skills in detail and show you practical techniques

honed through dozens of high-stakes trials.

Autumn Reflections on

Prioritizing Mental Health

Celina Stoan, McCague Borlack,

Maeva Robert, IMK LLP

As the seasons change and litigation ramps up, it can be challenging to prioritize mental and physical

well-being. Celina Stoan and Maeva Robert, members of YASC’s Health and Wellness Working

Group, offer their insights from their recent Zoom catch-up.

CS: Hi Maeva! It’s almost Pumpkin Spice time; are you on the PSL bandwagon?

MR: I know it is an unpopular opinion but… to tell you the truth, I really do not like anything

else in my coffee other than my coffee and if I feel fancy, some oat milk. I love pumpkins, and I

REGISTER

6 7



8

love spices, but together in my coffee? No thank

you. That said, I must admit that PSLs on offer

means that autumn is here, and I really enjoy

this season! Time for a lot of “back to,” including

back to work! How is that going for you?

CS: Actually, I just moved firms and back to

work has taken on a whole new meaning! I’m

very happy to say that my new firm has a hybrid

work environment which I find very beneficial

for my mental and physical health. While I love

being able to work in my comfortable clothes

and not doing my hair and makeup every day, it

has also been a real joy to be able to go into the

office to meet my new colleagues!

MR: 100%. To me, the hybrid work environment

is key for having balance. We are lawyers,

fully devoted to our profession, but we

are also humans going through that big experience

of life. The flexibility of remote work

is key for navigating work and life responsibilities.

I am also such a people person and

find being able to go into an office filled with

inspiring people that I look up to is really motivating

and helps strengthen the community

feeling. It also gives time for everyone to

manage their schedule as best suits their reality

and to include in their weekly agenda

things that make them feel good and healthy.

Do you do anything specific in terms of your

physical health throughout the week?

CS: My friend, I actually find it so hard some

days to find time to work on my physical health

and it generally gets put on the back burner.

However, one of the benefits I find with the hybrid

office is that it allows me a lot of flexibility

in this! Don’t get me wrong, I’m definitely not a

gym rat and I’ve never really been a huge fan of

exercising. That being said, I’m pretty lucky in

that I live a 30-minute walk from my office, so

weather pending, I’m able to get about 2.5 km

of walking in a day, just going to and from work.

I also take that time to enjoy music, which also

gives me mental health benefits.

I have a four-year-old rescue pup named Hatchi

who is full of energy, so when I work from

home I get to hang out with him. Generally,

when I finish up a big project, I’ll take a short

break and throw the ball for him in the backyard.

I also love that I can (and have to) take a

mid-afternoon break some days to walk him. I

find that even a quick 15-20 minute walk can

help me to stretch out a bit from a big morning

at the desk. Dog walks in the sunshine, and seeing

Hatchi so amped and excited for the world

does wonders for my mood and mental health.

I know you and I have talked about how you

are planning to get a dog someday soon; in the

meantime, how do you manage to keep your

mood up?

MR: Physical activity definitely helps to keep my

mood up; I have to get that endorphins fix! But

aside from high-intensity sports, I really enjoy

slower activities as well and breathing exercises,

especially through restorative yoga classes.

It forces me to slow down and feel grounded in

the here and now. I also enjoy listening to music

a lot. I like to dedicate time to actively listen

to soothing music, instead of just having background

music while doing something else. I also

love to connect with my friends outside of law,

which always helps to get some perspective and

distance from the profession. How about you;

what do you for your mental health?

CS: Balance is tough, and some days are harder

than others. There are days when I feel a lot

of guilt because Hatchi just sits there looking

longingly outside and I’m stuck on a deadline.

I try to be generous with myself. I tell myself

that I’m doing the best I can, and I tell Hatchi

that I know he wants to go out but that I

have to work to make money to buy his treats.

I think he understands. Sometimes I also feel

like I don’t really have any basis for complaints

because there are a lot of lawyers who balance

the practice with much more demanding obligations

such as caring for kids, other family

members, or health challenges. In times like

that, I like to call up a friend or colleague to chat

about these things. What about you; I know

you’re one of my colleagues who is balancing

parenting and their practice. How do you find

time for everything, especially extracurriculars

like YASC and other activities?

MR: I think the key is that I do not find time, I

take it. Whatever is a priority for me gets time.

I schedule calls with my YASC groups in my

calendar the same way I would schedule a call

with a client. Of course, I manage emergencies

when they come, and we know they do — especially

in litigation, but as much as possible,

when I commit to something, it is because it

makes sense in my head and my heart and I am

all in. If I find I am not prioritizing something, it

typically means I am not doing it for the right

reasons or I should reassess if it is still aligned

with me. Of course, I cannot deny, sometimes

it means a tight agenda and I need to be disciplined

to follow it, but when it is filled with

things that make my human experience more

Wellness Corner

YASC’s Health and Wellness Working Group (H&W) is

an initiative which was commenced by YASC to lend

support to TAS’ members who may be struggling

with finding time for their mental and physical

health and wellness. This year, H&W has partnered

with Keeping Tabs to write a series of articles about

Health and Wellness for young advocates.

H&W is actively seeking input from our members

with respect to their strategies for balancing their

practice with physical and mental health.

If you have any questions about YASC’s H&W, want

to know what they’re up to or want to learn how you

can contribute, please feel free to reach out to Celina

Stoan (cstoan@mccagueborlack.com).

fulfilling, like catching up with a friend in Ottawa,

it drives me.

CS: It was so great to see you! We should definitely

do this again soon!

***

Celina Stoan is a civil litigation lawyer at

McCague Borlack, Ottawa office. Celina recently

moved her practice (and family) from

Toronto to Ottawa. Celina met Maeva Robert

about a year ago through YASC and they hit

it off right away.

Maeva Robert is a civil and commercial litigation

lawyer at IMK LLP, a boutique law firm in

Montreal (Quebec). Maeva has been involved

with YASC in Montreal since 2017. Celina and

Maeva have also worked together on Friends

Who Argue.

Friends Who Argue is a TAS podcast hosted

by YASC and MASC. It is available on iTunes and

Spotify. More information about Friends Who

Argue can be found here.



ADVOCACY

Equity Diversity and Inclusion for Litigators

Thursday, December 12, 2024

1:00 pm - 4:30 pm (ET) | Via Zoom

Join us for the 6 th annual Equity, Diversity and Inclusion

for Litigators program. Advocates and judges will discuss

EDI in legal practice, handling micro-aggressions and bias,

indigenous considerations, allyship, and more.

Open to all.

REGISTER

Key Considerations

When Making a Dependant

Relief Claim:

A Guide for Junior Litigators

Melissa Elmaleh, Kimel Law Group

Your client was financially or otherwise dependent on a deceased person who either did not include

them in their will, or did not have a will. Perhaps the deceased made their will a long time

ago and did not update it to provide for their common law spouse. Or maybe they drafted their

will with the expectation that all of their children would be working adults at the time of their

death. How do you advise your client?

Clients seeking support from a deceased person’s estate can bring dependant relief claims under

Ontario’s Succession Law Reform Act (“SLRA”). Whether representing a spouse, child, or other

family member, familiarity with the legal principles that underlie these claims is essential for ad-

11



vising your client. This article outlines key concepts

to consider for clients who wish to bring

dependant relief claims in Ontario.

What is a Dependant Relief Claim?

A dependant relief claim allows an individual

who qualifies as a “dependant” under the SLRA

to seek support from a deceased person’s estate.

A claim may be made if the deceased did

not provide adequate support for their dependants

or was under a legal obligation to provide

support immediately before death. Dependant

relief claims can be brought whether the deceased

died with or without a will.

Eligibility for a Dependant Relief Claim

To initiate a claim, the applicant must first

demonstrate that they meet the SLRA’s definition

of “dependant.” Subsection 57(1) of the

SLRA defines a dependant as a spouse, parent,

child, or sibling to whom the deceased was providing

support or was under a legal obligation

to provide support immediately before death. 1

The onus is on the applicant to establish on a

balance of probabilities that they are a dependant

within the meaning of the SLRA. 2

Financial support is not the only basis for establishing

dependency; essential provisions

such as shelter, caregiving, or basic necessities

also inform whether a person can be considered

a dependant of the deceased. For example, in

Reeves v Inglis, the Ontario Superior Court of Justice

held that a deceased mother who shared

her home with her adult child was providing

sufficient support to establish a relationship of

dependency. The support included transportation,

laundry services, groceries, meal preparation,

and pocket money. 3

However, not all contributions to another’s life

meet this threshold. In Bormans v Estate of Bormans,

the Ontario Superior Court held that the

father’s “small purchases” for his adult daughter’s

family immediately before his death were

insufficient to establish a dependant relationship.

4 Bormans highlights the need for an applicant’s

dependency to be based on substantial,

ongoing contributions that have a meaningful

impact on their well-being. When advising clients,

it is important to emphasize the collection

and marshaling of adequate evidence to

demonstrate consistent and significant support,

whether financial or otherwise.

Determining Proper Support

for Eligible Dependants

Where an applicant is an eligible dependant,

the appropriate amount and duration of support

is decided by the court in light of all of

the facts and circumstances of the application.

Determining support is a discretionary matter

incorporating the deceased’s moral duties and

extending beyond economic analysis. Such a

determination is “not an exact science.” 5

Subsection 62(1) of the SLRA provides a detailed

framework to guide the court in determining

the appropriate level of support, with

factors including: the dependant’s means, ability

to support themselves, age, health, needs,

relationship with the deceased, and their contributions

to the deceased’s welfare. Certain other

considerations may apply where the dependant

is a child or spouse of the deceased, including

educational prospects for children and caregiving

responsibilities for spouses.

This framework is not exhaustive, and no single

factor is determinative. For example, the

court may look beyond the needs of the applicant,

and may also consider the support order’s

suitability for the future. 6 Moreover, the

Supreme Court of Canada has held that a deceased’s

moral duty to their dependents may

also be relevant. 7

Balancing Competing Claims

To arrive at a fair distribution of the estate in

the face of competing claims, the court must attempt

to balance and prioritize such competing

claims. The court will consider “the size of the

estate, the strength of the claims, and the intentions

of the deceased.” 8

In Quinn v Carrigan, the Ontario Divisional Court

considered the competing interests of a separated

spouse, a common-law spouse and two adult

children. 9 The Court awarded 30% of the net

estate to the common law spouse despite the

deceased’s intention to leave the bulk of his assets

to his separated spouse and daughters. The

Court held that this outcome properly accounted

for the common law spouse’s needs and provided

for the appropriate moral recognition of her

relationship with the deceased, while still achieving

the deceased’s goal of providing for his separated

spouse for the rest of her life and allowing

the majority of the estate to pass onto his heirs if

the mother predeceased them. 10

As counsel, it is important to consider the estate’s

size and the relative strength of competing

claims. In larger estates, courts may be more inclined

to recognize multiple claims and balance

them equitably, but this may be more challenging

with smaller estates. Understanding the hierarchy

of claims and communicating your client’s

position within the hierarchy is important

to achieving a favorable outcome for your client.

Identifying and Valuing Claims for Dependants

Not Seeking Relief

Dependants not actively seeking support may

also be entitled to support from the estate. In

Cummings, the Court of Appeal for Ontario held

that the SLRA is not only aimed at providing for

the deceased’s dependants, but also ensures

that spouses and children receive an equitable

share of the estate, unless circumstances undermine

this obligation. 11 Even when the deceased’s

spouse did not make a claim, her future well-being

remained a consideration in the Court’s

analysis. This ensured the spouse was not later

placed in a position of financial need, recognizing

the potential for ongoing responsibilities. 12

It is thus important to advise your client that dependants

who are not currently seeking support

could influence the distribution of the estate. As

counsel, you must consider the family dynamics

12



of the deceased in anticipation of any additional

dependants who the court may wish to consider.

Conclusion

Courts evaluate each dependant relief claim

based on its specific facts and have broad discretion

to determine the appropriate level of

support. The court’s evaluation includes assessing

different types of claims by different applicants,

and occasionally considering the potential

claims of those not seeking relief. The goal

is to balance claims in a way that honours the

deceased’s wishes while providing proper support

to dependants. As counsel, focusing on key

elements such as eligibility, the forms of support

provided, and balancing competing claims,

you can effectively advocate for your clients

seeking dependant relief while ensuring a fair

distribution of estate assets that respects both

the needs of the dependants and the intentions

of the deceased.

Notes

1. Succession Law Reform Act, RSO 1990 c S.26, s 57(1)

[SLRA].

2. Charles v Junior and Estate, 2018 ONSC 7327 at para 19.

3. Reeves v Inglis, 2022 ONSC 209 at para 136.

4. Bormans v Estate of Bormans et al, 2016 ONSC 428 at

paras 21, 26.

5. Quinn v Carrigan, 2014 ONSC 5682 (Ont. Div. Ct.) at para

79 [Quinn].

6. Cummings v Cummings, 2004 CanLII 9339 (ON CA) [Cummings].

7. Tataryn v Tataryn Estate, 1994 CanLII 51 (SCC) [Tataryn];

see also the two-part test from Tataryn cited in Cummings,

supra note 6 at paras 49-50.

8. Quinn, supra note 5 at para 82, citing Perilli v Foley Estate,

2006 CanLII 3285 (ON SC) at para 61.

9. Ibid at para 8.

10. Ibid at 159.

11. Tataryn, supra note 7.

12. Cummings, supra note 6 at para 58.

YASC and PBO present the annual HOTLINE BLITZ!

Looking to give back to your community this winter? Volunteer with PBO's Free

Legal Advice Hotline! Open to TAS and non-TAS member lawyers in Ontario.

Date of event: Feb 3-7, 2025

Details & Correspondence Calendar & Tasks Financial Summary Time & Fees General Account Trust Funds Safe Custody

Save &

Close

DETAILS

180025

New

Document

James Stevenson

New

Email

Forms &

Templates

Matter New Correspondence

LawConnect Mobile

Microsoft Teams

IN PROGRESS

New

Comment

Import

Share

Document

eSignature

Message

CORRESPONDENCE

Send

Document

Search correspondence

Timesheet

Time & Fees

TYPE ITEM STAFF MODIFIED

Now Available!

Explore LEAP Marketplace

Seamless integration between LEAP and

its companion products gives you everything

you need to run an efficient law firm.

Legal Accounting & Billing

Microsoft 365 Integration

Support & Training

Secure Document Management

Cloud Solution & Mobility

Automated Court Forms & Precedents

Details: The PBO Hotline provides Ontarians with 30 minutes of free legal advice

about their every day civil legal needs. Volunteers help callers understand the nature

of their legal problems, interpret documents, respond to letters, improve draft

documents, etc. Volunteers are provided with a wide range of supports, including

extensive FAQs, knowledge resources, and real-time chat for help with substantive

and procedural questions.

Commitment: Full day (9 am - 5 pm) or half day (9 am - 1 pm or 1 pm - 5 pm) virtual

shift; access to a computer with internet, speaker and microphone; log-in and tech

requirements/details will be provided to volunteers before their shift.

VOLUNTEER APPLICATION

PBO HOTLINE

Applicant

Ms Sally Penfold

Correspondence

James Stevenson

JS

9:36 AM

Matter type

Property Division

Respondent

Mr Paul Penfold

Respondent's lawyer

Harris & Jacobs Solicitors

Mr Joshua Harris

Client correspondence

181 University Ave, Toronto, ON M5H 3M7

Critical fam law details

Sally Penfold and Paul Penfold Property..

jharris@email.com

Financial Statement

James Stevenson

Your Settlement/Property Affairs

jharris@email.com

Trust Statement

Costs agreement - Property Settlement

James Stevenson

Letter to Mr Penfold

James Stevenson

JS

JS

JS

JS

JS

JS

9:32 AM

Apr 2, 2020

Mar 29, 2021

Mar 29, 2021

Mar 28, 2021

Mar 27, 2021

BOOK A DEMO leaplegalsoftware.ca

sales@leaplegalsoftware.ca | 1-437-900-2140

88 Queens Quay West, 25 th Floor, Toronto ON, M5J 0B6

Key YASC contact: Ankita Gupta, agupta@osler.com



Advocates in Action

As part of our mission to be a voice for advocates,

The Advocates’ Society (“TAS”) undertakes initiatives

that seek to improve access to justice, promote

diversity and inclusion, protect judicial independence,

and make submissions on matters of significance to

the legal profession. Advocates in Action is here to

keep our members informed about and engaged with

the Society’s important advocacy work.

CLICK HERE TO READ PAST ISSUES

COMMUNITY

The Litigator’s Edge:

Modern Tools for Winning Business

December 13, 2024 | 1:30 pm to 2:30 pm | Live via Zoom

In the fast-paced world of litigation, time is your most precious asset.

Balancing business development with your caseload can feel like a stretch.

This dynamic virtual session will show you how to leverage LinkedIn

and Generative AI (GAI) to drive your business growth, efficiently

building your client base and expanding your influence.

REGISTER

New Home, Same Family

Eric Blay, Stikeman Elliott LLP

I recently took a big leap to follow my passion for high-end litigation by accepting a role with

Stikeman Elliott’s Calgary office, and consequently had the opportunity to benefit from one of

The Advocates’ Society’s (TAS) greatest assets: its robust network of passionate litigators across

Canada. While the decision to move from Ontario to Alberta to pursue a dream career included

an interesting game of logistics, it also came with a variety of other challenges, including adapting

my professional network to my new home.

As anybody who has made the pilgrimage out west via the Trans-Canada highway would know,

such a move comes with its own unique set of opportunities for growth.

While I knew that some of the best litigators in Canada walked the streets of Calgary, I needed a

17



plan for getting to know them and to start developing

my reputation and network in this new jurisdiction.

Thankfully, my involvement in various

TAS initiatives while I was in Ontario meant that I

had already worked with a number of great Calgary

lawyers on task forces and standing committees

to support the work of TAS and address

issues facing advocates from across our country.

My first order of business, after unpacking

and finding the closest grocery store, was to

sign up for the TAS Civility Across the Generations

program in Calgary, so I could meet some

members of the local bar. At the event, I felt

welcomed by acquaintances new and old! Folks

I had only ever met virtually from various committees,

the TAS Board, and the Young Advocates

Standing Committee were all gathered in

the same room—ready to talk about collegiality

and civility in the profession and to develop last-

ing relationships with other legal professionals.

I can’t say enough about how TAS eased my jurisdictional

professional transition and my personal

one. While I may have only had a small

group of friends and family out West when I

made the move to further my career, my connection

with TAS ensured that I had ready-made

community to interact and develop new and

valuable relationships with a passionate and

dedicated group of litigators when I arrived.

For that, I am eternally grateful and if I haven’t

told you yet, joining and getting involved with

TAS is one of the best professional decisions a

litigator can make.

Editor’s note: If you’re considering a move or

seeking to expand your network, don’t hesitate -

become an active member of The Advocates’ Society

and support your professional and personal

growth wherever you are!

Changed firms recently? We want your story for the Keeping Tabs’ Winter

issue. Share your insights to help others navigate their next move.

Click here to submit your story.

18



THE ADVOCATES’ SOCIETY

THEN AND NOW

END OF TERM DINNER

SAVE THE DATE

June 5, 2025

Then & Now – Social Media

for Young Advocates

Michael Hodgins, MD Lawyers

WWW.ADVOCATES.CA

Believe it or not, Keeping Tabs turned 10 years old in 2023. Recognizing that our baby is now a

preteen, the Keeping Tabs editorial staff got nostalgic and looked at some old issues, and we were

amazed to find how much has changed in 10 years!

This column will focus on ways that the practice of law has changed over the last decade by

reviewing articles published in the first few years of Keeping Tabs, and comparing them to the

world of today. First stop: social media for lawyers.

21



#Networking: Social Media as a Profile Building Tool for

Young Advocates

Chris Horkins, Cassels Brock and Blackwell LLP

The intersection between social media and the law is fascinating and ever-changing. We now have an official court

protocol on the use of mobile electronic devices in court and, as David Campbell’s Stockwood Prize winning article

taught us, social media is quickly becoming a vast source of evidence. Another aspect of social media’s interaction

with the law is how lawyers, and young advocates in particular, can use it to raise their profiles.

On that note, this is a story about how I got a quote in the Law Times because of Twitter.

One afternoon this summer, I was sitting at my desk, working away, when my phone rang with an unfamiliar number.

I answered to find a reporter from the Law Times on the other end, explaining that she was working on a piece

on the recent appointment of Ontario’s new Chief Justice, the Honourable George Strathy. She was interested to

know if I had any comments to share. Initially, I reacted the same way that many others would react later when the

article was published.

“Wait,” I said, “why are you asking me!?” After all, I have been licensed to practice law for barely two years at this

point and have pretty much figured out where the bathroom is and how to put my tabs on properly.

The friendly Law Times reporter explained that she liked to give some exposure to lawyers who are active on Twitter

and she had seen a recent tweet by me about Justice Strathy’s appointment, probably this one:

TAP TO READ

5

THEN

In September 2014, we published an article

entitled “Networking: Social Media as a Profile

Building Tool for Young Lawyers”.

The article began with a fun image of the various

major social media platforms of the day,

which we’ve reproduced above. Not pictured? Instagram,

which had been acquired by Facebook

Inc. only 2 years earlier, Snapchat, Threads, and

of course: TikTok.

The article was written by current partner/

then-associate Chris Horkins of Cassels Brock

and Blackwell LLP. It centered on how his Tweet

(back when they were called Tweets) about the

Honourable George Strathy’s appointment as

Chief Justice of Ontario landed Horkins an interview

with the Law Times, since the interviewer

“liked to give some exposure to lawyers who are

active on Twitter.”

Noting that the other two lawyers interviewed

for the article had been practicing for over 25

years (Horkins is a 2012 call), his thesis was simple:

As the first generation of lawyers who had

grown up with social media, young advocates

in the early 2010s had the potential to use social

media as a way to level the playing field and

have their voices heard in a crowded market.

Horkins’ advice to young advocates looking to

leverage social media was five-fold:

1) Be regular, trying to post law-related

Tweets (interesting decisions, newsworthy

events, etc.) every day,

2) Mix things up with posts on politics or

sports to show personality,

3) Interact with the legal community on social

media, following them on Twitter, retweet

them, etc.

4) Shamelessly self-promote, ensuring that

speaking engagements, articles, and events

you help organize are front and centre, and

5) Attend TAS’ Fall Forum, which in 2014 included

a panel dedicated to profile building

using social media.

NOW

So, what has changed? If the first thing you noticed

about Horkins’ advice is how Twitter-centric

it is, you aren’t alone. In 2014, Twitter was

near the height of its popularity, having gone

from 85 million users in 2011 to 271 million by

the end of 2014. The platform would continue

to grow after 2014 but at a much slower pace

(for example, it had 298 million users in 2018). 1

Perhaps more important for lawyer usage is

that while it has remained widely used, since its

rebranding to “X”, Twitter has been a platform

ripe for political controversy. As an example,

in August of this past year, a number of prominent

members of the UK’s legal Twittersphere

quit using the platform altogether in response

to inflammatory comments made by CEO Elon

Musk about the ongoing riots that offended

their sense of justice. 2 Our Keeping Tabs editorial

team noticed a similar exodus from Canadian

“Law Twitter” when Twitter rebranded to X. For

an industry that generally prides itself on fairness

and the rule of law regardless of political

leaning, the platform formally known as Twitter

may have become too polarized for many.

This is not to say that the law industry has

abandoned X entirely, but while in 2014 “Law

Twitter” reigned supreme, in 2024 the numbers

suggest that LinkedIn is the go-to social media

resource for lawyers. In 2023, 81 percent of US

lawyers maintained a social media presence,

and of that number, 87 percent were on LinkedIn.

Facebook was next at 40 percent, with “X”

all the way down to 25 percent. 3 Canadian figures

haven’t been tracked, but it’s unlikely that

they’re all that different. Interestingly, the percentage

of lawyers on “LawTok” either wasn’t

taken or was too small to register.

What hasn’t changed? Well, a wise man once

said the players change, but the game remains

the same. While the platforms that lawyers are

most active on have changed, the rules that Horkins

outlined in his 2014 article are still very applicable

to posting in 2024. The key to building

a good social media presence, be it on LinkedIn

or elsewhere, continues to be regular posting

about things of interest to your network, which

in this case will likely be other legal professionals

or potential clients. Young advocates can use

social media to present themselves as knowledgeable

and up-to-date on the law, while at the

same time sharing non-law hobbies or interests.

Self-promotion remains key as well. Everyone

who does this job knows the practice of law is

challenging and often involves long hours. Volunteering

your time on top of that is commendable

and you deserve to share it. And of course,

Fall Forum remains the must-attend TAS event

for young advocates, so Horkins’ advice to attend

is just as applicable in 2024 as it was in 2014.

As social media has become ubiquitous, the

risk of improper use has increased. Beyond considering

Horkins’ still-relevant tips, any time a

lawyer uses social media - whether for marketing

or personal use - they should imagine that their

law society will read it. As pointed out by Brooke

MacKenzie in her excellent article for Slaw in

2022, 4 lawyers need to remember that improper

conduct on social media risks disciplinary proceedings

(or good character investigations for

licensing candidates).

On LinkedIn, where so much of what we post

is related to professional achievements and the

opportunity to endorse your own skills (and perhaps

of others), it is always important to consider

any applicable rules of professional conduct

regarding the marketing of legal services. For example,

in Ontario there are rigorous standards

that must be followed before a lawyer can hold

themselves out as a “specialist” in a given area. It

is prudent to review the skills and endorsements

that you have on LinkedIn and ensure that they

aren’t inadvertently misleading.

CONCLUSION

As Horkins’ 2014 article shows, social media has

been a powerful marketing and networking tool

for young (and perhaps now not-so-young) advocates

for at least a decade. While the platforms

may have shifted, the best practices remain

largely the same, supplemented by a healthy

reminder to always act in accordance with your

professional obligations. Nobody knows what

the next 10 years will hold, but following this

advice will serve young advocates using social

media well no matter what comes next.

Michael Hodgins is a member of the Keeping

Tabs Editorial Team.

Notes

1. Mansoor Iqbal, “Twitter Revenue and Usage Statistics (2024),

Business of Apps, February 22, 2024, online: <https://www.

businessofapps.com/data/twitter-statistics/>.

2. John Hyde and Paul Robertson, “High-profile lawyers quit

Twitter in disgust at Musk”, The Law Society Gazette, August

article>.

3. Allison C Johs, “2023 Websites & Marketing TechReport”,

American Bar Association Tech Report, January 8, 2024,

online:

<https://www.americanbar.org/groups/law_practice/

4. Brooke MacKenzie, “Professional Conduct on Social Media

for Lawyers”, Slaw, November 22, 2022, online: <https://www.

14, 2024, online: <https://www.lawgazette.co.uk/news/highprofile-lawyers-quit-twitter-in-disgust-at-musk/5120616.

resources/tech-report/2023/2023-websites-and-marketingtechreport/>

slaw.ca/2022/11/22/professional-conduct-on-social-mediafor-lawyers/>.

22 23



Q: Did you know you wanted to practice family law in law school or did it come later?

A: Great question! In my case, I knew I wanted to do family law from the beginning. I was at my

10-year law school reunion recently and when I ran into old friends who found out what I am doing

now, they weren’t surprised and noted that I was always interested in family law. I did the pro

bono family clinics in law school, the Walsh Family Law Moot, etc. Other than a very short-lived

30 minutes in second year where I entertained the idea of intellectual property, I always knew I

wanted to practise family law.

INTERVIEW

Q: Of the things you did in law school, would you recommend anything in particular to

someone who wants to practice family law?

A: The first thing I would recommend is participating in the Walsh Family Law moot. It allows

upper-year students to really focus on a discrete issue of family law that you wouldn’t otherwise

have the ability to do when just taking the family law course. The Moot also allows you to work

with like-minded people and other students who may be focused on family law. The second thing

I would recommend is volunteer work at your university’s family law clinic. In Windsor, I volunteered

at the Family Law Information Centre where we helped clients fill out forms, gather facts,

and, while we couldn’t provide legal advice, we listened to individuals’ issues and helped them sort

through the legal process. This gave me my first sense of what it would be like to be in a client

management area of practice.

Interview with Jessica Brown,

Halpern Law Group

Compiled by Folu Adesanya,

Whitelaw Twining (Ontario) LLP, and

Michael Hodgins, MD Lawyers

Jessica Brown is a partner practicing family law at Halpern Law Group. She is the recipient of the

2024 Patrick D. Schmidt Future of Family Law Award, awarded by The Advocates’ Society at Fall Forum

on October 25, 2024. This award was established to honour the late Patrick D. Schmidt and to

promote excellence in the profession by supporting junior lawyers in their early years of practice

who are choosing to dedicate their practice to family law and who have shown a commitment to

practice, to clients and to bettering other lawyers through teaching and mentoring.

Q: What drew you to the practice of

family law?

A: For me, it was always about the people.

There’s a really cool thing that happens when

you’re a family lawyer. When you first meet a

client, they often are so stressed it’s almost

like they’re vibrating. Of course, this makes

sense because we are generally meeting people

when they are emotionally vulnerable. The

cool thing that happens is usually, by the end

of that first meeting, I can see that they’ve

calmed down because they have some idea

of the process and the next steps. They feel

more assured that things will be okay, be it

financially or otherwise, even if okay is very

different from their past life. For me, it’s that

element of helping people through one of the

most difficult times in their lives that drew me

to the practice and keeps me here.

24



Q: Now that you are practising, do the same things that drew you

to family law keep you engaged?

A: Yes, and I would add that seeing the diversity of people and their issues makes the job very dynamic.

I feel like I’m always learning. I think most lawyers want to be intellectually stimulated and

family law definitely keeps you on your toes. There’s never a dull moment.

to prove that they’re a bit underpaid, but even if that may be legally correct is litigation the best

course of action if it is going to cost 10 times the underpaid amount to proceed to court? That’s

where practical advice comes in. I want to check in with my clients regularly, re-aligning our path

forward, as needed, and ensuring that the ends always justify the means.

Q: How has your family law practice evolved since you started?

A: When I first started out, I was doing a lot of drafting and support work for more senior counsel.

The biggest way my practice has evolved is more autonomy in managing my files, and getting on

my feet in court a lot more. The other thing is that over time, your knowledge expands so you can

tackle individual files more appropriately, to tailor your advice to a specific situation and get your

clients to the best possible end result.

Q: If you had to pick a highlight of your career so far what would it be?

A: For me, my career high would be running my own three-day trial and getting the confidence

to know that I could do a full file on my own from start to finish. I think fewer and fewer young

lawyers are getting exposed to trials and this exposure is very important to career development.

Leading up to a trial, you’re doing all these things – pleadings, motions, discoveries, and without

actually being part of a trial you don’t see how all of those steps culminate. Having done my own

trial (and being the second-chair on many others), I am in a much better position to give my clients

the advice they need. When you have the end result in your mind you can be more pragmatic and

focused along the way.

Q: What are the main challenges that you face as a family lawyer

and how do you manage them?

A: I think the phrase “work-life balance” is a little overused, but I do believe in setting personal

boundaries that work for you. Often in a client-service area of law, clients can be very demanding

of your time. I have seen many brilliant colleagues burn out because they give so much time and

energy to their files. One way to set clear boundaries is to teach clients how to treat you. I generally

tell my clients that I will respond to their emails during regular working hours of 9 am to 6 pm.

Any communications outside of those hours will be responded to the next business day unless

it’s an emergency. My clients need to trust me that I will gauge what is an emergency and what is

not. If lawyers don’t set clear boundaries and make themselves available 24/7, it becomes a client

expectation that you are always available and I believe that contributes to burnout.

Q: How about a low point and how you learned from it and became a better lawyer?

A: Well, no matter where you are in your career, you have to stay humble and I find that whenever

you get overconfident in this business, that’s when something is going to smack you down. So

for example, I was two years out and feeling good about my abilities when I received a call from

opposing counsel advising me that he just got an ex parte motion granted against my client. While

I was trying to figure out his client’s evidentiary basis to do this, he sent over the materials and I

learned that my client had lied to me multiple times in addition to withholding important information.

What I learned from this experience is that while you expect and hope that your client

will be honest with you, you need to spend time being critical of your own case and test your own

evidence. To be a strong advocate, you must understand the weaknesses of your case.

Q: What are some challenges that your clients face and how can we address them?

A: How much time do you have? There are a lot of really unique challenges that vary between clients.

But one thing that is common, and I think this is an access to justice issue as well, is clients’

expectations on seeing momentum on their file for the price they expect to pay. My clients often

don’t anticipate how much it will cost to see their case from beginning to end. They’re less likely to

know the path forward than other litigants.

In terms of how to address these challenges: going back to my earlier point about tailoing your

advice to a specific client, a lawyer can solve this problem by giving pragmatic advice and doing a

cost/benefit analysis throughout their retainer. For example, if someone comes to me and is concerned

about the level of spousal support they’re receiving (for those who don’t practice

family law, there’s a lot of grey area in spousal support), I could spend x amount of dollars

Q: Have you had any

important mentors in

your career thus far?

A: I’ve been lucky; I’ve

had a lot. Probably too

many to name. But the

one I will name is Robert

Halpern, who is my current

mentor and someone

I’ve worked closely

with for the past 8 years.

Q: What did you learn from them about the qualities that

make a good mentor?

A: What Robert did, and what many of my other mentors

did in a meaningful way, was put me in the spotlight. For example,

if we’re driving to court together he’ll say Jess, you’re

doing this issue today or that issue tomorrow. He’s always

given me a platform to speak, to contribute my ideas, and

to get on my feet in front of judges and mediators. He’s given

me the confidence to give my opinion, even if I disagree

with his. And by doing these things, he’s created a safe

place for me to learn, make mistakes and, ultimately,

grow as a lawyer.

26 27



Q: How did this mentoring relationship help the development of your practice?

A: It did a lot for my confidence, not only in trials and hearings but generally as a lawyer. We all

need that person we can ask questions to and Robert has been that person who always takes the

time to answer questions and run through my thinking with me, however convoluted it may be.

Tricks of the Trade 2025

A 30+ Year Tradition for Leaders of the Personal Injury Bar

January 31, 2025 | 9:30 am to 4:30 pm (ET) | Live at Arcadian Court in Toronto

Q: For family lawyers just starting out, what advice would you give your younger self?

A: Firstly, who you work for, who you are going to observe in court and who you choose as your

mentor are all really important. Everyone has a different litigation type, and some may match your

personality, others may not. Be as intentional as you can about who you choose to learn from and

find a litigator that best suits your personality.

Another piece of advice would be that when you’re just starting out say yes to as much as you

canbecause the more exposure you have, the better you’re going to be and the faster you’re going

to grow.

For over three decades, Tricks of the Trade has been the leading annual conference for the Ontario personal injury bar,

addressing current challenges for both plaintiff and defence counsel. Esteemed faculty will provide key updates on recent

decisions, timely advocacy tips, and the latest guidance on practice and procedure for personal injury litigators.

Top Tips for Hearings and

Motions in Writing

More and more matters are now heard in writing -

learn the recipe for successful written submissions!

Speakers: The Hon. Justice Spencer Nicholson,

Superior Court of Justice,

Kadey Schultz, Schultz Law Group LLP

Working with Vulnerable People

in Civil Sexual Assault and

Personal Injury Cases

Gain guidance on working with vulnerable parties

and witnesses, including trauma-informed approaches

for both plaintiff and defence counsel.

Speakers: The Hon. Justice Loretta P. Merritt,

Superior Court of Justice,

Anna Matas, St. Lawrence Barristers PC,

David Rogers, Rogers Partners LLP

Q: For any young advocate starting out, can you share how you approach advocacy and any

tips on being a good advocate?

A: To me, the most important person on a file is opposing counsel - I see them as my partner in

problem-solving and navigating the complexities of a case. There’s always a grey area in a dispute

but the yardsticks are usually something people can agree on. I’ll never forget when a senior

lawyer - Patrick Schmidt - was doing a discovery with me when I was just two weeks called to the

bar. He didn’t take advantage of me being a novice, even though we had decades of experience

between us. He made it so that we were colleagues, not adversaries. I continue to apply that lesson:

one of the most valuable tools in my toolbox for me and my clients is my ability to work with

opposing counsel.

Trials Under the New Simplified

Procedure Rules: Are You Ready?

Be prepared for your next (or first) trial under the

new Simplified Procedure Rules.

Speaker: Laura Dickson, DWA Law

Scenarios: Damage Assessments

Our panelists share their secrets for accurately

assessing damages in complex cases.

2025 Co-Chair

Lisa Belcourt,

Ferguson Deacon Taws LLP

2025 Co-Chair

Brenda Hollingsworth, Auger

Hollingsworth Professional Corporation

Speakers: The Hon. Justice M.J. Lucille Shaw, Superior

Court of Justice, Gabriela Nagy, The Regional Municipality

of York, Stacey Stevens, Thomson Rogers LLP

28

Q: What is your idea of perfect lawyerly happiness?

A: For me, it’s the environment I work in. I love coming to work every day and I don’t think I could do

my job without my colleagues and the peaceful environment we’ve created here. In all of the chaos of

our chosen profession, we’ve created calm. My lawyerly happiness comes from my environment.

OHIP Subrogated Claims: Best Practices

Hear how to handle OHIP claims properly and avoid

common pitfalls.

Speakers: Joni Dobson, MD Lawyers

Joanne Curran, Ontario Ministry of Health

Shawna Langille, Ontario Ministry of Health

2025 Co-Chair

Sudevi Mukherjee-Gothi,

Pallett Valo LLP

For up to date topics and agenda visit

www.advocates.ca

2025 Co-Chair

Brian Sunohara,

Rogers Partners LLP



Young Advocates’ Fall Social

September 18, 2024 | The University Club of Toronto, Toronto, ON

Calgary Bench and Bar Reception

October 3, 2024 | Calgary Petroleum Club, Calgary, AB

30 31



Fall Forum 2024: The Empowered Advocate

October 25 & 26, 2024 | Blue Mountain Village Conference Centre, Blue Mountains, ON

Chairs:

Jenna Green, Blake, Cassels & Graydon LLP

Tayler Meagher, EPCOR Utilities Inc.

Brendan Monahan, Babin Bessner Spry

Jessica Brown, Halpern Law Group

Keynote Speaker: The Hon. Chief Justice Geoffrey Morawetz,

Ontario Superior Court of Justice

Keynote Speaker: The Hon. Chief Justice Geoffrey Morawetz,

Ontario Superior Court of Justice

Richard Glennie, Beaton Burke Young LLP

Jessica Brown, Halpern Law Group

Stephen D’Agostino, Thomson Rogers

32 Darryl Cruz, McCarthy Tétrault LLP

Speaker: Alexandra Shelley, Torys

33



Ottawa Social Hosted by the Young Advocates’ Standing Committee

November 6, 2024 | 3 Brewers, Ottawa, ON

34 35



www.advocates.ca

Hooray! Your file is uploaded and ready to be published.

Saved successfully!

Ooh no, something went wrong!