Frequently Asked Questions

The FAQs — Knowledge Tree is a custom-designed tool for members of the Law Society of Upper Canada. A comprehensive Q&A of the most popular practice management subjects you have asked about is posted here in an easy to use format.

• Acting for Both Sides in a Real Estate Transfer or Mortgage Transaction
• Canada Deposit Insurance Corporation (CDIC)
• Canada Revenue Agency (CRA)
• Cash and Money Laundering Requirements
• Client Instructions
• Confidentiality
• Conflicts of Interest
• Consent
• Contingency Planning for Your Practice
• Fees and Disbursements
• File Transfer
• Harmonized Sales Tax (HST)
• Identification and Verification
• Independent Legal Advice and Independent Legal Representation
• Indicators of a Difficult Client
•  Lawyer as Commissioner for Taking Affidavits and Notary Public
• Managing a Client With Mental Health Issues
•  Managing an Unrepresented or Self-Represented Party
• Mandatory Information Program Presentations in Family Law
• Non-Licensee Employees
• Opposing Legal Representative Deceased or Suspended
• Overdue Client Accounts
• Phantom Clients
• Practice Arrangements
• Private Mortgages
• Public Appearances and Statements, Dealing With the Media
• Retainer or Non-Engagement
• Retaining Closed Client Files
• Solicitor's Lien
• Technology
• Trust Accounts
• Undertakings