Mary-Alice Thompson *
Mary-Alice Thompson*, a partner in the Wills and Estates Law Group, will be retiring on the 31st of March, 2020. All her wills and powers of attorney will remain safely in the custody of Cunningham Swan.
You may reach Mary-Alice at 613-545-3011 until the 31st of March, 2020. After that time, you may contact Lorraine Gilroy (613-544-0211 x 8016; email@example.com) or Miranda Moore (613-544-0211 x8041; firstname.lastname@example.org) for questions or issues regarding wills and power of attorney, or Cindy Belmont (613-544-0211 x8051; email@example.com) or Janet MacGregor (613-544-0211 x8045; firstname.lastname@example.org) for issues relating to estates.
Before joining Cunningham Swan in 2010, Mary-Alice worked for a trust company, and for many years in her own successful practice as a Trust and Estate Practitioner. She keeps up on the latest developments in estate matters, and is frequently invited to speak on topics in estate planning, estate administration and elder law. Mary-Alice been a sessional and guest lecturer at the Queen’s Law School, and has also taught at the University of Alberta (English not Law), St. Lawrence College and for the Bar Admission Course of the Law Society of Upper Canada.
Mary-Alice loves to garden, but you wouldn’t know it from looking at her front yard. She has two accomplished children and four amazing grandchildren. In addition to gardening, she is addicted to long-distance walking, chamber music, and Scotch, and outside the office she generally just does what her cats tell her to!
Drafting Wills in Canada: A Lawyer’s Practical Guide (2nd ed.). Toronto: Lexis-Nexis, 2016, with Robyn Solnik and Brian Gillingham.
Drafting Wills in Canada: A Lawyer’s Practical Guide. Toronto: CCH, 2012, with Robyn Solnik.
Drafting Wills in Ontario: A Lawyer’s Practical Guide. Toronto: CCH, 2003, with Robyn Solnik.
Presentations, Articles, and Talks
The Annotated Will, 2020, Co-Chair (LSO), January 2020; also presented on “Registered Plans,” and “Family Law Protections: Protecting Assets from In-Laws.”
“Calculating Probate Fees: Inclusions and Exclusions from Estate Administration Tax,” with Angela Fallow, Practice Gems: Probate Essentials 2019 (LSO), Toronto, September 2019.
“Powers of Attorney: Quick Tips and Updates,” with Angela Fallow, County of Carleton Law Association Annual Conference, Montebello, April 2019.
Intensive Skills Workshop: Will Drafting, Osgoode Hall Law School Professional Development, February 2019.
The Annotated Will, 2019, Co-Chair (LSO), January 2019; also presented on “The Architecture and Terminology of a Will,” “Managing the Client Relationship,” and “Using Precedents.”
Wills And Estates Practice Basics with Jordin Atin and Ed Esposto (Sudbury Colloquium), Sudbury, October 2018.
“Ethical Issues in Probate Matters,” with Brian Gillingham, Practice Gems: Probate Essentials 2018, (LSO) Toronto, September 2018.
“Trust Issues,” with Brian Gillingham, The Intersection of Family and Business Law for Family Lawyers (OBA), Toronto, May 2018.
“Tips for Gift to Charities in Wills and Dealing with Charities in an Estate Administration,” The Six-Minute Lawyer 2018 (LSO), Toronto, May 2018.
“The Initial Meeting and Instructions,” Wills And Estates Practice Basics 2018 (LSO), Toronto, March 2018.
“Powers of Attorney and Wills: Know When to Hold ‘Em (and When to Release ‘Em),” with Brian Gillingham, OBA Institute: Estates & Trusts Law, Emerging Issues in Estates, Trusts and Incapacity Law (OBA), February 2018.
The Annotated Will, 2018, Co-Chair (LSO), Toronto, January 2018; also presented on “Intake and Instruction Forms” and “Survivorship and Lapse.”
“Alter Ego and Joint Partner Trusts”, Wills and Estates Group – 7th Annual Cunningham Swan Breakfast Seminar, October 2017.
“Kingston Wills and Estates Seminar” with Ian Hull, Suzana Popovic-Montag, and Jordan Atin, (Hull and Hull), Kingston, September, 2017.
“Receipts and Releases,” with Brian Gillingham, Practice Gems: Probate Essentials 2017 (LSO), Toronto, September 2017.
“Drafting and Using Insurance Trusts,” The Six-Minute Estates Lawyer (LSUC), May 2017.
“Initial Meeting and Instructions,” Wills & Estates Practice Basics 2017 (LSUC), March 2017.
The Annotated Will, 2017, Co-Chair, (LSUC), January 2017; also presented on “Drafting for Clarity” and “Challenging Executions.”
“The Year in Review”, Wills and Estates Group – 6th Annual Cunningham Swan Breakfast Seminar, Kingston, Fall 2016.
“Planning and Drafting Considerations for Business Owners,” with Robyn Solnik, Brian Gillingham, webcast for RBC Dominion Securities planners, Ontario, 2016.
“Estate Planning and Financial Fraud Prevention,” RBC Dominion Securities Inc., Kingston, November 2016.
“Bitten by Boilerplate: Reviewing Precedents for Will and Trust Drafting” 19th Annual Estates and Trusts Summit – Day Two (LSUC), November 2016.
“Estate Administration,” CBA Will, Estate and Trust Fundamentals for Estate Practitioners, Toronto, October 2016.
“What Constitutes a Will?” Probate Essentials VII (LSUC), Toronto, September 2016.
“Planning for the Future: Coordinating Marriage Contracts and Estate Planning,” with Danielle Russell, Kissing Cousins: Where Family Law, and Trusts and Estates Law Meet (OBA), Toronto, April 2016.
“New Developments: Estate Administration Tax and Taxation of Trusts,” Lanark County Solicitors Conference, Perth, Summer 2015.
“Brave New World,” Cunningham Swan Estate Group Breakfast Seminar, Kingston, Fall 2015.
“Capacity and Consent for those Living in Long Term Care,” with Brian Gillingham, for medical residents, Providence Care Hospital, October 2015.
“Estate Administration,” and “Practice Skill Challenge: Undue Influence, Capacity Issues, and Joint Retainers,” CBA Will, Estate and Trust Fundamentals for Estate Practitioners, Toronto, October 2015.
“2014 Federal Budget and EAT Changes,” Griesdorf & Counsel 4th Annual East Region Estate Seminar, Perth, October 2015.
“Valuations and Appraisals,” Probate Essentials VI (LSUC), Toronto, September 2015.
“Estate Administration Tax: New Regulations and Forms,” and “Conflicts, Fraud, Solicitor Errors, Wills Process and Other Scary Things,” Cunningham, Swan, Carty, Little & Bonham in-house seminars, Kingston, 2015.
“Handling Ontario Assets When Probate is Granted in a Foreign Jurisdiction,” OBA Trusts and Estates Law: Litigation and Administration of Foreign Trusts and Assets, Toronto, April 2015.
“Everything You Always Wanted to Know About Trusts – But Were Afraid to Ask,” Cunningham Swan Estate Group Breakfast Seminar, Fall 2014.
“Digital Assets,” Estate Planning Council of Eastern Ontario, Kingston, September 2014.
“Record Keeping Obligations of an Estate Trustee,” Probate Essentials V (LSUC), Toronto, September 2014.
“Elder Mediation: The Legal Framework,” Mediation Centre of Southeastern Ontario, Kingston, 2014.
“10 Recent Estates Cases You Need to Know,” Cunningham, Swan, Carty, Little & Bonham in-house seminar, July 2014
“Ten Estate Administration Nightmares (And How to Avoid Them),” Scotia Private Client Will & Estate Planning Seminar, Kingston, April 2014.
“Powers of Attorney: The New Battleground,” with Ed Upieneks, FLA Thousands Islands Legal Conference, Gananoque, October 2013.
“Unusual Bequests and Beneficiaries,” Probate Essentials IV (LSUC), Toronto, September 2013.
“Common Pitfalls When Drafting Wills,” with Robert Little, Cunningham, Swan, Carty, Little & Bonham in-house seminar, July 2013.
“The Lawyer as Estate Trustee and Estate Solicitor,” Cunningham, Swan, Carty, Little & Bonham in-house seminar, May 2013.
“U.S. Estate Taxes for Canadians with U.S. Real Property” with Brian Gillingham, Cunningham, Swan, Carty, Little & Bonham internal seminar, March 2013.
“Reproductive Technology and Succession Planning,” Cunningham, Swan, Carty, Little & Bonham internal seminar, February 2013.
“Executor’s Compensation – Challenges and Audits – Tough Issues in Estate Accounting,” Cunningham, Swan, Carty, Little & Bonham in-house seminar, January 2013.
“Cohabitation and Unjust Enrichment – Kerr v. Baranow 2011 SCC 10 (CanLII),  1 SCR 269 and After,” with John Black, Cunningham, Swan, Carty, Little & Bonham in-house seminar, December 2012.
“Guns & Booze: Drafting and Administration Tips and Traps with Troublesome Assets,” OBA Estates and Trusts Lunch seminars, Toronto, November 2012.
“Jointly Held Property and Family Transfers,” Cunningham Swan Estate Group Breakfast Seminar, Fall 2012.
“Amendments to the Estate Administration Tax Act, 1998,” Probate Essentials III (LSUC), Toronto, September 2012.
“Foreign Executors – Resealing and Ancillary Grants of Probate,” with Doreen Murray, Cunningham, Swan, Carty, Little & Bonham in-house seminar, September 2012.
“Recent Estates Cases,” Cunningham, Swan, Carty, Little & Bonham in-house, July 2012.
“The New Estate Administration Tax Regime,” Quinte Estate Planning Council, Belleville, February 2012.
“Changes to the Estate Provisions of the FLA – The Family Law Statute Law Amendment Act, 2009,” Cunningham, Swan, Carty, Little & Bonham in-house seminar January 2012.
“Insolvent Estates,” Cunningham, Swan, Carty, Little & Bonham in-house, November 2011.
“Charities Update” with Greg Fisher, KPMG, Community Foundation for Kingston & Area, 2011.
“Family Transfers,” Real Property Law: So What Keeps You Up At Night? (OBA), Toronto, September 2011 and October 2011.
“Resealing and Ancillary Grants,” LSUC: Practice Gems — Probate Essentials III, Toronto, September 2011 and October 2011.
“Per stirpes revisited – Dice v. Dice, 2011 ONSC 3641 (CanLII),” Cunningham, Swan, Carty, Little & Bonham in-house seminar, September 2011.
“RDSPs and EAT Changes,” Cunningham, Swan, Carty, Little & Bonham in-house seminar, June 2011.
“Mutual Wills and More,” Beyond Estate and Trust Essentials (OBA), Toronto, May 2011.
“Testamentary Trusts II – Spousal Trusts,” Cunningham, Swan, Carty, Little & Bonham seminar, March 2011.
“Personal Effects and Precatory Memoranda,” Cunningham, Swan, Carty, Little & Bonham in-house seminar, Feb 2011.
“Difficult Assets to Administer,” LSUC: Practice Gems — Probate Essentials II, Toronto, September 17, 2010.
“New Developments in Charities Law”, with Greg Fisher, C.A., Community Foundation of Kingston & Area, April 2010.
“Winding up the Estate,” LSUC: Practice Gems — Probate Essentials, Toronto, Sept. 2010.
“Mutual Wills and Mirror Wills,” Frontenac Law Association, Kingston and the 1000 Islands Legal Conference, Gananoque, September 2008.
“Issues about Issue: What Does ‘All That Legalese’ Really Mean?” with Robyn Solnik, OBA Righting Wills IV, Toronto, May 2008.
“Seeing Double: Mary-Alice Thompson looks at ‘double wills’ and other unfamiliar aspects of will-drafting in Ontario”. The STEP Journal (London), XIV, 8 (October 2006).”