Cirriculum Vitae - Vincent J. De Angelis, LL.B., T.E.P.

Education                                                                                                                                                         

1990-1993                                LL.B. - Osgoode Hall Law School                                       

Appointments              

2015-Present                           Member, Canadian Bar Association - Elder Law Section

2014-2015,

2016-Present                           Member – Ontario Bar Association Provincial Council

2014-Present                           Member – Ontario Bar Association Alternative Business Structures Working Group

2012-Present                           Member – Ontario Bar Association Trusts and Estates Section Estate

                                                  Administration Tax Act Working Group.

2001 - Present                         Member, Richmond Hill Chamber of Commerce - Government Affairs Committee

1998 – Present                        Vice-Chair, The Upper Rouge Network, a chapter of the Rouge Valley Foundation

                                                 (Member of Robert Holland Interpretive Centre Steering Committee).

2014-2015                                Chair, Ontario Bar Association – Trusts and Estates Section Executive

2014-2015                                Member – National Wills Estates and Trusts Section Executive, Canadian Bar 

                                                  Association

2009-2010                                York Central Hospital Foundation Fundraising Committee

2008 – 2016                             Member, Ontario Bar Association – Trusts and Estates Section Executive

2006 – 2007                             Chair, Richmond Hill Chamber of Commerce

2005 – 2008                             Legal Chair, Canada Pension Plan/Old Age Security Review Tribunal – Toronto Region.

2003-2006                                Chair, Government Affairs Committee – Richmond Hill Chamber of Commerce

2003-2006                                Ontario Chamber of Commerce Governing Council

2002-2008                                Member, Board of Directors, Richmond Hill Chamber of Commerce

1999 – 2006                             Chair, Helpmate Community Information and Volunteer Bureau

1998-2008                                Member - Board of Directors, Helpmate Community Information and Volunteer

                                                  Bureau

Memberships – Professional

Society of Trust and Estate Practitioners

Canadian Corporate Counsel Association

Canadian Bar Association

Ontario Bar Association

Memberships - Community

The Upper Rouge Network, a chapter of the Rouge Valley Foundation

Richmond Hill Chamber of Commerce

Ontario Chamber of Commerce

Canadian Chamber of Commerce

Government Submissions 

As Chair of the Ontario Bar Association Trusts and Estates Section’s Estate Administration Tax Act Working Group, collaborated with its members in the preparation of the OBA’s submission to the Ministry of Finance on draft Estate Administration Tax Act Regulations (November, 2014)

As Chair of the Ontario Bar Association Trusts and Estates Section’s Statutory Review Subcommittee, collaborated with its members in the preparation  of the OBA’s submission to the Ministry of the Attorney General on Managing the Beneficiary Designations of Incapable Persons (July, 2013)

As Chair of the Ontario Bar Association Trusts and Estates Section’s Statutory Review Subcommittee, collaborated with its members in the preparation  of the OBA’s submission to the Ministry of the Attorney General on a proposed Unclaimed Tangible Personal Property regime by the Province of Ontario (May, 2013)

As Chair of the Ontario Bar Association Trusts and Estates Section’s Statutory Review Subcommittee, collaborated with its members in the preparation  of the OBA’s submission to the Civil Rules Estates Subcommittee on proposed changes to the Rules of Civil Procedure as they relate to estate proceedings in the Ontario courts (May 22, 2013)

As Chair of the Ontario Bar Association Trusts and Estates Section’s Statutory Review Subcommittee, collaborated with its members in the preparation  of the OBA’s submission to the Law Society of Upper Canada on Proposed Changes to the Rules of Professional Conduct Regarding Testamentary Documents (September, 2012)

As Chair of the Ontario Bar Association Trusts and Estates Section’s Statutory Review Subcommittee, collaborated with its members in the preparation of the OBA’s submission to the Ministry of the Attorney General on Modernizing Requirements for Bonding of Estate Trustees (April, 2012)

Teaching and Speaking Engagements

Guest Lecturer – Schulich School of Business, York University, Personal Financial Management (2011 – Present)

A Summary of the Principles and procedures for Estate Conveyancing in the World of Electronic Registration – Ontario Bar Association Institute (February, 2014)

The New Audit and Verification Regime Under The Estate Administration Tax Act: Death of the Honours System – Ontario Bar Association (October, 2013)

Succession Planning Topics of Interest – Investors Group (March, 2012)                

Estate Planning for Your Future, Will Week York Region - York Region Community Foundation (May, 2010)

Purchase and Sale of A Business – Canadian Memorial Chiropractic College (June 2007, 2008, 2009)

Tips and Traps When Buying A New Home – Greater Toronto Home Builders Association (June, 2003) 

Speaker on topics concerning estate planning and corporate and commercial law – Prosperity Show - FM Radio Station 88.5 (2002)

Instructor, Law Society of Upper Canada, Bar Admission Course, Business Law Section (1998 – 2005)

Published Articles

Have Your Cake and Eat it Too!  Korman v. Korman, (2015), 35 E.T.P.J. 244

Estate Administration Tax Act Requirements in Effect on January 1, 2015, (2015), 24 E.T.P.J. 403

Estate Administration Tax Act Requirements in Effect on January 1, 2015, Ontario Bar Association Deadbeat Magazine, January 20, 2015

Phantom Income – It’s Not What It Appears To Be, Ontario Bar Association Deadbeat Magazine, October 9, 2013

Case Comment: Cameron (Re), Ontario Bar Association Deadbeat Magazine, April 1, 2013

Case Comment: Cameron Estate (Re), Money & Family Law, March, 2013

Amendments to Insurance Act in Ontario Bill 55, Strong Action for Ontario Act, 2012, Ontario Bar Association Deadbeat Magazine, October 1, 2012

Appointing Designates to Open and Operate RDSPs: Newfoundland & Labrador’s Bill 3, Ontario Bar Association Deadbeat Magazine, August 1, 2012

Subsection 75(2) and the Estate Freeze: Importance of Valuation and Price Adjustment Clause, Ontario Bar Association Deadbeat Magazine, August 1, 2012

Case Comment: King v. King, Money & Family Law, August, 2011;

Case Comment: King v. King, Ontario Bar Association Deadbeat Magazine, Vol 29, No. 4, May, 2011

Case Comment: Duca Financial Services Credit Union Ltd. v. Bozzo, Ontario Bar Association Deadbeat Magazine, Vol 30, No. 1, October 2011

Ontario Disability Support Program and the Use of Disability and Discretionary Trusts, Ontario Bar Association Deadbeat Magazine, Vol. 28, No. 3, March, 2010

De Angelis Law Privacy Policy

De Angelis Law recognizes the importance of privacy and the sensitivity of personal information.  As lawyers we have a professional obligation to keep confidential all information we receive within a lawyer-client relationship.  We are committed to protecting any personal information we hold.  This Privacy Policy outlines how we manage your personal information and safeguard your privacy.

From January 1, 2004, all businesses engaged in commercial activities must comply with the Personal Information Protection and Electronic Documents Act and the Canadian Standards Association Model Code for the Protection of Personal Information, which it incorporates.  These obligations extend to lawyers and law firms, including De Angelis Law.  The Act gives you rights concerning the privacy of your personal information.

De Angelis Law is responsible for the personal information we collect and hold.  To ensure this accountability, we have developed this policy, and trained our lawyers and support staff about our policies and practices. 

De Angelis Law provides legal services and products to a wide range of clients.  In doing so, it produces direct marketing materials concerning its services and developments in the law.

Personal information is any information that identifies you, or by which your identity could be deduced.

If we did not collect and use your personal information, we could not provide you with legal services.

We collect information only by lawful and fair means, and not in an unreasonably intrusive way.  Wherever possible we collect your personal information directly from you, both at the start of a retainer and in the course of our representation.

Sometimes we may obtain information about you from other sources, for example:

• your insurance company;

• your real estate agent in a property transaction;

• from a government agency or registry;

• your employer, if we are acting for you, at its request;

• your accountant.

In most cases, we shall ask you to specifically consent, if we collect, use, or disclose your personal information.  Normally, we ask for your consent in writing, but in some circumstances, we may accept your oral consent.  Sometimes, your consent may be implied through your conduct with us.

We use your personal information to provide legal advice and services to you, to administer our client (time and billing databases) and to include you in any direct marketing activities.  If you tell us that you no longer wish to receive information about our services, or about new developments in the law, we will not send any further material.

De Angelis Law does not disclose your personal information to any third party to enable them to market their products and services.  For example, we do not provide our client mailing lists to other law firms.

Under certain circumstances, De Angelis Law will disclose your personal information:

• when we are required or authorized by law to do so, for example if a court issues a subpoena;

• when you have consented to the disclosure;

• when the legal services we are providing to you requires us give your information to third parties (for example a lender in a real estate mortgage transaction) your consent will be implied, unless you tell us otherwise;

• where it is necessary to establish or collect fees;

• if we engage a third party to provide administrative services to us (like computer back-up services or archival file storage) and the third party is bound by our privacy policy;

• if we engage expert witnesses on your behalf;

• if we retain other law firms at your request, and on your behalf;

• if the information is Publicly Available Personal Information, as it is defined under the Personal Information Protection and Electronic Documents Act.

Since we use your personal information to provide legal services to you, it is important that the information be accurate and up-to-date.

If during the course of the retainer, any of your information changes, please inform us so that we can make any necessary changes.

De Angelis Law takes all reasonable precautions to ensure that your personal information is kept safe from loss, unauthorized access, modification or disclosure.  Among the steps taken to protect your information are:

• premises security;

• restricted file access to personal information;

• deploying technological safeguards like security software and firewalls to prevent hacking or unauthorized computer access;

• internal password and security policies.

You may ask for access to any personal information we hold about you.

Summary information is available on request.  More detailed requests which require archive or other retrieval costs may be subject to our normal professional and disbursement fees.

If De Angelis Law holds information about you and you can establish that it is not accurate, complete and up-to-date, De Angelis will take reasonable steps to correct it.

Your rights to access your personal information are not absolute.  We may deny access when:

  • it is required or authorized by law (for example, when a record containing personal information about you is protected by solicitor-client privilege);
  • to do so would reveal confidential commercial information, and the personal information cannot be severed from the record;
  • to do so could reasonably be expected to threaten the life or security of another individual,  and the personal information cannot be severed from the record; or
  • the information was generated in the course of a formal dispute resolution process.

If we deny your request for access to, or refuse a request to correct information, we shall explain why.  De Angelis does not use your Social Insurance Number as a way of identifying or organizing the information we hold upon you. 

Whenever it is legal and practicable, we may offer the opportunity to deal with general inquiries without providing your name (for example, by accessing general information on our website). The Law Society of Upper Canada requires us to confirm the identity of all new clients.     

To help us make credit decisions about clients, prevent fraud, check the identity of new clients and prevent money-laundering, we may – with your consent –  request information about you from the files of consumer reporting agencies. 

You should be aware that e-mail is not a 100% secure medium, and you should be aware of this when contacting us to send personal or confidential information.

De Angelis Law regularly reviews all of its policies and procedures, we may change our Privacy Policy from time to time.

If you have any questions, or wish to access your personal information, please write to our Privacy Contact at: De Angelis Law, Suite 304 – 675 Cochrane Drive, East Tower, Markham, Ontario, L3R 0B8 ATTN: Privacy Officer.

If you are not satisfied with our response, the Privacy Commissioner of Canada can be reached at

30 Victoria Street

Gatineau, Quebec K1A 1H3

1.800.282.1376.

If you apply to De Angelis Law for a job, we need to consider your personal information, as part of our review process.  We normally retain information from candidates after a decision has been made, unless you ask us not to retain the information.  If we offer you a job, which you accept, the information will be retained in accordance with our privacy procedures for employee records.

Our website may contain links to other sites, which are not governed by this privacy policy.

On our website, like most other commercial websites, we may monitor traffic patterns, site usage and related site information in order to optimise our web service.  We may provide aggregated information to third parties, but these statistics do not include any identifiable personal information