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Exemption Eligibility

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Rules for Exemption Eligibility

The following Law Society of Ontario (SOCIETY) LAWYERS are eligible for exemption from payment of the insurance premium levies:

  1. Any LAWYER who during the course of the year(s) will not engage in the practice of law* in Ontario.
  2. Any LAWYER who during the course of the year(s) will engage in the practice of law in Ontario on an occasional basis only and will be resident in a Canadian jurisdiction other than Ontario, who demonstrates proof of coverage for the LAWYER’S practice of law in Ontario under the mandatory professional liability insurance program of another Canadian jurisdiction, such coverage to be reasonably comparable in coverage and limits to professional liability insurance that is required
    under the SOCIETY’s insurance plan (where “occasional basis” means, on an annual basis, not more
    than 10 matters).

  3. Any LAWYER on a temporary leave of absence from the practice of law, provided that the temporary leave of absence is not more than 5 years if taken for reasons of family or illness, or not more than 2 years if taken for other reasons; this exemption shall not be available to a LAWYER who has taken alternative employment.

  4. Any LAWYER who during the course of the year(s) will be employed by a single employer, and will engage in the practice of law only for and on behalf of the employer as: Counsel or solicitor to the Government of Canada or the Government of Ontario, a Crown Attorney, or a city solicitor, and will not engage in the practice of law in Ontario other than for and on behalf of the employer.**

    Any LAWYER employed as a law teacher during the course of the year(s), and who will not engage in the practice of law in Ontario other than teaching.

  5. Any LAWYER who during the course of the year(s) will be employed by a single employer, and will engage in the practice of law only for and on behalf of the employer as counsel to a corporation other than a law corporation, and will not engage in the practice of law in Ontario other than for and on behalf of the employer.**

  6. Any LAWYER who during the course of the year(s),
    will be employed or volunteer in a clinic (within the meaning of the Legal Aid Services Act, 1998), a student legal aid services society, or an Aboriginal legal services corporation, that is funded by Legal Aid Ontario, but will not be directly employed by Legal Aid Ontario;
    will engage in the practice of law only through the clinic, student legal aid services society, or Aboriginal legal services corporation, to individuals in communities served by the clinic, student legal aid services society, or Aboriginal legal services corporation, and will not otherwise engage in the practice of law in Ontario; and
    demonstrates proof of coverage for such practice of law under a professional liability insurance policy issued by a licensed insurer in Canada, such coverage to be at least equivalent to that required under the SOCIETY’s insurance plan.

  7. Any LAWYER who during the course of the year(s) will be resident*** in a reciprocating jurisdiction and demonstrates proof of coverage for the LAWYER’S practice of law in Ontario under the mandatory professional liability insurance program of the reciprocating jurisdiction, such coverage to be reasonably comparable in coverage and limits to professional liability insurance that is required under the SOCIETY’s insurance plan.

    “reciprocating jurisdiction”, subject to amendment to paragraph 9 under By-law 6 of the Law Society Act, R.S.O. 1990, c.L.8., means a Canadian jurisdiction other than Ontario or Quebec,

    (i) which is a signatory to:

    (a) prior to January 1, 2014, the National Mobility Agreement originally entered into in December 2002 by the SOCIETY, the Law Society of British Columbia, The Law Society of Alberta, the Law Society of Saskatchewan, The Law Society of Manitoba, The Barreau du Québec, the Nova Scotia Barristers’ Society and the Law Society of Newfoundland;
    (b) beginning January 1, 2014, the National Mobility Agreement originally entered into in 2013 by the SOCIETY, the Law Society of British Columbia, The Law Society of Alberta, the Law Society of Saskatchewan, The Law Society of Manitoba, The Barreau du Québec, the Chambre des Notaires du Québec, The Law Society of New Brunswick, the Nova Scotia Barristers’ Society, the Law Society of Prince Edward Island and the Law Society of Newfoundland and Labrador; or
    (c) the Territorial Mobility Agreement originally entered into in November 2006 by the SOCIETY, the Law Society of Yukon, the Law Society of Northwest Territories, the Law Society of Nunavut, the Law Society of British Columbia, The Law Society of Alberta, the Law Society of Saskatchewan, The Law Society of Manitoba, The Barreau du Québec, the Law Society of New Brunswick, the Nova Scotia Barristers’ Society, the Law Society of Prince Edward Island and the Law Society of Newfoundland, or successor agreement to such, as amended;
    (ii) in which a LAWYER is authorized to engage in the practice of law; and
    (iii) which would exempt the LAWYER from its mandatory professional liability insurance program if the LAWYER were resident in Ontario and demonstrated proof of coverage for the LAWYER’S practice of law in the jurisdiction under the SOCIETY’s insurance plan which was reasonably comparable in coverage and limits to the professional liability insurance that would otherwise be required of the LAWYER by the jurisdiction.

    Note: LAWYERS who are called as lawyers in Quebec or acting as Special Canadian Legal Advisor members of the Chambre des Notaires du Québec, and who are called in more than one
    Canadian jurisdiction other than Quebec, are eligible for exemption under this eligibility rule (g), provided the above criteria are met.

  8. Any LAWYER who during the course of the year(s) will act in the capacity of an estate trustee, a trustee for
    inter vivos trust, or an attorney for property in respect of an estate, a trust or a property of a person other than a related person of the LAWYER of which the LAWYER was named as estate trustee, trustee or attorney while the LAWYER was engaged in the practice of law in Ontario,and

    (i) will not otherwise engage in the practice of law in Ontario, or
    (ii) who otherwise qualifies for exemption under:

    eligibility rule (d) employed LAWYER — employed in government or education,
    eligibility rule (e) employed LAWYER — employed as in-house corporate counsel, or
    eligibility rule (f) employed or volunteer LAWYER — legal aid clinic,

    and will not engage in the practice of law in Ontario other than as provided for herein or under eligibility rule (d), (e) or (f) for which the LAWYER would otherwise qualify.

    Note: LAWYERS acting in the capacity of estate trustee, trustee for inter vivos trust, or attorney for property as described in (h) above, but otherwise qualifying for exemption under eligibility rules (a), (d), (e) or (f) above, would select eligibility rule (h) if electing exemption under the program. LAWYERS named or acting only in respect of members of their own family, however, would not be included in this, so would select eligibility rule (a), (d), (e) or (f) as appropriate. For this purpose, members of the LAWYER’S own family means “related persons” as defined under section 251(2) of the Income Tax Act (Canada).

Note: Any LAWYER who would otherwise be exempt from the payment of insurance premium levies, but will provide PROFESSIONAL SERVICES to or on behalf of a non-profit organization on a pro bono basis, and wishes to remain eligible for exemption from the payment of the insurance premiums and levies during the POLICY period, should contact LAWPRO.


* “Practice of law” means the giving of legal advice respecting the laws of Ontario or Canada or providing any professional services of a barrister or solicitor for others.
** “Employer” includes a single corporation as well as affiliated, controlled and subsidiary companies of the corporation or other entity employing the LAWYER. “affiliated,” “controlled,” and “subsidiary” are as defined under the Securities Act.
*** “Resident” has the same meaning given it for the purposes of the Income Tax Act (Canada). If, however, a LAWYER is resident in Quebec and is called in Ontario and one or more Canadian jurisdictions other than Quebec, the LAWYER will be deemed resident in Ontario or one of the reciprocating jurisdictions in which the LAWYER is a member, as determined in accordance with nationally consistent criteria set by the SOCIETY and law societies for the reciprocating jurisdictions. In the event that nationally consistent criteria are not in place, the LAWYER will be deemed resident in Ontario or the reciprocating jurisdiction in which the LAWYER has been authorized to engage in the practice of law continuously for the longest period of time


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