At Fogler, Rubinoff, we believe that making a difference begins with trust. Experience and sound judgment earn it. Client relationships are built on it. Results keep it.

Mary Wahbi

Partner

PROFILE

Mary’s estates and trusts practice focuses on estate planning (including business succession, estate freezes, creation of trusts), and the preparation of wills, insurance directions and trusts, powers of attorney for property and powers of attorney for personal care, medical directives, and the administration of the estate of deceased persons.

Mary’s corporate/commercial practice is focused on business acquisitions and dispositions, business relationships (including executive employment agreements, partnership agreements, and shareholders’ agreements), business financing (secured transactions), corporate re-organizations (including tax related transactions) and general business and commercial agreements.

Her two areas of expertise allow her to provide her high net worth entrepreneurial client base with an integrated solution to their business and personal planning issues.

Mary is also active in the legal community. She is a past instructor in Estate Planning at the Bar Admission Course, Law Society of Upper Canada, and is former Chair of the Statutory Review Committee, Executive of the Ontario Bar Association. In her latter role, Mary was instrumental in achieving an amendment to the Family Law Act by the Ontario legislature which eliminated the windfall on death associated with jointly held property in favour of a surviving spouse seeking equalization of Net Family Property. Mary also acts as a Mentor in the Ontario Bar Association’s Mentorship Program, providing guidance and mentoring new lawyers.

Mary volunteers as a supervising lawyer at Pro Bono Student Canada’s Wills Clinic, which provides estate planning legal services to low income clients. The Clinic delivers such services through the efforts of law students from Osgoode Hall Law School and from the University of Toronto Law School, under the supervision of volunteer lawyers. Mary is instrumental in both the training of law students and in supervising students. Mary is also a volunteer lawyer at the Wellspring Pro Bono Wills/Powers of Attorney Clinic which provides estate planning legal services to cancer patients who have little income and assets. Mary is a frequent speaker with the Ontario Bar Association, speaks regularly to community groups, is former Treasurer of the 344th Brownie Pack, and is co-founder of Smart Choices, a women’s information exchange and networking group.

Born in Israel in 1960, Mary relocated to Canada in 1967 with her family.

Publications

NOVEMBER 07 2017

Wills, Powers of Attorney for Property and Powers of Attorney for Personal Care

Most people are hesitant when it comes to dealing with their Wills and Powers of Attorney. Death and Disability are not easy subjects to deal with. Unfortunately, these are realities that are better dealt with than not...

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NOVEMBER 01 2017

November is Make a Will Month

Throughout November, Make a Will Month will see more than 40 legal information sessions presented by OBA members, including Mary Wahbi and Kathryn Balter of our Wills & Estates group, at libraries and community hubs in Toronto, Ottawa, Hamilton and Cambridge.

OCTOBER 30 2017

Estate Planning – Regular Check-Ups Required! Part IV– Changes In Tax Laws

In the first three editions of Estate Planning – Regular Check-Ups Required!, we discussed how changes in your assets, changes in your family life and relationships, and changes in estate laws may require that you review and revise your estate planning documents...

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OCTOBER 25 2017

Beware of Traps with Multiple Wills

Many high-net-worth Ontarians have two wills to avoid paying high probate fees, but there are pitfalls to the practice, Foglers wills and estates lawyer Mary Wahbi tells AdvocateDaily.com in the article Beware of Traps with Multiple Wills

 

OCTOBER 16 2017

Estate Planning – Regular Check-Ups Required! Part III – Changes In Estate Laws

In previous editions of Estate Planning – Regular Check-Ups Required!, we discussed how changes in your assets and changes in your family life and relationships may require that you review and revise your estate planning documents...

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OCTOBER 03 2017

Estate Planning – Regular Check-ups Required! PART II– Changes in Family Life and Relationships

As a general rule of thumb, we suggested that if your estate planning documents are more than three to five years old, it's time to review and up-date them. This is the second article in a four-part series on wills and estate planning.

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SEPTEMBER 20 2017

Estate Planning – Regular Check-Ups Required!

Part 1 of a four-part series.

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AUGUST 02 2017

Wills & Estates Partner Mary Wahbi tells AdvocateDaily.com information is key to sensible and tax-efficient estate planning.

In the article, Mary discusses how the fill-in-the-blanks approach is not suited to estate planning. Read her perspective on AdvocateDaily.com

MARCH 24 2017

Mary Wahbi shares her perspective on how joint ownership to reduce probate with Advocate Daily

Although the estate administration tax has some lawyers and their clients focusing on probate fee reduction strategies including the transfer of assets to a joint owner, this can have negative results, Toronto wills and estates lawyer Mary Wahbi discusses with The Advocate Daily. Read her perspective on how joint ownership to reduce probate fee can prove problematic.

MARCH 17 2017

Pitfalls of reducing probate fees with joint ownership

Although probate of a deceased's will isn't mandatory, it is often required by financial institutions and government agencies as judicial confirmation that the will is valid and that the executor is authorized to act in the estate. Read more of Mary Wahbi's perspective in the Lawyers Weekly article: Pitfalls of Reducing Probate Fees with Joint Ownership.

 

 

 

 

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FEBRUARY 06 2017

Wills and estates lawyer Mary Wahbi lands at Fogler, Rubinoff

AdvocateDaily.com profiled Mary Whabi and her move to Fogler, Rubinoff. Click here to read the profile piece.

Education

  • Osgoode Hall Law School, J.D., 1984
  • Called to the Ontario Bar, 1986
  • Alternative Dispute Resolution (ADR) Certificate from the Faculty of Law, University of Windsor, 2000

Professional Designations

Trust and Estate Practitioner (TEP)

Memberships

  • Canadian Bar Association
  • Ontario Bar Association
  • Society of Trust and Estate Practitioners (STEP)
  • Law Society of Upper Canada
  • Estate Planning Council of Toronto

Community

  • Volunteer, Pro Bono Canada’s Wills Clinic
  • Ontario Bar Association Mentorship Program
  • Wellspring Cancer Support Foundation,  Member of the Planned Giving Advisory Committee
  • Volunteer, Wellspring Pro Bono Wills/Powers of Attorney Clinic
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