Divine Discoveries: Building a Great Case (YLD) - In-Person

Apr. 19, 2012
Toronto ON

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Program Details
Thursday, April 19, 2012
Agenda: 9:00 am - 1:00 pm
Location: The Conference Centre at the OBA| 20 Toronto St., 2nd Floor | Toronto, ON

A good discovery will help you prepare your client for trial and understand your opponent's case. A great discovery will force your opponent into settlement submission, and at the very least, set you up for a less stressful and better organized trial. Get practical tips from the pros on how to be great (if not divine) at this half-day program on key elements such as preparation, e-discovery, credibility, and undertakings. This program will benefit the first-timers preparing for their first discovery as well as the seasoned veterans looking to spruce up their technique.

Program Chairs:

David S. Lipkus, Kestenberg Siegal Lipkus LLP
Paul V. Lomic, Ridout & Maybee LLPP

Program is sponsored by:


9:00 am

Introductory Remarks

9:05 am

Examining Discovery: An Overview of the Discovery Process, and the Law

  • Purpose of discovery and fitting it into litigation process
  • Case law that you should know
  • Key topics that must be covered
  • Managing your case to facilitate your discovery

Kenneth D. Hanna, Ridout & Maybee LLP

9:35 am

Preparing for Yourself and Your Client for Discovery

  • Reviewing file
  • Setting your goals/ checklist
  • Preparing your witness
  • Which representative of the party (client) should you use as a witness?
  • When should you seek to discover another representative of the opposing party?
  • Importance of “going with the flow” when examining
  • Tying their witness down
  • Preparing Your Client For The Ethical Issues of Disclosure
  • When to discovery non-parties 

Kathryn Podrebarac, Tough & Podrebarac LLP

10:05 am

Affidavits of Documents, Privilege and Confidentiality

  • Preparing the affidavit of documents and building your case
  • Instructing/protecting your client
  • Your Role As Counsel In Document Preservation
  • Rule 2.07 of the Rules of Professional Conduct       
  • Attacking your opponent’s affidavit of documents
  • What you need to know about privilege and confidentiality
  • How to particularize privileged documents in Schedule B to the Affidavit of Documents
  • Relevance under the January 1, 2010 amendments to the Rules of Civil Procedure
  • Do you need to produce witness statements?

Jason W. J. Woycheshyn, Bennett Jones LLP

10:35 am


  • What is it?
  • The e-Discovery Guidelines and OBA precedents
  • Discovery Plans
  • Preservation letters to your client and the other side
  • What to ask for
  • Whether they have given it all up, or whether you need to dig for more
  • When to engage outside help
  • Use of e-Discovery information/documents at trial
  • Use of Technology in Document Management
  • Using law office technology in a competent manner

Dera J. Nevin, McCarthy Tétrault LLP 

11:05 am


11:15 am


  • What you can use
  • What is off-limits?
  • How to get what you need
  • Collateral issues
  • Recent case law and how it will apply

J. Daniel Dooley, Dooley Barristers PC - Barrie 

11:35 am

Undertakings and the Inevitable Refusals Motion

  • Strategy of the questioner
  • Obtaining information from former employees
  • Information from third parties/witnesses
  • Best efforts/reasonable efforts
  • How to handle unrepresented litigants
  • Undertakings and Refusals Motions
  • Rule 4.01(7) and 6.03(10) of the Rules of Professional Conduct

Valerie A. E. Dyer, Osler, Hoskin & Harcourt LLP

12:05 pm

Discovery Demonstration

  • Leading litigators will conduct a brief discovery demonstration

Sarit E. Batner,  McCarthy Tétrault LLP
Dino P. Clarizio, Goodmans LLP

12:35 pm

Professionalism and Ethical Issues When Dealing With Difficult Situations

  • How to deal with obstreperous opposing counsel,
  • Dealing With Your Client’s Inconsistent Statements
  • Discovery Considerations For Individuals With Special Circumstances
  • Rule 2.02 (5) of the Rules of Professional Conduct
  • Being sensitive to clients’ special needs

Sarit E. Batner,  McCarthy Tétrault LLP
Dino P. Clarizio, Goodmans LLP
Nadia Campion, Lenczner Slaght Royce Smith Griffin LLP
Jason W. J. Woycheshyn, Bennett Jones LLP

1:00 pm

Program Concludes


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    Other offers available (Package deal)
    When you register for both Your First Civil Trial (YLD) and Divine Discoveries: Building a Great Case (YLD) at the same time, receive $50 off ($25 off for CBA Student Members) your total registration fee. 
    Package deal In-Person
    Package deal Webcast

    CBA Member: $185*
    CBA Student Member: $85*
    Non-Member: $285*
    E-Materials included in the registration fee
    Additional charge for hard copy materials $25*
    *plus applicable taxes

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