EQUITY & TRUSTS
2033
Winter 2016
Day
Topic
Chapters
Jan 4
1
Introduction
HISTORY OF EQUITY & TRUSTS
Statute of Uses
Canson Enterprises v Boughton & Co
Introduction
C 1:
1-10
C3:
37-45
51-58
58-59
64-66
526-528
C 15 :
Jan 6
2
Jan 11
3
FIDUCIARY OBLIGATIONS
Generally
Frame v Smith
Lac Minerals v International Corona
Galambos v Perez
769-772
778-797
813-825
POLITICAL TRUST DOCTINE
Tito v Waddell (No 2)
C 16 :
839-844
THE EXPRESS TRUST
RULE ONE
 Generally : Capacity
RULE TWO
 The Three Certainties
… Intention
Re Walker
Re Shamas
Johnson v Farney
… Subject
Sprange v Barnard
Re Romaniuk
C 4:
70-74
74-81
81-87
1
Examples
Jan 13
4
…Object
87-95
McPhail v Doulton (In Re Baden’s
Deed Trusts # 1)
Jan 18
5
Trust Indenture
Clauses:
subject, objects
Power of appointment
95-104
Evidential and Conceptual
Certainty
Re Baden’s Deed Trust # 2
Re Connor
Daniels v Daniels
Jan 20
6
RULE THREE
Constitution of Express Trusts
 Ways of constituting…
Milroy v Lord
Paul v Constance

Jan 25
7
C 4:
104-117
Enforcing promises to create a trust
…gratuitous promises
…contracts under seal
RULE FOUR
 Formalities of Express Trusts
Statute of Frauds
Succession Law Reform Act
127-134
OVERRIDING THE TRUST
Spendthrift Trusts
 Terms of the trust
 Revocation

Jan 27
8
Lecture
146-149
150-153
Saunders v Vautier
VARIATION OF EXPRESS TRUSTS
Variation of Trusts Act
Finnell v Schumacher Estate
2
153-164
Enforceable
covenant under
seal to create
trust
Attestation
clause of a
will.
Trust subject to
Rule in Saunders
v Vautier
Feb 1
Feb 3
9
10
11
Feb 8
Feb 11
Feb 15
12
NON-CHARITABLE PURPOSE
TRUSTS
Re Astor’s Settlement Trusts
Re Denley’s Trust Deed
Keewatin Tribal Council v Thompson
C 5:
165-175
Trust for pet
Unincorporated Associations
Re Lipinski’s Will Trusts
Statutory Reform
Re Russell Wood v The Queen
Perpetuities Act, s. 16
176-183
CHARITABLE PURPOSE TRUSTS
 Generally
 Relief of Poverty
Jones v T Eaton Co Ltd
 Advancement of Education
Re Pinion Westminister Bank
 Advancement of Religion
Gilmour v Coats
C5:
183-189
189-193

Other Purposes Beneficial to the
Community
Native Communications Society v
MNR
Vancouver Society of Immigrant and
Visible Minority Women v MNR
AYSA Amateur Youth Soccer v
Canada
MIDTERM
STUDY BREAK
3
193-198
198-204
204-222
Education
Trust
Feb 22
13
Feb 24
14
Feb 29
15
222-250
 Associated Doctrines
… Exclusivity
Guaranty Trust Co of Canada v MNR
… Political Purposes
Human Life International v MNR
… Discriminatory Conditions
Re Canada Trust Co and Ontario
Human Rights Commission
 Cy-pres Doctrine
ADMINISTRATION OF TRUSTS
 Roles
Appointment, Retirement &
Removal of Trustees
Conway v Stokes
Re Bartel
Ch 6
251-256
261-273
OBLIGATIONS of Trustee
 Loyalty & Good Faith
 Duty of Care
Fales v Canada Permanent Trust Co
 Duty Not to Delegate
Speight v Gaunt
273-281


Duty to Invest
Learoyd v Whiteley
Critchley v Critchley
Socially Responsible
Investments
284-289
289-298
Cowan v Scargill
Harries v Church
Commissioners for England
Mar 2
16
 Duty to Act Impartially
Lotman v Stanford
Josephs v Josephs Estate
Re Zive

Duty to Provide
Information
Schmidt v Rosewood Trust
Inc
Sandford v Porter
4
298-305
306-309
313-316
Powers of Trustee
Mar 7
Mar 9
(33)
17
18
POWERS of Trustee
 Exercise of Discretion
Turner v Turner
Fox v Fox Estate
Pitt v Holt
Gisborne v Gisborne
317-325
RIGHTS of Trustee
 Seek Advice Opinion and Direction
of the Court
McKay Estate v Love
Re Haasz
Re Blow
325-335

335-338
COURTS and Authorization of
litigation by trustee
Re Beddoe
Re Kaptyn Estate
 Compensation
(lecture/briefly)
 Indemnification
(lecture/briefly)
LIABILITY of Trustee
 No vicarious liability
 Assent
 Laches
 Exculpation clauses
 Statutory Defense

350-354
359-363
Mar 14
19
Joint Bank Accounts
Niles v Lake
 advancement:
Pecore v Pecore
C 8:
412-418
419-434
Mar 16
20
THE CONSTUCTIVE TRUST
Ch 9
Toward a Canadian theory of the
Constructive trust
Soulos v Korkontzilas
 The constructive trust: wrongs
-Breach of fiduciary duty
Keech v Sandford
-Appropriation of Corporate and
Other Opportunities
Board v Phipps
449-462
5
462-470
(31)
Mar 21
-Bribes
AG for Hong Kong v Reid
 Breach of Confidence
Lac Minerals
-Criminal activity
Re Crippen
21
22
Mar 28
23
Mar 30
24


April 6
473-479
479-480

Mar 23
April 4
470-473
25
26
Unjust Enrichment
…Domestic
Pettkus v Becker
…Joint Family Venture
Kerr v Baranow
…Commercial
Chase Manhattan Bank v
Israel-British Bank
Tracy v Instaloans
Canada Revenue Agency v
Farber
Haigh v Kent
Equitable Fraud
…Mutual Wills
University of Manitoba v
Sanderson Estate
…Secret Trusts
McCormick v Grogan
Blackwell v Blackwell
…The trustee
PERSONAL REMEDIES
Canson Enterprises v Boughton
Accounting for Profits
MacMillan Bloedel Ltd. v
Binstead
Against Strangers to the Trust
…knowing assistance
…knowing receipt
 Proprietary Remedies
… Tracing
 Rule in Hallett’s Case
 Rule in Clayton’s Case
481-490
492-495
495-503
504-514
Ch 10
521-542
551-564
564-578
589-602
603-605
605-608
608-610
6