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Johanna L. Maki, HBA, LL.B.

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Contact Details

T: 807-346-3000
E: makij@carrel.com

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Partner

Wills & Estates, Real Estate

Ms. Maki is a partner at CARREL+Partners LLP, who practices primarily in the areas of real estate, estate planning (wills, powers of attorney), and estate administration.

Ms. Maki works with clients in all aspects of real estate, such as: residential and commercial sales, purchases, and financing; commercial leasing; condominium development and administration; land and commercial development; life leases; rectification of complex title issues; and non-resident sales and purchases. She represents institutions, municipalities, religious organizations, major lenders, property developers, and individuals, with clients in various parts of Ontario, other provinces, and other countries.

In the area of estate planning, Ms. Maki has significant experience providing estate planning advice to people with a wide variety of needs, including the elderly and those with capacity issues. She develops estate plans for simple and complex estates which address client concerns regarding income taxes, probate taxes, disabled beneficiaries, trusts and asset protection. Ms. Maki has advised attorneys for property and personal care regarding their obligations, and has acted for clients seeking relief against attorneys who have acted improperly. She has also acted as power of attorney for property, and estate trustee, for several clients. She advises executors regarding administration of estates, and assists beneficiaries and other claimants who have concerns about the handling of an estate.

Selected Cases/Matters

  • Ontario counsel to developer of two condominiums and a hotel at the Thunder Bay Waterfront
  • Acted for developer of a phased condominium project
  • Acted for a condominium corporation to amend its declaration and description to create a new unit in the corporation; this was the first such amendment in the District of Thunder Bay
  • Acted for a Condominium Corporation to terminate the condominium
  • Acted for developer in creation of several stages of subdivision development and subsequent lot sales
  • Acted for religious organizations in sale of lands
  • Represented a municipality to obtain vesting order to correct title to lands to be acquired from a religious organization
  • Represented estate trustee on a sizeable estate with assets in six countries and multiple charitable beneficiaries
  • Prepared extensive estate planning documents that included over five testamentary trusts of four different kinds
  • Represented a client to successfully obtain a court declaration that client was a same-sex common law spouse in an estate matter
  • Represented non-residents with estate planning property transfers of cottage property
  • Represented new estate trustee in complicated estate with deceased executor and incapable beneficiaries
  • Represented estate trustees cleaning up estates of multiple deceased family members

Publications/Presentations Given

  • U.S. Residents Disposing of Ontario Real Estate – Estate and Estate Planning Implications (Arrowhead Estate Planning Council, in Duluth, MN)
  • Powers of Attorney for Personal Care and Living Wills (Thunder Bay Regional Health Sciences Foundation)
  • You’re Worth More than You Realize – Why You Should Make a Will (Thunder Bay Regional Health Sciences Foundation)
  • Dying Without a Will (Thunder Bay Institute of Professional Advisors)
  • Wills and Powers of Attorney (Thunder Bay Multicultural Association)
  • Powers of Attorney (Senior Crime Prevention Conference)
  • Amendments to Declarations and Descriptions of Condominiums; Powers of Attorney (Canadian Condominium Institute – Thunder Bay Chapter)
  • Duties and Liabilities of Condominium Directors (Canadian Condominium Institute – Thunder Bay Chapter)
  • Standard Unit Bylaw (Canadian Condominium Institute – Thunder Bay Chapter)
  • Health Care Legislation for Executive Assistants (Ontario Hospitals Association)
  • Changes to Tarion New Home Warranty Program as they impact Realtors (Thunder Bay Real Estate Board)
  • Sales by a Power of Attorney or an Executor (Thunder Bay Real Estate Board)
  • Common Errors in an Agreement of Purchase and Sale (Thunder Bay Real Estate Board)
  • Writing Legal Contracts – Tips for Well Drillers (Ontario Groundwater Association)

Professional Affiliations

  • Contract Lecturer Wills & Estates - Bora Laskin Faculty of Law, Lakehead University,
    Thunder Bay (2015-2016)
  • Real Property Tutorial Instructor - Bora Laskin Faculty of Law, Lakehead University,
    Thunder Bay (2014, 2015)
  • Thunder Bay Law Association (Member; Past Director)
  • Society of Gift Planning Advisors through the Thunder Bay Regional Health Sciences Foundation (Member)
  • Canadian Condominium Institute, Northwestern Ontario Chapter (Member)
  • Thunder Bay Real Estate Board (Member)
  • Lakehead University Parachute Club – Strategy Consultants for Legacy Giving (Member)
  • Thunder Bay Institute of Professional Advisors (previously Thunder Bay Estate Planning Institute; member until its dissolution in 2012)
  • Thunder Bay Chamber of Commerce
  • Geraldton District Chamber of Commerce
  • Program Chair – Estates – Thunder Bay Law Association Fall Conference (2012-2014)
  • Past Conference Chair – Thunder Bay Law Association Fall Conference (2007, 2008, 2009)
  • Past Program Chair in areas of Real Estate, and Legal Research – Thunder Bay Law Association Fall Conference

Education

  • Called to the Bar of Ontario, 2003
  • Called to the Bar of Alberta, 2000
  • Bachelor of Laws (LL.B), University of Alberta, 1999
  • Honours Bachelor of Arts (History/Political Studies), First Class Standing, Lakehead University, 1996