
Donovan Waters, Q.C., F.R.S.C.
Dr. Waters is a leading
international expert in trust law and the author of several
texts including Law of Trusts in Canada. He has had a distinguished
academic career which has included positions at the Universities of Oxford,
London, Chicago, Saskatchewan, Montreal and Victoria. In addition,
Dr. Waters has acted as legal counsel in relation to the establishment,
operation and regular of a variety of domestic and offshore trust structures
created for private and commercial purposes.
His diverse
experience includes advising in respect of mutual fund and other pooled
investment trusts, land and mortgage syndication trusts, land reclamation
trusts, First Nations trust, trusts created for active business and business
succession purposes, charitable trusts, pension plans and all manner of
estate planning related structures. Dr. Waters is also called upon
regularly to provide legal counsel in the context of litigation involving
all manner of fiduciary relationships and equitable remedies.
Education
- 1962, Ph.D., Law
(Equity), University College London
- 1995, LL.D. (Hon.)
Law, University of Victoria
- 1990, D.C.L., Law,
Oxford University
- 1958, M.A., Law,
Oxford University
- 1953, B.C.L., Law,
Oxford University
- 1952, B.A.,
Jurisprudence, Oxford University
Previous Positions Held
- 1993-96, Scholars Professor of Law, University of Victoria, British Columbia
- 1977-93, Professor
of Law, University of Victoria, British Columbia
- 1974-77, Gale
Professor of Law, McGill University, Montreal
- 1967-74, Professor
of Law, McGill University, Montreal
- 1964-67, Reader in
English Law, London University, tenable at University College London
- 1965-66, Visiting
Professor, University of Saskatchewan
- 1958-1964,
Lecturer, University College London
- 1956-58, Assistant
Lecturer, University College London
- 1956, Visiting
Professor, University of Chicago
- 1954-56, Lecturer
in Law, New College, Oxford
- 1953-54, Bigelow
Teaching Fellow, Univerity of Chicago
Professional Memberships & Activities
- Chair, Trustee
Act Modernization Committee, B.C. Law Institute, 1997-
- President of the
International Academy of Estates and Trust Law, 1992-1994
- Member,
International Academy of Estate and Trut Law, 1982-
- Member,
International Academy of Comparative Law, 1992-
- Fellow, American
College of Trusts and Estates Counsel, 1990-
- Chair, Wills and
Trusts Section, Vancouver, B.C. (C.B.A.), 1987-1988
- Member, Canadian
Advisory Committee to the Encyclopedia Britannica, 1986-1998
- Member, Council of
Academy II, Royal Society of Canada, 1986-1988
- Fellow, Royal
Society of Canada, 1982-
- Canadian Bar
Association, 1980-
- Barrister and
Solicitor; Member of the Law Society, British Columbia, 1980-
- Secretary-Treasurer (1971-72)
- Canadian
Association of Law Teachers, 1967-1996
- Barristers-at-Law,
Lincoln's
Inn, England, 1958-
- Society of Public
Teachers of Law, 1954-
Scholarships,
Fellowships, Honours, Awards
- Member of Public
Guardian and Trustee Advisory Board, British Columbia, 2000
- Visiting Lecturer
on Estate Planning, Federation of Shiho Shoshi Lawyers
Association, Tokyo, Japan, 1999
- C.P.O.
Wisselleerstoel Professor, University of Nijmegan, The Netherlands,
1997-98
- Simpson Grierson
Visiting Professor, University of Auckland, New Zealand,
October-November, 1996
- Georges A. Goyer
Memorial Award for Distinguished Service (Canadian Bar Association,
B.C. Branch), 1995
- Appointed Advisor to the Restatement of the
Laws, Trusts, 3d, American Law Institute, Philadelphia, U.S.A., 1994
- Trust Companies of Japan, Visiting Author and Lecturer, 1993
- D.A. Thompson Visiting Lecturer, University of Manitoba (March), 1988
-
Robinson Cox Visiting Fellow,
University of Western Australia (June and July), and lecturer in
University of Malaysia, Kuala Lumpur (August), 1987
-
Appointed by Dept. of Justice,
Ottawa, senior Canadian delegate to The Hague Conference for P.I.L.,
for what became the Convention on The Law of Succession, 1988
-
Invitation Lecturer, Forum
Internationale, The Hague, The Netherlands, 1984
-
Joseph Trachtman Lecturer,
University of Calgary, 1983
-
Appointed by Department of
Justice, Ottawa, Canadian delegate to the Hague Conference for
Private International Law, for what became the Convention on the
International Recognition and Validity of Trusts (attended Special
Session, The Hague; June, 1982, March, 1983, and October, 1983.
Plenary Conference, 1984: October, 1984.), 1982-1984
-
Visitor in Distinguished
Visitors Program, Faculty of Law, Western Ontario, October 6-12,
1980
-
Lloyd H. Fenerty Memorial
Lecturer, University of Calgary, 1980
-
Appointed to Gale Chair of Law,
McGill University, 1974
-
Gibbs Law Scholar, Oxford
University, 1951
-
Winter Williams Law Scholar, Oxford University, 1950
Publications
Books
- The Constructive Trust:
The Case for a New Approach in English Law.
xxiii and 364 pp. Athlone Press. Published May, 1964.
-
The Law of Trusts in
Canada. xcii and 1070 pp. Carswell,
Toronto. Published December, 1974.
-
Law of Trusts in Canada,
2nd ed., 1984 (1145
pp.) Carswell, Toronto.
- Regime du Trust en Droit Francais, Themexpress,
Editions Francis Lefebvre, Paris, France. 2000 (84 pp.) (A
contributor)
- Selected Writings - I,
translated into Japanese by
Professor Doctor Makoto Arai. 186 pp, Tokyo, 2000
- Law of Trusts in Canada,
3rd ed., 2005 Carswell,
Toronto.
Articles
- "Some Problems
of Proof under the Anglo-American System of Litigation (Morgan):
an extended review".
(1957) 24 University of Chicago Law Rev. 405. (8 pp.)
- "The New Power of Advancement".
(1958) 22 The Conveyancer and Property Lawyer 413. (22 pp.)
- "Public Rights of Entry".
Current Legal Problems, 1958 (Stevens) (19 pp.)
- "The Concept of Market in the
Sale of Goods".
(1958) 36 Canadian Bar Review 360 (27 pp.)
- "Public Prosecutions in
England, 1854-79; an essay in English legislative history".
With P.B. Kurland, Professor of Law, University of Chicago.
(1959) Duke Law Journal 493. (70 pp.)
- "The Creation of Sub-Trusts
under a Power of Advancement".
(1959) 23 The Conveyancer and Property Lawyer 27. (15 pp.)
- "Sale:
Surreptitious Market (Mouat v. Betts Motors Ltd.)".
(1959) 37 Canadian Bar Review 362.
(9 pp.)
- "Social Welfare".
(1959) 23 The Conveyancer and Property Lawyer 365. (17 pp.)
- "Re Pilkingtons Will Trusts: Comment".
(1959), 23 The Conveyancer and Property Lawyer 423. (6 pp.)
- "The
Rating of Charitable and Similar Organisations".
Current Legal Problems, 1959. (30 pp)
- "The
Rating of Charitable and similar Organisations (The Pritchard
Report)".
(1960), 23 Modern Law Review 68. (30 pp.)
- "The
Main Objects if a Charitable Organisation".
(1960) The Solicitor Quarterly 73. (8 pp.)
- "The Variation of Trusts".
Current Legal Problems, 1960. (24 pp.)
- "Constructive
Trust: Vendor and Purchaser".
Current Legal Problems, 1961. (24 pp.)
- "Constructive
Trust: Mortgagor and Mortgagee".
Current Legal Problems, 1962. (18 pp.)
- "Judge
Learned Hand: An Appreciation".
(1962) The Solicitor Quarterly 30. (10 pp.)
- "Restitution:
The Need for Reform".
Current Legal Problems, 1964. (19 pp.)
- "The English
Constructive Trust: A Look into the Future".
(1966) 19 Vanderbilt Law Review 1215. (A Symposium on
Restitution). (40 pp.)
- "The Nature of
the Trust Beneficiary's Interest".
(1967), 45 Canadian Bar Review 219-283. (65 pp.)
- "Law Reform and
the English Law Commission: A Model for Saskatchewan?"(1967), 32 Sask. Law Rev. 1. (30 pp.)
- "The
Elizabethan Court of Chancery (W.J. Jones): an extended review".
(1968), 14 McGill L.J. 350 (76 pp.)
- "The Doctrine
of Resulting Trusts in Common Law Canada".
(1970), 16 McGill L.J. 187. (76 pp.)
- "Charity -
cy-pres - supervising impossibility: Re Hunter, 34 D.L.R. (3d)
602 (a comment)".
(1974) 52 Canadian Bar Review 598. (6 pp.)
- "Recent
Developments in the Law of Trusts".
Studies in Current Law. Canadian Bar Association: National
Committee on Continuing Education. Four O'Clock
Series. 1975 ed. Booklet. (23 pp.)
- "Matrimonial
Property Disputes - Resulting and Constructive Trusts -
Restitution: Fielder v. Fielder, Alta. C.A., 24 Feb., 1975 (a
comment)"(1975) 53 Can. Bar Rev. 366. (16 pp.)
- "Glennon v.
Fed. Comm. of Taxation (1972), 127 Commonwealth L.R. 503
(Australia): a cautionary tale".
(1975), 2 Estates and Trusts Quarterly 307. (6 pp.)
- "Matrimonial
Property Entitlements and the Quebec Conflict of Laws".
(1976), 22 McGill Law Journal 315. (6 pp.)
- "What is
charity" Recreational community centres".
(1976), 54 Canadian Bar Review 784. (12 pp.)
- "A cause
celebre: Fales, Wohlleben v. Canadian Permanent Trust Co. (1977)
70 D.L.R. (3d) (Supreme Court of Canada)".
(1977) 55 Canadian Bar Review 342. (29 pp.) - republished in
(1977), 4 Estates and Trusts Quarterly 134-166.
- "Re Wright - A
sequel to Fales, Wohlleben".
56 Canadian Bar Review 128. (18 pp.) - republished in (1978) 4
Estates and Trusts Quarterly 212-235.
- "The Law of
Trusts in the 80s."The Lloyd H. Fenerty Memorial Lecture, 1980. Delivered at the U.
of Calgary. Published under separate cover, and in (1980), 7
Estates and Trusts Reports 27-61. (35 pp.)
- "Trusts and Tax
Law: A Growing Conflict".
(1981), 19 U. of W. Ont. L.R. 111. (22 pp.)
- "The Future of
the Supreme Court of Canada as the Final Appellate Tribunal:
Perspectives of a Property and Trusts Lawyer".
(1982-83) 7 Can. Bus. L.J. 389-409. (21 pp.)
- "The Trust in
the Setting of Business, Commerce and Bankruptcy".
The 1983 Weir Memorial Lecture. Delivered at the U. of Alberta,
Edmonton. (1983) 21 Alta. L.R. 395-435. (41 pp.)
- "The Common Law
Trust in the Modern World".
The Forum Internationale
- Lecture. Delivered in The Hague, The
Netherlands, in October, 1984 (24 pp.)
- "Re Laidlaw Foundation (Ontario Supreme
Court - Divisional Court) - A Comment". (1985), 6 The
Philanthropist 46. Reproduced in (1985), 18 E.T.R. 120. (22 pp.)
- Legal Opinion prepared for the
Sub-Committee on Canadian National Railways'
Pension System, Report, Appendix A. (21 pp.). Report published
by the House of Commons Standing Committee on Transport; May,
1986.
- "Banks,
Fiduciary Obligations and Unconscionable Transactions".
(1986), 65 Canadian Bar Review 37 (Special Banking Issue). (36
pp.)
- 1987 Joseph Trachtman Lecture: "The Trust as a
Picture of the Family: Yesterday and Today - and Tomorrow?".
Delivered in Maui, Hawaii, in February, 1987. Published as a
monograph by the American College of Probate Counsel, Vol. 13
(1987) Trachtman Lectures. (121 pp.)
- "Where is Equity going?" "Fiduciary Relationships"
"Equitable Liens" "Constructive
Trust; The Intermeddling Stranger".
Four lectures delivered at U. of Western Australia, 1987.
Published in (1988) 18 U. of W. Aust. Law Review 3. (87 pp.)
- "Learning the
Law: Trusts in Business & Commerce".
Delivered at the University of Malaysia, August, 1987. (1987) U.
of Malaysia J. of Comparative Law. (39 pp.)
- The Rapporteurs
Report: Convention on the Law of Succession. The Hague
Conference on Private International Law, Netherlands, 1988.
Published by the Conference in The Hague. (86 pp.)
- "The Use of Surpluses in Pension Plans Operating
in Ontario."Commissioned for the Report of the Task Force (The Freedland
Commission) on Inflation Protection for Employment Pension
Plans, 1988, Ontario. Research Studies, Vol. 2, at p. 133. (23
pp.)
- "Voting Trust
Agreements and the Zeidler Case",
(1988) 9 Estates and Trusts Journal 51. (25 pp.)
- Equity, Fiduciaries and Trusts, T.G.
Youdan (ed.), Carswell, Toronto, 1988. Papers delivered by an
international group of speakers, Victoria, B.C., February, 1987,
including "New Directions in the Employment of Equitable Doctrines: The
Canadian Experience",
by D.W.M. Waters. (23 pp.)
- "Lac Minerals
v. International Corona Resources Inc. - A Comment".
(1990), 69 Canadian Bar Review 455. (27 pp.)
- "Case Comment:
Re Centenary Hospital Association".
(1990), 9 The Philanthropist 3. (31 pp.)
- "The
Constructive Trust: Substantive and Remedial." Delivered in Jerusalem, June, 1990, in the First International
Equity Seminar, Hebrew University of Jerusalem, Israel; Equity
and Contemporary Legal Developments, S. Goldstein (ed.)., Hebrew
University of Jerusalem Press, 1992. Republished in (1991) 10
Estates and Trusts J. 334 (51 pp.)
- "Unification or
Harmonization? Experience with the Trust Concept.
"Published in Conflicts and Harmonization: Mélanges en l'Honneur
d'Alfred E. Von Overbeck, W.A. Stoffel and P. Volken (eds.), Fribourg
University Press, Switzerland, 1990.
(19 pp.)
- "The Use of the Trust in Canada Today".
Delivered in English (translated into Japanese by Makoto Arai),
Shintaku No. 173, Trust Companies Association of Japan, Tokyo,
February, 1993. (14 pp.)
- "Invading the Succession on behalf of the
Family - Europe and Common Law Canada and Quebec." Published in
Mélanges Germain Brière, E. Caparros (ed.), Wilson et Lafleur
Ltée, Montreal, 1993. (36 pp.)
- Equity, Fiduciaries and Trusts 1993,
D.W.M. Waters (ed.), Carswell, Toronto, 1993. Papers delivered
by an international group of speakers, Victoria, B.C., January,
1993, including "The Role of the Trust in Environmental Protection Law",
by D.W.M. Waters. (38 pp.)
- "The Role of
the Trust Treatise in the 1990s",
included in A Tribute to William F. Fratcher, (1994) 59 Missouri
Law Rev. 121. (36 pp.)
- "The Remedial
Constructive Trust" Delivered at Oxford, England, December, 1993, in the Oxford
University seminar series (S.P.T.L.), The Frontiers of
Liability; series published by Oxford University Press, 1994.
- "Proprietary
Relief: Two Privy Council Decisions - A Canadian Perspective",
(1995) 25 Canadian Business L.J. 90. (20 pp.)
- "The
Institution of the Trust in Civil and Common Law".
Lectures delivered to the 1995 Private International Law
Session, The Hague Academy of International Law, July, 1995.
Published in Recueil des cours, Vol. 252 (1995), Martinus
Nijhoff Publishers, 1995. (328 pp.)
- "The Protector:
New Wine in Old Bottles?" Delivered at U. of Cambridge, England, in January, 1996.
Published in a collection of papers, Trusts in Contemporary
Trust Law, ed. A.J. Oakley, O.U.P., 1996. (56 pp.)
- "A Canadian
looks at the Investment Product and Adviser Disclosure Law (New
Zealand) 1996". Delivered at the U. of Auckland in November,
1996. (1997) 3 New Zealand Business Law Quarterly. 160. (27 pp.)
- "Convergence
and Divergence: Civil Law and Common Law".
Delivered in January, 1998, as the Inaugural Lecture for the CPO
Wisselleerstoel Professorship, 1997-1998, University of Nijmegen,
The Netherlands. Published by Centrum Voor Postdoctoraal
Onderwijs, Catholic University of Nijmegen, 1998. (63 pp.)
- "The Concept called 'The Trust'".
Delivered at Capricorn, Queensland, Australia, July, 1998, at a
conference on the taxation of trusts. 1999, 53 Bulletin for
International Fiscal Documentation 118 (IBFD, The Netherlands).
(13 pp.)
- "The Use of the
Trust in Canada Today" and
"The
Revision and Modernisation of Trustee Acts in Canada".
Lectures delivered in Tokyo, Japan, 1992, as the first of the
Amakasu Lectures. Published in Modern International
Developments in Trust Law, 3d. D.J. Hayton, Kluwer Law
International, 1999. (16 pp. and 22 pp.)
- "Case Note: The
Trust - A Single Concept Variously Applied",
the trust in personal property security law. (1999) 57 The
Advocate 863. (4 pp.)
- "The Trust in
Civil Law Jurisdictions - The Dutch Experience".
Delivered as The Nottingham Lecture, IBC Conferences on Estate
Planning, at Coral Gables, Florida, U.S.A., in October, 1998.
(1999) 7 Journal of International Trust and
Corporate
Planning 131. (26 pp.)
- "The
Development of Fiduciary Obligations".
Delivered at the U. of New Brunswick, Canada, September, 1998,
at a Symposium to mark the career of Mr. Justice La Forest on
his retirement from the Court. Published in Gerard v. La Forest
at the Supreme Court of Canada, 1985-1997, Vol. 2, Judges of the
Supreme Court of Canada, U. of Manitoba Press, 2000
- "The Reception
of Equity by the Court (1875-2000)".
Delivered in Ottawa in September, 2000, at an invitation
Symposium arranged by the Supreme Court of Canada to mark the
125th Anniversary of the Court, under the title,
"The Supreme Court:
Its Legacy and Its Challenges".
To be published in a special Symposium edition by the Canadian
Bar Review.
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