Ontario Estate Planning and Trust and Estate Legal Services
At O'Sullivan Estate Lawyers, our client philosophy is simple. We believe that the key to achieving your estate planning goals is understanding your personal objectives and values. To accomplish this we provide a comfortable atmosphere where the intricacies of your finances and family relationships may be discussed frankly and with discretion. Our approach results in a level of personal service not achievable in large institutional or transaction-oriented law firms.
Your individual estate planning goals are unique to you and your estate planning needs may be simple or complex. O'Sullivan Estate Lawyers provides tailored estate planning, estate administration and estate dispute resolution legal services to clients resident both in and outside Ontario, including those who have high value estates.
Experienced Ontario Estate Planning Lawyers
We augment our client services with expertise developed through extensive casework and practical experience and numerous leadership roles in the Canadian trust and estate field. A partial list of firm founder Margaret O'Sullivan's credentials and accomplishments includes:
- Recognition in European and Canadian directories as a leading practitioner in estate planning
- Founding member of the Society of Trust and Estate Practitioners (STEP) (Canada) and numerous national and international leadership roles in STEP
- Election as a Fellow of the American College of Trust and Estate Counsel and election as a member of Council of the Ontario Bar Association
- Frequent speaker and writer on trusts and estates, estate planning, estate administration and estate litigation, including authorship of two textbooks and development of course materials
- Experience as an expert witness
Susannah Roth, who has practiced trust and estate law since being called to the bar in 2002 and has spoken and written on various subject areas in trust and estate law, is a member of Council of the Ontario Bar Association and of the Executive of the Trusts and Estates Section of the Ontario Bar Association. Ms. Roth was the 2011 recipient of the Ontario Bar Association's Heather McArthur Memorial Young Lawyers' Award for contribution to continuing legal education and professional development. Claudia Sgro is part of the legal team at O'Sullivan Estate Lawyers. Claudia graduated with distinction from Osgoode Hall Law School, York University where she received several academic awards, and recently clerked for the judges of the Ontario Superior Court. She is a member of the Trusts and Estates Section of the Ontario Bar Association and a student member of the Society of Trust and Estate Practitioners. She has also published several articles in various legal journals.
O'Sullivan Estate Lawyers is named one of Canada's Top Five Trusts and Estates Law Boutiques by Canadian Lawyer.
Many clients of O'Sullivan Estate Lawyers are United States citizens or other foreign nationals who have complex wills and estates with assets and affiliations in Canada, the U.S. and elsewhere. To discuss how our estate legal services can help you, contact the Ontario estate lawyers of the Bay Street law firm O'Sullivan Estate Lawyers at 888-365-6235.
While browsing through our website you will notice images of various paintings and artwork that are located in our office.