Articles and Presentations

Upcoming

STEP Canada 19th National Conference, "Discretionary Trusts - Practical Concerns", Toronto, June 12 - 13, 2017

Cidel Provence Estate Planning Conference, September, 2017

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Past Presentations & Articles

STEP Toronto, "Estate Planning for Global Families", Toronto, April 12, 2017

Law Times (Family Law and Trust Law focus), "Confidentiality Matters: Thoughts on Death and Privacy" February 27, 2017

Private Client Forum Americas, co-presenter: " Technologic: Technological liberation and the transparency of trust", Mayan Riviera, Mexico, February 15-17, 2017

The International Comparative Legal Guide to: Private Client 2017 (6th Edition), Chapter 4: " Special Issues Arising for Estates with Foreign Beneficiaries or Legal Representatives" Global Legal Group, December 2016

Co-author of International Successions Laws Chapter for Canada , Issue 51 (November 2016),

STEP Journal Volume 24/issue 9, Confidential Matters, November 2016

Practical Law Global Guide: Private Client (online), " Private client law in Canada: Overview", Thomson Reuters (updated November 2016)

Practical Law Global Guide: Private Client (online), " Key Considerations in Multijurisdictional and Separate Situs Will Planning", Thomson Reuters (updated November 2016)

Margaret O'Sullivan in The Private Wealth & Private Client Review, 5th edition, chapter: "Canada" (Law Business Research, October 2016)

2016 CBA Wills, Estates and Trusts Fundamentals for Estate Practitioners program, "Conflicts of Laws", Toronto, October 26, 2016

Canadian Tax Foundation, 2016 Ontario Tax Conference, Co-Presenter: "Multijurisdictional Estate Planning", Toronto, October 25, 2016

Law Society of Upper Canada Practice Gems: The Administration of Estates program, Presenter: "Issues Arising Where There Are Foreign Beneficiaries or Legal Representatives Of An Estate", Toronto, September 20, 2016

2016 STEP National Conference, Panel Presentation: " The Impact of the European Regulation on Succession in Canada", Toronto, June 10, 2016

Law Times (Family Law and Trust Law focus), " Family Law and the Treatment of Discretionary Trust Interests on Marital Breakdown " February 22, 2016

The International Comparative Legal Guide to: Private Client 2016 (5th Edition), Chapter 4: " The European Union Succession Regulation Now in Effect - How it Impacts Planning," Global Legal Group, December 2015

Estates, Trusts & Pensions Journal, " Conflict of Laws Issues in Drafting and Using Powers of Attorney for the Mobile Client", volume 35, December 2015

Law Times (Estates & Trust Law focus), " How New EU Rules for Cross-Border Succession Apply to Canadians," October 26, 2015

Margaret O'Sullivan in The Private Wealth & Private Client Review, 4th edition, chapter: " Canada" (Law Business Research, October 2015)

Book Review: The International Protection of Adults , eds R. Frimston et al., STEP TQR: Volume 13/Issue 3, 2015

CBA Wills, Estates and Trusts Fundamentals for Estate Practitioners program, "Conflict of Laws," Toronto, October 15-18, 2015

2015 Cidel Provence Conference, "Multijurisdictional Incapacity and Will Planning for the Mobile Client," Provence, France, September 2015

OBA Litigation and Administration of Foreign Trusts and Assets program, "Critical Guidance for the Planning and Administration of Foreign Assets," Toronto, April 9, 2015

Estate Planning & Litigation Forum, "Losing Your Marbles at Home and Abroad: Mental Incapacity and Multijurisdictional Planning," Langdon Hall, Cambridge, ON, April 28, 2015

STEP Journal, Book Review of John Poyser's Capacity and Undue Influence, March 2015

Private Client Forum Americas 2015, "War Within: Mental Incapacity and Cross-Border Planning for Assets in Multiple Jurisdictions" (Panel Discussion), Papagayo Bay, Costa Rica, February 4-6, 2015

The International Comparative Legal Guide to: Private Client 2015 (4th Edition), Chapter 4: " When Trust Law Meets Family Law: A Comparative Review of Discretionary Trusts and Marital Property Division," Global Legal Group, December 2014

Knowledge Bureau Workshop, "Attorney School: Handling Financial Affairs for a Loved One," Toronto, November 29, 2014

STEP Global Congress 2014, "Multijurisdictional assets challenges for estate planning and dealing with mental incapacity," Miami, Florida, November 6 & 7, 2014

The Private Wealth & Private Client Review, 3rd edition, chapter: " Canada " (Law Business Research, October 2014)

STEP Atlantic Branch: "The Mobile Client: Multijurisdictional Property, Probate and Planning," Halifax, NS, October 23, 2014

Osgoode Professional Development 2nd Annual Managing Complex Issues in Estate and Tax Planning, "Rights of Survivorship from Joint Ownership," October 1, 2014

2014 Cidel Provence Conference, "The Valuation of a Discretionary Interest in a Trust from a Trust, Matrimonial and Tax Perspective and Impacts on Estate Planning," Seillans, France, September 7-11, 2014

Estate Planning & Litigation Forum, "Keeping the Peace in a Time of Conflict: Understanding Conflict of Laws to Resolve Multijurisdictional Estate and Trust Issues," May 13, 2014, Langdon Hall, Cambridge, ON

CIBC Financial Planning GTA Regional Meeting, "High Net Worth Client Estate Planning Issues/Concerns and U.S. Estate Tax," May 7, 2014

Investors Group, "Going Global and Cross-Border: Multiple Will Planning for Foreign Assets and Will Planning Considerations for Clients with U.S. Connections," April 25, 2014

STEP Okanagan Chapter Launch Event, "Discretionary Trusts under Attack? Inclusion as family property and valuation issues," Kelowna, BC, March 31, 2014

STEP Edmonton Branch Presentation, "The Mobile Client: Key Considerations in Multijurisdictional and Separate Situs Will Planning," Edmonton, AB, March 27, 2014

The Tenth International Estate Planning Institute, " Marriage in Canada - The Marital Deduction and Other Tax Relief and Property Rights on Marital Breakdown and Death" (and Appendix I) and "Same-Sex Marriage/Partnership in Various Jurisdictions - Canada," New York, NY, March 13 & 14, 2014

Private Client Multijurisdictional Guide 2013/14, " Key Considerations in Multijurisdictional and Separate S itus Will Planning ," Practical Law Company, February 1, 2014

Private Client Multijurisdictional Guide 2013/14, "Private Client Law in Canada: Overview," Practical Law Company, February 1, 2014

The International Comparative Legal Guide to: Private Client 2014, Chapter 3: " Conflict of Laws Issues in Drafting and Using Powers of Attorney for the Mobile Client," Global Legal Group, December 2013

STEP Leaders' Forum, London, UK, December 6, 2013

Law Society of Upper Canada, 16th Annual Estates & Trusts Summit (Day Two), " Conflict of Laws Issues around Drafting and Using Powers of Attorney" ( Appendix: Chart), Donald Lamont Learning Centre, November 12, 2013

STEP London & Southwestern Ontario Chapter Launch Event, "Alter Ego and Joint Partner Trusts: Why They will Become More Commonplace in Future," Delta London Armoury Hotel, October 17, 2013

The Private Wealth & Private Client Review, 2nd edition, Chapter on Canada, September 2013

Advisor.ca, " Appointing Guardians for Adults," July 10, 2013

Society of Trust and Estate Practitioners Canada 15th National Conference, "Recent Developments in the EU: An Overview of the EU Succession Regulation and its Impact," as part of the Panel Discussion: "Selected Issues in Conflict of Laws in Succession (Common Law and Quebec Civil Law Perspectives),"Metro Toronto Convention Centre, June 10, 2013

STEP Journal, " The View From Toronto," Volume 21, Issue 4, p. May 22, 2013

Advisor.ca, " Marriage Contracts Protect Assets," May 6, 2013

Advisor.ca, " Handle U.S. Estate Tax Exposure," April 9, 2013

Newport Private Wealth, Private Client Breakfast Seminar, April 4, 2013

The International Comparative Legal Guide to: Private Client 2013, " Key Succession Issues for the Multijurisdictional Estate " by Margaret O'Sullivan

Advisor's Edge Magazine, " How to Address an Inadequate Inheritance," December 3, 2012

Conference for Advanced Life Underwriting, CALU Report, " Alter Ego and Joint Partner Trusts: Where do they fit? (part 2 of 2), " November 2012

The Private Wealth & Private Client Review, 1st edition, Chapter on Canada, November 2012

Advisor's Edge Magazine, " Use Family Law to Address an Inadequate Inheritance," November 2012

Chair of Session: " FATCA - What Next? and Financial Crisis - What Next?" 2012 Society of Trust and Estate Practitioners Assembly November 30, 2012, London, UK

Senior Estates & Trusts Practitioners' Forum 2012, Member of Steering Committee and Chair of Session " Trusts and Conflicts of Laws," Langdon Hall, October 14-16, 2012

Advisor.ca, " When are Trusts Better than Wills?" October 3, 2012

Gluskin Sheff + Associates Inc., Private Client Breakfast Seminar, September 12, 2012

Society of Trust and Estate Practitioners 5th Annual Pacific Rim Conference: " Using Income and Estate Tax Treaties: U.S.-Canada and U.S.-U.K., and U.S.-Japan as Illustrations" and " Planning and Compliance for the Dual National Individuals," May 4, 2012

Advisor's Edge Magazine, " 5 Reasons Trusts Work for Incapacity Planning, " May 2012

The Law Society of Upper Canada, Continuing Professional Development Program, The Six-Minute Estates Lawyer 2012: " Between a Rock and a Hard Place: The Dilemma of the Deathbed Will, " April 24, 2012

Osgoode Professional Development Program, Conference on Advising the Elderly Client, Alter Ego and Joint Partner Trusts, February 16, 2012

Conference for Advanced Life Underwriting, CALU Report, " Alter Ego and Joint Partner Trusts: Where do they fit? " February 2012

The International Comparative Legal Guide to: Private Client 2012, " Key Considerations in Multijurisdictional and Separate Situs Will Planning" by Margaret O'Sullivan

Society of Trust and Estate Practitioners Worldwide, London, U.K. Annual Meeting, Mental Capacity Special Interest Group Panel Discussion Comparative Capacity Law in Multiple Jurisdictions, December 2, 2011

Ontario Bar Association, " Trusts and Estates: The Nuts and Bolts of Bonding," November 29, 2011

The Law Society of Upper Canada, 14th Annual Estates and Trusts Summit: " A Review of Ethics and Defensive Practice Tools in an Estate Planning Context, " November 10, 2011

Senior Estates & Trusts Practitioners' Forum 2011, Member of Steering Committee and Chair of Session " Everything You Wanted to Know About Powers of Appointment . . . . But Were Afraid to Ask," Langdon Hall, October 16-18, 2011

Advisor.ca, " Joint Property Ownership: Problems and Pitfalls," September 19, 2011

Advisor.ca, " Income Splitting from Beyond the Grave," September 14, 2011

Advisor.ca, "Inter Vivos Trusts Help Minimize Tax," September 1, 2011

Society of Trust and Estate Practitioners Canada 13 th National Conference, Opening Plenary Session, " Trusts and Estates: The Essential Update, " June 2, 2011

Ontario Bar Association, Beyond Will and Estate Planning Essentials: " A Review of Ethics and Defensive Practice Tools in An Estate Planning Context," May 10, 2011

2011 BDO National Tax Specialist Conference, " A Potpourri of Legal Issues Arising in Estate Matters: What the Tax Advisor Needs to Know," January 18, 2011

Toronto Life magazine, The Legal Resource Guide, November 2010, article "Using a Trust in Your Estate Plan "

Toronto Life magazine, The Legal Resource Guide, November 2010, article " The Estate Planning Process"

The Law Society of Upper Canada Estates and Trusts Summit, " Alter Ego and Joint Partner Trusts," November 17, 2010

Senior Trusts and Estates Practitioners Forum, " Practice Management Issues for the Trusts and Estates Practitioner," October 18, 2010

Society of Trust and Estate Practitioners Canada 12 th National Conference, " A Review of the Fundamentals of Trust and Estate Accounting: Legal Considerations," June 8, 2010

International Succession Laws, Canada Chapter, May, 2010

The Law Society of Upper Canada, Advanced Round Table in Estates Law 2010, " Duties and Competencies of Estate Trustees and other Fiduciaries in Uncertain Economic Times," May 19, 2010

The Law Society of Upper Canada, Special Lectures 2010, A Medical-Legal Approach to Estate Planning, Decision-Making, and Estate Dispute Resolution for the Older Client: " Approaches to Drafting Powers of Attorney - Is Boilerplate Enough? " April 14 and 15, 2010

Osgoode Professional Development Continuing Legal Education, The Advanced Intensive Program in Wills, Estates and Trusts: " Key Considerations in Using Multijurisdictional and Separate Situs Wills," March 26, 2010

STEP Journal, March 2010, article " Trusted Advisor"

Ontario Bar Association, Trusts and Estates Section: " Dealing with Assets Outside the Jurisdiction," February 23, 2010

Society of Trust and Estate Practitioners Worldwide, London, U.K. Annual Meeting, " What Competencies Will the T&E Practitioner of 2015 Need?" November, 2009

Society of Trust and Estate Practitioners Canada 11th Annual Conference: " Ethical Dilemmas for Trust and Estate Practitioners in Advising Multiple Parties," June 19, 2009

Society of Trust and Estate Practitioners Canada, Toronto Branch: " Estate Administration Issues Involving Multijurisdictional Wills," March 11, 2009

Ontario Bar Association 2009 Institute, Trusts & Estates Law, Will-ful and Wantin': Estates Practice in the First Half of the 21 st Century : " Jurisdiction and Choice of Forum in Succession Matters: Re Foote (Estate of), " February 3, 2009

Ontario Bar Association, Trusts and Estates Section, A Year in Review, " Cross Border Issues," 2008

Estates, Trusts and Pensions Journal, "Valuation Issues and Discretionary Trusts, " Vol. 28, December, 2008

Senior Estates and Trusts Practitioners Forum: " 21 Year Rule - Issues and Planning," October 2, 2008

Ontario Bar Association, Trusts and Estates Section, " Valuation Issues and Discretionary Trusts," September, 2008

Society of Trust and Estate Practitioners Canada, Program Co-Chair: Symposium 2007: Trust Law Reform in Canada, November 5 and 6, 2007

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Upcoming

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Past Presentations & Articles

Ontario Bar Association seminar:Dealing with Real Property in Trusts and Estates Contexts, Toronto, April 25, 2017

The Lawyers Weekly, Focus (Personal Injury) published by LexisNexis Canada Inc. "Understating Cost of Guardians" February 3, 2017.

Law Society of Upper Canada, Program Co-chair and Presenter: The Annotated Will 2017 , Toronto, January 12, 2017

Osgoode Professional Development, Certificate in Elder Law program, "Advance Care Planning / Drafting Powers of Attorney for Personal Care and Interpreting Powers of Attorney for Personal Care - Views from Both Sides", Co-presenter, Toronto, May 10, 2016

Commons Institute webcast program: Advanced Topics in Wills and Estates Law 2016, Toronto, February 11, 2016

C. Markou and S. Roth, " Challenging Estate Planning Issues," OBA Estate Planning Seminar, Toronto, September 29, 2015

Canadian Bar Association: "Complex Passings of Accounts," Toronto, November 25, 2014

57th AGM of The Funeral Advisory and Memorial Society, Toronto, June 1, 2014

The Commons Institute, Practice Workshops for the Female Lawyer: "Uptown Girl: Career Progression and The Small Firm Experience," December 2, 2013

Ontario Bar Association Professional Development, Program Chair: " Trusts & Estates Law: Tax Update," March 25, 2013

Law Society of Upper Canada Estates and Trusts Summit, " An Update to Estate Accounting Issues," November 15, 2012

Ontario Bar Association CLE, " Conducting Your First Client Meeting," November 1, 2012

Ontario Bar Association CLE, " Standard Powers of Attorney," September 27, 2012

Ontario Bar Association, Young Lawyers Division, " Excelling at Articles - Mentorship," August 22, 2012

Ontario Bar Association Professional Development, Program Chair: " Trusts and Estates: Income Tax Update," March 27, 2012

Ontario Bar Association, Deadbeat, Vol. 31, No. 1, The Trusts & Estates Section Newsletter, " Certificate Not Required for Mortgage Held by Deceased if Discharged," March 2012

Ontario Bar Association, " Trusts and Estates: The Nuts and Bolts of Bonding," November 29, 2011

Ontario Bar Association, Young Lawyers Division, " Excelling at Articles - Mentorship," August 24, 2011

Ontario Bar Association Professional Development, Program Chair: " Will and Estate Planning Essentials," May 10, 2011

Ontario Bar Association magazine, Briefly Speaking - Student Edition 2011, article " Mandatory Professional Development is Here"

Ontario Bar Association magazine, Briefly Speaking, December 2010, article " Mandatory CLE is Here Are You Ready? "

Law Society of Upper Canada Estates and Trusts Summit, " Executor's Compensation," November 17, 2010

Ontario Bar Association, Young Lawyers Division, " Excelling at Articles - Mentorship," August 26, 2010

Ontario Bar Association, " Succession Planning: A Primer," December 9, 2009

Ontario Bar Association, Networking and Mentorship, " Excelling at Articles," August 27, 2009

Ontario Bar Association, several articles in Deadbeat, The Trusts & Estates Section Newsletter

Estates, Trusts & Pensions Journal, " Indemnify Me! Examining the Principle That the Cost of Preparing Executor's Accounts is Always a Personal Expense of the Executor," Vol. 29, 2009

Estates, Trusts & Pensions Journal, " Costs Incurred in Collecting Executor's Compensation," Vol. 28, 2009

Ontario Bar Association, " Clients, Clients Everywhere III," November 5, 2008

Ontario Bar Association, " Dress for Success," October 15, 2008

Ontario Bar Association, " 3rd Annual Tips and Traps on the Road to Finding Your Dream Job," January 15, 2008

Ontario Bar Association dinner, " Environmental Law Practice Tips and Tools Round Table," November 1, 2007

Ontario Bar Association, " Starting Out and Marketing Your Niche Practice," October 2, 2007

Ontario Bar Association, " 2 nd Annual Tips and Traps on the Road to Finding Your Dream Job, " March 8, 2007

Ontario Bar Association, " How to Speak and Write So Others Will Listen and Read," February 5, 2007

Ontario Bar Association, Executors, Administrators, and Estate Trustees, Oh My! An Overview of Applications for Probate, Administration and Others, " Death Takes a Client: Your First Estate Administration," October 19, 2006

Ontario Bar Association, Trusts & Estates Section Program - " Solicitor's Negligence, LawPRO, Avoid Liability - What Solicitors Must Know," Case Comment: Webster v. Webster Estate, September 26, 2006

Ontario Bar Association, " Clients, Clients Everywhere," July 12, 2006

*Please note that some of the posted material and articles may be time sensitive and as a result may not reflect current law.