Ontario Estate and Trust Law Firm

Your estate can be substantially reduced if the estate planning and estate administration legal services you receive fail to maximize available planning options and do not provide appropriate wealth protection solutions.

At O'Sullivan Estate Lawyers LLP, we work to protect clients' wealth by providing thorough and cost-effective estate, wills and trusts, and probate legal services. We are highly knowledgeable regarding reducing clients' exposure to probate fees, income taxes and other costs. For example:

  • We can create trusts to come into effect now or under your will to "income split" and reduce income tax, ensure succession of your property to your beneficiaries, and plan for potential conflicts and disputes.
  • We can create trusts that protect the assets of special needs adults while keeping them eligible for government benefits.
  • We can advise on techniques to structure assets to avoid or minimize probate fees.
  • We can create multiple wills so that property that does not require probate to be administered, as well as property in other jurisdictions and other countries passes smoothly and cost-effectively to heirs.
  • We can create alter ego and joint partner trusts that offer tax savings and multiple benefits as a "will substitute."

Skilled Estate Planning, Trust and Estate Administration, and Estate Dispute Resolution Representation

Firm founder Margaret O'Sullivan, a frequent speaker and writer on trust and estate issues, has held numerous leadership roles for several professional organizations.

Also engaged in trust and estate work at O'Sullivan Estate Lawyers LLP is Susannah Roth, who has spoken and written on various subject areas in trust and estate law and is a member of the Society of Trust and Estate Practitioners and a trustee of the Ontario Bar Association Foundation. Susannah is a past chair of the Ontario Bar Association Trusts and Estates Executive Committee and a past member of the Council of the Ontario Bar Association.

To learn more about how the probate process, potential estate disputes and inadequate estate planning can reduce your wealth, and to discuss solutions, contact the Toronto wealth protection lawyers of O'Sullivan Estate Lawyers LLP.