Toronto Wealth Protection Lawyers
Estate Planning, Estate Litigation and Trust and Estate Administration
Your estate can be substantially reduced if the estate planning and estate administration legal services you receive fail to maximize available planning options and provide appropriate wealth protection solutions. At O'Sullivan Estate Lawyers we work to protect clients' wealth through thorough yet appropriate 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 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".
Firm founder Margaret O'Sullivan is a frequent speaker and writer on trust and estate issues, has held numerous leadership roles for several professional organizations and focuses our firm's practice on wealth protection. Also engaged in trust and estate work at O'Sullivan Estate Lawyers are Susannah Roth, who has spoken and written on various subject areas in trust and estate law and is a member of the Ontario Bar Association Trusts and Estates Executive and of the Council of the Ontario Bar Association, and Claudia Sgro, who recently clerked for the judges of the Ontario Superior Court and 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.
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 at 888-365-6235.
