Solutions to Complex Estate Planning Matters
At the Toronto, Ontario law firm of O'Sullivan Estate Lawyers we work with high net worth clients concerned about preserving their assets in the event of death or incapacity. Our highly focused practice comprehensively addresses the estate planning needs of clients ranging from protecting special-needs adults' assets to planning for the succession of multi-jurisdictional property on death. Our practice areas include:
- High Net Worth Estate Planning
- Complex Will Planning
- Living Trusts and Inter Vivos Trusts
- Multi-Jurisdictional and Cross-Border Estate Planning and Administration
- Incapacity Planning, including Powers of Attorney, Living Wills and Health Care Directives
- Probate Fee Minimization
- Special Needs Planning
- Life Insurance Planning
- Advice to Executors, Trustees, Attorneys, Guardians and Beneficiaries
- High Net Worth Estate and Trust Administration, Probate and Fiduciary Accounting
- Estate and Trust Dispute Resolution and Contentious Proceedings
- Guardianships and Managements Plans
- Court Applications, including Passing Accounts, Trust Variations, and Advice and Directions
- Charitable Giving and Private Foundations
- Domestic Contracts and Family Law Planning
Addressing the need for comprehensive estate planning for high value estates can seem overwhelming, yet the cost of failing to do so can have severe repercussions, including:
- The lengthy and costly transfer of assets upon death or incapacity
- Expensive legal fees over vague and confusing wills
- Inadequate will planning leading to problems and delays in probate and asset transfers, among other matters, especially when assets are held in multiple jurisdictions and countries
- The need to pay otherwise avoidable probate taxes
- Estate disputes and resulting family disharmony
At O'Sullivan Estate Lawyers we work to address the estate planning and probate legal needs of high net worth clients. To learn about how we can provide solutions for effective and orderly succession, and to reduce fees, taxes and other expenses related to your estate, contact our Bay Street offices at 888-365-6235.
