Toronto Complex Will Planning Law Firm

Providing Comprehensive Asset Protection Since 1983

Will planning is vital in order to distribute your estate in a way that reflects your intentions and wishes. If you die without a will, the law will determine how your estate is distributed. Additionally, it makes sense to take advantage of numerous opportunities to minimize and even prevent fees and taxes upon death through careful will planning.

At the Toronto, Ontario, law firm of O'Sullivan Estate Lawyers LLP, we work with clients to provide tailored and cost-effective will planning services to protect your wealth for future generations. Strategies can include:

  • Splitting income between individuals and testamentary trusts provided under your will to reduce income taxes
  • Using multiple wills to minimize probate taxes
  • Using trusts under your will for general wealth protection purposes, tax minimization, protection against matrimonial and creditor claims, and succession of capital to your chosen beneficiaries, including children and grandchildren

Each country has different laws governing wills, probate, estate administration and the transfer of property. If you own property in multiple jurisdictions, we can work with foreign legal counsel to create separate wills, where appropriate, that are integrated, do not overlap or conflict, and provide clear directions for the transfer of assets and payment of taxes and expenses and, as well, to consider other available planning options.

Ontario Succession Lawyers Can Protect Your Assets Through the Strategic Drafting of Wills

Our firm enjoys a reputation for effectively addressing highly complex will planning. Firm founder Margaret O'Sullivan provides estate planning legal services to a broad-based clientele and has practiced estate planning law since 1983. As a skilled Toronto will planning lawyer for clients with complex assets and circumstances, Margaret is recognized in both European and Canadian legal directories as a leading estate and trust law practitioner, and has authored numerous trust and estate law-related articles.

Susannah Roth has practiced trust and estate law since being called to the bar in 2002, and has written and lectured on various subject areas in trust and estate law and has been involved in leadership roles in the legal profession with the Ontario Bar Association, including her current role as a trustee of the OBA Foundation.

Sara Beheshti was called to the Ontario bar in 2008. Her practice involves estate planning, estate administration, estate dispute resolution and real estate matters arising in the trust and estate context. Sara is a member of the Ontario Bar Association Trusts and Estates Section Executive and chairs the Outreach Committee. She is also Vice-Chair of the Ontario Bar Association Real Property Section Executive. She is also a member of the Toronto Estates Solicitors & Litigators Association (TESLA).

Emma Hamilton was called to the Alberta bar in 2016. Her practice includes estate planning, estate administration and estate dispute resolution. Emma is currently completing the Diploma Program of the Society of Trust and Estate Practitioners (STEP).

For more information about our firm and estate planning services, contact our law firm.