Protecting Clients' Assets Since 1983
Will planning is vital in order to distribute your estate in a way that reflects your intentions. 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, we work with clients to provide tailored and cost-effective will planning services to protect your wealth for future generations. By way of example, strategies can include:
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Splitting income between individuals and testamentary trusts provided under your will, to reduce income taxes.Using multiple wills to minimize probate taxes.
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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 Business Succession Lawyers Can Protect Your Assets Through the Drafting of Complex 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 complex will planning lawyer, Ms. O'Sullivan 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 practised 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 is involved in leadership roles in the legal profession with the Ontario Bar Association. Claudia Sgro practices exclusively in the trusts and estates area, is a member of the Trusts and Estates Section of the Ontario Bar Association and has published legal articles in several legal journals.
For more information about our firm and estate planning services, contact our law firm at 888-365-6235.
