Toronto Life Insurance Planning Law Firm

Life insurance policies offer numerous advantages and opportunities to individuals and families as they plan their estate. The complexities of life insurance and life insurance laws, though, can cause confusion.

At the Toronto, Ontario, law firm of O'Sullivan Estate Lawyers LLP, we have helped many clients plan their beneficiary designations for their life insurance policies in conjunction with their estate planning. We can help you:

  • Review your beneficiary designations
  • Pass death benefits to beneficiaries outside of the probate process using life insurance
  • Donate a charitable gift via the proceeds of a life insurance policy
  • Advise on using a life insurance trust including under your will to split income earned on life insurance proceeds among family members and control the distribution of life insurance proceeds to your intended beneficiaries, including to children at a financially mature age

Ontario RRSP/RRIF Beneficiary Designation Planning Lawyers

In addition to life insurance planning, we can advise on planning beneficiary designations for your Registered Retirement Savings Plans (RRSPs) and Registered Retirement Income Funds (RRIFs) and other plans.

Firm founder Margaret O'Sullivan is a founding member of the Society of Trust and Estate Practitioners (Canada), and has held numerous leadership roles in the trusts and estates area.

Also engaged in trust and estate work at O'Sullivan Estate Lawyers LLP is Susannah Roth. Susannah has practiced trust and estate law since being called to the bar in 2002, has spoken and written on various subject areas in trust and estate law, and is a past chair of the Ontario Bar Association Trusts and Estates Executive Committee, a past member of Council of the Ontario Bar Association and a current trustee of the OBA Foundation.

Sara Beheshti's practice involves estate planning, estate administration, estate dispute resolution and real estate matters arising in the trust and estate context. She was called to the Ontario Bar in 2008. 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's practice includes estate planning, estate administration and estate dispute resolution. She was called the Alberta bar in 2016. Emma is currently completing the Diploma Program of the Society of Trust and Estate Practitioners (STEP).

Contact Us for Skilled Estate Planning Representation

For more information about our firm and our life insurance and retirement plans planning services, contact us.