Margaret R. O'Sullivan
Upcoming
Senior Estates & Trusts Practitioners' Forum 2012, Member of Steering Committee and Chair of Session "Trusts and Conflicts of Laws", Langdon Hall, October 14-16, 2012
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The Law Society of Upper Canada, Continuing Professional Development Program, The Six-Minute Estates Lawyer 2012, "Deathbed Retainers", April 24, 2012
Society of Trust and Estate Practitioners 5th Annual Pacific Rim Conference: "Using Income and Estate Tax Treaties: U.S.-Canada and U.S.-U.K., and U.S.-Japan as Illustrations" and "Planning and Compliance for the Dual National Individuals", May 4, 2012
Conference for Advanced Life Underwriting, CALU Report, "Alter Ego and Joint Partner Trusts: Where do they fit?", February 2012
Osgoode Professional Development Program, Conference on Advising the Elderly Client, Alter Ego and Joint Partner Trusts, February 16, 2012
The International Comparative Legal Guide to: Private Client 2012, "Key Considerations in Multi-jurisdictional and Separate Situs Will Planning" by Margaret O'Sullivan
Society of Trust and Estate Practitioners Worldwide, London, U.K. Annual Meeting, Mental Capacity Special Interest Group Panel Discussion - Comparative Capacity Law in Multiple Jurisdictions, December 2, 2011
Ontario Bar Association, "Trusts and Estates: The Nuts and Bolts of Bonding", November 29, 2011
Law Society of Upper Canada Estates and Trusts Summit, "Professionalism and Practice Management", November 10, 2011
Senior Estates & Trusts Practitioners' Forum 2011, Member of Steering Committee and Chair of Session "Everything You Wanted to Know About Powers of Appointment . . . . But Were Afraid to Ask", Langdon Hall, October 16-18, 2011
Society of Trust and Estate Practitioners Canada 13th National Conference, Opening Plenary Session, "Trusts and Estates: The Essential Update", June 2, 2011
Ontario Bar Association, "Beyond Will and Estate Planning Essentials", "A Review of Ethics and Defensive Practice Tools in An Estate Planning Context", May 10, 2011
2011 BDO National Tax Specialist Conference, "A Potpourri of Legal Issues Arising in Estate Matters: What the Tax Advisor Needs to Know", January 18, 2011
Toronto Life magazine, The Legal Resource Guide, November 2010, article "Using a Trust in Your Estate Plan"
Toronto Life magazine, The Legal Resource Guide, November 2010, article "The Estate Planning Process"
Law Society of Upper Canada Estates and Trusts Summit, "Alter Ego and Joint Partner Trusts", November 17, 2010
Senior Trusts and Estates Practitioners Forum, "Practice Management Issues for the Trusts and Estates Practitioner", October 18, 2010
Society of Trust and Estate Practitioners Canada 12th National Conference, "A Review of the Fundamentals of Trust and Estate Accounting: Legal Considerations", June 8, 2010
International Succession Laws, Canada Chapter, May, 2010
Law Society of Upper Canada, Advanced Round Table in Estates Law 2010, "Duties and Competencies of Estate Trustees and other Fiduciaries in Uncertain Economic Times", May 19, 2010
Law Society of Upper Canada, Special Lectures 2010, A Medical-Legal Approach to Estate Planning, Decision-Making, and Estate Dispute Resolution for the Older Client: "Approaches to Drafting Powers of Attorney - is Boilerplate Enough?", April 14 and 15, 2010
Osgoode Professional Development Continuing Legal Education, The Advanced Intensive Program in Wills, Estates and Trusts: "Key Considerations in Using Multi-Jurisdictional and Separate Situs Wills", March 26, 2010
STEP Journal, March 2010, article "Trusted Advisor"
Ontario Bar Association, Trusts and Estates Section: "Dealing with Assets Outside the Jurisdiction", February 23, 2010
Society of Trust and Estate Practitioners Worldwide, London, U.K. Annual Meeting, "What Competencies Will the T&E Practitioner of 2015 Need?", November, 2009
Society of Trust and Estate Practitioners Canada 11th Annual Conference: "Ethical Dilemmas for Trust and Estate Practitioners in Advising Multiple Parties", June 19, 2009
Society of Trust and Estate Practitioners Canada, Toronto Branch: "Estate Administration Issues Involving Multi-Jurisdictional Wills", March 11, 2009
Ontario Bar Association 2009 Institute, Trusts & Estates Law, Will-ful and Wantin': Estates Practice in the First Half of the 21st Century: "Jurisdiction and Choice of Forum in Succession Matters", February 3, 2009
Ontario Bar Association, Trusts and Estates Section, A Year in Review, "Cross Border Issues", 2008
Estates, Trusts and Pensions Journal, "Valuation Issues and Discretionary Trusts", Vol. 28, December, 2008
Senior Estates and Trusts Practitioners Forum: "21 Year Rule - Issues and Planning", October 2, 2008
Ontario Bar Association, Trusts and Estates Section, "Valuation Issues and Discretionary Trusts", September, 2008
Susannah B. Roth
Upcoming
Ontario Bar Association CLE, "Conducting Your First Client Meeting", November 1, 2012
Law Society of Upper Canada Estates and Trusts Summit, "An Update to Estate Accounting Issues", November 15, 2012
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Ontario Bar Association Professional Development, Program Chair: "Trusts and Estates: Income Tax Update", March 27, 2012
Ontario Bar Association, "Trusts and Estates: The Nuts and Bolts of Bonding", November 29, 2011
Ontario Bar Association, Young Lawyers Division, "Excelling at Articles - Mentorship", August 24, 2011
Ontario Bar Association Professional Development, Program Chair: "Will and Estate Planning Essentials", May 10, 2011
Ontario Bar Association magazine, Briefly Speaking - Student Edition 2011, article "Mandatory Professional Development is Here"
Ontario Bar Association magazine, Briefly Speaking, December 2010, article "Mandatory CLE is Here Are You Ready?"
Law Society of Upper Canada Estates and Trusts Summit, "Executor's Compensation", November 17, 2010
Ontario Bar Association, Young Lawyers Division, "Excelling at Articles - Mentorship", August 26, 2010
Ontario Bar Association, "Succession Planning: A Primer", December 9, 2009
Ontario Bar Association, Networking and Mentorship, "Excelling at Articles", August 27, 2009
Ontario Bar Association, several articles in Deadbeat, The Trusts & Estates Section Newsletter
Estates, Trusts & Pensions Journal, "Indemnify Me! Examining the Principle That the Cost of Preparing Executor's Accounts is Always a Personal Expense of the Executor", Vol. 29, 2009
Estates, Trusts & Pensions Journal, "Costs Incurred in Collecting Executor's Compensation", Vol. 28, 2009
Ontario Bar Association, "Clients, Clients Everywhere III", November 5, 2008
Ontario Bar Association, "Dress for Success", October 15, 2008
Ontario Bar Association, "3rd Annual Tips and Traps on the Road to Finding Your Dream Job", January 15, 2008
Ontario Bar Association dinner, "Environmental Law Practice Tips and Tools Round Table", November 1, 2007
Ontario Bar Association, "Starting Out and Marketing Your Niche Practice", October 2, 2007
Ontario Bar Association, "2nd Annual Tips and Traps on the Road to Finding Your Dream Job", March 8, 2007
Ontario Bar Association, "How to Speak and Write So Others Will Listen and Read", February 5, 2007
Ontario Bar Association, Executors, Administrators, and Estate Trustees, Oh My! An Overview of Applications for Probate, Administration and Others, "Death Takes a Client: Your First Estate Administration", October 19, 2006
Ontario Bar Association, Trusts & Estates Section Program - "Solicitor's Negligence, LawPRO, Avoid Liability - What Solicitors Must Know", Case Comment: Webster v. Webster Estate, September 26, 2006
Ontario Bar Association, "Clients, Clients Everywhere", July 12, 2006
