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- Recent Mandates
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Recent Speaking Engagements and Articles
- Alter Ego and Joint Partner Trusts: Where do they fit?
- Key Considerations in Multi-jurisdictional and Separate Situs Will Planning
- STEP -Trusts-and-Estates
- Using a Trust in Your Estate Plan
- The Estate Planning Process
- Mandatory CLE is Here . Are You Ready?
- STEP Journal, March 2010, article "Trusted Advisor"
- Disclaimer
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Advisory Letters
- Estate Planning To Benefit Family Members With Special Needs
- Using a Trust in your Estate Plan
- Planning for Succession of Your Cottage or Vacation Home
- Estate Planning and Marital Property Considerations
- Planning to Minimize Estate Taxes under the Ontario Estate Administration Tax Act, 1998
- Planning for Incapacity Using a Power of Attorney
- Considerations in Planning Your Will
- Charitable Giving
- Trustee Investment under the Ontario Trustee Act
- Alter Ego and Joint Partner Trusts
- High Net Worth Estate Planning
- Complex Will Planning
- Living Trusts and Inter Vivos Trusts
- Multi-Jurisdictional and Cross-Border Estate Planning and Administration
- U.S.-Canada Cross-Border Will and Estate Planning
- Incapacity Planning
- Financial Planning and Incapacity
- Personal Care Planning
- Probate Fee Minimization
- Special Needs Planning
- Life Insurance Planning
- Cottage Succession Planning
- Advice to Executors, Trustees, Legal Representatives, Guardians and Beneficiaries
- High Net Worth Estate and Trust Administration, Probate and Fiduciary Accounting
- Estate and Trust Dispute Resolution and Contentious Proceedings
- Guardianship and Management Plans
- Court Applications, including Passing Accounts, Trust Variations, and Advice and Directions
- Charitable Giving and Private Foundations
- Domestic Contracts and Family Law Planning
- Lawyer Referrals
O'Sullivan Estate Lawyers
T-D Centre, Ernst & Young Twr
222 Bay Street, Suite 1410
PO Box 68
Toronto, ON M5K 1E7 Canada
Phone: 416-363-3336
Toll Free: 888-365-6235
Fax: 416-363-9570
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