O'Sullivan Estate Lawyers LLP
Our Mission: Excellence in providing trust and estate solutions in a responsive and personal manner to carry out your objectives and ensure your peace of mind.

December 2015 Archives

Family Meetings: An Underutilized Tool

In our August 18, 2015 post we raised the idea of regular check-ups for your estate plan in order to keep it current. Periodic reviews help to keep you refreshed about the details of your estate plan so that it can be maintained and changed when necessary--ensuring it will carry out your objectives when it comes into effect.

Testamentary Freedom: The Right to Disinherit a Beneficiary

Individuals in Ontario are free to pass their property on death as they wish, subject to certain legal limitations. This ability is often referred to as testamentary freedom and is a hallmark of English common law. Over the years, testamentary freedom has lost ground to other public policy objectives, such as ensuring dependants (which possibly includes persons who are not dependant on the will maker, but may have certain "moral claims" to the will maker's estate) are adequately provided for on death and, based on Spence v. BMO Trust Company which is currently under appeal, ensuring beneficiaries are not disinherited for morally offensive reasons. In Spence, the court invalidated a will where the will maker had excluded his daughter because she had a child with a man of a different race.

We are a top-ranked and peer recognized firm, including Margaret O’Sullivan by Chambers Canada Guide 2017 and Chambers Canada High Net Worth 2017 as one of the top six private client lawyers in Canada:

  • Top Ranked Canada Chambers 2017 Margaret O'Sullivan
  • Margaret R. O'sullivan 2016 | Listed in Best Lawyers CANADA
  • Canadian Legal Lexpert Directory
  • The Law Reviews | Expert Panel 2015
  • Step | Canada | Advising Families Across Generations
  • Top Ranked HNW Chambers 2016 Margaret O'Sullivan
  • Recognised in WHO'SWHOLEGAL | WWL
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