Excellence.
Customized Solutions.
High -Touch Service.
For over 20 years, we’ve been distilling big-firm expertise and recreating it in a discreet, boutique firm setting.
Trust and Estate Legal Services
We established our firm over 20 years ago to focus 100% on trust and estate legal work
We provide domestic, cross-border and multijurisdictional trust and estate advice in a comfortable, discreet and personal boutique firm setting. From planning to administration to dispute resolution, our years of practical experience, combined with a deep understanding of your unique goals and objectives, enable us to provide bespoke solutions in a responsive manner that optimize your situation and ensure your peace of mind.
Recognized Leaders in the Field
Our lawyers are not only legal practitioners but also leaders in our profession
All of us are active speakers and thought leaders. We are committed to staying at the forefront of the law and leading the charge.
We are also a top-ranked, peer-recognized firm. Margaret O’Sullivan and Susannah Roth are both recognized by Chambers Canada High Net Worth Guide 2021 as top estate planning lawyers in Canada.
Margaret and Susannah Roth are both recognized by The Best Lawyers in Canada 2022 and the Canadian Legal Lexpert Directory 2022 as leading estate planning lawyers.
Margaret is recognized in Private Client Global Elite 2022-2023.
O’Sullivan Estate Lawyers was awarded Boutique Firm of the Year 2019/20 at the STEP Private Client Awards held in
London U.K. on September 25, 2019.
In the Media
The Toronto estate lawyers at O’Sullivan Estate Lawyers are sought by reporters, editors, as well as TV and radio producers for their opinions and analysis of important estate issues, cross-border estate issues, trust and trust administration, as well as estate litigation.
“The O’Sullivan team has deep domestic, international and cross-border expertise, and their depth of trust and estate planning knowledge is close to unparalleled. I feel comfortable referring my clients because the nature of their advice is top-drawer. They are true experts.”
Upcoming Events
Marly Peikes will speak on the topic “Practical Advice for Tackling Challenging Planning Issues” at “Wills and Estate Planning: A Primer,” organized by the Ontario Bar Association (OBA). Attendance is both in-person and online. More information at the OBA.
Susannah Roth will once again co-chair the “Administration of Estates” continuing professional development (CPD) program intended for lawyers organized by the Law Society of Ontario (LSO). Webcast only; register at the LSO.
Read our 20th anniversary special edition book Trust and Estate Essentials: Achieving Success in Family Succession. It will help clarify and demystify major issues that arise in family succession.
From Our Blog
Beware of tax consequences for your TFSA, RRSP accounts if you become a non-resident
Many individuals take advantage of registered savings plans in Canada. The most commonly known plans are Tax-Free Savings Accounts (TFSAs) and Registered Retirement Savings Plans
Solving the Multijurisdictional Jigsaw Puzzle: Which Law Applies?
Increasingly, people and their assets have connections to several jurisdictions, rather than just one as in times past. Over the course of a lifetime, many
Think of Your Executor when Planning with Joint Assets
Jointly held assets are a popular estate planning tool because of how simple they appear. Adding a child on title to the house seems like
Navigating an Estate Administration: Key Concerns and Deadlines
Overused quote alert! “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to
Contact Us to Discuss Your Needs
Our lawyers are ready to meet with you, listen to your needs and explain how we can help. Contact us to set up a meeting