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. O’Sullivan Estate Lawyers has been awarded Boutique Firm of the Year 2019/20 at the STEP Private Client Awards held in London U.K. on September 25, 2019. Margaret O’Sullivan is recognized by Chambers Canada High Net Worth 2019 as one of the top six private client lawyers in Canada. Margaret and Susannah Roth are both recognized by The Best Lawyers in Canada 2020 and the Canadian Legal Lexpert Directory 2019 as leading practitioners.
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
“Incapacity at Home and Abroad: Jurisdictional Challenges”
Margaret O’Sullivan will be one of three panelists who will explore the challenges that can arise from the perspective of both civil-law jurisdictions, such as France, Portugal, and Mexico, and common-law jurisdictions, such as Florida, California, and Arizona.
More information: STEP Canada
Susannah Roth will present on estate planning to about 50 members of The LIFE Institute. The LIFE Institute delivers high quality educational programs for older adults covering a wide variety of subjects in the Arts, Humanities, Sciences, Technology and Contemporary Issues. The LIFE Institute is an affiliate of the Chang School of Continuing Education at Ryerson University.
More information: The LIFE Institute
“A Comparative Review of the Use of Will Substitutes.”
Margaret O’Sullivan will moderate this session which will include panelists Lionel Smith, law professor at McGill University (expert in common law, estate planning and trusts), and Dr. Gregor Christandl, LL.M. (Yale), associate professor at the University of Innsbruck (expert in civil law and estate planning). The live webcast is part of STEP (Society of Trust and Estate Practitioners) Worldwide Spotlight Sessions.
More information: STEP Worldwide
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
“That’s It – We’re Moving to Canada!” Leaving Assets Abroad: Estate Administration Issues
A few weeks ago, Google reported an increase in the number of searches on how to apply for Canadian residency and citizenship. Surprisingly, these numbers
Prescribed Interest Rate Loans: Saving Tax Dollars by Using the Prescribed Interest Rate
Income tax matters and Canada Revenue Agency publications are often viewed as dull until they directly apply to our own situation. This is likely true
LIVE WEBINAR: It’s Complicated: Solutions for Planning and Administering an Estate with Foreign Connections
Are you (or your clients) making estate plans or administering an estate that involves one or more countries? Will you (or your clients) inherit property in England? Do you (or your clients) own a second property in Portugal or Italy? Do you have clients who moved to France, but have left assets in Canada?
Are Your U.S. Securities Giving You the Security You Thought?
Canadians who own U.S. securities may be surprised to find out that their investments may be exposing themselves to a tax as high as 40%
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