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Excellence.
Customized Solutions.
High-Touch Service.

For over 25 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 25 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.

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Celebrating Our 25th Anniversary

2023 marked the year O’Sullivan Estate Lawyers LLP celebrated its 25th anniversary. We thank our clients, professional colleagues, and “Friends of the Firm” for all of their support in contributing to this achievement and for the trust you place in us.

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 is recognized by Chambers and Partners in the Canada High Net Worth Guide 2023 as a top estate planning lawyer in Canada.

Margaret O’Sullivan is recognized by The Best Lawyers in Canada 2023 and the Canadian Legal Lexpert Directory 2023 as a leading estate planning lawyer.

Margaret is recognized in Private Client Global Elite 2022-2023.

O’Sullivan Estate Lawyers is ranked a “Top 10 Wills, Trusts and Estate Law Boutique” in Canada for 2023-2024, by Canadian Lawyer Magazine, part of Key Media. The survey is based on peer reviews by Canadian lawyers. 

Margaret O’Sullivan has been shortlisted for “Outstanding Individual of the Year” in the 13th annual Citywealth Powerwomen Awards 2024 USA created by Citywealth Magazine in London, U.K. Margaret is one of 6 women—and the only Canadian—to be nominated this year. 

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.

Four important 2023 court of appeal estate decisions, and ‘Case of the Year’

Trustee discretion: Where absolute does not mean unfettered

“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.”

- Toronto Lawyer

Upcoming Events

It’s Complicated: Estate Planning and Administration for the Modern Family

March 27, 2024

The O’Sullivan Team will present a 1-hour webinar, “It’s Complicated: Estate Planning and Administration for the Modern Family,” through London, U.K.-based legal publisher Mondaq.

This webinar will assist in identifying key issues advisers and their clients need to know about including: cultural intelligence and multijurisdictional expertise; challenges of blended families; evolving definitions of “parent,” “child,” “issue,” and “spouse”; obstacles and conflicts when wills and trusts cross borders;  and gender identity and fluidity and its impact on estate planning and drafting.

Case studies will be used to illustrate how these problems and issues arise and solutions to deal with them.

Time:  11 a.m. to 12 noon EST / 3 p.m. to 4 p.m. UTC

Registration is complimentary, click here

 

International Academy of Trust and Estate Law

May 19, 2024 - May 23, 2024

Margaret O’Sullivan has been asked to chair a panel session on cross-border incapacity issues at the International Academy of Trust and Estate Law to be held in Mayakoba, Mexico.

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Read our 25th anniversary special edition book “Trust and Estate Essentials: Achieving Success in Family Succession,” 2nd Edition. It will help clarify and demystify major issues that arise in estate planning and estate administration, especially high net worth Canadians with cross-border and multijurisdictional connections.

The Second Edition has been updated to 350 pages and divided into 40 germane chapters.

Available in hardcopy and eBook. Bulk orders welcome.

From Our Blog

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