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
Margaret will be speaking on the topic “The Cross-Border Advisor: Globalization, Populism and Backlash,” at the STEP Global Congress in London, England.
Margaret O’Sullivan has been invited to be both a Member of the Advisory Board and a Presenter at the Private Client Forum Americas, in Mayakoba, Mexico
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
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
Guidelines for Your Attorneys for Personal Care: Why They Are So Important
Many of you have a power of attorney for personal care if you live in Ontario, or a similar document if you reside in another
Beneficiary Designations Uncertainty: Where Are We Now?
It is a well-established principle from the Supreme Court of Canada’s 2007 decision, Pecore v Pecore, that there is a presumption of a resulting trust
You Cannot Give What You Don’t Have
Your will can sometimes be seen as your final words to your loved ones. You may want to set out specific gifts to the people
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