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 O’Sullivan will attend the Annual Meeting of the The International Academy of Estate and Trust Law (TIAETL) in Washington DC.
Margaret will be a moderator at the STEP Cross-Border Estates Special Interest Group Networking and Discussion Workshop on June 9, 2022 at which a number of current topics will be discussed on cross-border estates practice and experiences with practitioners from around the world.
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
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
“Start Out How You Mean to Go On”: The Importance of Communication in Estate Administration
One of my late husband’s favourite sayings, along with putting “a rod in pickle for your own back” (the relevance of this one will become
Cross-Border Giving Considerations
There are a variety of non-tax and tax reasons to support charities. When deciding which charities to benefit, many Canadians have philanthropic objectives that extend
Prescribed Rate Loan Still at 1%: Lowering Your Family’s Tax Bill
For almost two years now, the prescribed rate under the Income Tax Act has been at an all-time low of 1%. This low rate has
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