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
Susannah Roth will present on the following Estate and Trust Administration topics: 1. Gathering in foreign assets; 2. Liability and income tax matters; and 3. Private corporation interest in an estate or trust. This event is for trust officers and is being organized by Estate Research, in the U.K.
Margaret is one of the lead organizers for and a speaker on the topic “The cross-border advisor: globalization, populism and backlash” for the STEP Cross Border Estates Special Interest Group session at the STEP Global Congress, in Dublin, Ireland.
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
Were You Actually Mom’s Favourite, or Did She Just Have a Bad Estate Plan?
A Look at Resulting Trusts When leaving money to their children, clients generally have two objectives: (1) to make things as simple as possible for
Ontario Estate Law Gets an Overdue Update
Major legislative changes in estate law are rare. However, we appear to be on the cusp of just such a change in Ontario. On February
Trustee Compensation: Silence is Not Golden
If not carefully planned for, the amount of compensation paid to the executor(s) for administering an estate or to the trustee(s) for administering any ongoing
Traps for the Unwary: When Canadians Have Cross-Border Connections
What are some of the trips and traps to be aware of from an estate planning viewpoint if you are a Canadian, but you have
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