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 interests in an estate or trust. This event is for trust officers and is being organized by Estate Research, in the U.K.
Managing partner Margaret O’Sullivan has designed and will moderate an international webinar, titled “Civil Law and Common Law: A Comparison of Estate Administration on Death.” This event is hosted by the Society of Trust and Estate Practitioners (STEP) Global, and is intended for lawyers practising in Estates and Trusts Law internationally. This is a ticketed event, open to both STEP members and non-members. Fees for this webinar are modest. This webinar will give lawyers 1.5 hours toward their annual CPD requirements. Registration information to follow.
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
Left the Country, Left Some Assets: Predicaments and Perils on Death
Moving is hard. There are so many details to take care of, to-dos to check off, people to inform. Moving internationally is even more complicated,
Are You or One of Your Beneficiaries Unknowingly American?
In doing your estate planning, it’s important to know if you or any of your intended beneficiaries are U.S. citizens. Citizenship is not always obvious
Fiduciary Law in a Nutshell: What Must an Executor/Trustee/Attorney Do? Not do?
If you take on the role of executor, trustee, or attorney for property, it is important to understand you will be acting as a fiduciary.
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
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