Events

Events and Conferences

Upcoming Events and Conferences

  • O’Sullivan Estate Lawyers will be hosting a webinar on the topic of meeting the challenges of planning for private clients with connections to multiple jurisdictions. Stay tuned for more information. September 23, 2020
  • Margaret will be speaking at the STEP Canada 2020 Speakers’ Series on the topic of ‘Incapacity at Home and Abroad: Jurisdictional Challenges” on November 26, 2020.

Past Events and Conferences

2020

  • Margaret attended American College of Trust and Estate Counsel Annual Meeting in Boca Raton, Florida on March 4 -8, 2020.
  • Margaret spoke at Global Legal Week Private Client Forum Americas Forum to be held in in Riviera Maya, Mexico on February 5-7, 2020

2019

  • Susannah spoke at the Senior Estate & Trust Practitioners’ Forum, Cambridge, Ontario on November 4, 2019 “Cross-Border Problems, You Know You Got ‘Em”, and on November 5, 2019 “Predator and Prey: When an Estate Planner Become a Meal for a Hungry Litigator”

  • Margaret spoke at the OBA Trusts & Estates Section Program on November 11, 2019 on a panel of senior estate planning lawyers to discuss best practices in the area of estate planning

  • Marly spoke at the OBA Make a Will Month at the Eglinton Square library on November 12, 2019.

  • Margaret spoke at the STEP Cross-Border Estates program “Multiple Taxation on Death”, London, U.K. on November 22, 2019

  • O’Sullivan Estate Lawyers hosted a webinar on the topic Protecting a Child’s Inheritance on October 24, 2019. View the webinar and presentation slides

  • O’Sullivan Estate Lawyers has been named a winner for the award of Boutique Firm of the Year for the 2019/20 STEP Private Client Awards was held in London U.K. on September 25, 2019 where Margaret and Susannah attended.

  • Susannah is presented at the OBA Elder Law Passport Series on Capacity: Client Capacity in a Legal Retainer on September 18, 2019

  • O’Sullivan Estate Lawyers were Gold Sponsors at the 2019 STEP Canada Conference on June 6-7, 2019

  • Susannah presented at Manulife’s Tax & Estate Planning team’s technical session on June 4, 2019

  • Margaret attended the annual conference of the International Academy of Estate and Trust Law, May 20-23, 2019 in Tokyo, Japan

  • Margaret spoke on current Canadian estate planning issues at the STEP International Tax and Estate Planning Forum: Around the Globe in Laguna Beach, CA on May 9-10, 2019

  • Margaret spoke on current Canadian estate planning issues at Global Legal Week Private Client Forum Americas 2019 at Newport Beach, CA, on March 27-29, 2019

  • Susannah spoke at the Professional Accountants PD Network on February 5, 2019 on executor and trustee responsibilities and compensation

  • Susannah co-chaired The Annotated Will 2019 program at the Law Society of Ontario on January 16, 2019

2018

  • Susannah attended the Estates & Trusts Practitioners’ Forum on November 4 – 6, 2018

  • Margaret attended the Senior Trust and Estate Practitioners’ Forum on October 14-16, 2018

  • Susannah spoke on Estate Administration Issues Arising in Challenging Situations at the Estates and Trusts Summit for the Law Society of Ontario on October 11, 2018

  • Margaret spoke at an estate planning seminar at Pal Insurance on October 11, 2018

  • Susannah spoke at STEP Toronto on Dealing with Challenges in Will and Trust Administration on October 10, 2018

  • Susannah attended the STEP Global Congress in Vancouver on September 13-14, 2018.

  • Margaret was the Chair of the Program Committee and chaired the 2018 STEP Global Congress in Vancouver on September 13-14, 2018

  • Susannah spoke at The South Leaside Group on June 4, 2018

  • Margaret spoke on choice of law issues in succession matters at the STEP Canada Annual Conference on May 29, 2018

  • Susannah spoke on Estate Planning and Update on the Land Transfer Tax in Ontario at the 2018 STEP Canada Annual Conference in Toronto on May 29, 2018

  • Margaret spoke on family wealth transfers at BloombergSen Women’s event on May 1, 2018

  • Margaret spoke on estate planning at Georgian Triangle Lifelong Learning on April 20, 2018

  • Susannah spoke on Estate and Tax Planning for Canadians with U.S. Connections at Manulife on March 28, 2018

  • Margaret attended the American College of Trust and Estate Counsel Annual Meeting in San Antonio, Texas on March 8 – 11, 2018

  • Susannah presented at STEP Toronto Program: Legal & Case Law Update on January 17, 2018

  • Susannah co-chaired the Law Society of Ontario Annotated Will program on January 15, 2018

2017

  • Margaret co-planned the program and spoke at STEP Cross-Border Estates– Mental & Incapacity Sessions in London, U.K. on November 30, 2017 on incapacity planning across borders

  • Margaret spoke at an Estate Planning Breakfast Workshop at Pal Insurance on November 14, 2017

  • Susannah attended the Estate and Trusts Practitioner’s Forum on November 5-7, 2017

  • Margaret attended the Fall Meeting of the American College of Trust and Estate Counsel, Nashville, October 12-22, 2017

  • Margaret spoke on Technology and Private Client Practice at the Cidel Provence Estate Planning Conference, September 5-14, 2017

  • Margaret spoke at the 2017 STEP Canada National Conference on “Discretionary Trusts – Practical Concerns”, Toronto, June 12 – 13, 2017

  • O’Sullivan Estate Lawyers spoke on Canada-U.S. Cross Border Estate Planning Issues, National Bank Toronto, June 7, 2017

  • Susannah spoke at a CIBC Trust Seminar on appointing a U.S. resident/citizen as an executor or trustee and special issues for Canadian executors of estates with U.S. assets, Toronto, May 30, 2017

  • Susannah spoke at the Ontario Bar Association seminar on Real Property in the Trusts and Estates Context, Toronto, April 25, 2017

  • Margaret spoke on a panel at STEP Toronto, “Estate Planning for Global Families“, Toronto, April 12, 2017

  • Margaret spoke at Private Client Forum Americas, “Technologic: Technological Liberation and the Transparency of Trust”, Mayan Riviera, Mexico, February 15-17, 2017

  • Margaret spoke at Gluskin Sheff + Associates Inc., Private Client Lunch Seminar, February 9, 2017

  • Susannah co-chaired the Law Society of Ontario, The Annotated Will 2017, Toronto, January 12, 2017

2016

  • Margaret spoke at the 2016 CBA Wills, Estates and Trusts Fundamentals for Estate Practitioners program on “Conflicts of Laws”, Toronto, October 26, 2016

  • Margaret spoke at the Canadian Tax Foundation, 2016 Ontario Tax Conference on “Multijurisdictional Estate Planning”, Toronto, October 25, 2016

  • Margaret spoke at the Law Society of Ontario Practice Gems: The Administration of Estates program, “Issues Arising Where There Are Foreign Beneficiaries or Legal Representatives of an Estate”, Toronto, September 20, 2016

  • Margaret spoke at the 2016 STEP Canada National Conference on a panel “The Impact of the European Regulation on Succession in Canada”, Toronto, June 10, 2016

  • Margaret spoke at the Osgoode Professional Development, Certificate in Elder Law program, “Advance Care Planning / Drafting Powers of Attorney for Personal Care and Interpreting Powers of Attorney for Personal Care – Views from Both Sides”, Toronto, May 10, 2016

  • Susannah spoke at the Commons Institute webcast program: Advanced Topics in Wills and Estates Law 2016, Toronto, February 11, 2016