Stephanie practices exclusively in estate and trust law, focusing on all aspects of estate planning and estate administration in order to provide clients with sound and helpful legal advice.
Stephanie regularly advises clients on their succession plan including wills, trusts, powers of attorney and domestic contracts. Her clients range from blended families, business owners, medical professionals, high net worth clients and young couples. Stephanie works closely with clients and their professional team to develop custom plans based on each client’s specific needs and objectives while ensuring tax minimization
Stephanie also advises executors, trustees, and attorneys on their duties and obligations, and provides guidance through the complexities of the estate administration process as well as estate and trust accounting, where needed or appropriate.
Stephanie is currently completing the Diploma Program of the Society of Trust and Estate Practitioners (STEP).
Prior to joining O’Sullivan Estate Lawyers LLP, Stephanie articled and practiced trusts and estates law at a boutique law firm.
- Member, Toronto Lawyers Association
- Student Member, Society of Trust and Estate Practitioners
- Member, Junior Trusts and Estates Practitioners
While testamentary freedom — the autonomy to pass property on death as a person pleases — is a long-standing principle in Canada, most civil law jurisdictions in the European Union (EU) operate under a forced heirship regime. Open PDF
The Lawyer’s Daily, Wills, Trusts & Estates We’re moving to Canada: Leaving assets abroad, on October 13, 2020. This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc.
The Lawyer’s Daily, Wills, Trusts & Estates When you don’t trust a beneficiary, use a trust, on September 4, 2020. This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc.