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Stephanie Battista

Associate Lawyer

Location: Toronto, Ontario
Phone: 416-363-6020
Fax: 416-363-9570

Overview

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.

Professional Activities

  • Member, Toronto Lawyers Association
  • Student Member, Society of Trust and Estate Practitioners
  • Member, Junior Trusts and Estates Practitioners

Presentations

Upcoming

  • Thursday, September 23, 2021 Administration of Estates Law Society of Ontario (LSO)
    Stephanie will speak on “Jointly Held Assets” during this Continuing Professional Development (CPD) event aimed at estate lawyers. The program is being co-chaired by Susannah Roth of O’Sullivan Estate Lawyers.

Recent

  • Stephanie and Margaret O’Sullivan spoke on the topic “The Importance of Keeping Your Affairs in Order,” a private event for clients of Cumberland Private Wealth Management Inc., on July 21, 2021.

Publications

The Lawyer’s Daily, Wills, Trusts and Estates – “Resulting trusts can cause more estate problems than they solve .” It’s unsurprising that clients are often on the lookout for “simple” solutions, including adding a child directly to title of their assets while they are alive. However, on this quest for simplicity and efficiency, the legal consequences of some of these shortcuts are often overlooked. Efforts to transfer large assets, like a house, into the hands of adult children to avoid paying tax or allow for immediate payouts, may be deemed to be a ‘resulting trust’ with certain strings attached. Open PDF

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.