Exceptional solutions. Your needs are as unique as you.

Stephanie Battista

Partner

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 and entrepreneurs, medical professionals, high net worth clients and young couples, and those with complex cross-border and multijurisdictional issues and needs.

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 including where there are cross-border and multijurisdictional estate challenges, as well as estate and trust accounting, where needed or appropriate.

Stephanie was promoted to partner in January 2022.

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, Ontario Bar Association (OBA)
  • Member, Toronto Lawyers Association (TLA)
  • Student Member, Society of Trust and Estate Practitioners (STEP)
  • Member, Junior Trusts and Estates Practitioners

Presentations

Upcoming

Recent

  • Stephanie spoke on “Jointly Held Assets” during Administration of Estates, a Continuing Professional Development (CPD) event organized by the Law Society of Ontario (LSO), aimed at estate lawyers on September 23, 2021. The program was co-chaired by Susannah Roth, a partner at O’Sullivan Estate Lawyers.
  • Stephanie with the O’Sullivan Team hosted a webinar on the topic “Complex, High Value Estate and Trust Administration: Perils and Pitfalls,” for trust officers across Canada, in conjunction with Estate Research, a genealogy search firm in the U.K., on May 19, 2021. Specific topics included: 1) Gathering in foreign assets; 2) Liability and income tax matters; and 3) Private corporation interests in an estate or trust.
  • Stephanie with the O’Sullivan team hosted a private webinar for advisors and clients of Scotia Private Wealth Management, “Foreign Property and Connections: It’s Complicated,” on February 18, 2021.
  • Stephanie with the O’Sullivan team hosted a webinar, “Using Multijurisdictional Wills and Powers of Attorney,” on January 20, 2021, in conjunction with Chambers and Partners. Registrants spanned
    43 countries around the world.
  • Stephanie with the O’Sullivan team hosted a webinar, “Planning and Administering an Estate with Foreign Connections,” in conjunction with Key Media, publishers of Canadian Lawyer magazine and The Law Times, on September 23, 2020.

Publications