Susannah Roth

Partner

Location: Toronto, Ontario, Canada
Phone: 416-363-6669
Fax: 416-363-9570

Overview

Susannah’s practice focuses on estate administration, including cross-border and multijurisdictional administration, advising attorneys and guardians of property, executors, administrators and beneficiaries, real estate transfers and rectification, estate planning (including wills, powers of attorney, insurance and testamentary trusts), and estate litigation.

Awards and Accolades

  • Recognized in the 2019 Edition of The Canadian Legal Lexpert Directory as a Leading Practitioner in Estate & Tax Planning (Repeatedly Recommended) and Estate Litigation (Repeatedly Recommended)
  • Recognized in The Best Lawyers in Canada 2020 in Trusts and Estates
  • 2017, STEP Advanced Certificate in Cross-Border Estates with Distinction
  • 2011 recipient of the Ontario Bar Association’s Heather McArthur Memorial Young Lawyers Award, which recognizes exceptional contributions and/or achievements in continuing legal education or the development of the law for the benefit of the profession or the citizens of Ontario

Professional Activities

  • Member of Editorial Board, STEP Inside
  • Trustee of Ontario Bar Association Foundation
  • Member, Society of Trust and Estate Practitioners
  • Past Member, Ontario Bar Association Council
  • Past Chair, Ontario Bar Association Trusts & Estates Section Executive
  • Past Chair, Ontario Bar Association Young Lawyers’ Division Executive Committee
  • Past Member and Past Co-Chair, Ontario Bar Association Young Lawyers’ Division Continuing Legal Education Committee

Presentations

Upcoming

  • Susannah Roth will present on estate planning to about 50 members of The LIFE Institute on November 9, 2020. The LIFE Institute delivers high quality educational programs for older adults covering a wide variety of subjects in the Arts, Humanities, Sciences, Technology and Contemporary Issues. The LIFE Institute is an affiliate of the Chang School of Continuing Education at Ryerson University.

Recent

  • Susannah spoke at The Annotated Will 2020 at the Law Society of Ontario in Toronto on January 23, 2020.
  • O’Sullivan Estate Lawyers hosted a webinar on the topic “Protecting a Child’s Inheritance”, October 24, 2019.
  • Susannah spoke at the Senior Estate & Trust Practitioners’ Forum, Cambridge, Ontario on November 4, 2019, on “Cross-Border Problems, You Know You Got “Em”, and on November 5, 2019 “Predator and Prey: When an Estate Planner Becomes a Meal for a Hungry Litigator”.
  • Presenter, OBA Elder Law Passport Series on “Capacity: Client Capacity in a Legal Retainer”, September 18, 2019.
  • Presenter, Manulife’s Tax & Estate Planning team’s technical session, June 4, 2019.
  • Co-presenter, Professional Accountants PD Network, February 5, 2019 on “Executor and Trustee Responsibilities and Compensation.”
  • Co-chair, The Annotated Will 2019, Law Society of Ontario, January 16, 2019.
  • Attended the Estates & Trusts Practitioners’ Forum, November 4 – 6, 2018.
  • Speaker, Estates and Trusts Summit on “Estate Administration Issues Arising in Challenging Situations”, Metro Toronto Convention Centre, October 11, 2018.
  • Speaker, STEP Toronto “Dealing with Challenges in Will and Trust Administration”, October 10, 2018.
  • Attended the STEP Global Congress, Vancouver, September 13-14, 2018.
  • Speaker, The South Leaside Group, June 4, 2018.
  • Speaker, “Estate Planning and Update on the Land Transfer Tax in Ontario”, STEP Annual Conference, May 29, 2018.
  • Speaker, “Estate and Tax Planning for Canadians with U.S. Connections”, Manulife March 28, 2018.
  • Speaker, STEP Toronto Program: “Legal & Case Law Update”, January 17, 2018.
  • Co-chair, Law Society of Ontario Annotated Will program, January 15, 2018.
  • Attended Cambridge Forum November 5-7, 2017.
  • Speaker, “Canada-U.S. Cross Border Estate Planning Issues”, National Bank, Toronto, June 7, 2017.
  • Speaker, CIBC Trust Seminar: “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.
  • Speaker, Ontario Bar Association seminar: “Dealing with Real Property in Trusts and Estates Contexts”, Toronto, April 25, 2017.
  • Co-chair and Presenter: The Annotated Will 2017, Law Society of Ontario, Toronto, January 12, 2017.
  • 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”, Co-presenter, Toronto, May 10, 2016
  • Commons Institute webcast program: Advanced Topics in Wills and Estates Law 2016, Toronto, February 11, 2016
  • C. Markou and S. Roth, ” Challenging Estate Planning Issues,” OBA Estate Planning Seminar, Toronto, September 29, 2015

Publications

Recent

The Lawyer’s Daily, Wills, Trusts & Estates  Inconsistent definitions of common law spouse affect estate, family law, on August 18, 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 Powers of attorney for mobile clients: International protection of adults on April 15, 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 Powers of attorney for mobile clients: Other jurisdictions and Ontario on March 11, 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 Powers of attorney for mobile clients: Multijurisdictional incapacity planning on March 5, 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 Powers of attorney for mobile clients: Separate situs on February 27, 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 “Powers of attorney and advanced care planning: Assisted dying” on October 3, 2019. 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 “Powers of attorney and advanced care planning: Wish list” on September 25, 2019. 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 ” Powers of attorney and advanced care planning: Wishes and directives “ on September 4, 2019. This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc.

Lawyer’s Daily, Wills, Trusts & Estates “Powers of attorney and advanced care planning: Substitute decision making” on August 20, 2019. 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 “Powers of attorney and advanced care planning: Personal care” on August 12, 2019. This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc.

Lawyer’s Daily, Wills, Trusts & Estates Powers of attorney and advanced care planning: Revocation and alternatives” on August 6, 2019. 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 “Powers of attorney and advanced care planning: Property” July 31, 2019. 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 “Powers of attorney and advanced care planning: Disability” July 24, 2019. This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc.

Planning With multiple wills” STEP Journal (Vol27 Iss4), pp.33-35

Co-authored Disclosure of Beneficial Ownership of Real Property in Ontario and British Columbia,” STEP Inside (Vol18 No.2), pp.10-11

Simplicity vs. Oversimplicity in Estate Planning“, inFocus Newsletter, Fall 2018.

The Lawyer’s Daily, Wills, Trusts & Estates “Cross-border estate administration: The U.S.-Ontario mix” September 24, 2018. This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc.

The Estates Cross-border estate administration:The two-country connection” September 11, 2018 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 Cross-border estate administration: U.S. beneficiaries” Aug 28, 2018

The Lawyer’s Daily, Wills, Trusts & Estates Cross-border estate administration: It’s complicated” August 15, 2018 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 Planning for succession of a cottage or vacation home: Matrimonial issues” June 13, 2018

The Lawyer’s Daily, Wills, Trusts & Estates Planning for succession of a cottage or vacation home: Consider the taxes” June 4, 2018

The Lawyer’s Daily, Wills, Trusts & Estates Planning for succession of a cottage or vacation home: Getting personal” May 28, 2018

The Lawyer’s Daily, Wills, Trusts & Estates ” More property in foreign jurisdictions complicates estate planning ” February 12, 2018

Estates Trusts & Pensions Journal, Informal Fiduciary Accounting: Who, What, When, Where and Why” Vol. 37, 2017

Not All Accounting Is Created Equal – The Unique Features Of Fiduciary Accounting June 29, 2017.

Provincial Land Transfer Tax and Trust Planning, May 2017

The Lawyers Weekly, Focus (Personal Injury) published by LexisNexis Canada Inc. Understating Cost of Guardians ” February 3, 2017