Susannah Roth

Upcoming

• The O’Sullivan Team will host an international webinar for members of Mondaq, on “Cross-Border Canada-U.S. Estate Planning and Administration Issues” on Thursday, March 23, 2023.

Recent

• Susannah spoke at the “25th Estates and Trusts Summit,” organized by the Law Society of Ontario (LSO) on October 19-20, 2022.
• Susannah co-chaired “Administration of Estates 2022,” a continuing professional development (CPD) program for lawyers organized by the Law Society of Ontario (LSO) on September 22, 2022.
• Susannah spoke on a panel on the topic of estate issues at a Family Law program organized by Osgoode Hall Law School, on May 27, 2022.
• Susannah with the O’Sullivan Team hosted a webinar for readers of international legal publication Mondaq, on the topic “It’s Complicated: Solutions for Planning and Administering an Estate with Foreign Connections” on March 24, 2022.
• Susannah Roth spoke on the topic “Navigating the Challenges of Cross-Border Families” at the Ontario Bar Association’s (OBA) 47th Annual Institute series, titled “SERVING THE FAMILY: Unpacking the Intersecting Issues in Family, Estates and Real Estate Law,” on February 2, 2022.
• Susannah Roth spoke on “Exercising a Custody and Guardianship Clause in a Will” with a focus on guardianship of property appointments for minor children, at the 24th Estates and Trusts Summit, a 2-day conference organized by the Law Society of Ontario (LSO) on October 21, 2021.
• Susannah Roth co-chaired a half-day program “Administration of Estates,” a continuing professional development program (CPD) intended for lawyers and organized by the Law Society of Ontario (LSO), on September 23, 2021.
• Susannah Roth presented to private clients of Foyston, Gordon & Payne Investment Counsel on a variety of estate planning topics, with a general focus of generational transfers and passing wealth well, on September 15, 2021.
• Susannah Roth, along with Marly Peikes and Stephanie Battista, presented on the following Estate and Trust Administration topics: 1) Gathering in foreign assets; 2) Liability and income tax matters; and 3) Private corporation interest in an estate or trust on May 19, 2021. This event for trust officers was organized by Estate Research, in the U.K.
• Susannah spoke at The Annotated Will 2020 at the Law Society of Ontario in Toronto on January 23, 2020.
• Susannah Roth presented 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.
• 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