O’Sullivan Estate Lawyers
in the Media

O’Sullivan Estate Lawyers in the Media

The Toronto-based trust and estate lawyers at O’Sullivan Estate Lawyers are regularly sought by reporters, editors, as well as TV and radio producers for their thought leadership, opinions and analysis of important and topical trust and estate issues which impact families in wealth succession and planning.

They are also regular columnists for The Lawyer’s Daily, published by LexisNexis, one of Canada’s most important publications for the legal profession, as well as Advisor’s Edge, published by Newcom. The firm is also a member of Mondaq, and has a robust listing of articles which are distributed through the Mondaq Global Network, with more than 1 million members worldwide, including lawyers, accountants, as well as C-suite executives and business owners.

Choosing Your Executors

An executor “executes” your will, carrying out the terms of your will and administering your estate.

Les testaments en ligne gagnent en popularité

Margaret O’Sullivan, managing partner of O’Sullivan Estate Lawyers in Toronto, said before the pandemic that she noticed that wills were getting more complicated due to situations such as mixed marriages and mixed families.

Online wills cut costs and deliver convenience, but they aren’t for everyone

Syndicated in: Yahoo! Finance, The Toronto Star, CityNews Toronto, Winnipeg, CityNews Calgary, CityNews Edmonton, Winnipeg Free Press, Mississauga.com, Brampton Guardian, SaultOnline.com, DailyCourier.com [Kelowna], 570 News, 660 News, 680 News.

New trust reporting and disclosure rules are coming

The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information.

Inheritance tax, wealth tax and more capital gains tax: The future of Canadian taxation?

Canada is unique in taxing capital gains on death, but among G7 countries, it is the only one without an inheritance or estate tax.

New reporting requirements for trusts could be just tip of the iceberg

FOCUS ON WILLS, TRUSTS & ESTATES — Changes come as taxing authorities across the world move toward transparency

How the global privacy debate is playing out in Canada

The federal government last year introduced new trust reporting rules effective after Dec. 31, 2021 that require most trusts to file a tax return. The identity of settlors, trustees, beneficiaries and those who have control over trustee decisions to pay income or capital, such as a protector, will be reported to the government.

Multiple taxation on death: the taxpayer’s nightmare

When tax laws collide, the same assets can be taxed several times. For example, a Canadian resident with a beneficiary living in Japan could have assets taxed twice: Canadian capital gains tax on the Canadian resident’s death and inheritance tax payable on the same assets by the beneficiary who resides in Japan.