Webinars and Video

Webinars and Video

Webinars

Complex, High Value Estate and Trust Administration: Perils and Pitfalls

The administration of estates and trusts involves many legal and financial issues.

Complexity increases with high value estates and trusts that have unique assets: business holdings, significant investment portfolios, private equity interests, international real estate, valuable art and collectibles. It can be confusing and overwhelming!

Whether you are the testator, a beneficiary, an executor, a trustee or a trust officer, O’Sullivan Estate Lawyers LLP has extensive experience in high value and complex estate administration, trust administration and fiduciary accounting.

Join us for a discussion that will provide trust officers and advisors as well as their clients with a framework for important decisions. This event is being hosted by Estate Research in London, UK, and features O’Sullivan Estate Lawyers LLP.

Topics include:

  1. Gathering in foreign assets
  2. Liability and income tax matters
  3. Private corporation interests in an estate or trust

Would you like to know more about how to use separate situs wills and powers of attorney or their equivalent, including some of their problems and pitfalls?

Join this complimentary webinar from O’Sullivan Estate Lawyers, recognized as a leading trusts and estates legal boutique including winner of the STEP Private Client Award for Boutique of the Year 2019/20.

Learn how to address the special issues and intricacies of planning and preparing multijurisdictional wills and powers of attorney.

This webinar will explore:

  • Why use a separate situs will or power of attorney
  • Which law governs, including choice of law where applicable and how the European Succession Regulation may apply
  • Dealing with tax, liabilities and liquidity on death in using multiple wills
  • Forced heirship issues
  • Problems and pitfalls, including accidental revocation

When: Wednesday, January 20, 2021 at 10:00 am EST

O’Sullivan Estate Lawyers hosted a webinar on the topic “It’s complicated: Solutions for planning and administering an estate with foreign connections” on September 23, 2020. View the webinar recording. Download the Powerpoint Slide Deck.

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O’Sullivan Estate Lawyers hosted a webinar on the topic Protecting a Child’s Inheritance on October 24, 2019. View the webinar and presentation slides

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Videos

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STEP PCA 2019: Boutique Firm of the Year

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Big Taboo Subjects

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An Empowered Journey

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Losing Loved One

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Living Longer

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Congratulations to Margaret O'Sullivan, the recipient of the 2013 Ontario Bar Association Award of Excellence in Trusts and Estates Law

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Family Dynamics: Top Ten Wills, Trusts and Estates

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Common Law: Matrimonial Regime