ArticleBeneficial Ownership Disclosure: Only The Latest HitPeople often wish to ensure confidentiality in doing their estate planning as an important goal.CanadaFamily and MatrimonialO'Sullivan Estate Lawyers LLP
VideoWebinar: It's Complicated: Estate Planning And Administration For The Modern FamilyJoin O'Sullivan Estate Lawyers LLP for their upcoming webinar.WorldwideWealth ManagementO'Sullivan Estate Lawyers LLP
VideoWebinar: Navigating The Cross-Border Highway: A Roadmap For Canada-U.S. Estate Planning And AdministrationJoin this webinar from O'Sullivan Estate Lawyers LLP to stay on top, be able to spot the issues and understand the complicated cross-border challenges that arise when Canadians and Americans have connections to each other's jurisdiction, including assets, citizenship, residency and beneficiaries.WorldwideWealth ManagementO'Sullivan Estate Lawyers LLP
VideoIt's Complicated: Solutions For Planning And Administering An Estate With Foreign Connections (Video)Are you (or your clients) making estate plans or administering an estate that involves one or more countries? Will you (or your clients) inherit property in England?CanadaFamily and MatrimonialO'Sullivan Estate Lawyers LLP
ArticleAn Estate Planning Lawyer's Tips To Optimize Family InheritanceA key issue in estate planning that parents struggle with is, "at what age should children inherit?" says estate planning lawyer Margaret O'Sullivan, Founder and Managing Partner of O'Sullivan Estate Lawyers LLP.CanadaFamily and MatrimonialO'Sullivan Estate Lawyers LLP
VideoWebinar: It's Complicated: Solutions For Planning And Administering An Estate With Foreign ConnectionsThis webinar will explore a number of important issues, as well as present case studies to illustrate solutions to multijurisdictional planning issues.WorldwideWealth ManagementO'Sullivan Estate Lawyers LLP
Article"I Want To Give My Estate To My Dog"—Dispelling Common Estate Planning MythsGiven the absolute importance of ensuring our clients' final wishes will be properly carried out, and their loved ones properly cared for, estate planning lawyers...CanadaFamily and MatrimonialO'Sullivan Estate Lawyers LLP
ArticleEco-Friendly Estate Planning: Leaving A More Sustainable LegacySustainable living does not have to end with your lifetime. In today’s increasingly eco-conscious world, more and more individuals are looking for ways to reduce their carbon footprint and leave things “greener” for future generations. Eco-friendly estate planning can integrate those values into practical decisions that reduce your environmental impact while caring for loved ones after your death. CanadaEnvironmentO'Sullivan Estate Lawyers LLP
ArticleAppointing An Executor Under A Will: A Modern-Day DilemmaEarlier this week, O'Sullivan Estate Lawyers participated as one of the gold sponsors of the STEP Canada (the Canadian branch of the Society of Trust and Estate Practitioners) 20th National Conference in Toronto...CanadaFamily and MatrimonialO'Sullivan Estate Lawyers LLP
ArticleNever Too Young To Start: Estate PlanningMillennials are a loosely defined group of people (those born approximately between 1981 to 2001) who are now beginning to enter the workforce and acquire their own assets.CanadaFamily and MatrimonialO'Sullivan Estate Lawyers LLP
ArticleCreating A Trust For Family Members And ChildrenThe average person may think that estate planning consists of only creating a valid will. CanadaFamily and MatrimonialO'Sullivan Estate Lawyers LLP
ArticleSafekeeping Of Original Estate Planning Documents: Hard Copies Are Hard To ReplaceIt is becoming more and more the "norm" in many areas of day-to-day life that in lieu of an original paper copy of a document being given to us during some form of transaction or interaction, the document is instead created and sent to us digitally. CanadaFamily and MatrimonialO'Sullivan Estate Lawyers LLP
ArticleNavigating Multi-Jurisdictional ProbateIn March of this year, I wrote about the complications which can arise in administering an estate of an individual who owns a vacation home in a U.S. state such as Florida or Arizona. CanadaFamily and MatrimonialO'Sullivan Estate Lawyers LLP
ArticleSimplicity vs. Oversimplicity In Estate PlanningOften people who are doing their estate planning have one overriding goal in mind: keep it simple. CanadaFamily and MatrimonialO'Sullivan Estate Lawyers LLP
ArticleDeath And Taxes: The Buck Does Not Stop HereEveryone knows that death and taxes are two of life's certainties, but some of us may not appreciate that our tax liabilities don't disappear on death ...CanadaFamily and MatrimonialO'Sullivan Estate Lawyers LLP
ArticleNo Estate Planner Is An IslandA well drafted will is not worth the (stack of) paper it is written on if it fails to achieve the client's objectives.CanadaFamily and MatrimonialO'Sullivan Estate Lawyers LLP
ArticleBeneficiary Designations On Separation And Divorce: Your Ex May Take More Than The CouchWhen major life events occur, it is important to consider your estate planning and what updates and changes must be done.CanadaFamily and MatrimonialO'Sullivan Estate Lawyers LLP
ArticleSpecial Needs Planning: Knowledge Is PowerAs parents, we worry about our children: a truism that becomes even more true, and often extends to siblings, grandparents, aunts and uncles, when a child has special needs.CanadaFamily and MatrimonialO'Sullivan Estate Lawyers LLP
ArticleProof In Solemn Form: When Probate Is Not A Simple Over-The-Counter Court ApplicationIn the usual course of estate administration, one of the preliminary steps is often obtaining a Certificate of Appointment of Estate Trustee with a Will (often referred to as “probate”). CanadaFamily and MatrimonialO'Sullivan Estate Lawyers LLP
ArticleWheeling And First Dealings: How The 'First Dealings' Exemption Can Save Your Estate Money On Probate FeesProbate is the often-dreaded process where an estate trustee receives a Certificate of Appointment of Estate Trustee which confirms their authority to administer the estate.CanadaFamily and MatrimonialO'Sullivan Estate Lawyers LLP