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  • Article

    Beneficial Ownership Disclosure: Only The Latest Hit

    People often wish to ensure confidentiality in doing their estate planning as an important goal.
    CanadaFamily and Matrimonial
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP
  • Video

    Webinar: It's Complicated: Estate Planning And Administration For The Modern Family

    Join O'Sullivan Estate Lawyers LLP for their upcoming webinar.
    WorldwideWealth Management
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP
  • Video

    Webinar: Navigating The Cross-Border Highway: A Roadmap For Canada-U.S. Estate Planning And Administration

    Join 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 Management
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP
  • Video

    It'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 Matrimonial
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP
  • Article

    An Estate Planning Lawyer's Tips To Optimize Family Inheritance

    A 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 Matrimonial
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP
  • Video

    Webinar: It's Complicated: Solutions For Planning And Administering An Estate With Foreign Connections

    This webinar will explore a number of important issues, as well as present case studies to illustrate solutions to multijurisdictional planning issues.
    WorldwideWealth Management
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP
  • Article

    "I Want To Give My Estate To My Dog"—Dispelling Common Estate Planning Myths

    Given 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 Matrimonial
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP
  • Article

    Eco-Friendly Estate Planning: Leaving A More Sustainable Legacy

    Sustainable 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.
    CanadaEnvironment
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP
  • Article

    Appointing An Executor Under A Will: A Modern-Day Dilemma

    Earlier 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 Matrimonial
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP
  • Article

    Never Too Young To Start: Estate Planning

    Millennials 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 Matrimonial
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP
  • Article

    Creating A Trust For Family Members And Children

    The average person may think that estate planning consists of only creating a valid will.
    CanadaFamily and Matrimonial
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP
  • Article

    Safekeeping Of Original Estate Planning Documents: Hard Copies Are Hard To Replace

    It 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 Matrimonial
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP
  • Article

    Navigating Multi-Jurisdictional Probate

    In 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 Matrimonial
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP
  • Article

    Simplicity vs. Oversimplicity In Estate Planning

    Often people who are doing their estate planning have one overriding goal in mind: keep it simple.
    CanadaFamily and Matrimonial
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP
  • Article

    Death And Taxes: The Buck Does Not Stop Here

    Everyone 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 Matrimonial
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP
  • Article

    No Estate Planner Is An Island

    A 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 Matrimonial
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP
  • Article

    Beneficiary Designations On Separation And Divorce: Your Ex May Take More Than The Couch

    When major life events occur, it is important to consider your estate planning and what updates and changes must be done.
    CanadaFamily and Matrimonial
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP
  • Article

    Special Needs Planning: Knowledge Is Power

    As 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 Matrimonial
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP
  • Article

    Proof In Solemn Form: When Probate Is Not A Simple Over-The-Counter Court Application

    In 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 Matrimonial
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP
  • Article

    Wheeling And First Dealings: How The 'First Dealings' Exemption Can Save Your Estate Money On Probate Fees

    Probate 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 Matrimonial
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP

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