Trusts, Estates & Wealth Planning Law Firm of the Year - Canada

Areas of Expertise

• Estate Planning • Will & Trust Planning • Incapacity Planning • Trust & Estate Administration • Estate Litigation • Legal Opinion Work • Advice to Executors, Trustees & Beneficiaries

Firm Profile

At O'Sullivan Estate Lawyers, our client philosophy is simple. We believe that the key to achieving your estate planning goals is understanding your personal objectives and values. To accomplish this we provide a comfortable atmosphere where the intricacies of your finances and family relationships may be discussed frankly and with discretion. Our approach results in a level of personal service not achievable in large institutional or transaction- oriented law firms. Your individual estate planning goals are unique to you and your estate planning needs may be simple or complex.

O'Sullivan Estate Lawyers provides bespoke estate planning, estate administration and estate dispute resolution legal services to clients resident both in and outside Ontario, Canada, including on behalf of high-net-worth individuals and high-value estates. Our focused private client practice

comprehensively addresses your estate planning needs including planning for the succession of multi-jurisdictional property on death. We are ranked in the top five trusts and estates boutique law firms in Canada by Canadian Lawyer magazine.

60 Contact Margaret R. O'Sullivan

Practises exclusively estate planning; estate litigation; advising executors, trustees and beneficiaries; administration of trusts and estates. Prior to establishing an independent trusts and estates boutique firm, was a partner of Stikeman Elliott where she directed its trusts and estates practice. Member of the Board of Directors and Council for Society of Trust and Estate Practitioners (“STEP”) Worldwide and Chair of its Professional Standards Committee. Past Deputy Chair of STEP (Canada) and past Chair of Editorial Board for STEP Inside. Past Chair, Trusts and Estates Section, Ontario Bar Association. Elected Fellow, ACTEC, 1995. Member of Council, Ontario Bar Association (1993-1998). Authored two textbooks Engineering of a Trust and Trust and Estate Management for Trust Institute, Institute of Canadian Bankers. Author, Canada Chapter, International Succession Laws (Tottel) 2007. Contributing author to Widdifield on Executors and Trustees (Carswell 2002). Called to Ontario Bar in 1983.

Margaret R. O'Sullivan O'Sullivan Estate Lawyers Professional Corporation Ernst & Young Tower, T-D Centre 222 Bay St., Suite 1410, PO Box 68 Toronto ON M5K 1E7 CANADA

Tel (Direct): (416) 363-3700 Fax: (416) 363-9570

Email: mosullivan@osullivanlaw.com Website: www.osullivanlaw.com

Margaret R. O'Sullivan Lawyer Monthly Legal Awards 2011