Webinars and Video
Resources
Webinars and Video
Webinars
It’s Complicated: Estate Planning and Administration for the Modern Family
Our webinar, “It’s Complicated: Estate Planning and Administration for the Modern Family,” held in conjunction with legal publisher Mondaq, on Wednesday, March 27, 2024, had more than 500 people registered from all over the globe.
Within days, the recording had more than 1,000 views.
This webinar explored a number of important issues, as well as include case studies to illustrate solutions in estate planning for the modern family including:
- Globalization of families and need for cultural intelligence and multijurisdictional expertise
- Blended family challenges including conflicts of interest, and joint or separate retainers and common issues in “diving the pie” among diverse family members
- Evolving and differing meanings among jurisdictions for common terms and relationships, including “parent,” “child,” “issue” and “spouse” and implications for estate planning and administration of trusts and estates
- Multijurisdictional issues when wills and trusts cross borders and how to navigate them
- Gender identity and estate planning
Navigating The Cross-Border Highway: A Roadmap For Canada-U.S. Estate Planning And Administration
There is increasing connectivity and movement of individuals and their assets between Canada and the U.S.: children relocate on either side of the border, often after pursuing higher education in the other country, U.S. residents move to Canada to work or retire and vice versa, or residents on either side of the border purchase a recreational property – a Florida or Arizona home for many Canadians, or a cottage property or ski chalet in a Canadian province for many Americans.
Navigating the issues that arise in cross-border estate planning and administration is complicated given the very different tax and legal regimes on either side of the border. Missed turns or taking the wrong route often occurs because of a lack of skilled guidance and direction in planning or administering an estate with cross-border issues.
View this global webinar recording is presented by O’Sullivan Estate Lawyers LLP via Mondaq™ will enable you 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.
Topics include:
- Using separate situs wills and powers of attorney for property and personal care.
- Administering property on death on other side of the border.
- Taxation on death and the impact of two different tax regimens: Canadian capital gains tax and U.S. estate tax and planning options to reduce tax exposure.
- Choosing executors, trustees and attorneys for powers of attorney: what are the tax and legal considerations which create problems in appointing a resident on the other side of the border?
- Tricky legal and tax issues when a trust or its settlor, contributor, trustees or beneficiaries are resident in the other jurisdiction.
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:
- Gathering in foreign assets
- Liability and income tax matters
- 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
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.
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
Videos
STEP PCA 2019: Boutique Firm of the Year
Big Taboo Subjects
An Empowered Journey
Losing Loved One
Living Longer
Congratulations to Margaret O'Sullivan, the recipient of the 2013 Ontario Bar Association Award of Excellence in Trusts and Estates Law
Family Dynamics: Top Ten Wills, Trusts and Estates
Common Law: Matrimonial Regime