our 10th year
blog anniversary
Just when high-net-worth taxpayers thought that the amount of tax they must pay could not get any higher, the Canadian government brought in new changes to the Alternative Minimum Tax (the “AMT”) regime. Putting aside politics and the arguments for or against the changes to the AMT regime, this blog
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 approach their work with an almost unparalleled level of seriousness and gravity, often leaving very little room for humor to intrude. That is not to
When we consider undertaking the estate planning process, the preparation of a Will to direct and manage the transfer of assets between a person and their beneficiaries is often the primary focus. What is not always considered by many is the role proper estate planning plays in the preservation of
Join us in congratulating Margaret O’Sullivan, founder and managing partner of O’Sullivan Estate Lawyers LLP, in winning Bronze in the “Outstanding Individual of the Year” category in the Citywealth Powerwomen Awards USA 2024. Margaret responded on winning this award: “This is a special honour that means a lot to me.
What is the duty to account? This refers to the obligation of persons acting in a fiduciary capacity, such as a trustee, executor or attorney or guardian for property, to keep records of the assets and liabilities they are managing on behalf of others and be able to accurately report
When it comes to estate planning and administration for the modern family, embracing change is an imperative. No longer will traditional approaches set in the past based on simpler family structures meet changing client needs—and more so going forward as families continue to become even more complex. Join this webinar
In past blogs, we’ve discussed the importance of having a Power of Attorney for Property and a Power of Attorney for Personal Care. Without these documents in place, your loved ones will be faced with the long process of applying to court to become a guardian in the event you
Trusts, and discretionary trusts in particular, are a staple of estate planning for their flexibility and adaptability. They can address a multitude of situations such as: managing assets for spouses, minors, persons with disabilities or vulnerabilities; asset protection and preservation; business wealth and succession; and incentivizing activities such as education.
The welcoming of a new child into the family is a great time for parents to update their estate plan to include their bundle of joy. But what about a new grandparent? The question always arises: should I leave anything for my grandchildren? The short answer is that you don’t
Most of us have heard of the “KISS” principle, which stands for “keep it simple, stupid.” The natural assumption is that simple equals short and sometimes this is true, but not always. When it comes to legal documents such as Wills and trusts, the devil is in the details, and
© 1998 – 2025 by O’Sullivan Estate Lawyers LLP. All rights reserved.
TD Bank Tower Toronto-Dominion Centre
66 Wellington Street West, Suite 3430
P.O. Box 68 Toronto, ON M5K 1E7
CONTACT INFORMATION
Toll Free: 877-593-0064
Phone: 416-363-3336
Fax: 416-363-9570