Estate Planning Solutions
Services
Customized Estate Planning Solutions
For many individuals, making decisions concerning succession after death can be a challenging and sometimes uncomfortable process that raises many questions and concerns. The larger and more complex one’s estate, the more daunting the task may seem.
At the Toronto, Ontario law firm of O’Sullivan Estate Lawyers LLP, we can provide you with a comfortable forum to contemplate such decisions, and find solutions that leave you with confidence and give you peace of mind.
Transforming Your Goals into Concrete Plans
When you turn to us for help, our first priority is to gain a thorough and detailed understanding of your needs and goals. Only after listening carefully will we offer you an array of possible options.
We take a balanced, holistic and collaborative approach to presenting estate planning options that match your vision. We never use a one-size-fits-all approach. Our role is not to make decisions for you but to present the most appropriate options available to arrive at your decision. We then help you explore the benefits, risks and costs of each option.
“Margaret O’Sullivan is recognized as one of the leading figures in the market on estate, will and trust planning and related litigation.”
— Who’s Who Legal Canada 2017
Matching Your Needs to the Right Legal Solutions
We are well-known for our skill in planning for complex estates and high value assets, as well as cross-border and multijurisdictional estate law matters. By staying on the leading edge of trust and estate law and ahead of the curve, we equip ourselves to consistently provide high-quality advice to a discerning clientele.
We will ensure that you have all the tools you need to optimize your lifetime planning in order to create a solid estate plan. This often involves not only succession of assets but also advance planning for incapacity at any age. No matter what the size or complexity of your situation or estate, we can provide in-depth advice on such areas as:
- Cottage property succession
- Establishing trusts
- Providing for beneficiaries with special needs
- Using life insurance policies in an estate plan
- Minimizing tax and probate fees
- Charitable planning
- Power of attorney for personal care and financial matters
We want you to walk away with a solid, streamlined estate plan. Our goal is to simplify the complexity and to let you and your loved ones move forward with confidence as you take ownership of your estate plan. With our skilled legal advice backing you, you can be secure in the knowledge that your wishes have been carried out in the most effective, pragmatic and cost-efficient way possible.
Arrange a Consultation With Our Advisors
Our lawyers are ready to meet with you, listen to your needs and explain how we can help. Contact us to set up a meeting.