O’Sullivan Estate Lawyers
in the Media
O’Sullivan Estate Lawyers in the Media
The Toronto-based trust and estate lawyers at O’Sullivan Estate Lawyers are regularly sought by reporters, editors, as well as TV and radio producers for their thought leadership, opinions and analysis of important and topical trust and estate issues which impact families in wealth succession and planning.
They are also regular columnists for The Lawyer’s Daily, published by LexisNexis, one of Canada’s most important publications for the legal profession, as well as Advisor’s Edge, published by Newcom. The firm is also a member of Mondaq, and has a robust listing of articles which are distributed through the Mondaq Global Network, with more than 1 million members worldwide, including lawyers, accountants, as well as C-suite executives and business owners.
Online wills cut costs and deliver convenience, but they aren’t for everyone
Syndicated in: Yahoo! Finance, The Toronto Star, CityNews Toronto, Winnipeg, CityNews Calgary, CityNews Edmonton, Winnipeg Free Press, Mississauga.com, Brampton Guardian, SaultOnline.com, DailyCourier.com [Kelowna], 570 News, 660 News, 680 News.
Powers of attorney for mobile clients: International protection of adults
This final article will review the Hague Convention on the International Protection of Adults, 1999 (the Convention) and what steps must be taken when a jurisdiction has no express rules allowing recognition of powers of attorney.
New trust reporting and disclosure rules are coming
The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information.
Inheritance tax, wealth tax and more capital gains tax: The future of Canadian taxation?
Canada is unique in taxing capital gains on death, but among G7 countries, it is the only one without an inheritance or estate tax.
New reporting requirements for trusts could be just tip of the iceberg
FOCUS ON WILLS, TRUSTS & ESTATES — Changes come as taxing authorities across the world move toward transparency
How the global privacy debate is playing out in Canada
The federal government last year introduced new trust reporting rules effective after Dec. 31, 2021 that require most trusts to file a tax return. The identity of settlors, trustees, beneficiaries and those who have control over trustee decisions to pay income or capital, such as a protector, will be reported to the government.
Multiple taxation on death: the taxpayer’s nightmare
When tax laws collide, the same assets can be taxed several times. For example, a Canadian resident with a beneficiary living in Japan could have assets taxed twice: Canadian capital gains tax on the Canadian resident’s death and inheritance tax payable on the same assets by the beneficiary who resides in Japan.
Family dynamics: Top Ten Wills, Trusts and Estates Boutiques
Margaret O’Sullivan, managing partner of O’Sullivan Estate Lawyers LLP, says her practice is becoming increasingly complex with the wide variety of families, their different philosophies and where and how they are organized, in 2018.
“It’s not just a straight Ontario born and bred, we have people from every country in the world, we have different religions and different cultural values, which are now forming part of people’s planning issues that we have to be very attuned to and very sensitive to,” she says.