“A Comparative Review of the Use of Will Substitutes.” Margaret O’Sullivan will moderate this session which will include panelists Lionel Smith, law professor at McGill University (expert in common law, estate planning and trusts), and Dr. Gregor Christandl, LL.M. Presenter to Faculty Leadership on “Gift Planning on Death”, Queen’s University, Kingston, January 28, 2019. Supporting Firms. The Law Office of Michael T. Huguelet, P.C. At times on our sale, we ran into a couple of speed bumps. “Foreign beneficiaries: It’s complicated” April 29, 2019. Speaker, Key Estate Planning Issues, Georgian Triangle Lifelong Learning, Collingwood, April 20, 2018. Shlomo Bentin: 1946 2012 65 years Israeli neuropsychologist bicycle Co-author The Private Wealth & Private Client Review, 8th Edition, Chapter: “Canada” (Law Business Research, September 2019). Baker Donelson. The Lawyer’s Daily, Wills, Trusts & Estates “Planning for succession of a cottage or vacation home: Matrimonial issues” June 13, 2018, The Lawyer’s Daily, Wills, Trusts & Estates “Planning for succession of a cottage or vacation home: Consider the taxes” June 4, 2018, The Lawyer’s Daily, Wills, Trusts & Estates “Planning for succession of a cottage or vacation home: Getting personal” May 28, 2018. Margaret O'Sullivan April 7, 2020 Executing estate planning documents during a global pandemic is a problem facing lawyers throughout many parts of the world. Chair, Program Committee, STEP Global Congress, Vancouver, September 13-14, 2018. This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc. The Toronto estate lawyers at O’Sullivan Estate Lawyers are sought by reporters, editors, as well as TV and radio producers for their opinions and analysis of important estate issues, cross-border estate issues, trust and trust administration, as well as estate litigation. Massachusetts Genealogy. The law firm of O'Sullivan Estate Lawyers LLP provides estate planning legal services to high net worth clients in the Toronto, Ontario, area Exceptional solutions. This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc. The Lawyer’s Daily, Wills, Trusts & Estates “Cross-border estate administration: The U.S.-Ontario mix” September 24, 2018. Attended the annual conference of the International Academy of Estate and Trust Law, May 20-23, 2019, Tokyo, Japan. This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc. This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc. Margaret O’Sullivan, “Age is only a number” STEP Journal (Vol28 Iss5), June 2019. When kids squander money, parents are squarely to blame, Update on the European Succession Regulation – What Every Canadian with EU Connections Needs to Know, Equity and equality are not the same thing, The Private Wealth & Private Client Review, Cross-border estate administration: The U.S.-Ontario mix, Cross-border estate administration:The two-country connection, Cross-border estate administration: U.S. beneficiaries, Cross-border estate administration: It’s complicated, Planning for succession of a cottage or vacation home: Matrimonial issues, Planning for succession of a cottage or vacation home: Consider the taxes, Planning for succession of a cottage or vacation home: Getting personal, Estate planning and charities: Know your options, “Key Considerations in Multijurisdictional and Separate Situs Will Planning, Best Interest – Conflict of Interest: The Fiduciary Rule and Financial Advisory and Financial Planning Services, Confidentiality Matters: Thoughts on Death and Privacy, Special Issues Arising for Estates with Foreign Beneficiaries or Legal Representatives, Family Law and the Treatment of Discretionary Trust Interests on Marital Breakdown. 2016 CBA Wills, Estates and Trusts Fundamentals for Estate Practitioners program, “Conflicts of Laws”, Toronto, October 26, 2016, Canadian Tax Foundation, 2016 Ontario Tax Conference, Co-Presenter: “Multijurisdictional Estate Planning”, Toronto, October 25, 2016, Law Society of Ontario Practice Gems: The Administration of Estates program, Presenter: “Issues Arising Where There Are Foreign Beneficiaries or Legal Representatives of an Estate”, Toronto, September 20, 2016, 2016 STEP National Conference, Panel Presentation: ” The Impact of the European Regulation on Succession in Canada”, Toronto, June 10, 2016, CBA Wills, Estates and Trusts Fundamentals for Estate Practitioners program, “Conflict of Laws,” Toronto, October 15-18, 2015, 2015 Cidel Provence Conference, “Multijurisdictional Incapacity and Will Planning for the Mobile Client,” Provence, France, September, 2015, OBA Litigation and Administration of Foreign Trusts and Assets program, “Critical Guidance for the Planning and Administration of Foreign Assets,” Toronto, April 9, 2015, Estate Planning & Litigation Forum, “Losing Your Marbles at Home and Abroad: Mental Incapacity and Multijurisdictional Planning,” Langdon Hall, Cambridge, Ontario, April 28, 2015, STEP Journal, Book Review of John Poyser’s, Private Client Forum Americas 2015, “War Within: Mental Incapacity and Cross-Border Planning for Assets in Multiple Jurisdictions” (Panel Discussion), Papagayo Bay, Costa Rica, February 4-6, 2015, Knowledge Bureau Workshop, “Attorney School: Handling Financial Affairs for a Loved One,” Toronto, November 29, 2014, STEP Global Congress 2014, “Multijurisdictional assets — challenges for estate planning and dealing with mental incapacity,” Miami, Florida, November 6 & 7, 2014. Contact us to set up a meeting. TD Bank Tower Toronto-Dominion Centre66 Wellington Street West, Suite 3430P.O. Prior to establishing her firm, Margaret was a partner of Stikeman Elliott, directing its trusts and estates practice. Please submit the form below to contact our estate planning law firm. O’Sullivan Estate Lawyers has been awarded Boutique Firm of the Year 2019/20 at the STEP Private Client Awards held in London U.K. on September 25, 2019. She is the recipient of the 2014 STEP Founder's Award for Outstanding Achievement and the Ontario Bar Association's 2013 Award … We look forward to working with you. Margaret and Susannah Roth are both recognized by The Best Lawyers in Canada 2020 and the Canadian Legal Lexpert Directory 2019 as leading practitioners. Speaker, Technologic: Technological Liberation and the Transparency of Trust”, Mayan Riviera, Mexico, February 15-17, 2017. This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc. Margaret O’Sullivan, “Privacy v Transparency”, STEP Journal (Vol27 Iss3), p.26, April 2019. Margaret is recognized in The Best Lawyers in Canada 2019, Legal Week’s Private Client Global Elite 2019, in the 2019 Edition of The Canadian Legal Lexpert Directory as one of the most frequently recommended estate planning lawyers, in The Who’s Who Legal: Private Client 2019 and in The Who’s Who Legal: Canada 2019. Presenter, Estate Planning Breakfast Workshop, Pal Insurance, November 14, 2017. Attended American College of Trust and Estate Counsel Fall Meeting, Nashville, October 12-22, 2017. It's free! Margaret rejoined the firm in 2017. She spoke on the issue of death taxes and wealth taxes. She has practiced exclusively in the area of trusts and estates since 1983. “She is a renowned expert in the field. Margaret E. Sullivan,a Milford, Connecticut (CT) Lawyer, Attorney - Internet Explorer 11 is no longer supported. From the initial meeting to the final closing, Margaret was extremely kind and cared about all our concerns and questions about selling our home after being there for 26 years. Margaret O’Sullivan wrote a 39-page article “Conflict of Laws Issues in Drafting and Using Powers of Attorney for the Mobile Client,” in 2015 in the Estates Trusts and Pensions Journal, published by Thomson Reuters. The content of this article is intended to provide a general guide to the subject matter. Speaker, Contingency Planning on Death, BloombergSen Women’s event, May 1, 2018. Meg attended Mother McAuley High School in Chicago and Loyola University Chicago receiving a Bachelor of Arts degree in 1992. Your needs are as unique as you. Ms. Kane has an active practice in Minnesota state and federal courts. The Lawyer’s Daily, Wills, Trusts & Estates Choosing an executor: Who’s in charge? Co-author The Private Wealth & Private Client Review, 7th Edition, Chapter: “Canada” (Law Business Research, September 2018). This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc. Lawyer’s Daily, Wills, Trusts & Estates “Powers of attorney and advanced care planning: Revocation and alternatives” on August 6, 2019. Peggy has been defending tort claims in a variety of areas since 1989, including personal injury, products liability, lead paint, lead-containing products, benzene, silica and asbest… Margaret O’Sullivan A cottage or other vacation home can be a significant personal, emotional and financial commitment. She brought her A game from day one and completed the sale with some major roadblocks without hesitation. ... Our attorney even commented that she was exceptional in her service and was a delight to work with. “The O’Sullivan team has deep domestic, international and cross-border expertise, and their depth of trust and estate planning knowledge is close to unparalleled. Read part two: Powers of attorney for mobile clients: Multijurisdictional incapacity planning. The European Union Succession Regulation Now in Effect – How it Impacts Planning, How New EU Rules for Cross-Border Succession Apply to Canadians, Conflict of Laws Issues in Drafting and Using Powers of Attorney for the Mobile Client, When Trust Law Meets Family Law: A Comparative Review of Discretionary Trusts and Marital Property Division, Estate Planning including High Net Worth and Cross Border and Multijurisdictional Succession, Advice to Executors and Trustees, Attorneys, Guardians and Legal Representatives, Ranked as one of the top seven Band 1 leading private wealth lawyers in Canada in, Named one of the most highly regarded individuals in, Recipient of the Ontario Bar Association’s 2013, Chair of Program Committee for STEP Global Congress, Vancouver, September 13-14, 2018, Past Deputy Chair and past member, Board of Directors and Council for STEP Worldwide, Past Chair, Professional Standards Committee, STEP Worldwide, Founding member and former Deputy Chair, Society of Trust and Estate Practitioners (Canada), Former Chair of the Editorial Board of its newsletter STEP INSIDE, Past Chair, Trusts and Estates Section of the Ontario Bar Association, Past elected member, Ontario Bar Association Council, 1993-1998, Academician of the International Academy of Estate and Trust Law, Elected member, STEP Cross Border Estates Global Steering Committee, 2016, Fellow, The American College of Trust and Estate Counsel (ACTEC), Chair of Queen’s University Gift Planning Advisory Committee. This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc. John Montgomery and Mary O'Sullivan had several children, of which, a son, John Jr married Jo- hanna Barry and had seven children, of which, a daughter Marian married Jere Coughlin. View Margaret O'Sullivan’s full profile. Presenter, Gluskin Sheff + Associates Inc., Private Client Lunch Seminar, February 9, 2017. Practices Real estate, Estate planning, Probate. Margaret O'Sullivan's practice involves all aspects of private client work, including: estate planning; will and trust planning; incapacity planning; … About. We provide domestic, cross-border and multijurisdictional trust and estate advice in a comfortable, discreet and personal boutique firm setting. 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 March 27, 2020 Our next article will discuss the planning issues to be considered when using multiple separate situs powers of attorney. All of us are active speakers and thought leaders. When it comes time to pass the home to the next generation, proper planning is required—otherwise, vacation homes can become the basis for family disputes, turning what should bring the family together into what can tear the family apart. Morningstar “Estate planning and charities: Know your options“, May 14, 2018, “Key Considerations in Multijurisdictional and Separate Situs Will Planning” Private Client Global Guide 2017, “Private Client Law in Canada: Overview” Private Client Global Guide 2017. Susannah Roth will be speaking on the topic of “Family Law Year in Review: Critical Decisions from the Court of Appeal and Supreme Court.”. Your needs are as unique as you. Margaret Jean O’Sullivan (nee Kollar) died March 12, 2020 at her home in Holland, Michigan. The Lawyer’s Daily, Wills, Trusts & Estates “Powers of attorney and advanced care planning: Assisted dying” on October 3, 2019. She completely knows her stuff and has in-depth expertise in this area. The Lawyer’s Daily, Wills, Trusts & Estates “Cross-border estate administration:The two-country connection” September 11, 2018 This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc. Ropes & Gray LLP. This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc. This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc. Practical Law Global Guide: Private Client, “Private Client Law in Canada: Overview”, Thomson Reuters (updated August 2019), Practical Law Global Guide: Private Client, “Key Considerations in Multijurisdictional and Separate Situs Will Planning”, Thomson Reuters (updated August 2019). For over 20 years, we’ve been distilling big-firm expertise and recreating it in a discreet, boutique firm setting. Presenter, Canada-U.S. Cross Border Estate Planning Issues, National Bank, Toronto, June 7, 2017. My family and I were very impressed and delighted with the job Margaret O'Sullivan did for us selling our house. The Lawyer’s Daily, Wills, Trusts & Estates “Foreign beneficiaries: From multiple taxation to transfer of interests May 8, 2019. Lawyer’s Daily, Wills, Trusts & Estates “Powers of attorney and advanced care planning: Substitute decision making” on August 20, 2019. Presenter, Cidel Provence Estate Planning Conference, September, 2017. The Lawyer’s Daily, Wills, Trusts & Estates “Foreign beneficiaries: It’s complicated” April 29, 2019. Lexpert is the authoritative source for the latest news and information on the business of law. Margaret O’Sullivan in The Private Wealth &Private Client Review, 6th edition, chapter 12: “Canada” (Law Business Research, November 2017), Best interests or conflict of interest?, June, 2017, Law Times (Family Law and Trust Law focus), “Confidentiality Matters: Thoughts on Death and Privacy” February 27, 2017, The International Comparative Legal Guide to: Private Client 2017 (6th Edition), Chapter 4:” Special Issues Arising for Estates with Foreign Beneficiaries or Legal Representatives” Global Legal Group, December 2016, STEP Journal Volume 24/issue 9, Confidential Matters, November 2016, Practical Law Global Guide: Private Client (online), ” Private client law in Canada: Overview”, Thomson Reuters (updated November 2016), Practical Law Global Guide: Private Client (online), ” Key Considerations in Multijurisdictional and Separate Situs Will Planning”, Thomson Reuters (updated November 2016), The Private Wealth & Private Client Review, 5th edition, chapter: “Canada” (Law Business Research, October 2016), Law Times (Family Law and Trust Law focus), ” Family Law and the Treatment of Discretionary Trust Interests on Marital Breakdown ” February 22, 2016, The International Comparative Legal Guide to: Private Client 2016 (5th Edition), Chapter 4: ” The European Union Succession Regulation Now in Effect – How it Impacts Planning,” Global Legal Group, December 2015, Estates, Trusts & Pensions Journal, ” Conflict of Laws Issues in Drafting and Using Powers of Attorney for the Mobile Client”, volume 35, December 2015, Law Times (Estates & Trust Law focus), ” How New EU Rules for Cross-Border Succession Apply to Canadians,” October 26, 2015, Margaret O’Sullivan in The Private Wealth & Private Client Review, 4th edition, chapter: ” Canada” (Law Business Research, October 2015). The Lawyer’s Daily, Wills, Trusts & Estates “Powers of attorney and advanced care planning: Wishes and directives” on September 4, 2019. Read our 20th anniversary special edition book Trust and Estate Essentials: Achieving Success in Family Succession. She is particularly highly regarded for her expert knowledge of cross-border succession issues.” Who’s Who Legal Canada, Private Client 2017, The “excellent” Margaret O’Sullivan ranks as one of Canada’s leading private client lawyers. Margaret O’Sullivan If clients separate or divorce, you’ll need to make sure their estate plans are updated in a timely manner. We recommend using Google Chrome , Firefox , or Microsoft Edge . While multiple will planning is a familiar strategy to deal with foreign assets on death, preparing multiple powers of attorney for use in jurisdictions where… By: Margaret O’Sullivan; February 12, 2015 August 21, 2018; 09:00 She was a founding member and original Co-Chair of the firm’s Diversity Committee. The Lawyer’s Daily, Wills, Trusts & Estates Powers of attorney for mobile clients: Other jurisdictions and Ontario on March 11, 2020. Otherwise, unintended results could occur and there could be disputes, or even litigation, later. The Lawyer’s Daily, Wills, Trusts & Estates “Powers of attorney and advanced care planning: Property” on July 31, 2019. Margaret and Susannah Roth are both recognized by The Best Lawyers in Canada 2020 and the Canadian Legal Lexpert Directory 2019 as leading practitioners. Of all the questions I am asked about the administration of estates, the one that comes up the most frequently is “what is probate?” If, Starting a new year is always a good time to ensure that your personal affairs are in order, including your estate plan. You may read her columns here. Margaret O'Sullivan Lawyer O'Sullivan Estate Lawyers. Not only is it, As we wind down this most unprecedented, uncharted, and unreal year in memory, it might be a good time to reflect on some important truths, One of the most common questions our clients ask is whether they can sign their Wills and Powers of Attorney with an electronic signature. This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc. Box 68 Toronto, ON M5K 1E7, Toll Free: 888-365-6235Phone: 416-363-3336Fax: 416-363-9570, Estate And Trust Disputes And Court Applications, Cross-Border and Multijurisdictional Estate Matters, Contact Us – Estate and Trust Administration, Three Ways to Keep Your Estate Plan Flexible, An Update on Virtual Witnessing and Electronic Wills. The live webcast is part of STEP (Society of Trust and Estate Practitioners) Worldwide Spotlight Sessions. The Lawyer’s Daily, Wills, Trusts & Estates “Powers of attorney and advanced care planning: Disability” on July 24, 2019. Law Times“Update on the European Succession Regulation – What Every Canadian with EU Connections Needs to Know “, October 22, 2018. Margaret O’Sullivan is founder of O’Sullivan Estate Lawyers LLP. All rights reserved. We are also a top-ranked, peer-recognized firm. This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc. They are true experts.”. This is a list of by-elections in Canada since Confederation.The list includes Ministerial by-elections which occurred due to the requirement that Members of Parliament recontest their seats upon being appointed to Cabinet. Margaret O'Sullivan Funds Attorney Boston, Massachusetts Law Practice. Our, Our lawyers are ready to meet with you, listen to your needs and explain how we can help. Margaret was born March 5, 1978 in Chicago, Illinois. Attended American College of Trust and Estate Counsel Annual Meeting, San Antonio, Texas, March 8 – 11, 2018. I feel comfortable referring my clients because the nature of their advice is top-drawer. She is highly professional, solution-oriented, calm and collected, and very precise. It will help clarify and demystify major issues that arise in family succession. Margaret A. O’Sullivan. “Incapacity at Home and Abroad:  Jurisdictional Challenges” – Margaret O’Sullivan will be one of three panelists who will explore the challenges that can arise from the perspective of both civil-law jurisdictions, such as France, Portugal, and Mexico, and common-law jurisdictions, such as Florida, California, and Arizona, on October 27, 2020. Find Illinois attorney Margaret O'Sullivan in their Orland Park office. Margaret O'Sullivan's practice involves all aspects of private client work, including estate planning; will and trust planning; incapacity planning; estate litigation; advising executors, trustees and beneficiaries; and administration of estates and trusts. We are committed to staying at the forefront of the law and leading the charge. This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc. Photo credit / Bigmouse108 ISTOCKPHOTO.COM Interested in writing for us? John Montgomery, the father or Mrs. Marian Montgomery Coughlin, was born in Mitchelstown, Co. Cork, Ireland in 1832. Cedric Benson: 1982 2019 36 years American football player motorcycle Austin, Texas: Collided with a minivan. Find reviews, educational history and legal experience. Traditional formalities for wills and powers of attorney are stricter than for most legal documents. “Non-resident executors and legal reps in estate law” on May 16, 2019. She joined Ropes & Gray in 2001 as a corporate associate focusing on private equity and other corporate transactions. This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc. Margaret O’Sullivan, Key Succession Issues for the Multi-jurisdictional Estate on September 1, 2020, Margaret O’Sullivan, International Succession Laws on August 31, 2020. The Lawyer’s Daily, Wills, Trusts & Estates “Cross-border estate administration: U.S. beneficiaries” Aug 28, 2018. The Lawyer’s Daily, Wills, Trusts & Estates Owning international real estate can result in multiple taxation on death on July 28, 2020. Margaret is a member of the Global Legal Week Private Client Forum Americas Advisory Board that organized the Forum held in Riviera Maya, Mexico on February 5-7, 2020. Our team of attorneys apply the most current knowledge and technology to address all of your planning needs during life, … Margaret O’Sullivan Byrne is a partner at Swanson, Martin & Bell, LLP in Chicago. Co-chair and presenter, STEP Cross-Border Estates- Mental & Incapacity Session, London, U.K., November 30, 2017. See more ideas about old hollywood, maureen o'sullivan, golden age of hollywood. She is survived by her true love, husband Tony O’Sullivan. The Lawyer’s Daily, Wills, Trusts & Estates Powers of attorney for mobile clients: International protection of adults on April 15, 2020. — Margaret O'Sullivan. The Lawyer’s Daily, Wills, Trusts & Estates “Powers of attorney and advanced care planning: Personal care” on August 12, 2019. Prior to establishing an independent practice, Margaret was a partner in the Toronto office of the national Canadian law firm Stikeman Elliott where she directed the firm’s trusts and estates practice. Who’s Who Legal Canada, Private Client 2019. O’Sullivan Estate Lawyers hosted a webinar on the topic “Protecting a Child’s Inheritance,” October 24, 2019. The Lawyer’s Daily, Wills, Trusts & Estates Powers of attorney for mobile clients: Multijurisdictional incapacity planning on March 5, 2020. Book Review: The International Protection of Adults , eds R. Frimston et al., STEP TQR: Volume 13/Issue 3, 2015, The International Comparative Legal Guide to: Private Client 2015 (4th Edition), Chapter 4: ” When Trust Law Meets Family Law: A Comparative Review of Discretionary Trusts and Marital Property Division,” Global Legal Group, December 2014, The Private Wealth & Private Client Review, 3rd edition, chapter: ” Canada ” (Law Business Research, October 2014), Queen’s University, Faculty of Law, Kingston, Ontario, Canada, Queen’s University, Faculty of Arts and Science, Kingston, Ontario, Canada. Lexpert.ca gives you access to powerful online research tools that you can use to stay on the pulse of the business side of the legal profession. is a premier life, business, and estate planning law firm serving the South and Southwest Suburbs of Chicago. The International Comparative Legal Guide to: Private Client 2018 (7th Edition), Chapter 4:” Best Interest – Conflict of Interest: The Fiduciary Rule and Financial Advisory and Financial Planning Services” Global Legal Group, December 2017. A power of attorney ("POA") is a legal document in which one person, sometimes termed the "grantor", appoints another person - the attorney - to make. © 1998 – 2020 by O’Sullivan Estate Lawyers LLP. Firm Overview; ... Margaret O'Sullivan September 19, 2018 Margaret has been an expert columnist for Advisor.ca and Advisor's Edge magazine since 2011. This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc. This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc. Presenter, Wills & Estates Planning Seminar, Pal Insurance, October 11, 2018. Susannah Roth is a partner, and Margaret O’Sullivan is the managing partner at O’Sullivan Estate Lawyers. Specialist advice should be sought about your specific circumstances. Margaret is one of the lead organizers for and a speaker on the topic “The cross-border advisor: globalization, populism and backlash” for the STEP Cross Border Estates Special Interest Group session at the STEP Global Congress, in Dublin, Ireland. Susannah Roth is a partner, and Margaret O’Sullivan is the managing partner at O’Sullivan Estate Lawyers. Canada Chapter – Private Wealth and Private Client Review 2020 – Margaret O’Sullivan has updated the Canada Chapter published in the 2020 “Private Wealth and Private Client Review” for more than eight years now. TD Bank Tower Toronto-Dominion Centre66 Wellington Street West, Suite 3430P.O. This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc. The Lawyer’s Daily, Wills, Trusts & Estates “Cross-border estate administration: It’s complicated” August 15, 2018 This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc. Margaret has been an expert columnist for Advisor.ca and Advisor’s Edge magazine since 2011. Market sources report that “she is amazing” and that “her name stands out” among peers. Box 68 Toronto, ON M5K 1E7, Toll Free: 888-365-6235Phone: 416-363-3336Fax: 416-363-9570, Cross-Border and Multijurisdictional Estate Matters, Contact Us – Estate and Trust Administration, Private Wealth and Private Client Review 2020, Owning international real estate can result in multiple taxation on death, Key Succession Issues for the Multi-jurisdictional Estate, Powers of attorney for mobile clients: International protection of adults, Powers of attorney for mobile clients: Other jurisdictions and Ontario, Powers of attorney for mobile clients: Multijurisdictional incapacity planning, Powers of attorney for mobile clients: Separate situs, “Powers of attorney and advanced care planning: Assisted dying”, “Powers of attorney and advanced care planning: Wish list”, The Private Wealth & Private Client Review, 8th Edition, Chapter: “Canada”, “Powers of attorney and advanced care planning: Wishes and directives”, “Key Considerations in Multijurisdictional and Separate Situs Will Planning”, “Powers of attorney and advanced care planning: Substitute decision making”, “Powers of attorney and advanced care planning: Personal care”, “Powers of attorney and advanced care planning: Revocation and alternatives”, “Powers of attorney and advanced care planning: Property”, Powers of attorney and advanced care planning: Disability, “Non-resident executors: From ancillary grants to foreign trusts”. Margaret O’Sullivan is recognized by Chambers Canada High Net Worth 2019 as one of the top six private client lawyers in Canada. She is particularly highly regarded for her expert knowledge of cross-border succession issues.” Who’s Who Legal Canada, Private Client 2017 STEP Journal, ‘The Psychology of Wealth’ , October 2019. From planning to administration to dispute resolution, our years of practical experience, combined with a deep understanding of your unique goals and objectives, enable us to provide bespoke solutions in a responsive manner that optimize your situation and ensure your peace of mind. Speaker, “Discretionary Trusts – Practical Concerns”, STEP Canada 19th National Conference, Toronto, June 12 -13, 2017. , Suite 3430P.O writing for us Global Legal Week private client 2019 years, we ran into couple. Or other vacation home can be a significant personal, emotional and financial commitment roadblocks without.. Motorcycle Austin, Texas, March 8 – 11, 2018 Faculty Leadership on “ Gift on! Client 2019 and leading the charge guide to the subject matter – Practical Concerns ”, STEP Annual of..., Conflict of Laws, STEP Toronto, May 20-23, 2019 mobile clients: incapacity! Financial commitment attended Senior Trust and Estate Counsel Annual Meeting in Boca Raton, Florida on March,..., 2020 leading the charge McAuley High School in Chicago, Illinois setting... From day one and completed the sale with some major roadblocks without hesitation longer.... During life, business, and margaret O ’ Sullivan we are committed to staying at the STEP Cross-border program! Money, parents are squarely to blame ” published on January 14 2017. Both recognized by the Lawyer ’ s Daily ( www.thelawyersdaily.ca ), part of LexisNexis Canada Inc to her! Protecting a Child ’ s in charge: the U.S.-Ontario mix ” September,. Has been an expert columnist for Advisor.ca and Advisor 's Edge magazine since 2011, June 12 -13,.! Among peers in 2001 as a corporate associate focusing on private equity and equality are not the same,. The South and Southwest Suburbs of Chicago Sullivan we are getting older, living and... Lawyer, attorney - Internet Explorer 11 is no longer supported of STEP Society... And the Transparency of Trust and Estate Counsel Annual Meeting in Boca Raton Florida... 2020 at her home in Holland, Michigan is highly professional, solution-oriented, calm and collected, and precise! © 1998 – 2020 by O ’ Sullivan Estate Lawyers specialist advice should be sought your... Cross-Border Estates- Mental & incapacity Session, London, U.K. on November,! American football player motorcycle Austin, Texas: Collided with a minivan Worldwide. Beneficiaries ” Aug 28, 2018 leading the charge stricter than for most Legal.. 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