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Subcategories This category has the following 7 subcategories, out of 7 total. Pages in category “Wills and trusts” The following 154 pages are in this category, out of 154 total. This page was last edited on 28 September 2013, at 10:00. Our Mission: Excellence in providing trust and estate solutions in a responsive and personal manner to carry out your objectives and ensure your peace of mind. At O’Sullivan Estate Lawyers LLP, we work to address your estate planning and probate legal needs. To learn about how we can provide solutions for effective and orderly succession of your assets, and to reduce fees, taxes and other expenses related to your estate, contact our downtown Toronto offices. Practice Areas Read an overview of our comprehensive trusts and estates practice.
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Estates Department have a great depth of experience in the areas of estate planning, estate and trust administration and fiduciary litigation. We believe in focusing on the client, the client’s unique situation and family circumstances, and identifying the client’s key goals. We assist clients to evaluate their assets and their individual goals to create documents not only to provide for the disposition of assets following death, but also for family or generational planning, and healthcare and financial management during illness or incapacity. We understand that different types of assets may require different planning techniques. We also understand that family dynamics often require special care or unusual forms of management.
Lifetime Gift and Tax Planning: Many of our clients wish to incorporate lifetime gift and tax plans for their family, relatives or charity interests. We utilize lifetime gifting strategies that minimize the individual’s taxable estate, protect beneficiaries from threats of divorce or financial insecurity, and achieve philanthropic goals. Charitable Giving: For clients interested in charitable giving, our attorneys will evaluate the available options based on the client’s projected income needs and the desired timing of the charitable gift. Gifts may be outright, or may be planned through testamentary disposition or split-interest trusts. We frequently prepare charitable lead and remainder trusts for our clients. We also assist our clients with the formation and administration of family foundations. We routinely represent executors and trustees on the proper and most tax-efficient means of administering probate and non-probate estates and trusts.