Margaret O'Sullivan

Margaret O'Sullivan

Managing PartnerO'Sullivan Estate Lawyers LLPWills, Trusts & Estates (Ontario)

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. She is the recipient of the 2014 STEP Founder's Award for Outstanding Achievement and the Ontario Bar Association's 2013 Award of Excellence in Trusts and Estates Law. Prior to establishing an independent practice, Margaret was a partner in the Toronto office of Stikeman Elliott where she directed its trusts and estates practice. She has practiced exclusively in the area of trusts and estates since 1983. O'Sullivan Estate Lawyers LLP was named one of Canada's "Top 10 Trusts & Estates Law Boutiques" by Canadian Lawyer in 2019 and a Finalist for best boutique of the year in the 2019 STEP Private Client Awards.

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.

Margaret is recognized in The Best Lawyers in Canada 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 as one of the most highly regarded private client practitioners. She is a Band 1 top-ranked private wealth lawyer in Chambers High Net Worth Guide 2019 and is recognized in Legal Week`s Private Client Global Elite 2019. Margaret is the recipient of the 2014 STEP Founder's Award for Outstanding Achievement and the Ontario Bar Association's 2013 Award of Excellence in Trusts and Estates Law.

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 its trusts and estates practice. She has practiced exclusively in the area of trusts and estates since 1983.

Margaret is a founding member and a former Deputy Chair of the Society of Trust and Estate Practitioners (Canada) and former Chair of the Editorial Board of its newsletter STEP INSIDE. She is past Deputy Chair and a past member of the Board of Directors and Council for STEP Worldwide as well as a past Chair of the Professional Standards Committee. She was elected a member of Council of the Ontario Bar Association (1993-1998). She is a past Chair of the Trusts and Estates Section of the Ontario Bar Association. She is an Academician of The International Academy of Estate and Trust Law, as well as a current  member of the Canadian Bar Association, the American Bar Association, the New York State Bar Association, the International Bar Association and the Canadian Tax Foundation. She was elected a Fellow of the American College of Trust and Estate Counsel in 1995. Margaret is also Chair of  the Queen's University Gift Planning Advisory Committee.

Margaret has been a frequent guest speaker, writer and conference chairperson for various professional organizations on the subject of trusts and estates, including for the Society of Trust and Estate Practitioners, the Canadian Bar Association, The Law Society of Ontario, The International Bar Association, the Canadian Tax Foundation and various private conference sponsors. She has also written extensively in the areas of trusts, estate planning, estate administration and estate litigation.

 

Education

  • Queen's University, LL.B., 1981
  • Queen's University, B.A., 1978

Bar Admission

  • Ontario, 1983

Associations

  • Society of Trust and Estate Practitioners (STEP) (Canada) (former Deputy Chair; former Chair of the Editorial Board of newsletter STEP INSIDE; past Deputy Chair and member of the Board of Directors and Council for STEP Worldwide; and past Chair of the Professional Standards Committee)
  • Past Chair, Trusts and Estates Section, Ontario Bar Association
  • Fellow, American College of Trust and Estate Counsel
  • Canadian Bar Association
  • American Bar Association
  • New York State Bar Association
  • International Bar Association
  • Canadian Tax Foundation
  • Academician, The International Academy of Estate and Trust Law

Awards & Honours

  • Listed in The Best Lawyers in Canada, 2019
  • A top-ranked private wealth lawyer in Chambers High Net Worth Guide, 2019
  • Listed in The Who's Who Legal: Private Client, 2019
  • One of the leading trust and estate lawyers in Canada in The Who's Who Legal: Canada, 2019
  • One of the most frequently recommended estate planning lawyers in The Canadian Legal Lexpert Directory, 2019
  • STEP Founder's Award for Outstanding Achievement, 2014
  • Award of Excellence in Trusts and Estates Law, Ontario Bar Association, 2013