May 2021
Complimentary Expert Webinar

With O’Sullivan Estate Lawyers LLP

After the success of our online training for Private Clients in the UK, Estate Research are delighted to host our first complimentary Canadian Expert Webinar alongside O’Sullivan Estate Lawyers LLP.

Agenda
Complex, High Value Estate and Trust Administration: Perils and Pitfalls
Susannah Roth, Stephanie Battista & Marly Peikes
Wednesday 19th May
11am-12pm EST

The administration of estates and trusts involves many legal and financial issues.

Complexity increases with high value estates and trusts that have unique assets: business holdings, significant investment portfolios, private equity interests, international real estate, valuable art and collectibles. It can be confusing and overwhelming!

Whether you are the testator, a beneficiary, an executor, a trustee or a trust officer, O’Sullivan Estate Lawyers LLP have extensive experience in high value and complex estate administration, trust administration and fiduciary accounting.

Join us for a discussion that will provide trust officers and advisors as well as their clients with a framework for important decisions.

Topics include:

  • Gathering in foreign assets
  • Liability and income tax matters
  • Private corporation interests in an estate or trust
Susannah Roth
our speakersSusannah Roth Partner – O’Sullivan Estate Lawyers LLP

Susannah is recognized nationally for her expertise in estate and trust matters, administration and probate. She deals with complex trust and estate issues, including cross-border and multijurisdictional matters.

Stephanie Battista
our speakersStephanie Battista Associate Lawyer – O’Sullivan Estate Lawyers LLP

Stephanie practices exclusively in estate and trust law, focusing on all aspects of estate planning, including cross-border planning and estate administration in order to provide clients with sound and helpful legal advice.

Marly Peikes
our speakersMarly Peikes Associate Lawyer – O’Sullivan Estate Lawyers LLP

Marly’s practice includes all aspects of estate and trust planning, including cross-border planning, estate administration and estate dispute resolution.

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