Margaret O’Sullivan

Tax & Estate

Margaret O’Sullivan is founder of O’Sullivan Estate Lawyers LLP.

Advisor's Edge

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

By Margaret O’Sullivan |March 27, 2020

3 min read

Estate Planning

How the global privacy debate is playing out in Canada

Legislation affects disclosures on trusts, real estate and corporations

By Margaret O’Sullivan |September 16, 2019

3 min read

Advisor's Edge

Multiple taxation on death: the taxpayer’s nightmare

Steps to limit tax in other jurisdictions

By Margaret O’Sullivan |February 25, 2019

3 min read

Advisor's Edge

Mutual wills: proceed with caution

Examining an alternative to trusts

By Margaret O’Sullivan |November 28, 2018

4 min read

Advisor's Edge

Keep estate planning documents safe

A key consideration that’s often overlooked

By Margaret O’Sullivan |September 21, 2018

3 min read

Advisor's Edge

Powers of attorney for the mobile client

Preventing estate problems when a client lives in multiple jurisdictions

By Margaret O’Sullivan |July 13, 2018

5 min read

Estate Planning

How U.S. personal tax changes affect estate planning

An overview of major changes impacting Canadians with U.S. connections

By Margaret O’Sullivan |May 8, 2018

9 min read

Estate Planning

Help clients appoint a guardian for minor children

How the process works

By Margaret O’Sullivan |December 15, 2017

4 min read

Estate Planning

How to plan for cottage succession

Options for ownership

By Margaret O’Sullivan |October 20, 2017

6 min read

More Columnists

Catherine Hung

Tax & Estate

Beware of tainting GRE status

January 17, 2024|4 min read

Avoid double taxation on wealth transfers to the next generation

October 26, 2023|4 min read

Matt Trotta

Tax & Estate

Defining trusts for tax reporting and compliance

February 8, 2024|5 min read

RRSPs and estate administration

November 15, 2023|6 min read

Jon Hreljac

Tax & Estate

Buyer beware: Foreign income in a corporation

January 28, 2022|3 min read

Funda Dilaver

Tax & Estate

Tax consequences when your client leaves Canada

January 7, 2021|6 min read

Charmaine Ko

Tax & Estate

What U.S. citizens should know before purchasing Canadian life insurance

June 4, 2020|3 min read

The perils of owning U.S. life insurance

May 29, 2020|3 min read

Rebecca Hett

Tax & Estate

In-trust-for accounts and taxation

December 9, 2021|5 min read

What the disability tax credit means for eligible Canadians and their families

May 14, 2021|5 min read