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Margaret O’Sullivan

Managing Partner  |  O'Sullivan Estate Lawyers
JURISDICTION

Ontario, Canada

TOP 3 AREAS OF EXPERTISE

Personal and estate planning, including cross border Canada/USA and multi jurisdictional planning
Administration of estates and trusts
Succession planning

Enhanced Q&A

What has been the highlight of your practice over the past 12 months?

We had the special recognition of winning “Boutique of the Year” at STEP Private Client Awards in September 2019. Having so many long-term relationships with numerous clients is wonderful, as we can share their journey with them from a legal and personal planning viewpoint. Additionally, being a part of planning for the next generation of clients and their development is a highlight. The ability to close the door to the boardroom and provide guidance and offer solutions in a private and confidential manner for issues which plague many of our clients is very rewarding.

How did you get into private client?

As a first year associate, I was asked to join the trust and estates group. I’ve always wanted individuals as clients as opposed to doing corporate work. It was a good fit and I kept to it. I am into my 38th year.

What advice would you give rising stars/new lawyers in the private client world?

As a guiding principle, remember that the interests of the client always come first and our role is to try our very best to achieve the best outcomes we can in a responsible and ethical manner.

What is your favourite quote?

“Less is more.”

Do you have any outside interests or hobbies?

Personal Training – I train 2-3 times a week. I love outdoor activities like boating, canoeing, biking, downhill skiing and cross country skiing. Gastronomy, current affairs, political events and of course travel.

When the restaurants reopen, where would you like to go?

Crossroads, up in the lake area north of Toronto. And Jacobs, the best steakhouse in Toronto in my view.

Where have you seen growth in your practice over the last year?

Multijurisdictional and cross-border Canada-U.S. estate planning.

Can you identify any new areas you have developed within your practice to further benefit your clients?

Cross-border and multijurisdictional estate planning and estate administration issues, conflict of laws issues dealing with succession matters.

What advice would you give to your younger self?

Be patient, be focused. Enjoy the people - your clients and colleagues. Do the best you can each and every time and what goes around comes around.