Dear Clients and Friends,

O'Sullivan Estate Lawyers cordially invites you to a complimentary webinar.

Full details are below.

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 has 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. This event is being hosted by Estate Research in London, UK, and features O'Sullivan Estate Lawyers LLP.

Topics include:

  1. Gathering in foreign assets
  2. Liability and income tax matters
  3. Private corporation interests in an estate or trust

When:  Wednesday, May 19, 2021 at 11:00 am EST  

Register Now

Registration for this webinar is managed by Estate Research, London, UK.

Speakers

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Susannah 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.

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Stephanie 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.

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Marly 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.