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Legacy Tax + Trust Lawyers Vancouver
legacylawyers.com
Legacy Tax + Trust Lawyers was founded in 2000 as a boutique law firm specializing in tax, trust and
estate planning (including cross-border planning) along with related litigation. The firm has 22 lawyers.
The firm's notable mandates include: advising clients on tax and estate planning (including the use of
trusts and charitable donations) and administration in complex family situations to minimize tax, protect
from wills variation and other similar claims and reduce or eliminate various taxes and probate fees;
succession planning for owner-managed businesses; tax dispute resolution; conducting litigation regarding
high-net-worth estates on behalf of executors and trustees, beneficiaries and claimants; cross-border tax,
trust and estate planning for clients with a particular emphasis on U.S. and Canadian issues on death and
during lifetime and on the establishment of non-resident trusts.
O'Sullivan Estate Lawyers Toronto
osullivanlaw.com
O'Sullivan Estate Lawyers celebrated its 20th anniversary in 2018. Founding partner Margaret O'Sullivan's
vision was to distill big-firm expertise into a discreet, boutique-firm setting, offering customized high-
touch private client services. The firm advises some of Canada's wealthiest families and high-net-worth
individuals, including internationally. Its focus is domestic, cross-border and multi-jurisdictional trust and
estate advice using a holistic client-centric approach to address the needs of private clients with challenging
situations. It provides bespoke solutions from planning to administration to dispute resolution. The firm
has a blog that has grown to more than 1,250 subscribers. To commemorate its 20th anniversary, the firm
published a book, Trust and Estate Essentials – Achieving Success in Family Succession, which explores a
broad range of trust and estate issues from cross-border Canada-U.S. estate planning and administration to
advance planning to such esoteric topics as ethical wills.
WILLS, TRUSTS AND
ESTATES BOUTIQUES
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