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:
- Gathering in foreign assets
- Liability and income tax matters
- 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
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.
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.
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.