O'SULLIVAN ESTATE LAWYERS - Key Persons


Jana Schilder

Job Titles:
  • Marketing and Public Relations

Joanne Field

Job Titles:
  • Staff Member

Margaret R. O'Sullivan - CEO, Chairman, Founder

Job Titles:
  • Chairman
  • Founder
  • Managing Partner
  • Columnist for Advisor
  • Expert
Margaret O'Sullivan has been recognized in the Private Client Global Elite Directory for 2024, as one of the 250 leading peer-nominated private client lawyers globally. Margaret O'Sullivan has been shortlisted for "Outstanding Individual of the Year" in the 13th annual Citywealth Powerwomen Awards 2024 USA created by Citywealth Magazine in London, U.K. Margaret is one of 6 women-and the only Canadian-to be nominated this year. Margaret O'Sullivan has been asked to chair a panel session on cross-border incapacity issues at the International Academy of Trust and Estate Law to be held in Mayakoba, Mexico, May 19 - 23, 2024. Margaret O'Sullivan will be speaking at the Transcontinental Trusts Bermuda Conference, June 20-21, 2024. Margaret O'Sullivan attended the Private Client Forum hosted by Legal Week in Cernobbio, Italy on November 15 - 17, 2023. Margaret O'Sullivan attended the Private Client Exchange hosted by Legal Week in Vence, France on October 12-13, 2023. O'Sullivan Estate Lawyers LLP were pleased to be a Gold Sponsor of the Annual Conference of the Society of Trust and Estate Practitioners (STEP) Canada, held on June 19 and 20, 2023, in Toronto. Margaret O'Sullivan spoke on "Estate Planning for the Modern Family," at the STEP Caribbean Conference, held in Panama City, Panama, May 11 - 13, 2023. Margaret O'Sullivan attended the Annual Meeting of the American College of Trust and Estate Counsel (ACTEC) in New Orleans, U.S., on March 2-4, 2023. Margaret O'Sullivan was a speaker on "An Update from Canada" on Canadian developments in estate planning for private clients and family offices at the STEP Cayman Conference - International Wealth Structuring Forum, Grand Cayman, on January 19-20, 2023. Margaret O'Sullivan participated in a panel discussion on a virtual webinar focused on "How are lawyers evolving their estate practices to deliver results?" Topics covered during the webinar included: meeting evolving client needs and innovation beyond people, process and technology. This event was part of the Canadian Legal Innovation Forum Fall Webinar Series on November 8, 2022. Margaret O'Sullivan led a session, organized by the Cambridge Forum, that explored challenging issues around family trusts. The session was be held at Langdon Hall in Cambridge, Ontario, October 23 - 25, 2022. Margaret was on an international panel to discuss the issues and challenges that families regularly face in appointing an executor of a cross-border estate and address the significance of adequate estate planning. Hosted by STEP's Cross-Border Special Interest Group, on September 27, 2022. Margaret was invited to be both a Member of the Advisory Board and a Presenter at the Private Client Forum Americas, in Mayakoba, Mexico, July 13 to 15, 2022. Margaret was a member of the Global Legal Week Private Client Forum Americas Advisory Board that organized the Forum held in Riviera Maya, Mexico on February 5-7, 2020. She spoke on the issue of death taxes and wealth taxes. Margaret has been an expert columnist for Advisor.ca and Advisor's Edge magazine since 2011.

Marly Peikes

Job Titles:
  • Staff Member

Melanie Nakata

Job Titles:
  • Staff Member

Michael von Keitz

Job Titles:
  • Staff Member

Nancy Zolezzi

Job Titles:
  • Staff Member

Nicholas André

Job Titles:
  • Staff Member

Shannon O'Connor

Job Titles:
  • Staff Member

Sherry Guo

Job Titles:
  • Staff Member

STEP Cross

Job Titles:
  • Elected Member

Tainisha Goulding

Job Titles:
  • Staff Member