Stephanie Battista is a partner at O’Sullivan Estate Lawyers. She practices exclusively in estate and trust law, focusing on all aspects of estate planning and estate administration in order to provide clients with sound and helpful legal advice.

Stephanie regularly advises clients on their succession plan including wills, trusts, powers of attorney and domestic contracts. Her clients range from blended families, business owners, medical professionals, high net worth clients and young couples. Stephanie works closely with clients and their professional team to develop custom plans based on each client’s specific needs and objectives while ensuring tax minimization

Stephanie also advises executors, trustees, and attorneys on their duties and obligations, and provides guidance through the complexities of the estate administration process as well as estate and trust accounting, where needed or appropriate.

Stephanie is currently completing the Diploma Program of the Society of Trust and Estate Practitioners (STEP).

Prior to joining O’Sullivan Estate Lawyers LLP, Stephanie articled and practiced trusts and estates law at a boutique law firm.

Professional Activities

• Member, Toronto Lawyers Association
• Student Member, Society of Trust and Estate Practitioners
• Member, Junior Trusts and Estates Practitioners

Articles

Who will protect your interests when you no longer can?

By Stephanie Battista (Published on 02-15-2024)

Gifting to grandchildren

By Stephanie Battista (Published on 12-05-2023)

In-laws in the estate plan!

By Stephanie Battista (Published on 10-24-2023)

Three ways not to update your will

By Stephanie Battista (Published on 10-05-2023)

Yes, a multiple-will plan can be an estate saver

By Stephanie Battista (Published on 08-16-2023)

The problem of personal effects

By Stephanie Battista (Published on 05-25-2023)

The importance of Power of Attorney

By Stephanie Battista (Published on 03-02-2023)

How to help with parents’ estate plans

By Stephanie Battista (Published on 01-13-2023)

Three steps to authenticating Canadian documents abroad

By Stephanie Battista (Published on 11-08-2022)

This estate-planning genie can grant more than three wishes

By Stephanie Battista (Published on 09-16-2022)

Jointly-held assets can cause estate headaches

By Stephanie Battista (Published on 08-04-2022)

How to avoid bequest disappointment

By Stephanie Battista (Published on 05-19-2022)

Forgotten assets can complicate estate plans

By Stephanie Battista (Published on 03-29-2022)

Where there’s a will…

By Stephanie Battista (Published on 01-19-2022)

What you need to know about being an executor

By Stephanie Battista (Published on 11-09-2021)

Updating the ‘forgotten’ document: your will

By Stephanie Battista (Published on 08-17-2021)

How to avoid multi-executor friction

By Stephanie Battista (Published on 06-02-2021)

Avoid major legal headaches when gifting to minors

By Stephanie Battista (Published on 03-16-2021)