Marly Peikes is a partner at O’Sullivan Estate Lawyers. Her practice includes all aspects of estate and trust planning, estate administration and estate dispute resolution. Marly focuses on assisting clients in organizing their financial affairs during their lifetime through creative estate planning strategies which balance each client’s unique needs with corresponding estate administration tax and income tax considerations, all while ensuring that each client’s objectives are achieved and optimized. Marly works with clients and their financial advisors, accountants and other professionals to provide customized legal solutions and to generate and implement estate plans and, in the context of estate administration, to achieve a smooth and efficient estate and trust administration.

Marly was promoted to partner in January 2022.

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

Prior to joining O’Sullivan Estate Lawyers LLP as an associate lawyer, Marly articled and practiced at a mid-sized Toronto law firm where she focused on succession planning for clients, including business succession, estate planning and estate freezes.

Professional Activities

• Member, Ontario Bar Association
• Member, Canadian Bar Association
• Student Member, Society of Trust and Estate Practitioners
• Member, Junior Trusts and Estates Practitioners
• Chair Emeritus, Save a Child’s Heart Canada Young Professional Board
• Member, Planned Giving Committee of Save a Child’s Heart Canada

Articles

Using donor-advised funds for philanthropy

By Marly Peikes (Published on 05-07-2025)

Attorney for property gifting ability restricted

By Marly Peikes (Published on 03-06-2025)

Tax compliance for executors and trustees, plus key deadlines

By Marly Peikes (Published on 12-27-2024)

The critical role of fiduciaries in estate planning

By Marly Peikes (Published on 10-17-2024)

When an ‘attorney’ is not a lawyer

By Marly Peikes (Published on 09-06-2023)

When a will is lost or misplaced

By Marly Peikes (Published on 07-19-2023)

Empty house soon filled with tax bills

By Marly Peikes (Published on 04-13-2023)

Testamentary freedom not absolute

By Marly Peikes (Published on 01-26-2023)

When should a power of attorney for property come into effect?

By Marly Peikes (Published on 12-01-2022)