Offices in Ottawa and Perth
(613) 722-1500

CONTACT US (613) 722-1500

Sarah Macaluso

Lawyer

About Sarah

Phone

Main line: (613) 722-1500

Direct line: (613) 369-0374

Email & Fax

Fax: (613) 722-7677

I practice exclusively in the areas of wills and trusts, incapacity planning and estate administration. I offer comprehensive legal guidance tailored to each of my client’s unique needs, ensuring their wishes are respected and their assets protected. My practice encompasses drafting wills, including multiple wills for business owners, trusts and powers of attorney, while also advising on probate tax-efficient strategies, to preserve wealth and maintain family harmony. In my estate administration practice, I assist individual and institutional executors with probate, all aspects of the administration and fulfilling their fiduciary duties. I have experience dealing with complex estates, particularly with private company shares, foreign assets and navigating complicated family dynamics. I often collaborate with tax accountants, wealth advisors and other professionals to provide a seamless and efficient estate plan and estate administration process.

Called to the Ontario bar in 2018, I hold a Business degree from McMaster University (summa cum laude) and a law degree from the University of Ottawa (cum laude). I also hold a Trust and Estate Practitioner (TEP) designation with the Society of Trust and Estate Practitioners (STEP) Canada. I am a member of the Ottawa Estate Planning Council and a former member of the Board of Directors of Villa Marconi Long-Term Care Centre in Ottawa.

Sarah's Service Areas

Estate Administration
Wills, Trusts and Estates

The Latest From Sarah

Blog |
Wills, Trusts and Estates
By: 

Posted September 23, 2021

In-Trust For Accounts have become a common way for parents and grandparents to set aside money to finance their children or grandchildren’s post-secondary education. A[...]
Blog |
Wills, Trusts and Estates
By: 

Posted June 14, 2021

Since 2015, Graduated Rate Estates (GREs) have remained one of the only trusts that are entitled to marginal tax rates, and are the only trust[...]
Blog |
Wills, Trusts and Estates
By: 

Posted March 11, 2021

On February 16, 2021, Attorney General Doug Downey introduced to the Ontario Legislature Bill 245 – the “Accelerating Access to Justice Act”. Having been carried[...]
Blog |
Estate Administration, Wills, Trusts and Estates
By: 

Posted November 12, 2020

In an earlier blog, I wrote about how to resign as estate trustee of a loved one’s estate. In this blog, I will be discussing how[...]
Blog |
Wills, Trusts and Estates
By: 

Posted September 25, 2020

As we blogged here, on April 23, 2020, the Ontario government introduced an Order in Council (Ontario Regulation 129/20) under the Emergency Management and Civil[...]
Blog |
Wills, Trusts and Estates
By: 

Posted September 17, 2020

Predatory marriages are on the rise in Ontario. Predatory marriages occur when a financial predator enters into a relationship with an elderly person for the[...]

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