Source: http://estatelaw.hullandhull.com/articles/podcasts-audio/hull-on-estate-and-succession/show-notes/
Timestamp: 2013-05-23 04:54:06
Document Index: 284887407

Matched Legal Cases: ['art 3', 'art 4', 'art 3', 'art 2', 'art 2', 'art 2', 'art 5', 'art 4', 'art 3', 'art 2', 'art 1', 'art 7', 'art 6', 'art 5', 'art 4', 'art 3', 'art 2', 'art 1', 'art 2', 'art 7', 'art 6', 'art 5', 'art 4', 'art 3', 'art 2', 'art 2', 'art 2', 'art 2', 'art 2', 'art 13', 'art 6']

Home > Show notes > Hull on Estates #320 - Advising the Elderly Client
Posted on February 13, 2013 by Hull and Hull LLP
Listen to: Hull on Estates #320 – Advising the Elderly Client
Today on Hull on Estates, Natalia Angelini and Noah Weisberg speak about the recent CLE program, “Advising the Elderly Client”, and more specifically on a paper written by Margaret E. Rintoul titled “Tax Planning for Estates: You Can’t Always Get What You Want”. If you have any questions, please e-mail us at hull.lawyers@gmail.com or leave a comment on our blog page.
Click here for more information on Natalia Angelini Tags: PODCASTS / AUDIO, Hull on Estate and Succession Planning, Show notes
Hull on Estates Episode #268 - Entitlements of a Child
Posted on November 17, 2011 by Hull and Hull LLP
Listen to: Hull on Estates Episode #268 - Entitlements of a Child
This week on Hull on Estates David Smith and Nadia Harasymowycz discuss the definition of "Child" and its application in the Estates field with a review of the British Columbia cases of Hope v. Raeder Estate and Peri v. McCutcheon. If you have any questions or comments, leave us a comment on our blog or email us at hull.lawyers@gmail.com
Tags: PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Hull on Estates, Hull on Estates, Show notes, Show notes
Posted on September 20, 2011 by Hull and Hull LLP
This week on Hull on Estates and Succession Planning, Ian Hull discusses a list of upcoming events for Hull & Hull LLP. In particular, he discusses the upcoming LSUC - Probate Essentials Program where he will be speaking on Non-traditional Testamentary Documents. This program is also chaired by our managing partner Suzana Popovic-Montag. For those who were unable to attend on September 16, there will be a live repeat on October 31, 2011.
If you have any questions or comments, please email us at hull.lawyers@gmail.com or leave us a comment on our blog.
Tags: PODCASTS / AUDIO, Hull on Estate and Succession Planning, Show notes
Posted on September 7, 2011 by Hull and Hull LLP
This week on Hull on Estates and Succession Planning, Ian and Suzana acknowledge Hull & Hull's recognition in the CBA National Magazine article "The Best in Digital Marketing." Additionally, they discuss a new Ontario based resource Will Finder. This new and innovative site is a user friendly application that has been made available to clients and lawyers alike.
Listen: Why - Part 3
Ian continues his list of Duties for an Estate Trustee continuing with:
4. Dispose of perishable assets and secure and protect all other assets including business interests and rental properties.
5. Review insurance coverage and obtain increased or additional coverage of the assets where necessary.
6. Determine and list the names, addresses and ages of beneficiaries and notify them of their interest.
7. Determine the nature and value of the assets and debts of Louis, an inventory of the Estate, and arrange valuations where necessary.
The “Why” series was spurred by the book Start with Why By Simon Sinek which can be found in the Hull & Hull LLP Reading Center. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog.
Why - Hull on Estates and Succession Planning #220
Posted on January 26, 2011 by Hull and Hull LLP
Listen: Why
This week on Hull on Estates and Succession Planning, Ian continues his discussion on the book Start with Why By Simon Sinek. This book can be found in the Hull & Hull LLP Reading Center. Ian discusses why one becomes an executor and what it means to be an executor. This is followed-up with his first three duties for an Estate Trustee.
1. Make proper funeral and burial arrangements.
2. Determine that the Will appointing the Executors is the last will and testament.
3. Make provisions for the immediate needs of any dependants.
Year of 2011 - Hull on Estates and Succession Planning #219
Posted on January 18, 2011 by Hull and Hull LLP
Listen: Year of 2011
This week on Hull on Estate and Succession Planning, Ian discusses the year of 2011. Specifically, he discusses the book Start with WHY by Simon Sinek, which can also be found in the Hull & Hull LLP Reading Center. Ian examines the question of why in regards to estate planning issues and contentious planning matters.
Mutual Wills - Hull on Estates #232
Posted on December 14, 2010 by Hull and Hull LLP
Listen to: Mutual Wills
This week on Hull on Estates, Paul Trudelle and Rick Bickhram discuss a recent case out of the B.C. Supreme Court that applies the mutual Wills doctrine and discusses what Will be needed in order to find a mutual Wills agreement.
For more information on Brewster v. Lenzi, 2010 BCSC 1488 (CanLII), please click here. If you have any comments, send us an email at hull.lawyers@gmail.com or leave a comment on our blog.
Paul E. Trudelle – Click here for more information on Paul Trudelle. Rick Bickhram – Click here for more information on Rick Bickhram.
Tags: PODCASTS / AUDIO, Hull on Estates, Hull on Estates, Show notes
Preparing for Trial - Hull on Estates #231
Posted on November 30, 2010 by Hull and Hull LLP
Listen to: Preparing for Trial
This week on Hull on Estates, Nadia Harasymowycz and Natalia Angelini discuss preparing for trial, specifically when doing a Will challenge. If you have any comments, send us an email at hull.lawyers@gmail.com or leave a comment on our blog.
Nadia M. Harasymowycz - Click here for more information on Nadia Harasymowycz
Interesting and InformativeBooks - Hull on Estates and Succession Planning #218
Posted on November 29, 2010 by Hull and Hull LLP
Listen to: Interesting and Informative Books
· The 50 Biggest Estate Planning Mistakes . . . and How to Avoid Them by Jean Blacklock and Sarah Kruger
· The High Road by Terry Fallis
· The Final Call by Kerry Fraser
· In Bound Marketing by Brian Halligan and Darmesh Shaw
· Say it with Series by Gene Zelazny
Ian M. Hull - Click here for more information on Ian Hull.
Remedies for Breach of Duty by an Attorney for Property - Hull on Estates #230
Posted on November 23, 2010 by Hull and Hull LLP
Listen to: Remedies for Breach of Duty by an Attorney for Property
This week on Hull on Estates, David Smith and Julia Evans discuss remedies for breach of fiduciary duty by attorneys for property acting on behalf of their incapable grantors.
Julia Evans - Click here for more information on Julia Evans.
Assortment of Topics - Hull on Estates and Succession Planning # 216
Posted on November 17, 2010 by Hull and Hull LLP
Listen to: Assortment of topics
This week on Hull on Estates and Succession planning, Ian discusses an assortment of topics.
2010 Canadian (International) Conference Of Elder Law
The Articulate Advocate by Brian K. Johnson and Marsha Hunter
The use of personal and life coaching to manage work and life balance
Ian M. Hull – Click here for more information on Ian Hull. Continue Reading...
Transitions - Hull on Estates and Succession Planning #215
Posted on November 3, 2010 by Hull and Hull LLP
Listen to: Transitions
This week on Hull on Estates and Succession Planning Ian and Suzana discuss transitions, both personal and professional. They examine transitions currently taking place; how they affect us and different approaches one can take. Ian M. Hull – Click here for more information on Ian Hull. Suzana Popovic- Montag - Click here for more information on Suzana Popovic- Montag.
Avoiding Negligence Claims in a Wills File - Hull on Estates #227
Posted on October 28, 2010 by Hull and Hull LLP
Listen to: Avoiding Negligence Claims in a Wills File
This week on Hull on Estates, David Smith and Julia Evans discuss avoiding negligence claims in a Wills file, an issue that is top of mind for lawyers who draft Wills. Specifically, they chat about the landscape in this area and some things that may create problems.
If you have any comments, send us an email at hull.laywers@gmail.com or leave a comment on our blog.
Summary of the Hull & Hull Breakfast Seminar - Hull on Estates #226
Posted on October 21, 2010 by Hull and Hull LLP
Listen to: Summary of the Hull & Hull Breakfast Seminar This week on Hull on Estates, Paul Trudelle and Nadia Harasymowycz discuss the recent quarterly Hull & Hull breakfast seminar. The topics discussed at the seminar include:
Family matters and their relation to estates, specifically separations and divorce.
The effect of handwritten changes on wills.
Suicide notes and the effect they may have on the distribution on an estate.
Managing Expectations - Hull on Estates and Succession Planning #214
Listen to: Managing Expectations
This week on Hull on Estates and Succession Planning, Ian and Suzana discuss managing the expectations of the surviving spouse.
Suzana Popovic-Montag - Click here for more information on Suzana Popovic-Montag.
Trust Law, Foreign Trust and Trustee Cases - Hull on Estates #225
Listen to: Trust Law, Foreign Trust and Trustee Cases
Today on Hull on Estates, Kathryn Pilkington and Craig Vander Zee discuss recent cases dealing with trust law. They also discuss the Trust, Trustees and Trusteeships conference on October 1, 2010 put on by the Ontario Bar Association.
Specifically, they discuss the topics that were presented at the conference. These topics are:
The Drafting of Trusts
Hilary E. Laidlaw, McCarthy Tétrault LLP (author of paper)
M. Elena Hoffstein, Fasken Martineau DuMoulin LLP (presented by)
Terrance S. Carter, Carters Professional Corporation - Orangeville
Archie J. Rabinowitz, Fraser Milner Casgrain LLP
Drafting Trusts in Contemplation and Consideration of New Reproductive Technology
Frank Bennett, LSM, Bennett & Company
Review and Analysis of Recent Trust Case Law
Craig R. Vander Zee, Hull & Hull LLP
Planning Estate Administration - Part 4 -Hull on Estates and Succession #213
Posted on October 6, 2010 by Hull and Hull LLP
Listen to: Planning Estate Administration – Part #4
This week on Hull on Estates and Succession Planning Ian Hull continues the discussion on estate administration. Specifically, he examines liabilities and accounting obligations. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog.
Estate Administration -Part 3 - Hull on Estates and Succession Planning #212
Estate Administration - Part 2 - Hull on Estates and Succession Planning #211
Fundamentals of Estate Administration - Hull on Estates and Succession Planning #210
Interpreting Ambiguity in a Will or Trust - Hull on Estate and Succession Planning #208
Examining Litigation in Ontario - Part 2 - Hull on Estate and Succession Planning #207
Hull on Estates and Succession Planning #206 - Examining Litigation in Ontario
Settlement and the ADR Process - Part 2 - Hull on Estates and Succession Planning #205
Recap: OBA Trust and Estates Section - Hull on Estates #211
Settlement and the ADR Process - Hull on Estates and Succession Planning #204
Avoiding Trust Issues - Hull on Estates and Succession Planning #202
Tax Planning - Hull on Estates and Succession Planning # 201
Planned Giving - Part 5 - Hull on Estate and Succession Planning #199
Planned Giving - Part 4 - Hull on Estates and Succession Planning #198
Planned Giving - Part 3 - Hull on Estates and Succession Planning #197
Planned Giving - Part 2 - Hull on Estates and Succession Planning #196
Planned Giving - Part 1 - Hull on Estates and Succession Planning #195
Guardianship Applications - Hull on Estate and Succession Planning #194
Announcements - Hull on Estates and Succession Planning #192
Power of Attorney - Part 7 - Hull on Estates and Succession Planning #191
HullandHull.com Wins an Award - Hull on Estates and Succession Planning #190
Emotional Estate Disputes - Hull on Estates and Succession Planning #189
The Holiday Season - Hull on Estates and Succession Planning #188
Power of Attorney - Part 6 - Hull on Estates and Succession Planning #187
Power of Attorney - Part 5 - Hull on Estates and Succession Planning #186
Power of Attorney - Part 4 - Hull on Estates and Succession Planning #185
Power of Attorney - Part 3 - Hull on Estates and Succession Planning #184
Power of Attorney - Part 2 - Hull on Estates and Succession Planning #183
Power of Attorney - Part 1 - Hull on Estates and Succession Planning #182
Disabled Beneficiaries - Hull on Estates and Succession Planning - #181
The Emotional Value of Assets - Hull on Estates and Succession Planning #180
Lost Wills - Part 2 - Hull on Estates and Succession Planning #179
Lost Wills - Hull on Estates and Succession Planning #178
Vacation Preparation - Hull on Estate and Succession Planning #177
Tax Issues for Estate Planning - Hull on Estate and Succession Planning #176
Transferring the Family Cottage - Part 7 - Hull on Estate and Succession Planning #175
Transferring the Family Cottage - Part 6 - Hull on Estate and Succession Planning #174
Transferring the Family Cottage - Part 5 - Hull on Estate and Succession Planning #173
Transferring the Family Cottage - Part 4 - Hull on Estate and Succession Planning #172
Transferring the Family Cottage - Part 3 - Hull on Estate and Succession Planning #171
The Family Property - Part 2 - Hull on Estate and Succession Planning #170
Social Media and Being Specific Wrap-up - Hull on Estate and Succession Planning #168
Being Specific About Costs - Hull on Estate and Succession Planning #167
The Question of Costs - Part 2 - Hull on Estate and Succession Planning #165
The Question of Costs - Hull on Estate and Succession Planning #164
Illustrating the Use of Technology - Hull on Estate and Succession Planning #163
Issues that Arise with an Incapable Spouse - Hull on Estate and Succession Planning #162
Social Media and the Canadian Conference on Elder Law - Hull on Estate and Succession Planning #161
The Positive Side of the Second Marriage - Hull on Esate and Succession Planning #158
Managing Disputes That Arise From Second Marriages - Hull on Estate and Succession Planning #157
The Drafting of Wills -Part 2 - The Specifics of Charitable Giving - Hull on Estate and Succession Planning #156
The Drafting of Wills - Hull on Estate and Succession Planning #155
The Estate Freeze - Part 2 - Hull on Estate and Succession Planning #154
The Estate Freeze - Hull on Estate and Succession Planning #153
The Decision of Frye vs. Frye - Hull on Estate and Succession Planning #152
How Capacity Can Impact on Efforts to Create a Decision Making Tree - Hull on Estate and Succession Planning #151
Shareholders Agreements in the Context of an Estate Plan - Part 2 - Hull on Estate and Succession Planning #150
Shareholders agreements in the context of an estate plan - Hull on Estate and Succession Planning #149
Fundamental business concepts that impact estate planning - Hull on Estate and Succession Planning #148
The Choice of Personal Representative - Hull on Estate and Succession Planning #147
Administering Assets that are Personal Property Items - Hull on Estate and Succession Planning #144
The Use and Impact of Trust Companies - Hull on Estate and Succession Planning #143
Guardianship in Canada - Hull on Estate and Succession Planning
The Benefits of the Family Meeting - Hull on Estate and Succession Planning #141
Will Challenge wrap-up and Power of Attorney Litigation- Hull on Estate and Succession Planning #139
Will Challenge Litigation - Part 13 - Hull on Estate and Succession Planning #138
Will Challenge Litigation - Part 6 - Hull on Estate and Succession Planning
Calculating Compensation - Hull on Estate and Succession Planning #124
Accounting Concepts and Definitions - Hull on Estate and Succession Planning #121
The Capital Account - Hull on Estate and Succession Planning #117
Capital Disbursement - Hull on Esate and Succession Planning #115
Keeping Good Records - Hull on Estate and Succession Planning Podcast #114
Accounting - Hull on Estate and Succession Planning #112
Getting Probate - Hull on Estate and Succession Planning #103
Pre-probate Checklist - Hull on Estate and Succession Planning #99
Asset Particulars - Hull on Estate and Succession Planning #98
Initial Estate Meetings - Hull on Estate and Succession Planning #97