Hull on Estate and Succession Planning Podcast #5 - Successful Will Drafting

LISTEN HERE

READ THE TRANSCRIBED PODCAST HERE

During our podcast, we continued our discussion on ways to "bullet-proof" a will:

(iv) properly documenting any gifts you make during your lifetime;

(v) carefully considering unequal treatment of your beneficiaries;

(vi) will drafting - losing a gift if you challenge the will;

(vii) contracts not to contest a will; and

(viii) avoiding making casual "will like" dispositions. --------

Hull on Estates Podcast # 5 - More on Drafting Wills

LISTEN HERE

READ THE TRANSCRIBED PODCAST

During our podcast, we discussed the following legal issues:

(i) constructive trusts;

(ii) specific devices and bequests;

(iii) life insurance;

(iv) the description of beneficiaries;

(v) trusts/life interests;

(vi) the selection and powers of trustees, including the power to encroach; and

(vii) ademption. --------

Hull on Estate and Succession Planning Podcast #4 - "Bullet-proofing" a Will

LISTEN HERE

READ THE TRANSCRIBED PODCAST HERE

During our podcast, we discussed way to "bullet-proof" a will:

(i) ensuring you have proof of your mental capacity to sign a will;

(ii) protecting against claims of undue influence; and

(iii) ensuring your will is properly executed. --------

Hull On Estates Podcast #4 - Legal Issues when Drafting a Will

LISTEN HERE

READ THE TRANSCRIBED PODCAST

During our podcast, we discussed the following legal issues:

(i) the International Will;

(ii) revocation by marriage;

(iii) lapse;

(iv) abatement; and

(v) the rule in Saunders v. Vautier. --------

 

Hull on Estate and Succession Planning Podcast #3 - More on Wills

LISTEN HERE

READ THE TRANSCRIBED PODCAST HERE

During our podcast, we discussed the following legal issues:

(i) role of an Executor;

(ii) children and the Corvette effect;

(iii) guardianship (iv)what happens when you die without a will;

(v)the difference between a holograph and typewritten will; and

(vi)considerations when amending a will. --------

The Inaugural Blog

Welcome to the inaugural Hull Estate blog. With the fast moving pace of the social media a blog on this topic seemed to be a natural fit.

I mean, why not try to look at issues of death and succession, and in particular, look at these issues before your death and before a family fight begins. The central theme of this blog will of course be estates and estate related matters.

However, an important sub topic will be to address the question as to why our culture spends so much time accumulating wealth and yet does not put the same , or even close, value on planning for the succession of our wealth. Starting with the funeral arrangements right through to distributing many millions of dollars, beneficiaries fighting is almost inevitable.

The family fight is not something we spend enough time planning to avoid.

However, as with everything in life, it is really a question of degree and what is an acceptable level of conflict.

This blog is going to look at estate issues and estate planning from all perspectives including a more bottom up estate planning process, as opposed to a top down model that exists in the minds of most people today.

We have started our social media efforts already and you can listen to our podcasts that are currently on itunes. We have a series of weekly podcasts (14 podcasts so far). One podcast deals with legal issues of interest to lawyers and the other deals with general estate planning issues designed for the lawyer and the client.

We continue to focus on a more inclusive approach to estate issues and consider such issues as the "High Price of Not Talking" about your estate plan with your family.

We would love feedback and we hope to be able to generate some excitement about this new social media outlet and hope that we can generate some real debate in the process. So welcome and I hope you enjoy the ride ! --------

Hull On Estates Podcast #3 - Issues when Drafting a Will

LISTEN HERE

READ THE TRANSCRIBED PODCAST HERE

During our podcast, we discussed the following legal issues:

(i) concepts of undue influence

(ii) suspicious circumstances

(iii) due execution; and

(iv) introduced the concept of international wills --------

Hull on Estate and Succession Planning Podcast #2 - Estate Plans & Wills

LISTEN HERE

READ THE TRANSCRIBED PODCAST HERE

During this podcast, we discussed the following legal issues:

(i) reducing the estate tax bill;

(ii) protecting your assets;

(iii) distribution of assets; and

(iv) gifts of income. --------

Hull On Estates Podcast #2 - Testamentary Capacity

LISTEN HERE

READ THE TRANSCRIBED PODCAST HERE

During Hull on Estates Podcast #2, we discussed the concept of testamentary capacity.