During Podcast # 42, Ian and Suzana discussed the concept of the Family Office and its primary objectives, including:
During Hull on Estate and Succession Planning Podcast #41, we discussed the institution of the family constitution and the issues to consider after its institution including Power of Attorney, Wills and other documentation.
During Hull on Estate and Succession Planning Episode #40, Ian and Suzana discussed issues surrounding the conclusion of the Family Conference, including tax matters, unapproving family members, implementing drafts and bullet-proofing your estate plan.
During Hull on Estate and Succession Planning Episode 39, we continued our discussion on the Family Conference, focusing on the actions to be taken in regards to non-participating family members. We also discussed the importance of documentation and defined will challenges.
During Hull on Estate and Succession Planning Episode 38, we discussed the process for ensuring a successful family conference including:
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During Hull on Estate and Succession Planning Episode 37, we discussed the steps that are followed during a Family Conference including:
During Hull on Estate and Succession Planning Episode 36, we discussed:
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During Hull on Estate and Succession Planning Podcast #35, we discussed:
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During Hull on Estates and Succession Planning Episode #34, we continued to discuss the need for full disclosure during the Family Conference process detailing specific situations including:
We also discussed Family Law concerns such as children's spouses and family businesses.
During Hull on Estate and Succession Planning Podcast #33, we discussed the Family Conference and the need for full disclosure of:
We also provided an illustration of how to work through a Family Conference.
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During Hull of Estate and Succession Planning Episode 32, we continued to discuss the Elder Law Conference with an emphasis on what the Canadian Centre for Elder Law Studies is currently working on, highlighing their past work and discussing its mission of enriching and informing the elderly in the law.
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During Hull on Estate and Succession Planning Episode 31, we discussed the various aspects of the Canadian Conference on the Elderly presented by the Canadian Centre for Elder Law including how the Courts are dealing with elder law and elder law situations.
During Hull on Estate and Succession Planning Episode 30, we discussed our attendance at the Calgary STEP Seminar, the family meeting and the process followed during the family meeting and we discussed the new book by Jordan Atin, Barry Fish and Les Kotzer entitled "The Family War, Winning the Inheritance Battle".
During Hull on Estate and Succession Planning Podcast #29 , we discussed the need for disclosure of all financial information during the family conference.
During Hull on Estate and Succession Planning Episode 28, we discussed:
During Hull on Estate and Succession Planning Episode 27, we continued our discussion on the family conference solution. We focused on how to choose the appropriate Chairperson of the conference, how to choose an appropriate mediator and discussed agenda flexibility.
During Hull on Estate and Succession Planning Podcast #26, we discussed the importance of preparing an agenda for the family conference. --------
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During episode #25 of Hull on Estate and Succession Planning, we continued our discussion on the family conference solution with a focus on whom to invite to the conference and where it should be held.
During Hull on Estate and Estate and Succession Planning Podcast #24, we continued our summary review of the Family Conference Solution with an emphasis on the importance of disclosure.
During Hull on Estate and Succession Planning Podcast #23, we introduced the Family Conference Solution.
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During Hull on Estate and Succession Planning Podcast #22, we continued our discussion on the stages of the legal process and its costs. The last three of the six stages were noted as follows:
4) Pre-trial conference;
5) Trial;
6) Appeal.
We also discussed the importance of mediation to legal and estate matters.
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During Hull on Estate and Succession Planning Podcast #21, we discussed 3 of the 6 stages of the legal process surrounding Estate Litigation. These stages are as follows:
1) Order organizing the Litigation;
2) Collecting and Disclosing Evidence and;
3) Discoveries.
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During Hull on Estate and Succession Planning Podcast #20, we wrapped up our analysis of the 10 causes of Estate Litigation and discussed Breach of Contract and Constructive Trust Claims.
During Hull on Estate and Succession Planning Podcast #19, we reviewed the frequent causes of Estate litigation, discussed Dependent Relief Claims and looked more intensely at Family Law Entitlements.
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In Hull on Estate and Succession Planning Podcast #18, we discussed three more frequent causes of estate litigation:
1) Poorly drafted documents;
2) Lack of sufficient planning for the estate assets;
3) Improper actions of the trustee or executor.
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During Hull on Estate and Succession Planning Episode 17, we continued our discussion on the causes of Estate Litigation. Four more causes were established as:
1) The reluctance to seek advice;
2) Acrimonious extended family;
3) Frailties and secrets;
4) Intransigent family members.
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During Hull on Estate and Succession Planning Podcast #16, we discussed 3 of the 10 causes of estate litigation. The 3 causes discussed are as follows:
1) A lack of understanding on the need for an estate plan;
2) An estate plan which is no longer current;
3) Inadequate estate planning advice.
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In Hull on Estate and Succession Planning Podcast #15, we continued with our discussion on Powers of Attorney for Property, from both a non-contentious and contentious perspective, and we discussed Powers of Attorney for Personal Care as well.
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During Hull on Estate and Succession Planning Podcast #14, we discussed Powers of Attorney. ------
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During Hull on Estate and Succession Planning Podcast #13, we discussed Estate freezes.
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In Hull on Estate and Succession Planning Podcast #12, we continued with our discussion of trusts and, in particular, the concepts of the "prudent investor" rule and incentive trusts.
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During this episode of Hull on Estate and Succession Planning, we talked about:
(i) the concept of trusts;
(ii) different types of trusts;
(iii) the advantages of a trust;
(iv) considerations in choosing a trustee; and
(v) an illustraion of how trusts provide much needed flexibility. --------
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During this podcast, Suzana discussed the type of taxes that arise on death and suggested ways to defer or reduce each of them:
(i) capital gains tax;
(ii) tax on RRSP and RRIF assets; and
(iii) probate fees Suzana then discussed other tax reduction strategies as well. --------
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During this podcast, we discussed the following:
(i) the accounting obligations of an Executor;
(ii) the concepts of informal and formal accounts;
(iii) investment of Estate assets;
(iv) the recreational property "conundrum"; and
(v) planning for capital gains taxes. --------
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During this podcast on the role of the Executor, we discussed the following:
(i) Executor's fees;
(ii) the use of professionals by the Executor;
(iii) removing Executors; and
(iv) income tax filings. --------
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During this podcast on the role of the Executor, we discussed the following:
(i) applying for probate;
(ii) timing of distributions;
(iii) making funeral arrangements;
(iv) locating the will;
(v) filing the final tax return; and
(vi) providing information to beneficiaries. --------
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During this podcast, we discussed the following:
(i) the general role of the Executor;
(ii) collecting and distributing assets; and
(iii) applying for probate. --------
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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. --------
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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. --------
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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. --------
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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. --------
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During our podcast, we discussed the following legal issues:
(i) The financial and emotional costs of estate litigation;
(ii) Protecting your estate with advance planning;
a. develop a comprehensive estate plan
b. consulting with beneficiaries in advance --------
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