Toronto Estate Law Blog : Toronto Estate Lawyer : Hull & Hull Law Firm : Trust Mediation and Succession Planning : Serving Ontario, Ottawa, Mississauga, Hamilton

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This week on Hull on Estates and Succession Planning, Ian Hull and Suzana Popovic-Montag give an overview of the book "With the Stroke of a Pen, Claim Your Life" by Jane Blaufus. This book is based on Jane's personal experience with the loss of her husband. In this episode, Ian and Suzana examine the "Courageous Questions" asked by Jane, questions they feel are associated with the day to day issues of estate planning.
If you have any questions or comments, please send us an email at hull.lawyers at gmail.com

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This week on Hull on Estates and Succession Planning, Ian Hull and Suzana Popovic-Montag ring in the New Year with an update to our Reading List. The book of focus is written by Dr. Steven R. Covey called "The 3rd Alternative," a reading that discusses various aspects of problem solving.  More specifically, Ian and Suzana apply the lessons of this book to issues in estate planning, those who mediate and those who litigate. More simply, he asks the question, what is the 3rd alternative?

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This week on Hull on Estates and Succession Planning, Ian Hull asks the question - What should one do with their estate plan in 2012? More specifically, he discusses Will basics and Will basics planning. If you have any questions or comments, please visit our blog at estatelaw.hullandhull.com or email your questions to hull.lawyers@gmail.com

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This week on Hull on Estates and Succession Planning, Ian Hull and Suzana Popovic-Montag add to our Hull & Hull LLP recommending reading list with the book "Cross-Border Family Mediation". This book touches on cross border family mediation in regards to custody and access issues. Ian and Suzana also discuss holograph wills and the issues that surround them, particularly in Canada, and canvas where they may occur.

If you have any comments or questions please visit our blog at hullestatemediation.com or send us an email at hull.lawyers@gmail.com

For more information on Ian hull, click here
For more information on Suzana Popovic-Montag, click here

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This week on Hull on Estates and Succession Planning, Ian Hull gives mention to "Movember" - A movement to raise money and awareness for men's health, specifically prostate cancer.  If you would like to make a contribution, please visit ca.movember.com
In this podcast, Ian also discusses an interesting development from the accounting firm Ernst and Young, who have developed a new service with a focused approach to estates & trusts.  If you have any questions or comments, please send us an email at hull.lawyers@gmail.com or leave a comment on our blog at estatelaw.hullandhull.com

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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

Click here for more information on David Smith.

Click here for more information on Nadia Harasymowycz.

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This week on Hull on Estates and Succession Planning, Ian Hull discusses Wills and Non-Tax Issues related to estate planning. More specifically, he touches upon the special nature of married spouse claims and common law spouse claims. If you have any questions or comments, please send us an email at hull.lawyers@gmail.com or leave us a comment on our blog at estatelaw.hullandhull.com

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Listen to Hull & Hull LLP Breakfast Series Recap

This week on Hull on Estates and Succession Planning, Ian and Suzana discuss our most recent Breakfast Series Presentation which was held at the Ontario Bar Association facilities on September 22, 2011.  Additionally, they touch upon the recent decision Hope v. Martin ONSC 5447 (CanLII)

If you have any comments or would like more information on our Breakfast Series Presentations, send us an email at hull.lawyers@gmail.com or leave a comment on our blog.

For more information on Ian Hull click here
For more information on Suzana Popovic-Montag click here

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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.

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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.

If you have any questions or comments, send us an email at hull.lawyers@gmail.com or leave a comment on our blog.

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Listen to: Hull on Estates # 248 - Registered Disability Savings Plan (RDSP)

This week on Hull on Estates, David Smith and Nadia Harasymowycz discuss a fairly new investment vehicle that has been set up by the Canadian Government to allow for Canadians with disabilities and their families to save for the future.  More specifically, this podcast discusses how one can use this investment fund as an estate planning tool. 

If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog.

For more information on David Smith click here.

For more information on Nadia Harasymowycz click here.

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Listen: Understanding the Role of an Executor

This week on Hull on Estates, Ian Hull discusses the role of an executor and how you can anticipate problems that may arise.

If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog.

Ian M. Hull – Click here for more information on Ian Hull.

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Listen: Why - Part 3

This week on Hull on Estates and Succession Planning, Ian continues his discussion on "what" it means to be an estate trustee and "why".  Specifically, he talks about dealing with and protecting special assets.

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.

Ian M. Hull – Click here for more information on Ian Hull.

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 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.

If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog.

Ian M. Hull – Click here for more information on Ian Hull.

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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.

If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog.

Ian M. Hull – Click here for more information on Ian Hull.

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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.

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 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

Natalia R. Angelini – Click here for more information on Natalia Angelini.

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 Listen to: Interesting and Informative Books

This week on Hull on Estates and Succession Planning, Ian and Suzana discuss what they are currently reading for business and pleasure.

Some of the books they discuss are:

·  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

If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog.

Ian M. Hull - Click here for more information on Ian Hull.

Suzana Popovic-Montag – Click here for more information on Suzana Popovic-Montag.

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 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.

If you have any comments, send us an email at hull.lawyers@gmail.com or leave a comment on our blog.

David M. Smith - Click here for more information on David Smith.

Julia Evans - Click here for more information on Julia Evans.

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Listen to: Assortment of topics

This week on Hull on Estates and Succession planning, Ian discusses an assortment of topics.

Topics include:

• The High Road by Terry Fallis
• 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

If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog.

Ian M. Hull – Click here for more information on Ian Hull.