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 usathull.lawyers@gmail.comor leave a comment on our blog page.
This week on Hull on Estates and Succession Planning, Ian Hull and Suzana Popovic-Montag discuss a recent presentation they made for the Law Society of Upper Canada. The topic of discussion was how to prepare for an audit on an estate. Additionally, they discuss the matter of compensation.
If you have any questions or comments, please contact us at hull.lawyers@gmail.com or visit our blog at estatelaw.hullandhull.com
This week on Hull on Estates and Succession Planning, Ian Hull and Suzana Popovic-Montag discuss "LinkedIn and Blogs for Lawyers", a book by Adrian Dayton and Amy Knabb. Additionally, Ian and Suzana address Passing of Accounts and the importance of Fiduciary Accounts.
If you have any questions or comments, please contact us at hull.lawyers@gmail.com or leave a comment on our blog at estatelaw.hullandhull.com
This week on Hull on Estates and Succession Planning, Ian Hull and Suzana Popovic-Montag add to the Hull & Hull recommended reading list with their suggested read - "Smart Thinking" by Art Markman. A great book that uses problem Solving as an innovative way to get things achieved.
Ian and Suzana also share some exciting changes that have recently been made at Hull & Hull LLP. More specifically, they discuss their new "Synergy" rooms and explain how they have been applied, as well as discuss how they will improve your estate planning needs.
If you have any questions or comments, please email us at hull.lawyers@gmail.com or leave a comment on out blog at estatelaw.hullandhull.com
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
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?
If you have any questions or comments, please send us an email at hull.lawyers@gmail.com or visit our blog at estatelaw.hullandhull.com
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
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
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
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
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
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
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.
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.
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.
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.
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.
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.
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.
