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 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 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.
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.
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.
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.
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.
If you have any comments, send us an email at hull.lawyers@gmail.com or leave a comment on our blog.
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)
Considerations When Drafting Restricted Charitable Purpose Trusts Terrance S. Carter, Carters Professional Corporation - Orangeville
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.
