Passing of Accounts - Hull on Estates Podcast #109

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This week on Hull on Estates, Diane Vieira and Craig Vander Zee talk about how to avoid conflict during the passing of accounts.

Comments? Send us an email at hull.lawyers@gmail.com, call us on the comment line at 206-350-6636 or visit our blog at http://estatelaw.hullandhull.com.

Dependency and Undue Influence - Hull on Estates #108

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This week on Hull on Estates, Diane Vieira and Paul Trudelle discuss dependency and undue influence in the case of Bale vs. Bale. This topic is also discussed by Paul Trudelle in his blog post:

If the link does not work, cut and paste the following URL into your browser:

http://estatelaw.hullandhull.com/2008/04/articles/topics/estate-trust/dependency-and-undue-influence/

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Alter Ego Trusts - Hull on Estates #107

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This week on Hull on Estates, Natalia and Chris discuss what Alter Ego Trusts are and the pros and cons of using Alter Ego Trusts.

Comments? Send us an email at hull.lawyers@gmail.com, call us on the comment line at 206-350-6636, or leave us a comment on the Hull on Estates blog.


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Expert Witnesses and Expert Reports (The Cross Examination) - Hull on Estates #106

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This week on Hull on Estates, Diane and Craig discuss what to consider when dealing with experts and expert reports in cross examination.

Comments? Send us an email at hull.lawyers@gmail.com, call us on the comment line at 206-350-6636, or leave us a comment on the Hull on Estates blog.

Sham and Secret Trusts - Hull on Estates #105

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This week on Hull on estates, Ian and Suzana discuss Sham and Secret Trusts.

Comments? Send us an email at hull.lawyers@gmail.com, call us on the comment line at 206-350-6636, or leave us a message on the Hull on Estates blog.

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Issues Causing Delay in the Granting of Probate - Hull on Estates #104

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This week on Hull on Estates, David and Sarah discuss issues that cause delay in the granting of probate.

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Madore-Ogilvie vs. Ogilvie Estate - Hull on Estates #103

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This week on Hull on Estates, Rick and Sean discuss the case of Madore-Ogilvie vs. Ogilvie Estate which was recently featured in the CCH periodical Will Power.

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Upcoming OBA Continuing Legal Education Events

There are several interesting OBA continuing legal education (CLE) events in the Trusts & Estates Section in the next two weeks.

One is a luncheon program on March 25, 2008 commencing at noon addressing the topic of Power of Attorney Fraud. This program promises to discuss this escalating problem, some recent developments in criminal fraud proceedings, and how careful and creative planning with respect to Power of Attorney documents can help avoid family conflicts as well as costly and senseless litigation.

The speakers and panel slated include several lawyers, a forensic accountant and a detective from the Hamilton Police Service, Crimes Against Seniors Unit.

The other event is a half day program on April 2, 2008 commencing at 9:00 a.m. This program looks at the latest trends which counsel are seeing in the areas of estate planning, administration, litigation, and passing of accounts as well as trust and charity law.

Topics include: The Future of Mediation: Thinking Outside the Box, The Liability of the Passive Estate Trustee – The Hidden Danger, The Limits and Limitations to a Beneficiary’s Recourse Before and After a Judgment Passing Accounts, Developments in Estate Planning, Guardianships and Settlements of Personal Injury Litigation, View from the Bench and Emerging Trends Outside Toronto.

The Chairs of this program are Justin de Vries and Eric Hoffstein.

Both programs are being held at the OBA Conference Centre, 20 Toronto Street, 2nd Floor, Toronto. Information on each program can be found on the OBA’s website www.oba.org/.

Have a great day.

Craig.

The Deemed Undertaking Rule - Hull on Estates #102

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This week on Hull on Estates, Paul and Allan discuss the deemed undertaking rule and its application to estate matters.

Comments? Send us an email at hull.lawyers@gmail.com, call us on the comment line at 206-350-6636, or leave us a comment on the Hull on Estates blog at http://estatelaw.hullandhull.com.

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Assisted Reproductive Technology and Succession Law - Hull on Estates Podcast #101

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In this episode of Hull on Estates, Megan Connolly and Rick Bickhram discuss some interesting legal issues that surround assisted reproductive technology and succession law.

Comments? Leave us a message on our comment line at 206-350-6636, send us an email at hull.lawyers@gmail.com or you can post a comment on our blog at http://estatelaw.hullandhull.com/.

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Trustees' Rights to Indemnification

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This week on Hull on Estates, Suzana and Ian celebrate the 100th episode of Hull on Estates with the first part of a two episode discussion on a trustee's right to indemnification.

Comments? Send us and email at hull.lawyers@gmail.com, call us on the comment line at 206-350-6636, or leave us a comment on the Hull on Estates blog.

A Continuation of Experts in the Context of Estates - Hull on Estates # 99

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This week on Hull on Estates, Craig and Diane continue the discussion regarding experts in the context of estates. The conversation touches primarily on choosing the expert and considerations for the report.

Comments? Send us an email at hull.lawyers@gmail.com, call us on the comment line at 206-250-6636, or leave us a comment on the Hull on Estates blog.

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Accounting Procedure Available Under the Substitute Decisions Act - Hull on Estates #98

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This week on Hull on Estates, Rick and David discuss procedure under the Substitution Decisions Act and review executor and attorney obligations as well as specific procedures permitting someone to compel an accounting.

Comments? Send us an email at hull.lawyers@gmail.com, call us on the comment line at 206-350-6636, or leave us a comment on the Hull on Estates blog.

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The Ontario Civil Justice Reform Project - Hull on Estates #97

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This week on Hull on Estates, Chris and Justin discuss the Ontario Civil Justice Reform Project and the steps being taken by Mr. Justice Colter Osbourne and Attorney General Michael Bryant.

Comments? Send us an email at hull.lawyers@gmail.com, call us on the comment line at 206-350-6636, or leave us a comment on the Hull on Estates blog.

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The Family Conference - Hull on Estates #96

Tips and Traps in Drafting - Hull on Estates #95

Experts in Estate Matters - Hull on Estates #94

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This week on Hull on Estates, Craig Vander Zee and Sarah Fitzpatrick discuss expert evidence in estate matters. In this episode they outline circumstances when one should use expert evidence, different types of experts, timing of reports, limitations of experts and the court appointed expert.

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Karkus v. Cotroneo 2007 - Hull on Estates #93

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This week on Hull on Estates, Paul Trudelle and Diane Vieira discuss the case of Karkus v. Cotroneo 2007. The case addresses many of the issues that estate lawyers face on a daily basis, such as: proving or disproving gifts, slander of title and the importance of corroborative evidence.

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Proprietary Estoppel - Hull on Estates #92

Consent Orders - Hull on Estates #91

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This week on Hull on Estates, David Smith and Christopher Graham discuss what to consider as a lawyer seeking an order on consent.

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Estate Assets - Hull on Estates #90

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This week on Hull on Estates, Natalia Angelini and Sean Graham discuss issues that surround estate assets.  The value of some assets are not always determined by their financial value and the value of other assets may change dramatically over time.

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Probate Issues and Requirements - Hull on Estates #89

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In this week's episode of Hull on Estates, David Smith and Allan Socken discuss probate issues, including the need for probate, when its avoidance is possible, and new developments relating to probate matters.

 

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Preparing for Trials in the Context of Contested Passing of Accounts - Hull on Estates #88

The Lesser Rules of Estate Litigation - Hull on Estates #87

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This week on Hull on Estates, David Smith and Justin de Vries discuss the less-known rules (Rules 8-11) of estate litigation.

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The STEP and Elder Law Conferences - Hull on Estates Episode #86

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This week on Hull and Estates, Ian Hull and Suzana Popovic-Montag discuss issues in Elder Law and their attendance at the STEP and Elder Law Conferences in Vancouver.

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Getting Off the Record - Hull on Estates #85

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This week on Hull on Estates, Sean Graham and Natalia Angelini dicuss the unfortunate circumstances that usually accompany the process of getting off the record.

 

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Trust Claims and Non-Married Spouses - Hull on Estates Episode #84

Appointing, Changing or Removing Trustees - Hull on Estates #83

Court Order Compliance - Hull on Estates #82

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This week on Hull on Estates, Sean Graham and Justin deVries talk about court order compliance, contempt and enforcement of court orders in general.

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Court Approval - Hull on Estates #81

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In this week's episode of Hull on Estates, Ian Hull and Suzana Popovic-Montag discuss court approvals. They talk about the court approval application process and the global impact of court approvals in every area of law.

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Estate Planning Tips - Hull on Estates #80

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In this week's episode of Hull on Estates, Natalia Angelini and Jordan Atin discuss how to deal with assets in the family and how to avoid future conflict.

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The Benefits and Pitfalls of Incentive Trusts - Hull on Estates Podcast #79

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In this week's episode of Hull on Estates, Megan Connolly and Craig Vander Zee discuss when incentive trusts should be used and some of the pitfalls of using them.

The Removal of Estate Trustees - Hull on Estates #78

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In this episode, Craig Vander Zee and Paul Trudelle discuss various issues relating to the removal of trustees, including the considerations when negotiating the removal of trustees and their replacement. They discuss Craig's recent presentation at an Ontario Bar Association continuing legal education program.

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Your Sins Are Not Forgiven - Cost Awards and Charities - Hull on Estates Podcast #77

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In this episode of Hull on Estates, Justin and Natalia talk about cost awards and charities.

The case they refer to is Ukrainian Catholic Episcopal Corporation of Eastern Canada v. Pidwerbecki 2007 CanLII 16645 (ON S.C.)

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Pet Trust Funds - Hull on Estates Podcast #76

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In this episode of Hull on Estates, Ian and Suzana talk about a few case studies, the topic of substantial gifts to animals, and the community of podcasting.

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Securing Interest in Land in Litigation - Hull on Estates Podcast #75

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In this week's episode of Hull on Estates, Sean Graham and Natalia Angelini discuss securing interest in land in litigation.

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Spousal Exclusion Issues - Hull on Estates Podcast #74

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In this week's episode of Hull on Estates, David Smith and Diane A. Vieira discuss the issues surrounding spousal exclusion from the will of the deceased and how to challenge this exclusion.

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Dickie and Dickie - Hull on Estates Podcast #73

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In Episode 73, Craig Vander Zee and Paul Trudelle discuss the contempt issues that arise in the decisions of the Supreme Court of Canada (Dickie v. Dickie [2007] S.C.J. No. 8, and the Ontario Court of Appeal (Dickie v. Dickie [2006] O.J. No. 95), and the availability of contempt proceedings were there is a failure to comply with an Order calling for payment into court or posting of security.

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Estate Law Case Study - Hull on Estates Podcast #72

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In this week's episode of Hull on Estates, Justin and Megan discuss a case study.

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