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Category Archives: Hull on Estates

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Hull on Estates #419 – Communication with experts and disclosure of drafts

Posted in Hull on Estates, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
http://traffic.libsyn.com/kirsten/HOE_419_FINAL.mp3 This week on Hull on Estates, Jonathon Kappy and Andrea Buncic discuss the recent decision of Moore v. Gatahun, 2015 ONCA 55, and counsels’ permissible communications with expert witnesses and disclosure obligations of prior draft expert reports. Should you have any questions, please email us at webmaster@hullandhull.com or leave a comment on our blog, below.… Continue Reading

Hull on Estates #418 – Equalization of net family property under the Family Law Act

Posted in Hull on Estates, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes, Uncategorized
http://traffic.libsyn.com/kirsten/HOE_418_FINAL.mp3 This week on Hull on Estates, Paul Trudelle and Josh Eisen discuss some issues that can arise in equalization of net family property under the Family Law Act and why it might not be appropriate to elect in favour of equalization even when the spouse receives nothing under the will. Should you have any… Continue Reading

Hull on Estates #417 – Continuing an online presence after death

Posted in Hull on Estates, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
This week on Hull on Estates, David Smith and Nick Esterbauer discuss digital legacies and recent developments in social media that may assist not only in sharing digital information and assets with surviving family members or friends, but also in continuing an online presence after death. Should you have any questions, please email us at… Continue Reading

Hull on Estates #416 – Resigning as an attorney under the Substitute Decisions Act

Posted in Hull on Estates, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
Today on Hull on Estates, Natalia Angelini and Josh Eisen look at a recent case addressing the requirements under the Substitute Decisions Act for resigning as an attorney under a power of attorney for property and for personal care.  In Balacko v. Chepil-Coyle, 2014 ONSC 6931, the Court considered the effectiveness of a disputed resignation… Continue Reading

Hull on Estates #415 – Accounting obligations with digital assets and accounts

Posted in Hull on Estates, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
Listen to Hull on Estates #415 – Accounting obligations with digital assets and accounts Today on Hull on Estates, Jonathon Kappy and Noah Weisberg discuss administration and accounting obligations with respect to digital assets and digital accounts.  Although much attention of late has been targeted towards the gathering of these assets, and the determination of… Continue Reading

Hull on Estates #414 – Costs Endorsement of the Hon. Justice Skarica

Posted in Hull on Estate and Succession Planning, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
Listen to Hull on Estates #414 – Costs Endorsement of the Hon. Justice Skarica Today on Hull on Estates, Andrea Buncic and Paul Trudelle discuss the recent Superior Court of Justice decision De Cruz Lee v. Lee, 2015 ONSC 2012, and in particular the Costs Endorsement of the Hon. Justice Skarica released recently on March 27,… Continue Reading

Hull on Estates #413 – Answering legal questions with advanced computing tech

Posted in Hull on Estates, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
Listen to Hull on Estates #413 – Answering legal questions with advanced computing tech This week on Hull on Estates, Moira Visoiu and Josh Eisen discuss a recent article published in the Law Times describing the trend toward the use of advanced computing technology to answer difficult legal questions and how this might be applicable… Continue Reading

Hull on Estates #412 – Will drafting at Walmart

Posted in Hull on Estate and Succession Planning, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
Listen to Hull on Estates #412 – Will drafting at Walmart This week on Hull on Estates, Natalia Angelini and Stuart Clark discuss the recent article from Precedent Magazine outlining the growth of legal services (including estate planning) being offered at locations such as Walmart. Natalia and Stuart also continue the conversation which we have… Continue Reading

Hull on Estates #411 – Capacity assessments under the Substitute Decisions Act

Posted in Hull on Estates, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
Listen to Hull on Estates #411 – Capacity assessments under the Substitute Decisions Act This week on Hull on Estates, Jonathon Kappy and Doreen So discuss the 411 on Saunders v. Vautier and the jurisdiction of the Court to order a capacity assessment under the Substitute Decisions Act, as well as the Courts of Justice… Continue Reading

Hull on Estates #410 – Volunteering with Junior Achievement of Canada

Posted in Hull on Estates, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
Listen to Hull on Estates #410 – Volunteering with Junior Achievement of Canada This week on Hull on Estates, Paul Trudelle and Nick Esterbauer discuss their experience volunteering with Junior Achievement of Canada and the importance of teaching youth about financial planning. Should you have any questions, please email us at webmaster@hullandhull.com, or leave a… Continue Reading

Hull on Estates #409 – Frequently asked questions about the Estate Administration Tax Act

Posted in Hull on Estates, PODCASTS / AUDIO, Show Notes, Show Notes
Listen to Hull on Estates #409 – Frequently asked questions about the Estate Administration Tax Act Today on Hull on Estates, David Smith and Josh Eisen discuss the new regulation under the Estate Administration Tax Act, 1998 and answer some frequently asked questions about the regulation. Should you have any questions, please email us at… Continue Reading

Hull on Estates #408 – Foundations and charitable gifting options

Posted in Hull on Estates, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
Listen to Hull on Estates #408 – Foundations and charitable gifting options Today on Hull on Estates, Natalia Angelini and Noah Weisberg discuss the use of foundations, in particular the Toronto Foundation, as a charitable gifting option to consider with individuals who wish to provide to a charity. Should you have any questions, please email us… Continue Reading

Hull on Estates #407 – Parson v. McGovern

Posted in Hull on Estates, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
Listen to Hull on Estates #407 – Parson v. McGovern Today on Hull on Estates, Jonathon Kappy and Stuart Clark discuss the recent Parson v. McGovern decision and the circumstances under which a court may compel an Estate Trustee to make an interim distribution to the beneficiaries. Should you have any questions, please email us… Continue Reading

Hull on Estates #406 – Restitution for the Elderly Client

Posted in Hull on Estates, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
Listen to Hull on Estates #406 – Restitution for the Elderly Client Today on Hull on Estates, Moira Visoiu and Paul Trudelle discuss an article presented at the OBA entitled Restitution for the Elderly Client, which looks at ways in which the law of Restitution, and the principle of unjust enrichment, can be particularly helpful… Continue Reading

Hull on Estates #405 – Carter v. Canada and estate planning issues

Posted in Hull on Estates, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
Listen to Hull on Estates #405 – Carter v. Canada and estate planning issues Today on Hull on Estates, Andrea Buncic and Noah Weisberg discuss the recent Supreme Court of Canada decision of Carter v. Canada and its relevancy to estate planning issues. Should you have any questions, please email us at webmaster@hullandhull.com or leave… Continue Reading

Hull on Estates #404 – The decision of Spence v. BMO Trust Company

Posted in Hull on Estates, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
Listen to Hull on Estates #404 – The decision of Spence v. BMO Trust Company Today on Hull on Estates, Natalia R. Angelini and Doreen So discuss the newly released controversial decision pertaining to Spence v. BMO Trust Company. If you have any questions, please email us at hull.lawyers@gmail.com or leave a comment on our… Continue Reading

Hull on Estates #403 – Costs in litigation

Posted in Hull on Estates, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
Listen to Hull on Estates #403 – Costs in litigation Today on Hull on Estates, Noah Weisberg and Paul Trudelle discuss the recent Court of Appeal decision of Heston-Cook v. Schneider and the effects this has on cost awards in estate matters, including blended awards. Noah Weisberg and Paul Trudelle also discuss the Court of… Continue Reading

New Regulations under the EATA

Posted in Hull on Estates, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
Listen to Hull on Estates – New Regulations under the EATA Today on Hull on Estates, David Smith and Josh Eisen discuss the new regulations under Ontario’s Estate Administration Tax Act, 1998, which came into force on January 1. The new regulations answer a lot of questions, but raise some new ones as well. If… Continue Reading

Hull on Estates #402 – The role of the Office of the Children’s Lawyer

Posted in Hull on Estates, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
Listen to Hull on Estates #402 – The role of the Office of the Children’s Lawyer Today on Hull on Estates, Paul Trudelle and Stuart Clark discuss the role of the Office of the Children’s Lawyer. Specifically, they discuss a recent publication which the Office of the Children’s Lawyer has released answering frequently asked questions… Continue Reading

Hull on Estates #401 – Case management and summary judgement

Posted in Hull on Estates, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
Listen to Hull on Estates #401 – Case management and summary judgement Today on Hull on Estates, Noah Weisberg and Natalia R. Angelini discuss the recent Memorandum of Justice Brown in the Estate of Lorraine Coombs. Specifically, they discuss the applications of case management and summary judgement in estate litigation. If you have any questions,… Continue Reading

Hull on Estates #400 – Releases and the distribution of an estate

Posted in Hull on Estates, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
Listen to Hull on Estates #400 – Releases and the distribution of an estate Today on Hull on Estates, Paul Trudelle and Stuart Clark discuss the recent article “Release Me: An analysis of the law surrounding the use of releases in the estate and trust context” by Arieh Bloom published in the Estates, Trusts and… Continue Reading

Hull on Estates #399 – Payment of inheritance taxes in other jurisdictions

Posted in Hull on Estates, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
Listen to Hull on Estates #399 – Payment of inheritance taxes in other jurisdictions Today on Hull on Estates, Natalia Angelini and Nick Esterbauer discuss the payment of inheritance taxes in other jurisdictions, the ongoing inheritance tax debate in the United Kingdom, and recent proposals that similar taxes be applied with respect to Canadian estates.… Continue Reading

Hull on Estates #398 – Challenging the Will of a living person

Posted in Hull on Estates, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
Listen to Hull on Estates #398 – Challenging the Will of a living person Today on Hull on Estates, David Smith and Moira Visoiu discuss the circumstances in which you may be able to challenge the Will of a living person, and look at the case of Gironda v. Gironda. If you have any questions, please… Continue Reading

Hull on Estates #397 – Collaboration between estate planning and estate litigation lawyers

Posted in Hull on Estates, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
Listen to Hull on Estates #397 – Collaboration between estate planning and estate litigation lawyers Today on Hull on Estates, Paul Trudelle and Nick Esterbauer discuss an article by Michael Sneeringer on the advisability of collaboration between estate planning lawyers and estate litigation lawyers, and some potential scenarios where collaboration opportunities may arise. The article… Continue Reading
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