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 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 # 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: 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: 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.

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Listen to: Transitions

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.
 

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: Managing Expectations

This week on Hull on Estates and Succession Planning, Ian and Suzana discuss managing the expectations of the surviving spouse.

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: Planning Estate Administration – Part #4

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.

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

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Listen to: Estate Administration

This week on Hull on Estates and Succession Planning, Ian continues to discuss estate administration. Specifically, he examines problems that may arise and how to avoid them.
 

If you have any questions, 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: Estate Administration - Part 2

This week on Hull on Estates and Succession Planning, Ian and Suzana continue their discussion on estate administration. Specifically, they examine what would happen if one did not have an affidavit of execution during an estate administration.   
 

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: Interpreting Ambiguity in a Will or Trust

This week on Hull on Estate and Succession Planning, Ian continues his discussion on what happens when words in a will are not clear and explains the various methods that can be used to seek interpretation.

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: Examining Litigation in Ontario – Part 2

This week on Hull on Estates and Succession Planning, Ian and Suzana focus on Will challenges. More specifically, what a lawsuit or litigation would be like if those involved resided outside of Ontario. Issues examined include when more than one Will is left such as a primary and secondary Wills, what happens when someone gets married, summary judgments and costs.

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: Examining Legislation in Ontario

This week on Hull on Estates and Succession Planning, Ian and Suzana talk about what a lawsuit or litigation would be like if those involved resided outside of Ontario. Issues discussed include knowing what to expect, what the system is about and how it works.
 

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:Settlement and the ADR Process-Part 2

This week on Hull on Estate and Succession Planning, Ian and Suzana continue the discussion on mediation, settlement and the ADR process. Topics discussed include: what is crucial to a case, good preparation, and the purpose of an open session.

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: Settlement and the ADR Process

This week on Hull on Estate and Succession Planning, Ian and Suzana discuss settlement and the ADR process. This topic was spurred after the ILCO Conference in Quebec City that Ian and Suzana co-presented at.
 

Also, Suzana announced that a “Best Of” CD is available. This CD is a compilation of all the “best” podcasts over the past year. To get a copy of the CD email Suzana with your contact information at: spopovic@hullandhull.com.
 

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 to learn more about Ian Hull.

Suzana Popovic-Montag - Click here to learn more about Suzana Popovic-Montag.

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Listen to: 21 Year Rule – Hull on Estates and Succession Planning - #203

This week on Hull on Estates and Succession Planning Ian continues the discussion surrounding different issues trust arrangements can bring about and solutions to these issues. The specific issue discussed in this episode is the 21 Year Rule. Ian discusses how it creates problems and possible solutions to look to.
 

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: Avoiding Trust Issues - Hull on Estates and Succession Planning #202

This week on Hull on Estate and Succession Planning, Ian discusses ways to avoid the trouble a trust creates by using insurance products.

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

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