Hull on Estate and Succession Planning : Toronto Estate Law Blog

Accounting - Hull on Estate and Succession Planning #112

Posted on May 13, 2008 by Hull & Hull LLP

This week on Hull on Estate and Succession Planning, Ian and Suzana discuss how to prepare for review by the beneficiaries of the estate by keeping all accounts in order.

To open this week's show, they remind listeners that they did this week's episode of Hull on Estates (#110). They also extend their congratulations to Terry Fallis for winning the Stephen Leacock Medal for his book, The Best Laid Plans.

If you have any comments that you would like to share, send us an email at hullandhull@gmail.com or leave us a message on our comment line: 206-457-1985. You can also find our blog at hullandhull.com.

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Appointing a Guardian - Hull on Estate and Succession Planning Podcast #111

Posted on May 6, 2008 by Hull & Hull LLP

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This week on Hull on Estate and Succession Planning, Ian and Suzana talk about appointing a guardian for your children. They also discuss Ian's appearance on BNN's Strictly Legal with Michael Cochrane.

If this link does not work in your browser, please copy and paste the following into the address bar:

http://broadband.bnn.ca/bnn/?vid=20002

Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985 or visit the blog at http://estatelaw.hullandhull.com/

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Payment of Legacies - Hull on Estate and Succession Planning Podcast #109

Posted on April 22, 2008 by Hull & Hull LLP

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This week on Hull on Estate and Succession Planning, Ian and Suzana discuss payment of legacies and other gifts that may be set out in a will.

Comments? Send us an email at hullandhull@gmail.com or leave us a message on our comment line at 206-457-1985.

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Insights on Aging and the Elderly Seminar - Hull on Estate and Succession Planning Podcast #106

Posted on April 1, 2008 by Hull & Hull LLP

Listen to Insights on Aging and the Elderly Seminar

This week on Hull on Estate and Succession Planning, Ian talks about a seminar he attended and participated in last week called 'Insights on Aging and the Elderly'. The seminar was hosted by B'nai Brith and featured Dr. Nathan Herrmann, Ian Hull, Rabbi Roy D. Tanenbaum and Charles B. Wagner.

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Applying for Probate

Posted on March 25, 2008 by Hull & Hull LLP

Listen to Applying for Probate

This week on Hull on Estate and Succession Planning, Ian and Suzana talk about the applying for probate. They discuss some of the ways that estate administrators can simplify the process.

Comments? Send us an email at hullandhull@gmail.com, post a comment on our blog at http://estatelaw.hullandhull.com/ or leave us a message on our comment line at 206-457-1985.

Tags: PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Affidavit of execution, Estate & Trust, Hull on Estate and Succession Planning, Hull on Estate and Succession Planning, Probate, RRSPs, certificate of appointment, charitable gifts, estates and trust, minors, notice of application for probate, real estate

Personal Liability - Hull on Estate and Succession Planning #104

Posted on March 18, 2008 by Hull & Hull LLP

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This week on Hull on Estate and Succession Planning, Ian Hull talks about the extensive personal liability of an estate trustee.

Also, in the March 2008 issue of Canadian Lawyer, the Toronto Estate Law Blog was ranked as one of Canada's Top Ten Law-Related Blogs by Gerry Blackwell. The list also included Michael Geist's blog, Law is Cool and the Rule of Law blog from Kelowna, BC. In the same issue of Canadian Lawyer, Suzana Popovic-Montag was featured as a leader in the world of law and social media. Kudos!

Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985 or leave us a comment on our blog at www.hullandhull.com.

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Getting Probate - Hull on Estate and Succession Planning #103

Posted on March 11, 2008 by Hull & Hull LLP

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This week on Hull on Estate and Succession Planning, Ian and Suzana discuss probate - what it is and when you need it.

Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985 or leave us a comment on our blog at www.hullandhull.com.

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Assets and Liabilites - Hull on Estate and Succession Planning #102

Posted on March 4, 2008 by Hull & Hull LLP

Listen to Assets and Liabilities

This week on Hull on Estate and Succession planning, Ian and Suzana expand on last week's discussion about determining value. They also discuss taking an inventory of an estate's assets and liabilities.

Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985 or leave us a comment on our blog.

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Determining Value - Hull on Estate and Succession Planning #101

Posted on February 26, 2008 by Hull & Hull LLP

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This week on Hull and Estate and Succession Planning, Ian and Suzana talk about values and appraisals. They specifically look at some of the issues related to assigning value to assets such as jewellery, automobiles, antiques and artwork.

Comments? Send us an email at hullandhull@gmail.com, leave us a message on our blog or give us a call at 206-457-1985.

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Valuations and Appraisals - Hull on Estate and Succession Planning #100

Posted on February 19, 2008 by Hull & Hull LLP

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Ian celebrates the 100th episode of Hull on Estate and Succession Planning.

He discusses the question of valuations and appraisals and how these affect estate mediation.

Comments? Drop us a line at 206-457-1985 or send us an email at hullandhull@gmail.com.

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Pre-probate Checklist - Hull on Estate and Succession Planning #99

Posted on February 12, 2008 by Hull & Hull LLP

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This week on Hull on Estates, Ian and Suzana discuss last week's Ontario Bar Association Conference (featuring Clare Burns and Jordin Atin as speakers).

They then wrap up their ongoing discussion about some useful steps to remember when administering an estate.

If you'd like to leave a comment, call us on our comment line at 206-457-1985 or leave us an email at hullandhull@gmail.com or you can visit our blog at estatelaw.hullandhull.com/.

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Asset Particulars - Hull on Estate and Succession Planning #98

Posted on February 5, 2008 by Hull & Hull LLP

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This week on Hull on Estate and Succession Planning, Ian and Suzana talk about the importance of keeping track of asset details.

Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog.

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Initial Estate Meetings - Hull on Estate and Succession Planning #97

Posted on January 29, 2008 by Hull & Hull LLP

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This week on Hull on Estate and Succession Planning, Ian and Suzana discuss how important it is to be prepared for an initial meeting with an estate lawyer.

They have also been listening to and reading David Maister's new (audio)book Strategy and the Fat Smoker and continue their conversation on The Tipping Point by Malcolm Gladwell.

Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog.

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The Surviving Spouse - Hull on Estate and Succession Planning #96

Posted on January 22, 2008 by Hull & Hull LLP

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This week on Hull on Estate and Succession Planning, Ian talks about an interview he did this week for a new website called Law is Cool and why he podcasts.

Ian and Suzana discuss the importance of preparing for the death of a spouse or for the welfare of your spouse upon your death. This preparation includes having a good idea of the assets you share and the importance of appointing a guardian for your children.

Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog.

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Funeral Considerations - Hull on Estate and Succession Planning Podcast #95

Posted on January 15, 2008 by Hull & Hull LLP

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This week on Hull on Estate and Succession Planning, Ian and Suzana discuss the considerations and responsibilities of estate trustees at the time of a funeral.

They also introduce Malcolm Gladwell's book 'The Tipping Point' as a different way of understanding family behaviour at the time of death.

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Estate Administration - Hull on Estate and Succession Planning Podcast #94

Posted on January 8, 2008 by Hull & Hull LLP

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This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion on what to expect in the early stages of estate administration.

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The Process of Administering an Estate - Hull on Estate and Succession Planning Podcast #93

Posted on January 1, 2008 by Hull & Hull LLP

Listen to The Process of Administering an Estate

This week on Hull on Estate and Succession Planning, Ian and Suzana talk about the first, pre-probate stages of administering an estate.

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Executor Obligations - Hull on Estate and Succession Planning Podcast #92

Posted on December 25, 2007 by Hull & Hull LLP

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This week on Hull on Estate and Succession Planning, Ian and Suzana discuss what to anticipate as an executor and how to ensure that you are well prepared for your duties.

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Foreign Real Estate Issues - Hull on Estate and Succession Planning Podcast #90

Posted on December 11, 2007 by Hull & Hull LLP

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This week on Hull on Estate and Succession Planning, Ian and Suzana discuss foreign real estate issues and tax planning.

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Payment of Taxes on Death - Hull on Estates and Succession Planning Podcast #89

Posted on December 4, 2007 by Hull & Hull LLP

Listen to Episode 89 - Payment of Taxes on Death

This week on Hull on Estates and Succession Planning, Ian and Suzana discuss the necessity of planning for the payment of taxes on death.

Tags: PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, residue of estate, Archived BLOG POSTS - Hull on Estates, Bay Street Bull, Hull on Estate and Succession Planning, Hull on Estate and Succession Planning, Probate, Tax Burden, Terry Fallis, Wills, crude capital gains, family business, foreign estate issues, gifting, gifting techniques, land transfer tax

Considerations Regarding Testamentary Trusts and Charitable Gifting Issues - Hull on Estate and Succession Planning Podcast #88

Posted on November 27, 2007 by Hull & Hull LLP

Listen to Considerations Regarding Testamentary Trusts and Charitable Gifting Issues

This week on Hull on Estates and Succession Planning, Ian and Suzana discuss considerations that must be taken into account while preparing Testamentary Trusts and issues surrounding charitable gifting.

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The Potential of the Testamentary Trust - Hull on Estate and Succession Planning Podcast #87

Posted on November 20, 2007 by Hull & Hull LLP

Listen to The Potential of The Testamentary Trust

This week on Hull on Estate and Succession Planning, Ian and Suzana continue to focus on testamentary trusts, the most common estate-planning step after the simple will.

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Anticipating Issues in Trust Arrangements - Hull on Estate and Succession Planning Podcast #86

Posted on November 13, 2007 by Hull & Hull LLP

Listen to Anticipating Issues in Trust Arrangements

This week on Hull on Estate and Succession Planning, Ian and Suzana discuss trust planning options and anticipating issues that may arise in the future.

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Deferring Tax on Capital Gains - Hull on Estates and Succession Planning Podcast #85

Posted on November 6, 2007 by Hull & Hull LLP

Listen to Deferring Tax on Capital Gains

This week on Hull on Estates and Succession Planning, Ian and Suzana continue their discussion about rolling assets into Trusts and issues surrounding deferring tax on Capital Gains.

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Rolling Assets Into Trust - Hull on Estate and Sucession Planning Podcast #84

Posted on October 30, 2007 by Hull & Hull LLP

Listen to Episode 84 - Rolling Assets Into Trust
This week on Hull on Estate and Succession Planning, Ian and Suzana further last week's discussion on trusts and tax planning wills by illustrating the benefits of rolling over assets and being conscious of tainted trusts.

Inter Vivos and Principal Residence Trusts - Hull on Estate and Succession Planning Podcast #83

Posted on October 23, 2007 by Hull & Hull LLP

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This week on Hull on Estate and Succession Planning, Ian and Suzana talk about Inter Vivos and Principal Residence Trusts as effective tools to consider when tax planning a will.

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Beneficiary Designations - Hull on Estate and Succession Planning Podcast #82

Posted on October 16, 2007 by Hull & Hull LLP

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This week on Hull on Estate and Succession Planning, Ian and Suzana discuss core issues in estate planning; specifically the importance of beneficiary designations.

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Multiple Wills - Hull on Estate and Succession Planning Podcast #81

Posted on October 9, 2007 by Hull & Hull LLP

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This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion about tax plan wills and issues surrounding multiple wills.

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The Tax Plan Will - Hull on Estate and Succession Planning Podcast #80

Posted on October 2, 2007 by Hull & Hull LLP

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This week on Hull on Estate and Succession Planning, Ian podcasts without Suzana and kicks off a new series dealing with taxes and wills.

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Closing the Summer's Cottage and Recreational Property Discussion - Hull on Estate and Succession Planning #79

Posted on September 25, 2007 by Hull & Hull LLP

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In this week's episode of Hull on Estate and Succession Planning, Ian and Suzana consider the other factors to consider in the succession agreement.

Click "Continue Reading" for the transcribed version of this podcast.

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Drafting a Co-ownership Agreement - Hull on Estate and Succession Planning Podcast #78

Posted on September 18, 2007 by Hull & Hull LLP

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This week on Hull on Estate and Succession Planning, Ian and Suzana discuss things to remember when drafting a co-ownership agreement of a recreational property with family or friends.

Click "Continue Reading" to read the transcribed version of this podcast.

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Arranging an Agreement on Cottage Property - Hull on Estate and Succession Planning Podcast #77

Posted on September 11, 2007 by Hull & Hull LLP

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This week on Hull on Estate and Succession Planning, Ian and Suzana continue talking about cottage and recreational properties.

Click "Continue Reading" for the transcribed version of the podcast.

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Post-Death Gifting of the Family Cottage - Hull on Estate and Succession Planning Podcast #76

Posted on September 4, 2007 by Hull & Hull LLP

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This week on Hull on Estate and Succession Planning, Ian and Suzana discuss post-death gifting related to the family cottage.

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Family Cottage Cases of Ownership Transfers - Hull on Estate and Succession Planning Podcast #75

Posted on August 28, 2007 by Hull & Hull LLP

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In this week's episode of Hull on Estate and Succession Planning, Ian and Suzana share a few stories involving cases of ownership and the family cottage.

Click "Continue Reading" for the transcribed version of this podcast.

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The Family Cottage and Capital Gains Taxes - Hull on Estate and Succession Planning #74

Posted on August 21, 2007 by Hull & Hull LLP

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This week on Hull on Estate and Succession Planning, Ian and Suzana discuss different options for dealing with capital gains tax as it pertains to investments like 'The family cottage'.

Click "Continue Reading" for the transcribed version of this podcast.

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Capital Gains Taxes - Hull on Estate and Succession Planning Podcast #73

Posted on August 14, 2007 by Hull & Hull LLP

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In this week's episode of Hull on Estate and Succession Planning, Ian and Suzana talk about capital gains taxes and what you need to know about them relating to the family cottage.

Click "Continue Reading" for the transcribed version of this podcast.

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Vacation and Recreational Properties - Hull on Estate and Succession Planning Podcast #72

Posted on August 7, 2007 by Hull & Hull LLP

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This week on Hull on Estate and Succession Planning, Ian and Suzana discuss litigation involving vacation and recreational properties. This is an emotional as well as a legal issue. They talk about the realities of passing properties on to younger generations.

Click "Continue Reading" for the transcribed version of this podcast.

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Hall v McLaughlin - Hull on Estate and Succession Planning Podcast #71

Posted on July 31, 2007 by Hull & Hull LLP

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This week on Hull on Estate and Succession Planning, Ian and Suzana discuss the case of Hall v McLaughlin. This case explores the issue of whether or not a mirror/mutual will written early in life is binding. It illustrates the importance of making your intentions clear to your spouse.

Click "Continue Reading" for the transcribed version of this podcast.

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