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Tag Archives: Lawyer

Hull on Estates #331 – Issues Involving Minors and Incapables

Posted in Hull on Estates, PODCASTS / AUDIO, Show Notes, Show Notes
Listen to: Hull on Estates Episode #331 – Issues Involving Minors and Incapables  This week on Hull on Estates, Natalia Angelini and Jonathon Kappy discuss issues involving minors and incapables. Specifically, they discuss accepting payment into court for the benefit of individuals under the age of majority as well as various statutes dealing with accepting … Continue Reading

Hull on Estates #315 – New Year’s Resolutions for the Legal Practitioner

Posted in Hull on Estates, PODCASTS / AUDIO, Show Notes, Show Notes
Listen to: Hull on Estates Episode #315 – New Year’s Resolutions for the Legal Practitioner Today on Hull on Estates David Smith and Moira Visoiu discuss New Year’s resolutions for legal practitioners. Specifically, they mention the December 2012 issue of LAWPRO Magazine. A few of the best practices mentioned include the use of checklists and … Continue Reading

Hull on Estates Episode #311 – Beneficiary Designations When a Will Is Revoked

Posted in Hull on Estates, PODCASTS / AUDIO, Show Notes, Show Notes
 Listen to: Hull on Estates Episode #311 – Beneficiary Designations When a Will Is Revoked    This week on Hull on Estates, Paul Trudelle and Holly LeValliant discuss beneficiary designations when a will is revoked. More specifically, they discuss a recent decision made by the Ontario Superior Court of Justice: Petch v. Kuivila, 2012 ONSC … Continue Reading

Hull on Estates #310 – Guardianship and Capacity Issues

Posted in Capacity, Guardianship, Hull on Estates, PODCASTS / AUDIO, Show Notes, Show Notes
Listen to: Hull on Estates Episode #310 – Guardianship and Capacity Issues  Today on Hull on Estates, David Morgan Smith and Nadia Harasymowycz discuss guardianship and capacity issues in circumstances where incapacity is a distinct possibility, but not currently the case. If you have any questions, please e-mail us at hull.lawyers@gmail.com or leave a comment on … Continue Reading

Life was Easier Before the Digital Era…

Posted in Estate & Trust
In the days prior to the evolution of the Internet, planning and administering an estate was relatively simple as the physical belongings of the deceased could be carefully sorted through, packaged, and divided according to the Deceased’s testamentary document or the applicable legislation. In the days since the  Internet has become a common household tool, planning and … Continue Reading

The Modern Portfolio Theory

Posted in Estate & Trust
In my blog yesterday, I introduced the prudent investor rule as the standard of care for trustees when investing assets that are held in a trust. Today, I will address how a trustee’s investment performance may be assessed. Prior to July 1999, trustees were required to make investments pursuant to the “statutory legal list” provided for … Continue Reading

Prudent Investing

Posted in Executors and Trustees
Not all Wills provide for an outright distribution to the beneficiaries. In some cases, the assets of an estate are held in trust over a period of time for the benefit of one or more beneficiaries, sometimes in succession.  When a trustee administers a trust, he or she is entrusted to act for the benefit of others. As such, … Continue Reading
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