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Tag Archives: succession

Lapse and Anti-Lapse

Posted in Estate & Trust
I regularly tutor students who are preparing to write the Estate and Trust section of the Solicitor’s exam for the Law Society. One of the more common questions that my students ask is for help in explaining two concepts: lapse and the “anti-lapse provision”. The common definition of a lapsed gift, is a gift that has failed … Continue Reading

Succession Planning Crisis Looming Over Canadian Businesses

Posted in Estate & Trust
Sara Crosbie, a writer with the Globe and Mail, recently published an article on the succession planning crisis looming over Canadian family businesses. In her article, Ms. Crosbie refers to a study completed by Deloitte and Touche, which indicates that two-thirds of Canadian families have no written contingency plans to guide them through a disability or death. … Continue Reading

Succession Planning for Lawyers

Posted in Estate & Trust
The Ontario Lawyers Gazette recently published a helpful article titled “Succession Planning Protects You and Your Clients”, which reminds licensees of the importance of planning for the future. According to a 2006 survey, 80% of sole practitioners do not have a plan detailing who would service their clients in the event of their death or … Continue Reading

Dependant Relief and the Succession Law Reform Act – Hull on Estates #117

Posted in Hull on Estates, PODCASTS / AUDIO, Wills
Listen to Dependant Relief. This week on Hull on Estates, Natalia Angelini and Craig Vander Zee discuss dependant relief and reference a variety of cases that utilized the Succession Law Reform Act. 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 … Continue Reading

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

Posted in Hull on Estates, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes, Show Notes
Listen to Assisted Reproductive Technology and Succession Law 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 … Continue Reading

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

Posted in Hull on Estate and Succession Planning, Hull on Estate and Succession Planning, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED
Listen to "Vacation and Recreational Properties" Read the transcribed version of "Vacation and Recreational Properties" 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 … Continue Reading

Probate Defined – Hull on Estate and Succession Planning Podcast #67

Posted in Hull on Estate and Succession Planning, Hull on Estate and Succession Planning, Litigation
Listen to "Probate Defined" Read the transcribed version of "Probate Defined" During Hull on Estate and Succession Planning Podcast #67, Ian and Suzana discuss the topic of Probate. They throughly explain the concept and cover the different roles that Probate can play in a successful succession plan… Continue Reading

Hull on Estate and Succession Planning Episode #39 – Participation at the Family Conference

Posted in Hull on Estate and Succession Planning, Hull on Estate and Succession Planning
LISTEN HERE READ THE TRANSCRIBED PODCAST During Hull on Estate and Succession Planning Episode 39, we continued our discussion on the Family Conference, focusing on the actions to be taken in regards to non-participating family members. We also discussed the importance of documentation and defined will challenges.  … Continue Reading

Reality Check

Posted in Archived BLOG POSTS - Hull on Estates
Amidst the hustle and bustle of preparations for the holiday season, I’m always amazed by the kinds of matters that can bring a sudden reality check to our situations and to life in general. Recently, after having attended the funeral of a friend of the family, I had my own reality check. Pat, a remarkable 37-year … Continue Reading

Webster v. Webster Estate – Limitation Periods and Equalization Payments: When is it too Late?

Posted in Archived BLOG POSTS - Hull on Estates
Limitation provisions generally aim to strike the appropriate balance between an aggrieved party’s right to seek redress and a potential defendant’s right not to remain under the cloud of litigation indefinitely or to answer for a wrong where it has become difficult, if not impossible, to marshal the evidence. The case of Webster v. Webster … Continue Reading

Hull on Estate and Succession Planning Podcast #35 – The Family Conference – Special Needs Beneficiaries

Posted in Hull on Estate and Succession Planning, Hull on Estate and Succession Planning, Litigation, Wills
LISTEN HERE READ THE TRANSCRIBED PODCAST HERE During Hull on Estate and Succession Planning Podcast #35, we discussed: Special needs beneficiaries; What the definition of a special needs beneficiary is; The use of trusts for special needs beneficiaries; and The proper planning for special needs beneficiaries and what happens to the assets and the trust … Continue Reading

SPOUSAL RELATIONSHIPS AND ESTATE LITIGATION – PART I

Posted in Archived BLOG POSTS - Hull on Estates, Litigation
Spousal relationships (and their breakdown) and their interaction with estate litigation are the focus of this week’s blogs. In the practice of estate litigation, there is an immense body of applicable case law and statutory authority. For the purpose of these blogs, the term "married spouse" is used to consider those entitlements which are only … Continue Reading
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