Category: Hull on Estate and Succession Planning

08 Aug

Hull on Estate and Succession Planning Podcast #20 – Claims against the Estate

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During Hull on Estate and Succession Planning Podcast #20, we wrapped up our analysis of the 10 causes of Estate Litigation and discussed Breach of Contract and Constructive Trust Claims.

 

01 Aug

Hull on Estate and Succession Planning Podcast #19 – Family Law Entitlements

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During Hull on Estate and Succession Planning Podcast #19, we reviewed the frequent causes of Estate litigation, discussed Dependent Relief Claims and looked more intensely at Family Law Entitlements.

 

25 Jul

Hull on Estate and Succession Planning Podcast #18 – The Causes of Estate Litigation Continued

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In Hull on Estate and Succession Planning Podcast #18, we discussed three more frequent causes of estate litigation:

1) Poorly drafted documents;

2) Lack of sufficient planning for the estate assets;

3) Improper actions of the trustee or executor.

 

 

18 Jul

Hull on Estate and Succession Planning Podcast #17 – The Causes of Estate Litigation continued

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During Hull on Estate and Succession Planning Episode 17, we continued our discussion on the causes of Estate Litigation. Four more causes were established as:

1) The reluctance to seek advice;

2) Acrimonious extended family;

3) Frailties and secrets;

4) Intransigent family members.

11 Jul

Hull on Estate and Succession Planning Podcast #16 – The Causes of Estate Litigation

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During Hull on Estate and Succession Planning Podcast #16, we discussed 3 of the 10 causes of estate litigation. The 3 causes discussed are as follows:

1) A lack of understanding on the need for an estate plan;

2) An estate plan which is no longer current;

3) Inadequate estate planning advice.

 

04 Jul

Hull on Estate and Succession Planning Podcast #15 – Powers of Attorney for Property and Personal Care

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In Hull on Estate and Succession Planning Podcast #15, we continued with our discussion on Powers of Attorney for Property, from both a non-contentious and contentious perspective, and we discussed Powers of Attorney for Personal Care as well.

13 Jun

Hull on Estate and Succession Planning Podcast #12 – The “Prudent Investor” Rule

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In Hull on Estate and Succession Planning Podcast #12, we continued with our discussion of trusts and, in particular, the concepts of the “prudent investor” rule and incentive trusts.

 

06 Jun

Hull on Estate and Succession Planning Podcast #11 – The Concept of Trusts

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During this episode of Hull on Estate and Succession Planning, we talked about:

(i) the concept of trusts;

(ii) different types of trusts;

(iii) the advantages of a trust;

(iv) considerations in choosing a trustee; and

(v) an illustraion of how trusts provide much needed flexibility. ——–

 

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