Category: Hull on Estate and Succession Planning

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. ——–

 

31 May

Hull on Estate and Succession Planning Podcast #10 – A Discussion of Taxes

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During this podcast, Suzana discussed the type of taxes that arise on death and suggested ways to defer or reduce each of them:

(i) capital gains tax;

(ii) tax on RRSP and RRIF assets; and

(iii) probate fees Suzana then discussed other tax reduction strategies as well. ——–

16 May

Hull on Estate and Succession Planning Podcast #8 – The Role of the Executor and Removing Executors

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During this podcast on the role of the Executor, we discussed the following:

(i) Executor’s fees;

(ii) the use of professionals by the Executor;

(iii) removing Executors; and

(iv) income tax filings. ——–

09 May

Hull on Estate and Succession Planning Podcast #7 – The Role of an Executor continued

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During this podcast on the role of the Executor, we discussed the following:

(i) applying for probate;

(ii) timing of distributions;

(iii) making funeral arrangements;

(iv) locating the will;

(v) filing the final tax return; and

(vi) providing information to beneficiaries. ——–

25 Apr

Hull on Estate and Succession Planning Podcast #5 – Successful Will Drafting

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During our podcast, we continued our discussion on ways to "bullet-proof" a will:

(iv) properly documenting any gifts you make during your lifetime;

(v) carefully considering unequal treatment of your beneficiaries;

(vi) will drafting – losing a gift if you challenge the will;

(vii) contracts not to contest a will; and

(viii) avoiding making casual "will like" dispositions. ——–

18 Apr

Hull on Estate and Succession Planning Podcast #4 – “Bullet-proofing” a Will

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During our podcast, we discussed way to "bullet-proof" a will:

(i) ensuring you have proof of your mental capacity to sign a will;

(ii) protecting against claims of undue influence; and

(iii) ensuring your will is properly executed. ——–

10 Apr

Hull on Estate and Succession Planning Podcast #3 – More on Wills

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During our podcast, we discussed the following legal issues:

(i) role of an Executor;

(ii) children and the Corvette effect;

(iii) guardianship (iv)what happens when you die without a will;

(v)the difference between a holograph and typewritten will; and

(vi)considerations when amending a will. ——–

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