Category: Podcasts

09 May

Hull On Estates Podcast #7 – Testamentary Capacity continued

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During this podcast on testamentary capacity, we discussed the following:

(i) the requirement of a “disposing memory”;

(ii) age-related “incapacities”;

(iii) the Re Bohrmann and Fulton v. Andrew decisions; and

(iv) the practicalities of determining testamentary capacity. ——–

 

02 May

Hull On Estates Podcast #6 – Testamentary Capacity

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During this podcast, we discussed the following:

(i) age restrictions to keep in mind when drafting a will;

(ii) requisite mental capacity; and

(iii) the issue of insane delusions. ——–

 

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. ——–

25 Apr

Hull on Estates Podcast # 5 – More on Drafting Wills

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During our podcast, we discussed the following legal issues:

(i) constructive trusts;

(ii) specific devices and bequests;

(iii) life insurance;

(iv) the description of beneficiaries;

(v) trusts/life interests;

(vi) the selection and powers of trustees, including the power to encroach; and

(vii) ademption. ——–

 

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. ——–

18 Apr

Hull On Estates Podcast #4 – Legal Issues when Drafting a Will

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During our podcast, we discussed the following legal issues:

(i) the International Will;

(ii) revocation by marriage;

(iii) lapse;

(iv) abatement; and

(v) the rule in Saunders v. Vautier. ——–

 

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. ——–

10 Apr

Hull On Estates Podcast #3 – Issues when Drafting a Will

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During our podcast, we discussed the following legal issues:

(i) concepts of undue influence

(ii) suspicious circumstances

(iii) due execution; and

(iv) introduced the concept of international wills ——–

 

03 Apr

Hull on Estate and Succession Planning Podcast #2 – Estate Plans & Wills

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During this podcast, we discussed the following legal issues:

(i) reducing the estate tax bill;

(ii) protecting your assets;

(iii) distribution of assets; and

(iv) gifts of income. ——–

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