Category: Hull on Estate and Succession Planning
Hull on Estates #597 – Pour Over Clauses
This week on Hull on Estates, Jonathon Kappy and Stuart Clark discuss Quinn Estate v. Rydland, 2019 BCCA 91, and the concept of “pour over clauses” more generally and whether you can leave a bequest in a Will to an already existing inter vivos trust.
Should you have any questions, please email us at webmaster@hullandhull.com or leave a comment on our blog.
Hull on Estates #595 – When to Strike: Rule 25.11 and Notices of Objection
This week on Hull on Estates, Noah Weisberg and Sydney Osmar discuss Notices of Objection, Rule 25.11, and the court’s decision in Dessisa and Wolde v Demisie.
Should you have any questions, please email us at webmaster@hullandhull.com or leave a comment on our blog.
Hull on Estates #590 – Substantial Compliance vs. Strict Compliance
In today’s podcast, Paul Trudelle and Kira Domratchev discuss the British Columbia Supreme Court’s decision in Hubschi Estate (Re), 2019 BCSC 2040, and the factors considered by the Court in holding that the document found on the deceased’s computer was a Will in accordance with the curative provisions of the relevant legislation.
Should you have any questions, please email us at webmaster@hullandhull.com or leave a comment on our blog.
Hull on Estates #589 – “Cottage Planning”?
In today’s podcast, Stuart Clark and Doreen So discuss the Ontario Court of Appeal’s decision in Donaldson v. Braybrook, 2020 ONCA 66, and what to consider when the ownership of a family cottage was changed to include the children.
Should you have any questions, please email us at webmaster@hullandhull.com or leave a comment on our blog.
Hull on Estates #588 – Rights and Limitation on an Attorney under a Power of Attorney
In today’s podcast, Natalia Angelini and Sydney Osmar discuss the OBA’s Institute Elder Law program recently chaired by Natalia and Kimberly Whaley. Natalia and Sydney delve into the debated issue of whether or not beneficiary designations are testamentary. Tune in to learn how the crowd voted.
Please note that, as a result of technical difficulties, the introduction of this podcast has been cut off. Sorry for the inconvenience.
Should you have any questions, please email us at webmaster@hullandhull.com or leave a comment on our blog.
Hull on Estates #587 – Re Vaudrey: The Importance of Properly Providing for a Gift of Residue
On today’s podcast, Noah Weisberg and Rebecca Rauws discuss the recent decision of Re Vaudrey, 2019 ONSC 7551. In that case, the testator tried to disinherit one of his daughters, but failed to make provision in his Will for the disposition of the residue of his estate in the event that the residuary beneficiaries predeceased him (which they did). Without this, the residue of the testator’s estate was distributed on an intestacy—entirely to the daughter that he had wished to disinherit.
Should you have any questions, please email us at webmaster@hullandhull.com or leave a comment on our blog.
Hull on Estates #586 – Can a word document be a valid Will?
In today’s podcast, Jonathon Kappy and Sydney Osmar discuss the difference between strict compliance and substantial compliance regimes regarding the formality of Wills.
Should you have any questions, please email us at webmaster@hullandhull.com or leave a comment on our blog.
Hull on Estates #585 – Applications and Actions: What’s the Difference?
In today’s podcast, Stuart Clark and Garrett Horrocks review some of the main procedural differences between the two primary types of legal proceeding in Ontario: the application, and the action.
Should you have any questions, please email us at webmaster@hullandhull.com or leave a comment on our blog.
Hull on Estates #584 – Retroactive Effect of Proof of Death
This week on Hull on Estates, Natalia R. Angelini and Kira Domratchev discuss a recent decision on the retroactive effect of proof of death in Threlfall v Carleton University, 2019 SCC 50 that dealt with a pension case from Quebec.
A helpful Canadian Lawyer magazine article by Elizabeth Raymer summarizing this decision can be found here.
Should you have any questions, please email us at webmaster@hullandhull.com or leave a comment on our blog.
Hull on Estates #583 – Oppression Remedies
This week on Hull on Estates, Noah Weisberg and Doreen So discuss a recent decision on oppression remedies in Corber v. Henry and how corporate issues may arise in estate matters.
Should you have any questions, please email us at webmaster@hullandhull.com or leave a comment on our blog.