Tag: Confidentiality

08 Apr

Sham and Secret Trusts – Hull on Estates #105

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Listen to Sham and Secret Trusts.

This week on Hull on estates, Ian and Suzana discuss Sham and Secret Trusts.

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20 Feb

Hull on Estate and Succession Planning Podcast #48 – Tips for Hiring an Estate Lawyer

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Listen to "Tips for Hiring an Estate Lawyer"

Read the Transcribed Version of "Tips for Hiring an Estate Lawyer"

During Hull on Estate and Succession Planning Episode #48, Ian Hull and Suzana Popovic-Montag speak with Jordan Atin, co-author of a recently published book on avoiding Estate litigation, The Family War. The three succession planning experts discuss considerations when hiring an estate lawyer to draft your will. 

The necessary processes are reviewed including getting a referral, answering questions regarding your specific needs and assets, full disclosure, confidentiality and finally the importance of reviewing and signing your completed will. 

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