Tag: estate administration

29 Jan

Initial Estate Meetings – Hull on Estate and Succession Planning #97

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Listen to Initial Estate Meetings

This week on Hull on Estate and Succession Planning, Ian and Suzana discuss how important it is to be prepared for an initial meeting with an estate lawyer.

They have also been listening to and reading David Maister’s new (audio)book Strategy and the Fat Smoker and continue their conversation on The Tipping Point by Malcolm Gladwell.

Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog.

 

08 Jan

Estate Administration – Hull on Estate and Succession Planning Podcast #94

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Listen to Estate Administration

This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion on what to expect in the early stages of estate administration.

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25 Dec

Executor Obligations – Hull on Estate and Succession Planning Podcast #92

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Listen to Executor Obligations

This week on Hull on Estate and Succession Planning, Ian and Suzana discuss what to anticipate as an executor and how to ensure that you are well prepared for your duties.

01 May

A Dutch Treat; Conflict of Laws and Estate Administration – Which Law Governs? – Hull on Estates Podcast #57

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Listen to "A Dutch Treat; Conflict of Laws and Estate Administration – Which Law Governs?"

Read the transcribed version of "A Dutch Treat; Conflict of Laws and Estate Administration"

During Hull on Estates Episode #57, Justin de Vries and Megan Connolly discuss an ongoing client matter which has come out of the Netherlands.  This matter raises issues of conflict of laws, the Divorce Act, the Succession Law Reform Act, R.S.O. 1990, c. S.26, and dependant support claims.

For more information on the conflict of laws, as it relates to this case, please see:

  • McCallum v. Ryan Estate, [2002] O.J. No. 1088 (SCJ)
  • Re Montizamber Estate, [1973] O.J. No. 1035 (SCJ)
  • Smallman v. Smallman Estate, [1991] O.J. No. 1718 (OJC – Gen. Div.).
20 Apr

Joint and Several Liability of Trustees – Hull on Estates Episode #55

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Listen to "Joint and Several Liability of Trustees"

During Hull on Estates Episode #55, Sean Graham and Paul Trudelle discuss joint and several liability of trustees with respect to the administration of an estate. They  focus on avoiding liability when there are two or more estate trustees.

Paul and Sean examine this estate topic with respect to the case of Fales v. Canada Permanent Trust Co. and  Cooper (No. 2) Re.

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