Tag: Family Conference Meeting

03 Dec

The Benefits of the Family Meeting – Hull on Estate and Succession Planning #141

Hull & Hull LLP Beneficiary Designations, Estate & Trust, Hull on Estate and Succession Planning, Hull on Estate and Succession Planning, Podcasts, PODCASTS / TRANSCRIBED, Show Notes, TOPICS Tags: , , , , , , , , , , , , 0 Comments

 

Listen to The Benefits of the Family Meeting

This week on Hull on Estate and Succession Planning, Suzana Popovic-Montag speaks with Rodney Hull about the benefits of holding a family meeting to discuss estate matters while the testator is still alive. They both extend their condolences to the family of Ted Rogers, who passed away today.

If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog.

12 Dec

Hull on Estate and Succession Planning Podcast #38 – Process for the Family Conference

Hull & Hull LLP Hull on Estate and Succession Planning, Hull on Estate and Succession Planning Tags: , 0 Comments

LISTEN HERE

READ THE TRANSCRIBED PODCAST

During Hull on Estate and Succession Planning Episode 38, we discussed the process for ensuring a successful family conference including:

  • the introduction and outline of process;
  • the importance of caucuses and break-out sessions;
  • the necessity for flexibility in the agenda and the family constitution to allow for the addition and revision of issues; and
  • the importance of setting a future date if the family conference has not been concluded in one day.

05 Dec

Hull on Estate and Succession Planning Podcast #37 – Logistics of the Family Conference

Hull & Hull LLP Hull on Estate and Succession Planning, Hull on Estate and Succession Planning Tags: , 0 Comments

LISTEN HERE

READ THE TRANSCRIBED PODCAST ONLY

During Hull on Estate and Succession Planning Episode 37, we discussed the steps that are followed during a Family Conference including:

  • Doing  your "homework" before the Family Conference;
  • Preparing an agenda for the Family Conference to be circulated to members before the Family Conference;
  • How to begin the Family Conference Meeting; and
  • How the discussions during the Family Conference should be handled.

SUBSCRIBE TO OUR BLOG

Enter your email address to subscribe to this blog and receive notifications of new posts by email.
 

CONNECT WITH US

CATEGORIES

ARCHIVES

TWITTER WIDGET