Tag: Hull on Estate and Succession Planning

28 Sep

Hull & Hull LLP Breakfast Series Recap – Hull on Estates and Succession Planning

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Listen to Hull & Hull LLP Breakfast Series Recap

 

This week on Hull on Estates and Succession Planning, Ian and Suzana discuss our most recent Breakfast Series Presentation which was held at the Ontario Bar Association facilities on September 22, 2011.  Additionally, they touch upon the recent decision Hope v. Martin ONSC 5447 (CanLII)

If you have any comments or would like more information on our Breakfast Series Presentations, send us an email at hull.lawyers@gmail.com or leave a comment on our blog.

For more information on Ian Hull click here
For more information on Suzana Popovic-Montag click here

 

20 Sep

Upcoming Events – Hull on Estates and Succession Planning

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This week on Hull on Estates and Succession Planning, Ian Hull discusses a list of upcoming events for Hull & Hull LLP. In particular, he discusses the upcoming LSUC – Probate Essentials Program where he will be speaking on Non-traditional Testamentary Documents. This program is also chaired by our managing partner Suzana Popovic-Montag. For those who were unable to attend on September 16, there will be a live repeat on October 31, 2011.

If you have any questions or comments, please email us at hull.lawyers@gmail.com or leave us a comment on our blog.

 

07 Sep

Exploring Resources – Hull on Estates and Succession Planning

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This week on Hull on Estates and Succession Planning, Ian and Suzana acknowledge Hull & Hull’s recognition in the CBA National Magazine article "The Best in Digital Marketing." Additionally, they discuss a new Ontario based resource Will Finder. This new and innovative site is a user friendly application that has been made available to clients and lawyers alike.

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

 

24 May

Hull on Estates # 248 – Registered Disability Savings Plan (RDSP)

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Listen to: Hull on Estates # 248 – Registered Disability Savings Plan (RDSP)

 

This week on Hull on Estates, David Smith and Nadia Harasymowycz discuss a fairly new investment vehicle that has been set up by the Canadian Government to allow for Canadians with disabilities and their families to save for the future.  More specifically, this podcast discusses how one can use this investment fund as an estate planning tool. 

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

For more information on David Smith click here.

For more information on Nadia Harasymowycz click here.

 

15 Feb

Understanding the Role of an Executor – Hull on Estates and Succession Planning #222

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Listen: Understanding the Role of an Executor

This week on Hull on Estates, Ian Hull discusses the role of an executor and how you can anticipate problems that may arise.

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

Ian M. Hull – Click here for more information on Ian Hull.

 

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01 Feb

Why – Part 3 – Hull on Estates and Succession Planning #221

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Listen: Why – Part 3

This week on Hull on Estates and Succession Planning, Ian continues his discussion on "what" it means to be an estate trustee and "why".  Specifically, he talks about dealing with and protecting special assets.

Ian continues his list of Duties for an Estate Trustee continuing with:

4. Dispose of perishable assets and secure and protect all other assets including business interests and rental properties.

5. Review insurance coverage and obtain increased or additional coverage of the assets where necessary.

6. Determine and list the names, addresses and ages of beneficiaries and notify them of their interest.

7. Determine the nature and value of the assets and debts of Louis, an inventory of the Estate, and arrange valuations where necessary.

The “Why” series was spurred by the book Start with Why By Simon Sinek which can be found in the Hull & Hull LLP Reading Center. 

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

Ian M. Hull – Click here for more information on Ian Hull.

 

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26 Jan

Why – Hull on Estates and Succession Planning #220

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 Listen: Why

This week on Hull on Estates and Succession Planning, Ian continues his discussion on the book Start with Why By Simon Sinek.  This book can be found in the Hull & Hull LLP Reading Center.  Ian discusses why one becomes an executor and what it means to be an executor. This is followed-up with his first three duties for an Estate Trustee.

1. Make proper funeral and burial arrangements.
2. Determine that the Will appointing the Executors is the last will and testament.
3. Make provisions for the immediate needs of any dependants.

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

Ian M. Hull – Click here for more information on Ian Hull.

 

18 Jan

Year of 2011 – Hull on Estates and Succession Planning #219

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Listen: Year of 2011

This week on Hull on Estate and Succession Planning, Ian discusses the year of 2011. Specifically, he discusses the book Start with WHY by Simon Sinek, which can also be found in the Hull & Hull LLP Reading Center. Ian examines the question of why in regards to estate planning issues and contentious planning matters.

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

Ian M. Hull – Click here for more information on Ian Hull.

 

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29 Nov

Interesting and InformativeBooks – Hull on Estates and Succession Planning #218

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 Listen to: Interesting and Informative Books

This week on Hull on Estates and Succession Planning, Ian and Suzana discuss what they are currently reading for business and pleasure.

Some of the books they discuss are:

·  The 50 Biggest Estate Planning Mistakes . . . and How to Avoid Them by Jean Blacklock and Sarah Kruger

·  The High Road by Terry Fallis

·  The Final Call by Kerry Fraser

·  In Bound Marketing by Brian Halligan and Darmesh Shaw

·  Say it with Series by Gene Zelazny

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

Ian M. Hull – Click here for more information on Ian Hull.

Suzana Popovic-Montag – Click here for more information on Suzana Popovic-Montag.

 

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17 Nov

Assortment of Topics – Hull on Estates and Succession Planning # 216

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Listen to: Assortment of topics

This week on Hull on Estates and Succession planning, Ian discusses an assortment of topics.

Topics include:

  • The High Road by Terry Fallis
  • 2010 Canadian (International) Conference Of Elder Law
  •  The Articulate Advocate by Brian K. Johnson and Marsha Hunter
  • The use of personal and life coaching to manage work and life balance

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

Ian M. Hull – Click here for more information on Ian Hull.

 

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