Tag: Hull on Estate and Succession Planning

16 Jun

Recap: OBA Trust and Estates Section – Hull on Estates #211

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Listen to: Recap: OBA Trust and Estates Section – Hull on Estates #211

This week on Hull on Estates Craig Vander Zee and Chris Graham change the pace by recapping the OBA Trust and Estates Section, year end dinner that on June 1, 2010. Held in the distillery district, the evening was a tribute to those who had won awards and an opportunity to pay tribute to the Honourable Justice Cullity.

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

Craig R. Vander Zee – Click here for more information on Craig Vander Zee.

Christopher M.B. Graham – Click here for more information on Chris Graham.

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11 Jun

Settlement and the ADR Process – Hull on Estates and Succession Planning #204

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Listen to: Settlement and the ADR Process

 

This week on Hull on Estate and Succession Planning, Ian and Suzana discuss settlement and the ADR process. This topic was spurred after the ILCO Conference in Quebec City that Ian and Suzana co-presented at.
Also, Suzana announced that a “Best Of” CD is available. This CD is a compilation of all the “best” podcasts over the past year. To get a copy of the CD email Suzana with your contact information at: spopovic@hullandhull.com.
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 to learn more about Ian Hull.

Suzana Popovic-Montag – Click here to learn more about Suzana Popovic-Montag.

25 May

21 Year Rule – Hull on Estates and Succession Planning – #203

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Listen to: 21 Year Rule – Hull on Estates and Succession Planning – #203

This week on Hull on Estates and Succession Planning Ian continues the discussion surrounding different issues trust arrangements can bring about and solutions to these issues. The specific issue discussed in this episode is the 21 Year Rule. Ian discusses how it creates problems and possible solutions to look to.
 

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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18 May

Avoiding Trust Issues – Hull on Estates and Succession Planning #202

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Listen to: Avoiding Trust Issues – Hull on Estates and Succession Planning #202

This week on Hull on Estate and Succession Planning, Ian discusses ways to avoid the trouble a trust creates by using insurance products.

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

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

 

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11 May

Tax Planning – Hull on Estates and Succession Planning # 201

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Listen to: Tax Planning – Hull on Estates and Succession Planning # 201

This week on Hull on Estate and Succession Planning, Ian discusses tax planning and how tax issues are connected to estate planning. Ian focuses on four main issues of Canadian domestic tax planning. These issues are:

1.    Capital gains tax in Ontario and Canada
2.    The use of an estate freeze as a domestic tax planning tool
3.    Dealing with tax planning the context of an estate or the sale of a business
4.    Family succession generally
 

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

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

 

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13 Apr

Planned Giving – Part 6 – Hull on Estate and Succession Planning #200

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Listen to: Planned Giving – Part 6 – Hull on Estate and Succession Planning #200

This week on Hull on Estates Ian and Suzana continue their discussion on planned and charitable giving. Key quotes mentioned are from the book “The Art of Giving: Where the Soul Meets the Business Plan” by Charles Bronfman and Jeffrey Solomon.

If you have any comments, please email us at hullandhull@gmail.com or leave us 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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08 Apr

Planned Giving – Part 5 – Hull on Estate and Succession Planning #199

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

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Listen to:  Planned Giving – Part 5 – Hull on Estate and Succession Planning #199

This week on Hull on Estate and Succession Planning, Ian and Suzana continue the discussion from last week on the importance of planned and charitable giving with a focus on the book “The Art of Giving Where the Soul Meets a Business Plan” by Charles Bronfman and Jeffrey Solomon.

If you have any comments, please email us at hullandhull@gmail.com or leave us 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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16 Mar

Planned Giving – Part 4 – Hull on Estates and Succession Planning #198

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

Listen to: Planned Giving – Part 4 – Hull on Estate and Succession Planning #198

This week on Hull on Estate and Succession Planning, Ian Hull continues his discussion on charitable remainder trusts.

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

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

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10 Mar

Planned Giving – Part 3 – Hull on Estates and Succession Planning #197

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

Listen to: Planned Giving – Part 3 – Hull on Estate and Succession Planning #197

This week on Hull on Estate and Succession Planning, Ian Hull discusses the importance of charitable giving.

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

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

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23 Feb

Planned Giving – Part 2 – Hull on Estates and Succession Planning #196

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

Listen to: Planned Giving – Part 2 – Hull on Estates and Succession Planning #196

This week on Hull on Estates and Succession Planning, Ian Hull continues his discussion from last week on Planned Giving.

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

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

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