Tag: legal podcast
In today’s podcast, Natalia Angelini and Doreen So discuss the case of MacDonald v. Estate of James Pouliout, 2017 ONSC 3629, which was an interesting decision on constructive trusts, the limitation period applicable to dependants relief, and vesting pursuant to section 9 of Estate Administration Act.
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During Hull on Estate and Succession Planning Podcast #68, Ian and Suzana discuss a case found in Jordan Atin’s book The Family War. They also delve into the topic of probate planning.
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The Dog Days of Summer: Planning for the Transfer of the Family Cottage – Hull on Estates Podcast #67
Justin and Megan discuss estate planning issues surrounding the family cottage. They cover specific practice tips of transferring the family cottage and the consequences of poor planning.
The Estate Litigation of NYC Socialite Queen Brooke – Hull on Estate and Succession Planning Podcast #66
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During Hull on Estate and Succession Planning Podcast #66, Ian and Suzana discuss the conference that Ian recently attended, Podcasters Across Borders, where he spoke on a panel with Terry Fallis of Thornley Fallis, and Kate Morgan of Podwise Social Media Inc.
Within the context of estate litigation, Ian discusses a recent article he read in the June 6th edition of The Economist that considered the life of a New York City socialite, Brooke Astor, commonly known as Queen Brooke. Ian reviews the dramatic story of her life, and the litigation surrounding her loss of capacity and her second marriage.
During Hull on Estate and Succession Planning Podcast #65, Ian Hull and Suzana Popovic-Montag discuss the importance of designating a Power of Attorney in your estate plan.
They cover topics such as why a Power of Attorney is essential and what can happen if an incapable individual does not have a Power of Attorney in place, focusing on the Court Order process to obtain a Power of Attorney for property and/or personal care.
Listen to "Powers of Attorney and Elder Abuse"
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During Hull on Estate and Succession Planning Podcast #64, Ian Hull and Suzana Popovic-Montag express the importance of educating an individual chosen as Power of Attorney on their roles and responsibilities, as well as full disclosure between all parties involved in the estate planning.
They also discuss the issue of duelling Powers of Attorney during the succession planning process and the strategy of using Power of Attorney for limited purposes.
Ian and Suzana also touch on the problem of elder abuse and mentioned the helpful emergency hotline provided by the Public Guardian and Trustee at 1-800-366-0335.
Read the transcribed version of "Tips for Managing and Controlling Estate Litigation – Conclusion""
During Hull on Estates Podcast #63, Craig Vander Zee and Bianca La Neve discussed various discretionary measures available to a court when making contempt orders.
Rule 60 of the Rules of Civil Procedure was referenced, as well as the decision in Belanger v. McGrade Estate (2003), 65 O.R. (3d) 829 (Ont. S.C.J.).
Read the transcribed version of "The Solicitor/Client Privilege and the Duty of Confidentiality"
During Hull on Estates Episode #61, Ian Hull and Suzana Popovic-Montag discussed the solicitor and client privilege and the difference between this concept and the duty of confidentiality in the context of estate law and estate litigation.
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In Episode #62, Ian and Suzana discuss the treatment of assets in second marriages with children. They cover the necessity of proper communication and documentation of intent, as well as the impact of the Succession Law Reform Act over the distribution of assets.
Ian and Suzana also discuss the strategy of using trusts to pass on assets in a controlled and managed way to desired beneficiaries.
Using Insurance Instruments for Effective Succession Planning – Hull on Estate and Succession Planning Podcast #61
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During Hull on Estate and Succession Planning Episode #60, Ian and Suzana discuss how term policies and whole life policies can apply to succession planning.
They cover three important aspects to consider when reviewing your insurance policies, especially in a separated spouse situation including the funding of support obligations, the designation of the policy’s beneficiaries, and how the policy will be funded after death.