Tag: legal podcast

22 May

Mutual Wills – Hull on Estates Podcast #60

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During Hull on Estates Episode #61, Sean Graham and Paul Trudelle discuss mutual wills and mirror wills. They discuss examples where a mutual will and a binding agreement would be used, such as second marriages.

They also cover the importance of documentation of intent and discuss potential drawbacks of the mutual will.

For more information on this topic, see the article by Debra L. Stephens, "Mutual Wills: A Primer", which was presented at The Six Minute Estates Lawyer 2007, on April 10, 2007.

 

15 May

Joint Accounts – Hull on Estate and Succession Planning Podcast #60

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During Hull on Estate and Succession Planning Podcast  Episode #60, Ian and Suzana discussed a recent case, Pecore v. Pecore, 2007 SCC 17, from the Supreme Court of Canada. This decision concerned the issue of jointly held accounts.

Ian and Suzana discussed the consequences of joint accounts for adult children, minor children and dependent adult children.

24 Apr

The Hull & Hull website and a Practice Tip – Hull on Estates #56

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During Hull on Estates Episode #56, Ian Hull and Suzana Popovic-Montag review the updates on the Hull & Hull LLP website and discuss the available resources such as Hull & Hull TV (streaming videos), the Probator articles, and of course links to the blogpage/podcasts.

Ian discusses a book he has recently read, Getting Things Done by David Allen. Ian heard about this book on the Marketing Monger podcast.

Ian and Suzana’s Practice Tip for this podcast helps the process of fiduciary accounting go smoothly.

24 Apr

Tax Considerations for Separated Spouses – Hull on Estate and Succession Planning Podcast #57

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During Hull on Estate and Succession Planning Podcast #57, Ian Hull and Suzana Popovic-Montag discuss tax considerations to keep in mind within the context of separated spouses.

They cover such issues as tax liability, spousal support and child support deductability and the deductability of legal fees.

10 Apr

Contemplating “In Contemplation of Marriage” – Hull on Estates Podcast #54

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During Hull on Estates Podcast #54, David Smith, Partner at Hull & Hull LLP, discusses his upcoming Probator article (check the Hull & Hull website soon) which concerns making a Will in contemplation of marriage.

David discusses the circumstances that surround this clause, Section 16 of the Succession Law Reform Act and how this issue can cause litigation. 

 

10 Apr

Insurance Planning – Hull on Estate and Succession Planning Podcast #55

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During Hull on Estate and Succession Planning Podcast #55, Ian and Suzana discuss insurance planning in the context of wealth and estate planning strategies.

They cover the advantages of integrating insurance policies into your estate plan focusing on disability insurance, critical care insurance and life insurance.

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