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Episode 121 - Accounting Concepts and Definitions
This week on Hull on Estate and Succession Planning, Ian and Suzana
talk about accounting concepts and definitions after receiving requests from listeners to outline a more general framework for estate administration.Comments? Send
us an email at hullandhull@gmail.com, call us on the comment line at
206-457-1985, or leave us a comment on the Hull on Estate and
Succession Planning blog.Listen | Listen in your iPhone | Download | View full cache |
Episode 120 - Investment Account Issues and ConsiderationsThis week on Hull on Estate and Succession Planning, Ian and Suzana talk about how good trustees deal with accounting issues in volatile markets and other investment considerations.Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog.Listen | Listen in your iPhone | Download | View full cache |
Episode 119 - Delegation in Investment Accounts
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This week o ... Listen | Listen in your iPhone | Download | View full cache |
Episode 118 - The Investment Accounts
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This week on ... Listen | Listen in your iPhone | Download | View full cache |
Episode 117 - The Capital AccountThis week on Hull on Estate and Succession Planning, Ian and Suzana talk about taking capital out of an account and what to consider along the way.Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog.Listen | Listen in your iPhone | Download | View full cache |
Episode 116 - Dealing with Estate PlanningThis week on Hull on Estate and Succession Planning, Ian and Suzanna discuss dealing with estate planning and encouraging everyone to draw up a will.Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog.Listen | Listen in your iPhone | Download | View full cache |
Episode 115 - Captial DisbursementThis week on Hull on Estate and Succession Planning, Ian and Suzana follow up with their discussion on passing accounts. They focus on obstacles that often get in the way of smooth transactions particularly capital disbursement and encroaching on captial.In response to the inquiries they received by email for more information on a precedent that people can look at, they suggest listeners go to the Hull and Hull News and Events section to look at their version of a white paper on this topic. ... Listen | Listen in your iPhone | Download | View full cache |
Episode 114 - Keeping Good RecordsThis week on Hull on Estate and Succession Planning, Ian and Suzana talk about the importance of keeping good records in order to account for your conduct financially.Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog.Listen | Listen in your iPhone | Download | View full cache |
Episode 112 - AccountingThis week on Hull on Estate and Succession Planning, Ian and Suzana discuss how to prepare for review by the beneficiaries of the estate by keeping all accounts in order. To open this week's show, they remind listeners that they did this week's episode of Hull on Estates (#110). They also extend their congratulations to Terry Fallis for winning the Stephen Leacock Medal for his book, The Best Laid Plans.If you have any comments that you would like to share, send us an email at hullandhull@g ... Listen | Listen in your iPhone | Download | View full cache |
Episode 111 - Appointing a GuardianThis week on Hull on Estate and Succession Planning, Ian and Suzana talk about appointing a guardian for your children. They also discuss Ian's appearance on BNN's Strictly Legal with Michael Cochrane. If this link does not work in your browser, please copy and paste the following into the address bar:http://broadband.bnn.ca/bnn/?vid=20002Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985 or visit the blog at http://estatelaw.hullandhull.com/Listen | Listen in your iPhone | Download | View full cache |
Episode 110 - Issues in Estate Administration: Tax FilingThis week on Hull on Estate and Succession Planning, Ian and Suzana
discuss tax issues surrounding the administration of an estate.
Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estates and Succession Planning blog. Listen | Listen in your iPhone | Download | View full cache |
Episode 109 - Payment of LegaciesThis week on Hull on Estate and Succession Planning, Ian and Suzana discuss payment of legacies and other gifts that may be set out in a will.Comments? Send us an email at hullandhull@gmail.com or leave us a message on our comment line at 206-457-1985.Listen | Listen in your iPhone | Download | View full cache |
Episode 108 - The Business of Being an Estate TrusteeThis week on Hull on Estate and Succession Planning, Ian and Suzana discuss the business side of being an Estate Trustee and talk about what to do with assets.Comments? Send us an email at hullandhull@gmail.com, call us on the comment line on 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog.Listen | Listen in your iPhone | Download | View full cache |
Episode 107 - Administration of the Assets of the EstateThis week on Hull on Estates and Succession Planning, Ian and Suzana
discuss things to consider when administrating the assets of an estate
and point out burdens of being and executor.
Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985 or leave us a comment on the Hull on Estates and Succession Planning blog.Listen | Listen in your iPhone | Download | View full cache |
Episode 106 - Insights on Aging and the Elderly SeminarThis week on Hull on Estate and Succession Planning, Ian talks about a seminar he attended and participated in last week called 'Insights on Aging and the Elderly'. The seminar was hosted by B'nai Brith and featured Dr. Nathan Herrmann, Ian Hull, Rabbi Roy D. Tanenbaum and Charles B. Wagner.Listen | Listen in your iPhone | Download | View full cache |
Episode 105 - Applying for ProbateThis week on Hull on Estate and Succession Planning, Ian and Suzana talk about the applying for probate. They discuss some of the ways that estate administrators can simplify the process.Comments? Send us an email at hullandhull@gmail.com, post a comment on our blog at http://estatelaw.hullandhull.com/ or leave us a message on our comment line at 206-457-1985. Listen | Listen in your iPhone | Download | View full cache |
Episode 104 - Personal LiabilityThis week on Hull on Estate and Succession Planning, Ian Hull talks about the extensive personal liability of an estate trustee.Also, in the March 2008 issue of Canadian Lawyer, the Toronto Estate Law Blog was ranked as one of Canada's Top Ten Law-Related Blogs by Gerry Blackwell. The list also included Michael Geist's blog, Law is Cool and the Rule of Law blog from Kelowna, BC. In the same issue of Canadian Lawyer, Suzana Popovic-Montag was featured as a leader in the world of law and soci ... Listen | Listen in your iPhone | Download | View full cache |
Episode 103 - Getting ProbateThis week on Hull on Estate and Succession Planning, Ian and Suzana discuss probate - what it is and when you need it.Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985 or leave us a comment on our blog at www.hullandhull.com.Listen | Listen in your iPhone | Download | View full cache |
Episode 102 - Assets and LiabilitiesThis week on Hull on Estate and Succession planning, Ian and Suzana expand on last week's discussion about determining value. They also discuss taking an inventory of an estate's assets and liabilities.Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985 or leave us a comment on our blog.Listen | Listen in your iPhone | Download | View full cache |
Episode 101 - Determining ValueThis week on Hull and Estate and Succession Planning, Ian and Suzana talk about values and appraisals. They specifically look at some of the issues related to assigning value to assets such as jewellry, automobiles, antiques and artwork.Comments? Send us an email at hullandhull@gmail.com, leave us a message on our blog or give us a call at 206-457-1985.Listen | Listen in your iPhone | Download | View full cache |
Episode 100 - Valuations and AppraisalsIan celebrates the 100th episode of Hull on Estate and Succession Planning without Suzana.
He discusses the question of valuations and appraisals and how these affect estate mediation.
Comments? Drop us a line at 206-457-1985 or send us an email at hullandhull@gmail.com.
Listen | Listen in your iPhone | Download | View full cache |
Episode 99 - Pre-probate ChecklistThis week on Hull on Estates, Ian and Suzana discuss last week's Ontario Bar Association Conference (featuring Clare Burns and Jordin Atin as speakers).
They then wrap up their ongoing discussion about some useful steps to remember when administering an estate.
If you'd like to leave a comment, call us on our comment line at 206-457-1985 or leave us an email at hullandhull@gmail.com or you can visit our blog at estatelaw.hullandhull.com/
Listen | Listen in your iPhone | Download | View full cache |
Episode 98 - Asset ParticularsThis week on Hull on Estate and Succession Planning, Ian and Suzana talk about the importance of keeping track of asset details.
Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog.
Listen | Listen in your iPhone | Download | View full cache |
Episode 97 - Initial Estate MeetingsThis week on Hull on Estate and Succession Planning, Ian and Suzana discuss how important it is to be prepared for an initial meeting with an estate lawyer.
They have also been listening to and reading David Maister's new (audio)book Strategy and the Fat Smoker and continue their conversation on The Tipping Point by Malcolm Gladwell.
Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Su ... Listen | Listen in your iPhone | Download | View full cache |
Episode 96 - The Surviving SpouseThis week on Hull on Estate and Succession Planning, Ian talks about an interview he did this week for a new website called Law is Cool and why he podcasts.
Ian and Suzana discuss the importance of preparing for the death of a spouse or for the welfare of your spouse upon your death. This preparation includes having a good idea of the assets you share and the importance of appointing a guardian for your children.
Comments? Send us an email at hullandhull@gmail.com, cal ... Listen | Listen in your iPhone | Download | View full cache |
Episode 95 - Funeral ConsiderationsThis week on Hull on Estate and Succession Planning, Ian and Suzana discuss the considerations and responsibilities of estate trustees at the time of a funeral.
They also introduce Malcolm Gladwell's book 'The Tipping Point' as a different way of understanding family behaviour at the time of death.
Listen | Listen in your iPhone | Download | View full cache |
Episode 94 - Estate AdministrationThis week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion on what to expect in the early stages of estate administration.Listen | Listen in your iPhone | Download | View full cache |
Episode 93 - The Process of Administering an EstateThis week on Hull on Estate and Succession Planning, Ian and Suzana talk about the first, pre-probate stages of administering an estate.Listen | Listen in your iPhone | Download | View full cache |
Episode 92 - Executor ObligationsThis week on Hull on Estate and Succession Planning, Ian and Suzana discuss what to anticipate as an executor and how to ensure that you are well prepared for your duties. Listen | Listen in your iPhone | Download | View full cache |
Episode 91 - The Core Issues Concerning Estate TaxesThis week on Hull on Estates and Succession Planning, Ian and Suzana summarize the core issues surrounding estate taxes.Listen | Listen in your iPhone | Download | View full cache |
Episode 90 - Foreign Real Estate IssuesThis week on Hull on Estate and Succession Planning, Ian and Suzana discuss foreign real estate issues and tax planning.Listen | Listen in your iPhone | Download | View full cache |
Episode 89 - Payment of Taxes on DeathThis week on Hull on Estates and Succession Planning, Ian and Suzana discuss the necessity of planning for the payment of taxes on death.Listen | Listen in your iPhone | Download | View full cache |
Episode 88 - Considerations Regarding Testamentary Trusts and Charitable Gifting IssuesThis week on Hull on Estates and Succession Planning, Ian and Suzana discuss considerations that must be taken into account while preparing Testamentary Trusts and issues surrounding charitable gifting.Listen | Listen in your iPhone | Download | View full cache |
Episode 87 - The Potential of the Testamentary TrustThis week on Hull on Estate and Succession Planning, Ian and Suzana continue to focus on testamentary trusts, the most common estate-planning step after the simple will.Listen | Listen in your iPhone | Download | View full cache |
Episode 86 - Anticipating Issues in Trust ArrangementsThis week on Hull on Estate and Succession Planning, Ian and Suzana discuss trust planning options and anticipating issues that may arise in the future.Listen | Listen in your iPhone | Download | View full cache |
Episode 85 - Defering Tax on Capital Gains
This week on Hull on Estate
Succession Planning, Ian and Suzana continue their discussion about rolling assets into Trusts and issues surrounding deferring tax on Capital Gains.
Listen | Listen in your iPhone | Download | View full cache |
Episode 84 - Rolling Assets Into TrustThis week on Hull on Estate and Succession Planning, Ian and Suzana further last week's discussion on trusts and tax planning wills by illustrating the benefits of rolling over assets and being conscious of tainted trusts.Listen | Listen in your iPhone | Download | View full cache |
Episode 83 - Inter Vivos and Principal Residence TrustsThis week on Hull on Estate and Succession Planning, Ian and Suzana talk about Inter Vivos and Principal Residence Trusts as effective tools to consider when tax planning a will.Listen | Listen in your iPhone | Download | View full cache |
Episode 82 - Beneficiary DesignationsThis week on Hull on Estate and Succession Planning, Ian and Suzana discuss core issues in estate planning; specifically the importance of beneficiary designations.Listen | Listen in your iPhone | Download | View full cache |
Episode 81 - Multiple WillsThis week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion about tax plan wills and issues surrounding multiple wills.Listen | Listen in your iPhone | Download | View full cache |
Episode 80 - The Tax Plan WillThis week on Hull on Estate and Succession Planning, Ian podcasts without Suzana and kicks off a new series dealing with taxes and wills.Listen | Listen in your iPhone | Download | View full cache |
Episode 79 - Closing the Summer's Cottage and Recreational Property DiscussionIn this week's episode of Hull on Estate and Succession Planning, Ian and Suzana consider the other factors to consider in the succession agreement. Listen | Listen in your iPhone | Download | View full cache |
Episode 78 - Drafting a Co-ownership AgreementThis week on Hull on Estate and Succession Planning, Ian and Suzana discuss things to remember when drafting a co-ownership agreement of a recreational property with family or friends. Listen | Listen in your iPhone | Download | View full cache |
Episode 77 - Arranging an Agreement on Cottage PropertyThis week on Hull on Estate and Succession Planning, Ian and Suzana continue talking about cottage and recreational properties. Listen | Listen in your iPhone | Download | View full cache |
Episode 76 - Post-Death Gifting of the Family CottageThis week on Hull on Estate and Succession Planning, Ian and Suzana discuss post-death gifting related to the family cottage. Listen | Listen in your iPhone | Download | View full cache |
Episode 75 - Family Cottage Cases of Ownership TransfersIn this week's episode of Hull on Estate and Succession Planning, Ian and Suzana share a few stories involving cases of ownership and the family cottage. Listen | Listen in your iPhone | Download | View full cache |
Episode 74 - The Family Cottage and Capital Gains TaxesThis week on Hull on Estate and Succession Planning, Ian and Suzana discuss different options for dealing with capital gains tax as it pertains to investments like 'The family cottage'.Listen | Listen in your iPhone | Download | View full cache |
Episode 73 - Capital Gains TaxesIn this week's episode of Hull on Estate and Succession Planning, Ian and Suzana talk about capital gains taxes and what you need to know about them relating to the family cottage. Listen | Listen in your iPhone | Download | View full cache |
Episode 72 - Vacation and Recreational PropertiesThis week on Hull on Estate and Succession Planning, Ian and Suzana
discuss litigation involving vacation and recreational properties. This is an emotional as well as a legal issue. They talk about the realities of passing properties on to younger generations. Listen | Listen in your iPhone | |
