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News and Events 2009

Estate, Trust and Capacity Law
Breakfast Series

Our Breakfast Series presentations are offered several times a year and provide valuable information on topics of interest to estate practitioners. You can attend these presentations in person, or you can view the presentations live via webcast.

Presentations are held at the Ontario Bar Association facilities at 20 Toronto Street.

Text and videos from prior Breakfast Series presentations are provided below. If you would like to order an audio CD of a prior presentation, click here.



Archived Breakfast Series

Sept 2009 Where There's A Gift, There's A Way: The Application of the Cy-Pres Doctrine
The Estate Planning Retainer - Acting for Husband and Wife
Recent Case Law Developments for the Estate Solicitor
View Webcast

Jun 2009 The Tricky Business of Administration Bonds
The Estate Trustee During Litigation
Recent Case Law Developments
View Webcast

Jan 2009 A Trustee's Discretion to Benefit vs. A Guardian's Obligation to Support
Dependant's Relief: Cummings and Beyond
Insolvent Estate
View Webcast

Oct 2008 The Will To Decide - What to do when the Capacity is in Question
Dealing With The Body, and other Estate Issues that Arise Immediately Upon Death
Fiduciary Accounting Obligations - How Far Will The Court Go? - Recent Caselaw Developments
View Webcast

Jun 2008 Recent Caselaw Developments
Evidence in Estate Litigation and What to Watch for as the Drafting Solicitor: Key Issues and Update
The Challenge of Exercising an Estate's Controlling Interest in a Private Corporation
View Webcast

Jan 2008 Estate Law Remedies - What to watch out for when administering an Estate
Can I encroach and, if so, how? Trust issues in an estates context
Considerations in Negotiating the Removal and/or Replacement of a Trustee
View Webcast

Oct 2007 Settlements when dealing with Minors and Incapable Beneficiaries
Secret Trusts and Powers of Appointment
Mutual Wills - A Review
View Webcast

Jun 2007 Six Recent Cases You Might Consider Reading
Demand Promissory Notes & Estates
Distribution Delayed Reasons to Wait
View Webcast

Jan 2007 The Fundamentals of Estate Administration
The Ontario Disability Support Program
Taking Care in Taking Instructions
View Webcast

Sept 2006 Spousal Trusts
Support Claims by the Non-married Spouse
Elder Fraud: When is the Bank Liable?

Jun 2006 Recent Developments in Joint Accounts
Removal of Estate Trustees Revisited
Standing in the Shoes of an Estate Trustee and Getting Paid


Jan 2006 Preparing Estate Accounts - A "Hands-On" Overview - Part II

Sept 2005 Preparing Estate Accounts - An Overview - Part I

Jun 2005 "Dead" Lines in Estate administration - A Refresher
Passing Over: Who, What When, Why and How
Will Planning and the Succession of a Family Business

Jan 2005 Contracts and Wills
Executor's Options for Minor's Funds
Review of Estate Related Tax Matters

Sept 2004 Equalizing Gifts in Wills
Gifts Per Stirpes - Drafting it the Safe Way
Protecting and Preparing Estate Freezes

Jun 2004 Will Drafting Mistakes Beyond the Basics

Jan 2004 Incentive Trusts
Protecting and Documenting Inter Vivos Gifts
Special Drafting Issues for Powers of Attorney

Sept 2003 Advising Executors and Testators on Creditors, Spousal and Dependants' Claims
Getting Wills Signed in Difficult Situations - Due Execution for Solicitors
The Family Meeting - A Pre-Emptive Strike Against Estate Litigation

Jun 2003 Avoiding Probate in Land Titles
Concerns for the Retiring Solicitor
The Executor as Corporate Director

Jan 2003 Tough Acts to Follow - 8 Lesser Known Statutory Provisions in Estate Administration

Sept 2002 Discretion to Encroach: Do the Beneficiary's Personal Resources Matter
Guardianship of Minors
Should a Lawyer, Acting as Executor, Charge GST on Compensation

Jun 2002 The Ongoing Obligations of the Estate Planning Retainer with Husband and Wife

Dec 2001 Drafting Wills to Protect the Disabled Beneficiary

Jun 2001 Indemnities and Releases for Executors
Multiple Wills Update
The Effects of Separation Agreements and Releases on Wills, Joint Property and Beneficiary Designations

Feb 2001 Dependant's Support Claims, Avoiding Problems with Powers of Attorney

Sept 2000 Five Cases Every Estates Lawyer Should Know About

Jun 2000 Solicitor's Negligence in Estate Matters - Will Drafting Considerations for the Civil Litigator and Some Minefields to be Avoided

Media Book EstateIan Hull's book on estate planning and the family conference provides key strategies for avoiding estate conflicts. Click here for more information.



Archived news and events: 2006 2007 2008 2010

Current News and Events

November 23, 2009

Suzana Popovic-Montag quoted in Globe and Mail article on virtual afterlife

November 13, 2009
Ian Hull speaks on CBC's The National about the "virtual afterlife"

November 11, 2009
Suzana Popovic-Montag featured in November 2009 Investment Executive article on drafting fair wills

October 30, 2009
Hull & Hull LLP participates in the 2009 Lexpert Law Student and Associate Recruitment Guide

October 22, 2009
Suzana Popovic-Montag and Ian Hull are tweeting

October 16, 2009
Ian Hull and Suzana Popovic-Montag to participate in a 2020 Canada professional development webinar on October 28, 2009

October 15, 2009
Hull & Hull's Senior Counsel and four of its Partners selected by peers to appear in the 2010 edition of The Best Lawyers in Canada

September 15, 2009
Suzana Popovic-Montag to co-chair upcoming Ontario Bar Association professional development program entitled "Advising the Estate Trustee in Turbulent Times"

August 31, 2009
Jordan Atin speaks with Patricia Lovett-Reid of MoneyTalk about how to avoid estate battles

August 31, 2009
Ian Hull interviewed by Global News regarding who has the right to the Baby Kaylee Trust Fund

August 18, 2009
Suzana Popovic-Montag and Ian Hull's podcast efforts featured in CNW white paper

August 18, 2009
Ian Hull to moderate CLE teleseminar on Understanding Joint Retainers on September 17, 2009

August 18, 2009
Suzana Popovic-Montag to chair CLE program on probate essentials on September 17, 2009

August 17, 2009
Suzana Popovic-Montag discusses how to avoid squabbling over an inheritance in Globe article

August 5, 2009
Suzana Popovic-Montag comments on importance of wills in Globe article

June 17, 2009
Ian Hull featured on MoneyTalk (BNN)

May 28, 2009
Suzana Popovic-Montag and Craig R. Vander Zee re-elected to Ontario Bar Association's Trust and Estates Section Executive

May 15, 2009
The T.A.S.K. (The Trusted Advisor's Survival Kit) - written by Peter Merrick - is now available.

February 4, 2009
Suzana Popovic-Montag: How blogs and podcasts are making connections for Hull & Hull LLP

January, 2009
Hull & Hull LLP welcomes Paul Trudelle as partner