Estates & Wills & Trusts

The lawyer’s estate planning retainer with a married couple

By Ian Hull . As an estate planner and a lawyer, it is important to remember that when creating an estate plan, familial relations may turn negative. It becomes crucial for estate planners to ensure that their instructions are complete, in order to protect themselves in the case of a family fight. Read more

Trustees, lawyers must distinguish their roles in estate administration

Confusion about the overlapping roles of lawyers and trustees could lead to problems in estate administration, Toronto estates and trusts lawyer Suzana Popovic-Montag told a recent gathering of lawyers at the Law Society of Upper Canada (LSUC). Read more

Hull, Popovic-Montag to discuss succession planning for litigators

On May 25, Toronto estates and trusts litigator Ian Hull will chair an event on ‘Succession Planning for Litigators,’ presented by the Law Society of Upper Canada. Read more

Muhammad Ali estate dispute brewing

By Charles Ticker . After Muhammad Ali passed away on June 3, 2016, several news sources reported that his estate may become the subject of a dispute. Although few details have surfaced since his passing, a recent story suggests some of Ali’s children may be at odds with his widow, Lonnie Ali. The estate has been estimated to be worth $80 million. There is also a trust in place. The children are reportedly getting a $6 million inheritance. Their stepmother, Lonnie Ali would earn $12 million. Read more

Hull e-State Planner automates estate planning

Estate planning can be a complex undertaking, but a new tool developed by Toronto estate lawyer Ian Hull aims to make the process easier for lawyers and their clients. Read more

Choose wisely when appointing a power of attorney

With financial abuse of elders on the rise, Toronto trust and estate litigator Felice Kirsh tells AdvocateDaily.com it’s important to choose wisely when appointing a power of attorney (POA) for property. Read more

Faded Genes rock it for the kids

Toronto-area estates litigator and mediator Charles Ticker hits the stage with the Faded Genes May 11 for a fundraiser for children with special needs. Read more

Kirsh to participate in panel discussion on validity of gifts

Toronto estate litigator Felice Kirsh will participate in a panel discussion on the validity of gifts at the upcoming B’nai Brith Estates and Trusts CLE Seminar for Lawyers and Accountants. Read more

Does solicitor/client privilege extend to trustee, beneficiary?

By Ian Hull . Last week we considered the application of solicitor/client privilege to a deceased testator and their testamentary intentions. A further consideration in examining the passing of solicitor/client privilege upon death is whether the individual claiming privilege is a trustee, executor, or a beneficiary. Read more

Hull to chair panel discussion on validity of gifts

Toronto estates and trusts litigator Ian Hull will chair a panel discussion on the validity of gifts at the upcoming B’nai Brith Estates and Trusts CLE Seminar for Lawyers and Accountants. Read more

Use caution when granting power of attorney for property

Powers of attorney are often granted in anticipation of an individual becoming incapable of managing property, but as Toronto wills and estates lawyer Lisa Laredo writes in The Lawyer’s Daily , there are risks associated with granting a continuing power of attorney for property under the Substitute Decisions Act (SDA). Read more

Hull, Popovic-Montag to speak at ‘Six-Minute Estates Lawyer 2017’

Toronto estates and trusts litigator Ian Hull is set to co-chair the upcoming "Six-Minute Estates Lawyer 2017" program, presented by the Law Society of Upper Canada. Read more

Family communication key to avoiding estate litigation

In some families, the death of a loved one can spark a dispute that results in expensive and protracted litigation — but it is possible to minimize conflict by taking family dynamics into account when making a comprehensive estate plan, Toronto estates and trusts lawyers Ian Hull and Suzana Popovic-Montag write in The Huffington Post. Read more

Administration of Prince estate becomes more complicated

By Charles Ticker . When Prince passed away on April 21, 2016, he left behind an estate believed to be worth several hundreds of millions of dollars. He died without a will and without a spouse or children. As a result, under Minnesota law, his younger sister Tyka Nelson, and his five half-siblings are to share equally in the fortune. From the outset, the administration of the Prince estate has been bogged down in litigation. Many potential heirs have attempted to claim a share in the estate. Over the last year, the judge overseeing the case, Carver County Judge Kevin Eide, has ruled out many of the potential heirs. Nonetheless, he has said he would not formally validate the inheritance of the siblings until appeals from these cases have been heard. Read more

Hull, Popovic-Montag to co-chair HCLA Estates & Family Law Seminar

On May 5, Toronto estates and trusts lawyers Ian Hull and Suzana Popovic-Montag of Hull & Hull LLP will co-chair the Halton County Law Association (HCLA) Estates & Family Law Seminar in Oakville. Read more