Hull on Estates and Succession Planning
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April 2006
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Syndication

Tue, 25 April 2006
Episode 5 - More on "Bullet-proofing" your Will
Episode 5 - More on "Bullet-proofing" your Will

  1. properly documenting any gifts you make during your lifetime;
  2. carefully considering unequal treatment of beneficiaries;
  3. will drafting - losing a gift if you challenge the will;
  4. contracts not to contest a will; and
  5. avoiding making casual "will like" dispositions.

Direct download: hoeasp_episode_5.mp3
Category:podcasts -- posted at: 4:05 AM
Tue, 18 April 2006
Episode 4 - "Bullet-proofing" a will
Episode 4 - "Bullet-proofing" a will
  1. ensuring you have proof of your mental capacity to sign a will
  2. protecting against claims of undue influence
  3. ensuring your will is properly executed

Direct download: hoeasp_episode_4.mp3
Category:podcasts -- posted at: 4:05 AM
Tue, 11 April 2006
Episode 3 - More on Wills
Episode 3 - More on wills
  1. role of an Executor
  2. children and the Corvette effect
  3. guardianship
  4. what happens when you die without a will
  5. the difference between a holograph and typewritten will
  6. considerations when amending a will

Direct download: hoeasp_episode_3.mp3
Category:podcasts -- posted at: 5:00 AM
Mon, 3 April 2006
Episode 2 - Estate Plans & Wills
Episode 2 - Estate Plans & Wills
  1. reducing the estate tax bill.
  2. protecting your assets.
  3. distribution of assets
  4. gifts of income
Direct download: hoeasp_episode_2.mp3
Category:podcasts -- posted at: 1:01 PM