During Hull on Estate and Succession Planning Episode 36, we discussed:

- dealing with different family issues in a global sense;

- the family cottage and/or "special properties";

- dealing with fairness issues;

- how to equalize the gifting of a cottage; and

- the grandchildren effect.

During Hull on Estate and Succession Planning, we discussed:

- special needs beneficiaries;

- what the definition of a special needs beneficiary is;

- the use of trusts for special needs beneficiaries; and

- the proper planning for special needs beneficiaries and what happens to the money/trust when the special needs beneficiary dies.

 

During Hull on Estates and Succession Planning Episode 34, we continued to discuss the need for full disclosure during the Family Conference process detailing specific situations such as extramarital relationships and how they can change estate planning, unequal treatment of children including the difference between fair and equal, the spend thrift beneficiary and the making of specific trusts to protect their inheritance and Family Law concerns such as children's spouses and if there is a family business.

During Hull on Estate and Succession Planning we discussed the need for full disclosure during the Family Conference process including the fact that the parties need to know what it is that they are agreeing to, the need for full disclosure of the estate plan to the family members and the fact that the children need to know and understand the parents full feelings.  We also provided an illustration of how to work through a Family Conference.