During Hull on Estate and Succession Planning Episode #53, Ian Hull and Suzana Popovic-Montag build on their last podcast regarding succession planning for married couples, and turn their focus to spousal trusts.

They discuss administrative expenses surrounding trusts, the circumstances that lead to surviving spouse litigation, and methods for ensuring the balance between beneficiary designations. 

 

During Hull on Estate and Succession Planning Episode #52, Ian Hull and Suzana Popovic-Montag discuss the importance of having a Will in succession planning.

They cover a range of necessary Will provisions including:

1. The appointment of a guardian for your children;
2. How to deal with authority over your children's property and the Office of the Children's Lawyer
3. Avoiding the Corvette effect;
4. Common disaster clauses; and
5. US Estate taxes.

 

During Hull on Estate and Succession Planning Episode #51, Ian Hull and Suzana Popovic-Montag discuss estate planning for married spouses and common law relationships. They focus specifically on the nature and consequences of domestic contracts, their provision in Section 63 of the Succession Law Reform Act and the importance of full disclosure. 

Ian and Suzana also discuss disability planning and the importance of naming a Power of Attorney for property and personal care.

 

During Hull on Estate and Succesion Planning Episode # 50, Jordan Atin and Suzana Popovic-Montag continue their discussion on how to protect your children's inheritances, focusing on strategies to ensure that your chosen beneficiaries do in fact receive the assets left to them.

During Hull on Estate and Succession Planning Podcast #49, Suzana Popovic-Montag and her guest, Jordan Atin, discuss considerations and techniques to ensure your children do not misuse their inheritances. Some techniques include staggered inheritances, incentive trusts and the creation of a charitable foundation.