Tue, 29 May 2007
In Podcast #61, Ian and Suzana discuss the treatment of assets in second marriages with children. They cover the necessity of proper communication and documentation of intent, as well as the impact of the Succession Law Reform Act over the distribution of assets. Ian and Suzana also discuss the strategy of using trusts to pass on assets in a controlled and managed way to desired beneficiaries. |
Tue, 22 May 2007
During Hull on Estate and Succession Planning Episode #60, Ian and Suzana discuss how term insurance policies and whole life insurance policies can apply to succession planning. They cover three important aspects to consider when reviewing your insurance policies, especially in a separated spouse situation, including the funding of support obligations, the designation of the policy's beneficiaries, and how the policy will be funded after death. |
Tue, 15 May 2007
During Hull on Estate and Succession Planning, Ian and Suzana discussed a recent case, Pecore v. Pecore 2007 SCC 17, from the Supreme Court of Canada. This decision centred on the issue of jointly held accounts. Ian and Suzana discussed the consequences of joint accounts for adult children, minor children and dependent adult children. |
Tue, 8 May 2007
During Hull on Estate and Succession Planning Podcast #59, Ian and Suzana discuss Separation Agreements and the general elements of estate planning upon separation from a spouse. They cover many important aspects of a separation agreement that should be considered when turning your mind to estate planning, including joint assets, joint debts, property, and disability planning. |
Tue, 1 May 2007
During Episode #58, Ian and Suzana discuss estate planning and separated spouses including the equalization process, the importance of valuation on the day of separation, and how issues of spousal support and child support can dovetail into estate planning. Suzana mentions the case of A.A. v. B.B., 2007 ONCA 2 from the Ontario Court of Appeal, wherein a child may have three parents. |
