Estate Planning: A Practical Guide for Estate and Financial Services Professionals, 3th Edition

Wills / Probate / Trusts

Estate Planning: A Practical Guide for Estate and Financial Services Professionals, 3th Edition

Edited by Michael Perkins · Robert Monahan
LexisNexis Australia August 2011

Specifications

ISBN-13
9780409328264
Publisher
LexisNexis Australia
Publication
August 2011
Format
Paperback
Jurisdiction
Australia ? Countri(es) for reference only

Details

Trusts and estates practice has become increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice.

An essential resource for practitioners and students involved in trusts and estates practice, this easy-to-use, practical and comprehensive guide will enable you to understand and deliver effective estate planning services using the principles, precedents, practice points, case notes and discussion questions contained in this book.

The third edition will also feature:
- References to the FPA professional practice standards and their estate planning competency standards;
- Expanded treatment on client service delivery and report writing and structuring;
- An updated national legislative treatment;
- A discussion of trustee duties and territorial basis of taxation;
- Expanded appendices to illustrate client communication and report writing.

Table of Contents

PART ONE - ESSENTIAL FRAMEWORKS
 Chapter 1: Introduction to Estate Planning
Chapter 2: Management and Operations

PART TWO - THE LEGAL ENVIRONMENT
 Chapter 3: Will, Probate and Succession
Chapter 4: Taxation of Estates
Chapter 5: Property Equity and Trusts
Chapter 6: Contracts

PART THREE - RESPONSES
 Chapter 7: Responding to Family Breakdown
Chapter 8: Responding to Changes in Capacity and Cognition
Chapter 9: Estate Planning in Action

PART FOUR - RESPONSIBILITY
 Chapter 10: Estate Services and the Professions

About the Author

Michael Perkins is Principal, Andreyev Doman, Lawyers, and Lecturer, Faculty of Law, University of Technology, Sydney.

Robert Monahan is Senior Estate Planner, Australian Executor Trustees Limited, and Lecturer, Faculty of Law, University of Technology, Sydney.

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