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Estate Planning: A Practical Guide for Estate and Financial Services Professionals, 4th Edition

Estate Planning: A Practical Guide for Estate and Financial Services Professionals, 4th Edition

  • Author:
  • Publisher: LexisNexis Australia
  • ISBN: 9780409339482
  • Published In: March 2015
  • Format: Paperback , 642 pages
  • Jurisdiction: Australia ? Disclaimer:
    Countri(es) stated herein are used as reference only
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  • Description 
  • Contents 
  • Author 
  • Details

    The 4th edition of Estate Planning: A Practical Guide for Estate and Financial Services Professionals is an essential resource for practitioners and students involved in trusts and estates practice.

    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.

     

    This fourth edition includes :

     

         •     The professional responsibility of estate practitioners engaged in estate planning.

         •     The roles and practical boundaries of the varying professional disciplines in estates practice.

         •     The impact of digital property in defining the extent of an estate including the recent recognition of Bitcoin as property by the Australian Taxation Office.

         •     The significance of territorial connections of clients and the impact of fiscal transparency initiatives such as the Common Reporting Standard on managing estate         administration of Australian located clients.

         •     Updated legislation and case referencing with expanded examples of estate administration issues and discussion of initial planning responses

     

    Couple this book with the LexisNexis on-line publication Monahan et al, Estate Planning, 2014 for an even greater breadth of material ranging from the conceptual foundations through to the practical application in day to day practice.

  • Part 1 

    Essential Frameworks

    1          Introduction to Estate Planning

    2          Establishing and Managing the Engagement

     

    Part 2 

    The Legal Environment

    3          Wills Probate and Succession

    4          Taxation of Estates

    5          Property, Equity and Trusts

    6          Contracts

     

    Part 3  Responses

    7          Responding to Family Breakdown

    8          Responding to changes in capacity and cognition

    9          Estate Planning in action

     

    Part 4  Estate Administration

    10        Getting on with the Work


    Further reading

  • Michael  Perkins

    TEP, Society Trust Estate Practitioners,

    Partner , Perkins Fahey.

    Lecturer, Faculty of Law, University of Technology Sydney, Sessional lecturer, School of Accounting and Finance, Charles Sturt University

    Member of the Professional Development Committee of STEP WW.

     

     

    Robert Monahan

    TEP, Accredited Specialist (Wills & Estate Law) - Society of Trust & Estate Practitioners

    Accredited Specialist (Wills and Estates)

    Law Society of NSW

     Consultant Lawyer – Monahan Estate Planning

     Lecturer , Faculty of Law, University of Technology Sydney

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