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Estate Planning: A practical guide for estate and financial services professionals e4

Estate Planning: A practical guide for estate and financial services professionals e4

By Michael Perkins and Robert Monahan

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.

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  • Full description

    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 online 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.

  • About the author
  • Product details

    ISBN: 9780409339482

    Published: 2015

    Format: Softcover

  • Table of contents

    Part I – Essential Frameworks

    1. Introduction to Estate Planning

    2. Establishing and Managing the Engagement

    Part II – The Legal Environment

    3. Wills Probate and Succession

    4. Taxation of Estates

    5. Property, Equity and Trusts

    6. Contracts

    Part III – Responses

    7. Responding to Family Breakdown

    8. Responding to Changes in Capacity and Cognition

    9. Estate Planning in Action

    Part IV – Estate Administration

    10. Getting on with the Work

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