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

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Overview
Published Mar 2015 (LexisNexis)
ISBN: 9780409339482. Soft Cover.
Description

Perkins, M.; Monahan, R.

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

 

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

Table of Contents

 

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

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