Estate Planning - 3rd Edition (eBook)

Description

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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.

About the Authors:
Michael Perkins is Special Counsel, Cutler Hughes and Harris (Sydney), 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.

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



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