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Estate Planning: A Practical Guide for Professionals Helping Australians Age Well, 5th edition

An essential text for students and practitioners in the trusts and estates field of the legal, accounting, tax and financial planning.
Publisher: LexisNexis
eBook
RM 897.00
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Published:
ISBN/ISSN: 9780409352597
Publisher: LexisNexis

Product description

Estate planning mitigates the risk of elder abuse by providing a natural focus for advancing the will and preference of the client and applying the principles of supported decision-making as appropriate. Renamed Estate Planning: A Practical Guide for Professionals Helping Australians Age Well, this 5th edition of the Perkins and Monahan book picks up this theme and unpacks the concept of ageing well as the concern of a person to have the resources to meet all objectives in life. Features Reviewed and updated to consider the impact of the Royal Commissions into Misconduct in the Banking, Superannuation and Financial Services Industry and into Aged Care Quality and Safety as well as the introduction of the Financial Planners and Advisers Code of Ethics 2019 (Cth) Related Titles • Dal Pont, Law of Succession, 3rd ed • Lewis, Elder Law in Australia, 3rd ed • De Groot & Nickel, Family Provision in Australia, 6th ed • Birtles, Neal & Sims, Hutley’s Australian Wills Precedents, 10th ed
 

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Table of contents

PART ONE ESSENTIAL FRAMEWORKS

CHAPTER 1 Introduction to Estate Planning

CHAPTER 2 Establishing and Managing the Engagement


PART TWO THE LEGAL ENVIRONMENT

CHAPTER 3 Wills, 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 ESTATE ADMINISTRATION

CHAPTER 10 Getting on with the Work


APPENDICES