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

An essential resource for practitioners and students involved in trusts and estates practice.

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ISBN/ISSN: 9780409339482
Release Date: March 01, 2015
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AUD$ 226.00
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ISBN/ISSN: 9780409339499
Release Date: March 01, 2015
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AUD$ 237.29
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Product 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

Featured Authors

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