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
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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.
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)
• 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
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