We use cookies to enable digital experiences. Disable them/read more. Browse on or click to
Lexis Nexis Testamentary Trusts: The Australian Master Guide, 3rd edition
Testamentary Trusts: The Australian Master Guide (earlier called Testamentary Trusts: Strategies and Precedents 2/e) is the definitive guide to testamentary trusts in Australia. It provides practitioners with adaptable tools to advise on and draft both simple and complex testamentary trusts for differing client needs and the implementation of advanced estate planning strategies.
Select a format
/
One Year Subscription Only Terms
Subscribers receive the product(s) listed on the Order Form and any Updates made available during the annual subscription period. Shipping and handling fees are not included in the annual price.
Subscribers are advised of the number of Updates that were made to the particular publication the prior year. The number of Updates may vary due to developments in the law and other publishing issues, but subscribers may use this as a rough estimate of future shipments. Subscribers may call Customer Support at 800-833-9844 for additional information.
Subscribers may cancel this subscription by: calling Customer Support at 800-833-9844; emailing customer.support@lexisnexis.com; or returning the invoice marked 'CANCEL'.
If subscribers cancel within 30 days after the product is ordered or received and return the product at their expense, then they will receive a full credit of the price for the annual subscription.
If subscribers cancel between 31 and 60 days after the invoice date and return the product at their expense, then they will receive a 5/6th credit of the price for the annual subscription. No credit will be given for cancellations more than 60 days after the invoice date. To receive any credit, subscriber must return all product(s) shipped during the year at their expense within the applicable cancellation period listed above.
Product description
Building on the success of the 2nd edition (previously titled Testamentary Trusts: Strategies and Precedents), the 3rd edition has been expanded to include updated precedents, case law analysis and commentary dealing with developments in taxation, family law, superannuation and asset protection law. As the only dedicated text on testamentary trusts in Australia, Testamentary Trusts: The Australian Master Guide, 3rd edition is a must have for any estate planning practitioner, financial adviser or accountant that advises on testamentary trusts.
The central purpose of this book is to provide a flexible and easy-to-use system for drafting discretionary testamentary trusts. The system is intended to allow practitioners to deal with what has always been a very complicated and difficult problem: modifying a discretionary testamentary trust precedent to accommodate the widely different family circumstances and testamentary wishes which testators present to the drafter.
To this end, this book includes:
• A discretionary testamentary trust precedent including commentary and explanatory notes;
• Variation precedents to allow will drafters to modify discretionary testamentary trusts;
• A protective testamentary trust precedent including variations for a disabled beneficiary;
• A single testamentary trust precedent for a family group;
• Right of residence and capital protected trust precedents;
• Detailed commentary on social security, taxation and superannuation legislation;
• Analysis and commentary on superannuation, bankruptcy and family law cases;
• Blended family and family provision strategies; and
• Precedents and guidance for the establishment and administration of testamentary trusts.
Features
• Authoritative and comprehensive
• Nationwide coverage
• Detailed precedents drafted by experts
Related Titles
• Birtles, C; Neal, R; & Sims Z. Hutley’s Wills and Precedents, 10th ed, 2020
• Perkins, M and Monahan, R Estate Planning: A Practical Guide for Estate and Financial Services Professionals, 4th ed, 2015
Table of contents
- Chapter 1: Introduction to Estate Planning and Testamentary Trusts
- Chapter 2: Tax and Testamentary Trusts
- Chapter 3: Asset Protection and Testamentary Trusts
- Chapter 4: Social Security, Testamentary and Special Disability Trusts
- Chapter 5: Insurance and Estate Planning
- Chapter 6: Superannuation and Succession Planning
- Chapter 7: A System for Drafting Testamentary Trusts
- Chapter 8: Model Discretionary Testamentary Trust Precedent
- Chapter 9: Variations to the Model Testamentary Trust and a Trust for a Disabled Person
- Chapter 10: Examples of Precedents Applied
- Chapter 11: Family Provision Strategies
- Chapter 12: Blended Family Strategies
- Chapter 13: Establishing and Administering Testamentary Trusts
