Full Record

Estate planning : a practical guide for estate and financial service professionals
4th Edition
Call No:
KM 337.35 P 1 4
Chatswood, N.S.W.: LexisNexis Butterworths
1. Introduction to estate planning -- 2. Establishing and managing the engagement -- 3. Wills, probate and succession -- 4. Taxation of estates -- 5. Property, equity and trusts -- 6. Contracts -- 7. Responding to family breakdown -- 8. Responding to changes in capacity and cognition -- 9. Estate planning in action -- 10. Getting on with the work -- Appendices - Estate administration, Implementing estate advisory services and Estate founders flow charts - Examples of conduct standards that can apply to an Australian estates practitioner, what sectors of the economy engage my client? - Case management process for private wealth advisory engagements - Estate situation brief - Intestacy problems - Intestacy rules in each jurisdiction - Intestacy distribution in NSW - Pt 4 of the Succession Act 2006 - Intestacy distribution in NT - Section 66-74 of the Administration and Probate Act 1969 - Intestacy distribution in Queensland - Pt 3 of the Succession Act 1981 - Intestacy distribution in SA - Pt 3A of the Administration and Probate Act 1919 - Intestacy distribution in Tasmania - Intestacy Act 2010 - Intestacy distribution in Victoria - Sections 50-56 of the Administration and probate Act 1958 - Intestacy distribution in WA - Section 14 of the Administration Act 1903 - Guidelines for solicitors preparing an enduring power of attorney - Guidelines for assessing competence for granting an enduring power of attorney - Solicitors' Rules - 12 Conflict concerning a solicitor's own interests - Sample client queries and initial replies about general estate planning issues, a moderately complex family situation - Estate administration document update, Documents now submitted for approval, Our understanding of your objectives, Our approach to this work, The extent of your estate, Estate management and Succession principles - Taxation issues at death, Common taxation administration issues following death, ATO guidance for deceased estates - What work does the will have to do?
Includes bibliographical references and index.
Item Availability
Item Availability
Result Year Part Copy Status Call No Loan Category Date Due
1 2015 4th Edition 1 On Shelf KM 337.35 P 1 4 For Loan Available
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