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Estate planning : a practical guide for professionals helping Australians to age well
Author:
Perkins, Michael ; Monahan, Robert ;
Edition:
5th Edition
Year:
2021
Format:
Book
Call No:
KM 337.35 P 1 5
Publisher:
Chatswood, N.S.W.: LexisNexis Butterworths
Subject:
Taxation of Trusts ; Legal Capacity ; Enduring Power of Attorney ; Testators Family Maintenance ; Administration of Estates ; Wills, Probate And Administration ; Trust Estates ; Forms & Precedents ; Unit Trusts ; Deeds ; Succession ; Estate Planning ; Aged Persons ;
Keywords:
Part one essential frameworks ? 1. Introduction to estate planning ? 2. Establishing and managing the engagement -- Part two the legal environment ? 3. wills, probate and succession -- 4. Taxation of estates ? 5. Property, equity and trusts ? 6. Contracts -- Part three responses ? 7. Responding to family breakdown ? 8. Responding to changes in capacity and cognition -- 9 . Estate planning in action -- Part four estate administration ? 10. Getting on with the work -- Appendices.
ISBN/ISSN:
780409352580
Notes:
Includes bibliographical references and index
Includes tables and Appendices - flowcharts ; guidelines ; sample client queries ; client intent review for will-making
Links:
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