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Estate Planning: A Practical Guide, 6th edition

Practice Area:

Succession Law & Estate Planning

Author(s):

Michael Perkins, Robert Monahan, Jane Lonie, Julia Monahan

Helping Australians manage their longevity and ageing

Published: 02 April, 2025

Grouped product items
Product Format	Details	Qty
Book: Paperback AUD$ 255.00	Print-On-Demand ISBN: 9780409360592
Print-On-Demand This book is printed on demand. Print-on-Demand orders will be supplied directly from the Printers, please allow despatch within 4 – 6 business days
eBook: ePub AUD$ 255.00	In Stock ISBN: 9780409360608

Product description

Estate Planning: A Practical Guide, 6th edition is a comprehensive resource for professionals in wealth conservation, estate governance and administration, and succession.
Key updates in this edition cover, among other increasingly salient issues in estate planning, the treatment of a person’s cognition, capacity and decision-making ability; electronic witnessing of wills and other documents; and responding to family breakdown.

Features

Expanded treatment of executive brain function and the cognitive processes required to evaluate decision-making capacity
Substantive review of the content on family law, including inheritance protection strategies other than testamentary discretionary trusts
New precedents to assist estate planners in conducting client-focused interviews

Related Titles

Croucher & Vines, Succession: Families, Property and Death, 6th edition
Dal Pont, Law of Executors and Administrators
Sundar, Testamentary Trusts: Strategies and Precedents, 4th edition

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

APPENDICES

Estate Founders Flowchart (Simple Version)
Estate Administration Flowchart
Implementing Estate Advisory Services Flowchart
Estate Founders Flowchart (Detailed Version)
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
Sample Fact Finder/Interview Form
Wills and Intestacy Problems
Intestacy Distribution in the Australian Capital Territory: Schedule 6 of the Administration and Probate Act 1929
Intestacy Distribution in New South Wales: Part 4 of the Succession Act 2006
Intestacy Distribution in the Northern Territory:
Sections 66–74 of the Administration and Probate Act 1969
Intestacy Distribution in Queensland: Part 3 of the Succession Act 1981
Intestacy Distribution in South Australia: Part 5 of the Succession Act 2023
Intestacy Distribution in Tasmania: Intestacy Act 2010
Intestacy Distribution in Victoria: Sections 50–56 of the Administration and Probate Act 1958
Intestacy Distribution in Western Australia:
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
Australian Solicitors Conduct Rules Rr 3, 4, 8, 12
Sample Client Queries and Initial Replies About
General Estate Planning Issues
Case Study: A Moderately Complex Family Situation
Sample Estate Administration Document Submission
Approaches to Defining the Scope of Work
Taxation Issues at Death
ATO Guidance for Deceased Estates
Client Intention Review for Will-Making