Estate Planning

Estate Planning

Main Elements in the United States Law

The American legal Ecyclopedia (including defining Estate Planning) offers a fundamental understanding of this topic, providing a fresh approach to the trends. The main entry thoroughly describes its application.

Estate Planning

Contents of Estate Planning

Contents of this subject matter include:

• The topic covers the topic areas set out below. Some topics will span more than one lecture.
  

  INTRODUCTION TO ESTATE PLANNING

  Estate Planning is a Strategic Advisory Engagement

  The Estate Review

  Estate Management

  Estate Succession

  MANAGEMENT AND OPERATIONS

  Managing Estate Engagements

  Operating an Estates Practice

  WILLS PROBATE & SUCCESSION

  The law of Wills

  The law of Intestacy

  Administration of Estates

  TAXATION OF ESTATES

  Tax obligations of Executors

  Tax rates for deceased estates

  Capital Gains Tax and deceased Estates

  Testamentary Discretionary Trusts

  Taxation of Superannuation Benefits

  Superannuation Death Benefits

  PROPERTY EQUITY & TRUSTS

  Introduction to the law of property

  The law of equity and its importance in taxation

  Introduction to trusts and their role in estate planning

  CONTRACTS

  Introduction

  Sources of this Law

  Impacts on Estate Administration

  RESPONDING TO FAMILY BREAKDOWN

  Family breakdown before death

  Family breakdown after death

  RESPONDING TO CHANGES IN CAPACITY AND COGNITION

  Planning for declining capacity and deteriorating health

  Powers of Attorney

  Enduring Guardianship

  Testamentary Capacity and Undue Influence

  ESTATE PLANNING IN ACTION

  Delivering estate Planning

  Key Estate Planning Tasks

  Key Estate Management Issues

  Estate Solution Samples

  Documenting Recommendations

  ESTATE SERVICES AND the PROFESSIONS

  The client’s world

  Engaging Professional Advisors

  Managing Risk for Professionals in Client Engagements

  Managing the Client/Advisor Relationship

  Recognizing the Cause of the Client

  Establishing Multidisciplinary Collaboration

  Moving from Estate Planning to Administration

  Estate Planning and Trusts

  Most Popular Entries related to Estate Planning

  • Estate Planning (in the World)
  • Estate Planning Checklist (in the World)
  • Estate Planning Trusts (in the World)
  • Estate Planning Basics (in the World)
  • Estate Planning Documents (in the World)
  • Estate Planning Books (in the World)
  • Estate Planning Definition (in the World)

  See Also

  • Estate Planning in Canada