Estate Planning

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Information about Estate Planning in free legal resources:

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Contents

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

    See Also

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