| Description |
ix, 498 pages : illustrations ; 24 cm |
| Contents |
Succession planning and the professional adviser -- Attorneys and guardians -- Wills and intestacy -- Disposing of assets by will -- Testamentary trusts -- Disposing of assets in foreign jurisdictions -- Charitable gifts -- Estate planning for blended families -- Succession planning for primary producers -- Insolvency and death -- Taxation of deceased estates -- Claims against estates -- Other estate planning trusts -- Dealing with family trusts -- Dealing with superannuation -- Claims against superannuation -- Taxation of non-resident estates -- Overview of business succession planning -- Buy-sell agreements -- Other issues for business succession planning -- Interaction between family law and estate planning -- Finance and accommodation for aged and disabled clients -- Ten estate planning strategies -- Integrated planning tools |
| Summary |
A practical and strategic guide for accountants, financial planners and lawyers. Covers wills, trusts, asset protection, superannuation, pensions, deceased estates, business succession planning, international and much more. |
| Notes |
"The guide is current as at 30 June 2015."--Back cover |
|
Includes index |
|
Previous ed.: 2013 |
| Subject |
Estate planning -- Australia.
|
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Family corporations -- Australia -- Management.
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Family-owned business enterprises -- Succession -- Australia.
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Inheritance and succession -- Australia.
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Wills -- Australia.
|
| Reading List |
MAA700 prescribed text 2024
|
| Author |
Tax Institute (Australia)
|
| ISBN |
9780992581084 (paperback) |
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