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Estate Planning : a Practical Guide for Estate and Financial Service Professionals by Michael John Perkins; Robert William Monahan; LexisNexis Butterworths; CCH Australia Limited is a nonfiction available to read on EtoBox.

What is Estate Planning : a Practical Guide for Estate and Financial Service Professionals about?

Full Title Copyright Foreword Foreword to the Third Edition Preface The Scheme of this Book Table of Cases Table of Statutes Table of Contents PART ONE ESSENTIAL FRAMEWORKS CHAPTER 1 Introduction to Estate Planning Introduction Estate Planning is a Strategic Advisory Engagement The First Step — Delivering the Estate Situation Review Estate Succession Plans Conclusion Revision Questions CHAPTER 2 Establishing and Managing the Engagement Introduction Client Choice — What Kind of Adviser Do I Need? Client Duty — An Obligation to Communicate Client Responsibility — An Ability to Communicate Client Responsibility — An Ability to Decide Practitioner Responsibility at Initial Engagement Statements Reasonably Relied on — General Duty of Care The Professional Landscape of Estates Practice Professionalism Risks for Estates Practitioners Aspects of the Client/Adviser Relationship Client Interest-Based Advising — A Reflection on the Duty of Care Moving from Estate Planning to Administration Compliance, Management and Operations Compliance Regime Accountability Impact of Business Models on Professional Practice Business Process — Client Engagement Systems to Support the Engagement Policies to S

Who reads Estate Planning : a Practical Guide for Estate and Financial Service Professionals?

Author

Michael John Perkins; Robert William Monahan; LexisNexis Butterworths; CCH Australia Limited

Publisher

LexisNexis Butterworths

Published

2015

Language

EN

ISBN

9780409339499

Category

nonfiction