Australian Estate Planning

About Australian Estate Planning

Australian Estate Planning is a CCH service for practitioners written by Allan Swan.
This product is available online.

This service provides a comprehensive context and reference point for professionals who are advising individuals who are undertaking estate planning in Australia and to highlight many of the possibilities that are open for achieving successful estate planning.

The online service has 42 Chapters:

1. Overview of Australian Estate Planning
2. Glossary
   
3. Estate Planning Law, CGT and Structuring Options
   
4. Estate Planning Process and Practitioner Expertise
   
5. Life Insurance and Wealth Accumulation
   
6. Personal and Joint Ownership and Asset Protection
   
7. Proprietary Companies
   
8. Public Superannuation
   
9. Self Managed Superannuation Funds
   
10. Family and Personal Trusts
    
11. Vulnerable Family Members - Illness and Disability
    
12. Means Tested Pension Eligibility
    
13. Powers of Attorney
    
14. Estate and Non-estate Assets - Control and Decision Making
    
15. Superannuation Death Benefits - Lump Sums
    
16. Binding Death Benefit Nominations
    
17. 2nd Generation Self Managed Superannuation Funds
    
18. 2nd Generation Family Trusts
    
19. Wills - Key Features
    
20. Testamentary Trusts - An Overview
    
21. Beneficiary Controlled Testamentary Trusts
    
22. Ruling from the Grave
    
23. Life Interests and Rights of Occupation
    
24. Vulnerable Adult Beneficiaries - Wealth Transfer Options
    
25. Special Disability Trusts
    
26. All Needs Protective Trusts
    
27. Philanthropic Trusts - Established by Deed or Will
    
28. Domestic Partner Death Benefit Pensions
    
29. Child Death Benefit Pensions
    
30. Post Death Deed Trusts
    
31. Business Succession Planning

35. Parent to Child Loans & Gifts
38. Intellectual Property
44. Illustrative Documents 1 & 2 - Cascading & Asset Specific SMSF BDBN
45. Illustrative Document 3 - Change of Control Amendment for Family Trust
46. Illustrative Documents 4 & 5 - Forward Distribution Resolutions for Family Trust
47. Illustrative Document 6 - Will Creating Default Beneficiary Controlled Testamentary Trusts
48. Illustrative Document 7 - Will Creating Capital Reserved Testamentary Trust
49. Illustrative Document 8 - Will Creating Accommodation Fund
50. Illustrative Document 9 - Will Creating Special Disability Trust & Other Protective Options
51. Illustrative Document 10 - Will Creating All Needs Protective Trust
52. Illustrative Document 11 - Annual Client Estate Planning Update

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