Estate Planning

Abstract

This subject builds on the concepts involved in estate planning that are explained in subject FIN560, placing particular attention to the application of various law, processes and principles which are involved in dealing with a client's needs for wealth preservation and transfer. Financial and estate planning operations are explained within a broader professional occupation of estates practice. The subject introduces students to the tasks associated with the identification of wealth preservation and transfer needs of clients as well as the development of estate administration plans, and prepares students for a professional career in estate planning and administration.

Syllabus

the role of estate planning in the professional financial planning;the estate planning process including the client situation review;identifying the extent of the estate;successful estate planning - responding to the needs, intent and objectives of the client;establishing key strategies for pre- and post-death estate administration;identifying key risks in estate planning including … For more content click the Read More button below.

the role of estate planning in the professional financial planning;
the estate planning process including the client situation review;
identifying the extent of the estate;
successful estate planning - responding to the needs, intent and objectives of the client;
establishing key strategies for pre- and post-death estate administration;
identifying key risks in estate planning including relationship risk, family continuity risk, life risk, taxation issues and family business retention;
the role of superannuation in wealth preservation;
client capacity, trustee roles and relationship breakdown;
constructing Estate Administration Plans.

Enrolment restrictions

Postgraduate Courses in the Faculty of Business, Justice and Behavioural Science.

Pre-requisite

Handbook

FIN563 - Estate Planning

Abstract

Syllabus

Enrolment restrictions