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Probate and Estate Administration Workbook

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by Matthew Burgess
Published: 25 May, 2018 (3 years ago)
Category
Non-fiction
Author Website
https://viewlegal.com.au
Author Bio
Matthew Burgess is one of the founders of specialist firm View Legal. Matthew’s specialisation in tax, structuring, asset protection, estate and succession planning has seen him recognised by most leading industry associations.
State or Region
Queensland - Brisbane
Type of Book
Print
Year of Publication
2018
Publisher
D & M Fancy Pastry
ISBN
9781925406993

Estate planning is widely considered the ‘new black’ for many advisers. If this is true then the ‘next wave’ for advisers, particularly as the baby boomer generation enters the last phase of their life span, is probate and estate administration. The administration of a deceased estate is a heavily regulated area and there are many aspects that can cause irreversible damage if misunderstood. This Workbook explores the key issues that advisers need to know in relation to the administration of any deceased estate, including: (a) Discussion about what probate is exactly, when is it needed and how do you get it (b) Exploration of the key steps in obtaining probate (c) Analysing the key steps in estate administration (d) Identifying the key areas where advisers can add value (e) Specific examples (f) Key checklists

Purchase Link

https://www.amazon.com/dp/1925406997
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