Estate Planning

Widen your perspective with in-depth, up-to-date, and expert information.

Estate Planning is a comprehensive online guide drawing together the legal and financial expertise required to develop informed strategies on wealth and asset management. Whether you are a lawyer, financial planner, accountant or trustee, the depth of commentary in this tool enriches your perspective on the issues and procedures involved.

Your subscription to Estate Planning:

  • Keeps you up-to-date with coverage of recent developments in estate planning law and regulation
  • Offers multi-disciplinary guidance on legal issues, tax, superannuation, accounting, and finance
  • Gives you the benefit of expert knowledge in this complex field
  • Adds value at each step of the way with examples, case studies, checklists and precedents
  • Saves time with key summaries in each chapter

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General Information
AuthorsMonahan, R; Dymond, J; Gell, P; Hor, B; Peiros, K; Smyth, A; Telan, M.
Subject AreaEstate Planning
UpdatesApproximately 3-4 updates a year
Charging MethodSingle-user Subscription
Publication Year2014

Estate planning is a complex process that sits at the intersection of financial planning, tax, accounting, trusts and succession law.

LexisNexis Estate Planning is a comprehensive online guide that draws these fields of practice together – assisting practitioners, financial planners, accountants and trustees develop informed strategies on asset management.

Written by industry experts and updated in line with legal and regulatory changes, with Estate Planning you can be sure of offering authoritative and up-to-date expert advice to your clients.

  • Introduction to Estate Planning
  • Client Preliminaries and Fact-Find
  • The Client’s Estate and Non-estate Assets
  • Legal Personal Representatives in Estate Planning
  • Claims against the Client and/or Estate
  • Superannuation and Estate Planning
  • Taxation and Estate Planning
  • Accounting for Estates
  • Business Succession Planning
  • Specific Estate Planning Issues and Scenarios
  • Implementation of Estate Plan
  • Precedents, Forms and Checklists

Estate Planning User Functions

Estate Planning Features

  • Robert Monahan
    General Editor and Author, Introduction to Estate Planning; Client Preliminaries and Fact-find; Specific Estate Planning Issues

    Robert Monahan was admitted as a solicitor in NSW in 1976 and has been an Accredited Specialist in wills and estate law since 1998, with emphasis on estate planning. Robert conducts his own consultancy practice known as “Monahan Estate Planning”.

    Robert was formerly a Consultant at Maddocks Lawyers (2012-2014) and an estate planning lawyer with Australian Executor Trustees Limited and from 2009 to 2012 headed the AET National Estate Planning practice. Robert still consults for Maddocks. In 2001, Robert was asked by the University of Technology, Sydney to develop a course in Estate Planning. Robert currently lectures in that subject and it is offered to undergraduate and post graduate students in both the Business and Law faculties. In 2010 the course was accredited by the Financial Planning Association as a prerequisite for the FPA’s Accredited Estate Planning Strategist (AEPS) Program.

    Robert is a regular speaker on estate planning at seminars for lawyers, accountants and financial advisors. He is co-author of Estate planning: a practical guide for estate and financial service professionals (M Perkins, R Monahan, 3rd ed, LexisNexis, Sydney, 2011), and has contributed a chapter on Estate Planning to the third, fourth and fifth editions of Financial Planning in Australia (S Taylor et al, LexisNexis, Sydney, 2009/2010/2013).

  • John Dymond
    Co-author, Accounting for Estates

    John Dymond was admitted as a member of the Institute of Chartered Accountants in 1987, as a registered tax agent in 1990, as a registered company auditor in 1991 and as a registered trust and estate practitioner in 2003. He has practiced as a chartered accountant in Sydney since 1991 and is a principal at Dymond Foulds & Vaughan.

  • Peter Gell
    Author, Superannuation and Estate Planning and Taxation and Estate Planning

    Peter Gell (Master of Taxation (UNSW)) was admitted as a solicitor in 1981 and practices in the areas of taxation (with emphasis on the GST and capital gains tax), tax-effective estate planning and wills, business structuring, reorganisations and reconstructions, shareholder arrangements and joint ventures. He is a consultant lawyer to a number of other legal and accountancy practices, and has a specific interest in assisting the charitable and not-for-profit industry sectors with the establishment, operation and taxation status of charitable trusts and institutions. As a professional negotiator and ADR practitioner, Peter often assists in complex negotiations.

    Peter is a chartered taxation advisor and member, holding that status of the Taxation Institute of Australia. He is a member of the Law Society of NSW Taxation sub-committee, which was formed under delegation of the Business Law committee, and a former member of the GST technical sub-committee. Peter has mediation accreditation with the Australian Commercial Disputes Centre and a Certificate in Collaborative Practice gained at the University of Technology, Sydney.

    Peter regularly presents legal seminars on taxation, advising small business and business structures, and joint ventures.

  • Brian Hor
    Author, Legal Personal Representatives in Estate Planning, Claims against the Client and/or Estate and Implementation of Estate Plan

    Brian Hor (BEc, LLB (Syd), DipFP (Deakin), CTM, CTA) is the principal and legal practitioner director of WillWorks Pty Ltd, a boutique law practice specialising in providing expert wills, estate planning and trust deed services. For over 25 years Brian has advised on, designed and imple-mented estate planning strategies for high net worth clients, advising on tax, CGT, super, SMSFs, wills, testamentary trusts, family trusts, unit trusts, hybrid trusts, reviewing trust deeds, family trust succession, asset protection, shareholder agreements and business succession agreements.

    Brian was previously a partner at PricewaterhouseCoopers and a founder of its private clients estate planning practice in Australia. Brian is the author of the LexisNexis Practical Guidance module on Wills Drafting.

  • Katerina Peiros
    Co-author, Business Succession Planning

    Katerina Peiros practises exclusively in all aspects of succession law. She is the principal of Hartwell Legal, a Melbourne-based boutique practice.

    From 2012 to 2014, Katerina was co-general editor of the LexisNexis Retirement and Estate Plan-ning Bulletin . In this role, Katerina drove content and led the communication of the latest developments in succession law to the legal industry in Australia.

    Katerina is a member of the worldwide Society of Estate and Trust Practitioners (STEP), the Tax Institute and the Wills & Estates Study Group at the Law Institute of Victoria.

  • Andrew Smyth
    Co-author, Business Succession Planning

    Andrew Smyth (LLB (Qld)) was admitted as a solicitor in 1992, and has been a principal of Robbins Watson solicitors since 1994. Based in Queensland, Andrew advises high net worth individuals and related bodies, corporate on asset structuring, trusts, superannuation and business and estate planning issues.

    Andrew has also practiced extensively in litigation and family law, and is a member of the Queens-land Law Society Litigation Rules Committee, the Law Council of Australia (Family Law Section), and the Australasian Legal Practice Management Association.

    Andrew has published articles and presented seminars to the legal profession on estate planning, superannuation, and information technology issues.

  • Millie Telan
    Co-author, Accounting for Estates

    Millie Telan is the principal of Telan Lawyers. Millie is both a lawyer and an accountant, a Chartered Tax Adviser with the Tax Institute and a registered tax agent. She was previously a partner at Thomson Lawyers (in the Sydney office) before becoming principal of Andreyev Lawyers. Millie’s principal practice areas are taxation law, superannuation law and trust law.

    Millie has been a member of NSW Law Society/Office of State Revenue Liaison Committee for the past 5 years. Millie was the Treasurer of the NSW Women Lawyers Association for 2 years, and a member of the education committee of the Taxation Institute for more than 10 years.

    Millie is a regular presenter to groups of accountants and lawyers.

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The following LexisNexis titles complete your access to our comprehensive range of Wills and Succession resources:

  • Practical Guidance Succession Law (NSW)
  • Mason and Handler Succession Law and Practice NSW
  • Wills Probate & Administration Vic
  • Wills Probate & Administration WA
  • Australian Superannuation Law Bulletin (Newsletter)
  • Retirement & Estate Planning Bulletin (Newsletter)

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