POCKET SUMMARIES

These pocket summaries covering a range of topics are designed for reference or explanation of the issues that can be solved by estate planning. 

Asset Protection

Asset Protection Options for Investment and Lifestyle Assets
Bankruptcy Clawback
Binding Financial Agreements
Intra Business Agreements
Key Business Assets
Parent to Child Loans

Estate Planning

Attorneys Executors and Administrators
Life Insurance and Excepted Income
Life Interests and Rights of Occupation
Preventative Estate Planning
Review Checklist
Vulnerable Adult Family Members

Superannuation

Binding Death Benefit Nominations
Reversionary v Non-reversionary Pensions
Self Managed Superannuation Fund
Superannuation Death Benefits - Payment Choices

Tax

GST Sales Exemptions
Main Residence Exemptions
Small Business CGT Concessions
Victorian Duty Exemptions

Trusts

Beneficiary Controlled Testamentary Trusts
Child Support Trusts
Estate Proceeds Trusts
Family Trusts - 2nd Generation
Family Trusts
Farm Transfer Trusts
Superannuation Death Benefits Trusts
Types of Testamentary Trusts
Types of Trusts Established by Deed
Unit Trusts - Fixed and Hybrid

For further reading, please see the following publications:

1. Many of the Pocket Summaries available on this website are also available in hard copy format - the 2nd edition of Estate Planning Documents by Allan Swan was published by Moores Legal in 2011.
2. The lst edition of the Australian Master Estate Planning and Succession Guide (AMEPSG) by Allan Swan is scheduled to be published by CCH in 2012.  The explanations in the tables of pocket summaries have been taken from the glossary chapter of the AMEPSG.
3. The 6th edition of Tax Issues in Family Law Property Settlements - The Difference Between Hacking and Carving by Peter Szabo was published by Moores Legal in 2010.