This university undergraduate course can be undertaken as part of the FPA AEPS designation program or in isolation by professionals who are not linked to Financial Planning. Lawyers and Accountants sit this course to develop advanced skills in estate planning.
This is an in-depth estate planning unit, developed by the University of Technology (UTS) Sydney, Law Department. It has ten topics, covering the full depth of specialist estate planning advice and is run for professionals in a 3 x 2-day format over three months.
Earn a Certificate of Completion from the UTS Law School which can be used as a credit towards a university degree and satisfy some of the international Society of Trust and Estate Planning (STEP) practitioners' criteria.
Estate Planning (UTS Estate Planning unit 79026)
Completion of this unit will reward you with the appropriate knowledge and skill to comprehensively engage with clients in their estate and succession planning needs.
It is a mandatory requirement that students attend workshops to complete this unit. The assessment process includes a formal examination and the submission of various assignment tasks.
Click here to be directed to the UTS Website for further course information.
Course content includes:
Topic 1: Introduction to Estate Planning
• Estate Planning is a Strategic Advisory Engagement
• The Estate Review
• Estate Management
• Estate Succession
Topic 2: Management and Operations
• Managing Estate Engagements
• Operating an Estate's Practice
Topic 3: Wills Probated and Succession
• The law of Wills
• The law of Intestacy
• Administration of Estates
Topic 4: Taxation of Estates
• Tax obligations of Executors
• Tax rates for deceased estates
• Capital Gains Tax and deceased Estates
• Testamentary Discretionary Trusts
• Taxation of Superannuation Benefits
• Superannuation Death Benefits
Topic 5: Property Equity and Trusts
• Introduction to the law of property
• Introduction to the law of equity and its importance in taxation
• Introduction to trusts and their role in estate planning
• Superannuation and Family Trusts introduction
• Trust Formation features and succession principles
Topic 6: Contracts and Business Structures
• Introduction
• Sources of this Law
• Impacts on Estate Planning and Administration
Topic 7: Responding to Family Breakdown
• Family breakdown before death
• Family breakdown after death
Topic 8: Responding to Changes in Capacity and Cognition
• Planning for declining capacity and deteriorating health
• Powers of Attorney
• Enduring Guardianship
• Testamentary Capacity and Undue Influence
Topic 9: Estate Planning in Action
• Delivering Estate Planning
• Key Estate Planning Tasks for the adviser
• Key Estate Management Choices for the client
• Estate Solution Samples
• Family Succession
• Superannuation management and benefit succession
• Multi-generation wealth management
• Private Philanthropic structures
• Documenting Recommendations
Topic 10: Estate Services and the Professions
• The client's world
• Engaging Professional Advisors
• Managing Risk for Professionals in Client Engagements
• Managing the Client/Adviser Relationship
• Recognising the Cause of the Client
• Establishing Multidisciplinary Collaboration
• Moving from Estate Planning to Administration
2011 Course fees (inclusive of GST) are:
FPA Members $2995.00
Non FPA Members $3295.00
Course Dates 2011
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Sydney Autumn Semester - 2011 April Wed 6th and Thurs 7th plus May Mon 2nd and Tues 3rd* plus May Mon 30th and Tues 31st* 2011 |
Sydney Spring Semester - 2011 August Tues 30th and Wed 31st plus September Mon 5th and Tues 6th*plus October Thurs 27th and Fri 28th*2011 |
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Melbourne Autumn Semester - 2011 April Wed 27th and Thurs 28th plus May Thurs 26th and Fri 27th* plus June Tues 7th and Wed 8th* 2011 |
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Brisbane Autumn Semester - 2011
May Thurs 12th and Fri 13th plus
June Wed 22th and Thurs 23rd* plus
July Wed 6th and Thurs 7th* 2011
* Denotes 4 day bridging course
Detailed venue information will be provided after enrolment.
Other Locations
Courses will be run in other locations subject to demand.
Required Reading
The prescribed text for course is Estate Planning - A Practical Guide for Estate and Financial Service Professionals by Michael Perkins and Robert Monahan published by LexisNexis (Butterworths). This text can be bought from www.coop-bookshop.com.au/bookshop/show/9780409325416
The Lecturers
John Taggart RFD BA LL.M (Course Coordinator)
Senior Academic and Course Coordinator. John has been with UTS for over 31 years involved in teaching Business Law and Corporations Law at both Undergraduate and Postgraduate levels. He is currently re-designing the taxation law modules to an interactive format for 2010. Estate Planning is seen as the "capstone" subject for all his students.
Michael Perkins (Host Lecturer)
Michael is a passionate advocate of the role of socially responsive estate planning in the community and the benefits professionals and individuals can make to the community through their Wills. Michael is a practicing lawyer with over twenty years experience in trusts, estates and private client practice. While continuing legal practice,
Michael is also a published author and lecturer in Estate Planning at Sydney's University of Technology and holds the TEP qualification from the Society of Trust and Estate Practitioners. Michael is a Principal at Andreyev Doman Lawyers.
Paul Evans (Co-Lecturer)
Paul has degrees in arts and law from the University of Sydney. He is an Accredited Specialist in Wills and Estates Law, and a member of the Society of Trust and Estate Practitioners. After qualifying as a solicitor in England in 1992, Paul worked in London in the Private Client area specialising in inheritance tax mitigation, estate planning, administration of estates and charity law. Paul also worked at Perpetual Trustee Company Ltd, Sydney in 1994/1995, and during that time he was admitted to practice in NSW. Paul has worked in private practice undertaking estate planning, administration of estates and probate litigation. He joined National Australia Trustees Limited (part of NAB Privatewealth) in 2007 and is the Regional Manager for Estate Planning in NSW and Queensland. Paul is a regular speaker on Wills and Estate Law at seminars providing continuing legal education for solicitors and other professionals.
Robert Monahan (Co-Lecturer)
Mark Squire (Guest Lecturer)
John Taggart - Course Coordinator
Ph: 0409 200 060 email:
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Estplan Pty Ltd
Assistance in applying the technical knowledge gained in this course is offered by Estplan Pty Ltd on a consulting basis. Estplan has developed a specific business model for advisers to follow. This is supported by client engagement skills, mentoring and business skills training. Business skills, communicating with clients, their families and business partners, as well as collaborating with other professionals, are key skills for successfully delivering estate planning advice.
