Estate Planning

About this subject

• What you'll learn

  After successfully completing this subject you should be able to:

  1. Explain the law underpinning estate planning, including: the formation and operation of Wills, Estate Administration, Asset Ownership, Powers of Attorney, Guardianship, Family Law, Taxation Law and Trust Law;
  2. Describe the estate planning process for financial advisers, and the role of other professional service providers;
  3. Describe and evaluate the use of asset protection, taxation, philanthropy and business succession strategies in estate planning; and
  4. Apply your technical knowledge and professional skills (problem solving, analytical and written communication) to provide estate law and financial planning advice, and to develop an estate plan

• Topics covered

• Description

• Assessments

• Textbooks

• About Griffith University

Entry requirements

Part of a degree

To enrol in this subject you must be accepted into one of the following degrees:

Core

• GRF-AFA-DEG-2024 - Bachelor of Applied Financial Advice

Prior study

You must have successfully completed the following subject(s) before starting this subject:

• GRF-AFE122-Financial Planning 1

To help set you up for success before you start this subject, we suggest completing or having equivalent knowledge in:

• GRF-AFE227-Superannuation and Retirement

Additional requirements

• Equipment requirements - Audio/Video equipment

Study load

0.125 EFTSL

This is in the range of 10 to 12 hours of study each week.

Equivalent full time study load (EFTSL) is one way to calculate your study load. One (1.0) EFTSL is equivalent to a full-time study load for one year.

Find out more information on Commonwealth Loans to understand what this means to your eligibility for financial support.