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Estate Planning Research Tools

Estate Planning Research Tools. Mary M. McCormick Ass’t. Director for Public Services Florida State University College of Law Research Center Spring 2008.

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Estate Planning Research Tools

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  1. Estate PlanningResearch Tools Mary M. McCormick Ass’t. Director for Public Services Florida State University College of Law Research Center Spring 2008 Florida State University College of Law Research Center

  2. I’m very grateful to Howard M. Zaritsky, who took time to talk with me about the estate planning research tools that he considers to be most important to his practice. This workshop is, to a large extent, based on our conversations. Florida State University College of Law Research Center

  3. Estate Planning is Tax Driven Florida State University College of Law Research Center

  4. Florida State University College of Law Research Center

  5. The WGL-TAXTEST database contains WGL Combined Pension and Benefits Treatises: WGL-VALU (Bogdanski: Federal Tax Valuation) WGL-IEG (Bittker & Lokken: Federal Taxation of Income, Estates and Gifts) WGL-CHARIT (Colliton: Charitable Gifts) WGL-WEALTH (Henkel: Estate Planning & Wealth Preservation: Strategies and Solutions) WGL-EPTAX (Westfall & Mair: Estate Planning Law & Taxation) WGL-GIFTAX (Stephen, Maxfield, Lind & Calfee: Federal Estate & Gift Taxation) WGL-HICOMPI (Madden: Tax Planning for Highly Compensated Individuals) WGL-ASSET (Spero: Asset Protection: Legal Planning, Strategies and Forms) WGL-RETIRE (Streng: Tax Planning for Retirement) WGL-FARM (Bellatti: Estate Planning for Farms and other Family-Owned Businesses) WGL-TAXET (Zaritsky: Federal Income Taxation of Trusts and Estates) WGL-TAXTRUST (Peschel & Spurgeon: Federal Taxation of Trusts, Grantors & Beneficiaries) WGL-GENSKIP (Harrington Plaine & Zaritsky: Generation Skipping Transfer Tax) WGL-IRREVTR (Esperti & Peterson: Irrevocable Trusts: Analysis With Forms) WGL-POSTMORT (Kasner: Post Mortem Tax Planning) WGL-ESTFREEZ (Zaritsky & Aucutt: Structuring Estates Freezes: Analysis With Forms) WGL-FAMTRAN (Zaritsky: Tax Planning For Family Wealth Transfers: Analysis With Forms) WGL-LIFEINS (Zaritsky & Leimberg: Tax Planning With Life Insurance: Analysis With Forms) WGL-BUYSELL (Zaritsky: Structuring Buy-Sell Agreements: Analysis With Forms) and WGL-INTLEP (Streng: US International Estate Planning). Florida State University College of Law Research Center

  6. Florida State University College of Law Research Center

  7. RIA Checkpoint Florida State University College of Law Research Center

  8. CCH Intelliconnect Florida State University College of Law Research Center

  9. Florida State University College of Law Research Center

  10. Forms Florida State University College of Law Research Center

  11. http://www.interactivelegal.com/ Florida State University College of Law Research Center

  12. Good product for Florida practitioners, authored by Florida practitioners. Florida State University College of Law Research Center

  13. Available to members. Expensive. “Idiot-proof, but overkill.” Florida State University College of Law Research Center

  14. Best Treatises Florida State University College of Law Research Center

  15. Not on Westlaw, Lexis, or RIA Checkpoint. Available in print and through CCH Estate Planning. A. James Casner and Jeffrey N. Pennell, Estate Planning, 6th Ed., Aspen Law & Business, 1998- . Last update: 2003. Florida State University College of Law Research Center

  16. Kathryn G. Henkel, Estate Planning & Wealth Preservation: Strategies & Solutions, West Publishing/WG&L, 1997- & 2007 Cum. Supp. Law Library: KF750.H43 1997 Westlaw: WGL-WEALTH No Forms. Table of Contents Part I: Fundamentals Part II: The Power of Lifetime Gifts Part III: Assets Providing Death Benefits Part IV: Family Business and Investment Entities Part V: Noncharitable Actuarial Techniques Part VI: Valuation Planning Part VII: Estate Freezing Techniques Part VIII: Charitable Planning Part IX: Planning for Marriage and Other Family Arrangements Part X: Advanced Maturity, Disability and Serious Illness Part XI: Planning for Post-Mortem Choices Part XII: Other Issues Florida State University College of Law Research Center

  17. Howard Zaritsky, Tax Planning for Family Wealth Transfers: Analysis with Forms, 4th ed., Ria/West/WG&L, 2002 & 2007 Cum Supp. Law Library: KF6572 .Z38 2002 Westlaw: WGL-FAMTRAN Florida State University College of Law Research Center

  18. Current Awareness Florida State University College of Law Research Center

  19. http://www.leimbergservices.com/ Florida State University College of Law Research Center

  20. Florida State University College of Law Research Center

  21. Tax Analysts Tax Notes Today Available on Lexis: Florida State University College of Law Research Center

  22. Continuing Legal Education Florida State University College of Law Research Center

  23. $900 Registration fee. Florida State University College of Law Research Center

  24. Practising Law Institute Florida State University College of Law Research Center

  25. Florida State University College of Law Research Center

  26. Blogs Florida State University College of Law Research Center

  27. Florida State University College of Law Research Center

  28. Florida State University College of Law Research Center

  29. Newspapers “Obituaries are the futures market for estate planners” Florida State University College of Law Research Center

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