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Estate Planning: A Selective Bibliography

Updated by

Liza Rosenof
Research / Emerging Technologies Librarian

September 2014

The sources cited within this Bibliography reflect a selective list of sources from 1995 to the present. Any source that is accompanied by a computer disk or CD-ROM is noted by an asterisk (*) before the citation. All computer disks are located on Reserve by their respective call number, while CD-ROMs have a separate number (provided). This Bibliography also includes citations to sources on the Internet and databases. Websites change, as do databases including LexisNexis and Westlaw. Consult each company's source directory for a complete and current list of files.

TABLE OF CONTENTS



CLOSELY HELD CORPORATIONS

Cheryl E. Hader, Estate Planning & Chapter 14: Understanding the Special Valuation Rules (2d ed. 2011). KF6572 .H33. Also via Lexis.

Edwin T. Hood, Closely Held Businesses in Estate Planning (2nd ed., Aspen Law & Business 1998- ). Reserve KF1466 .H63 1998.

*Louis A. Mezzullo, An Estate Planner’s Guide to Buy-Sell Agreements for the Closely Held Business (2nd ed., American Bar Association, Section of Real Property, Probate and Trust Law 2007). KF1355 .M49 2007. CD 7425.

*Louis A. Mezzullo, An Estate Planner’s Guide to Family Business Entities: Family Limited Partnerships, Limited Liability Companies, and More (American Bar Association, Section of Real Property, Trust and Estate Law 2010). Reserve KF1380 .M39 2010. CD 7565.

Douglas K. Moll & Robert A. Ragazzo. The Law of Closely Held Corporations (Wolters Kluwer Law & Business 2009-). KF1466 .M66 2009.

William H. Painter, Painter on Close Corporations: Corporate, Securities, and Tax Aspects (3d ed., Little Brown 1991-99). KF1466 .P3 1991.

Gary A. Zwick, Tax and Financial Planning for the Closely Held Family Business (American Law Institute-American Bar Association Committee on Continuing Professional Education 1999-2003). Reserve KF6484 .Z84 1999, Supp. 2003.


GENERAL WORKS

The ABA Practical Guide to Estate Planning (Jay A. Soled, ed.). KF 750 .A733 2011.

Alan S. Acker, Estate Planners' Guide to Income in Respect of a Decedent (2008 ed., Aspen 2008). KF6297 .A7422 2008.

The American Bar Association Guide to Wills and Estates: Everything You Need to Know About Wills, Trusts, Estates, and Taxes (3d ed., Random House Reference 2009). Reserve KF755 .Z9 A376 2009.

Roger W. Andersen, Understanding Trusts and Estates (4th ed., LexisNexis/Matthew Bender 2009). Reserve KF729 .A86 2009.

Alison McChrystal Barnes et al., Counseling Older Clients (2d ed., American Law Institute-American Bar Association Committee on Continuing Professional Education 2005). Reserve KF390 .A4 B37 2005.

Basic Estate Planning (Practising Law Institute 1997). Reserve KF750 .Z9 B37 1997.

Basic Will Drafting, 1999 (Practising Law Institute 1999). Reserve KF755 .Z9 B36 1999.

*Thomas D. Begley & Cynthia Barrett, Representing the Elderly or Disabled Client: Forms and Checklists with Commentary (Warren Gorman & Lamont of RIA 2000-). Reserve KF390 .A4 F67 2000. CD 7314.

*Thomas D. Begley & Jo-Anne Herina Jeffreys, Representing the Elderly Client: Law and Practice (Aspen Publishers 1999-). Reserve KF390 .A4 B44 1999. CD 7317.

*Dwight F. Bickel, Living Trusts: Forms and Practice (Matthew Bender 1993-). Reserve KF734 .B53 1993. CD 7174.

William W. Brown, Estate Planning: a Practical Guide (2d ed., Thomson/West 2004-). Reserve KF750 .Z9 B76.

*William W. Brown, Trusts (Thomson Reurers/West 1996-). Reserve KF730 .B76 1996. CD 7121.

J. Martin Burke, Modern Estate Planning (2d ed., LexisNexis 2002-). Reserve KF6572 .M64 2002.

A. James Casner, Estate Planning (8th ed., CCH). Reserve KF749 .C37 2012. 

Natalie B. Choate, Life and Death Planning for Retirement Benefits: The Essential Handbook for Estate Planners (7th ed., Ataxplan Publications 2011). Reserve KF6585 .C43 2011.

Natalie B. Choate, The QPRT Manual: The Estate Planner's Guide to Qualified Personal Residence Trusts (Ataxplan 2004). Reserve KF6584 .C365 2004. 

Denis Clifford, Estate Planning Basics (6th ed., Nolo 2011). Reserve KF750 .Z9 C585 2011.

Denis Clifford, Make Your Own Living Trust (11th ed., Nolo 2013). Reserve KF734 .C58 2013.

*Denis Clifford, Nolo’s Simple Will Book (7th ed., Nolo 2007). Reserve KF755 .Z9 C54 2007. CD 7109.

Denis Clifford, Plan Your Estate (11th ed., Nolo 2012). Reserve KF750 .Z9 C59 2012.

Commerce Clearing House, Inc., Federal Estate and Gift Tax Reporter: Organized by Code Sections and Annotated, Indexed (CCH 1977-). KF6571 .A8 C65. Current volumes on Looseleaf Reserve.

Commerce Clearing House, Inc., Inheritance, Estate, and Gift Tax Reporter, State (7th ed., CCH 1976-). Reserve KF6571 .A8 C66.

Colleen A. Cowles, The Effective Estate Planning Practice: Procedures and Strategies for a Client-Focused Business (American Bar Association, General Practice, Solo, and Small Firm Section 2001). KF750 .C698 2001.

Holmes F. Crouch, Trusts and Trustees (Allyear Tax Guides 1994). KF730 C76 1994.

*Stephen Elias, Special Needs Trusts: Protect Your Child's Financial Future (4th ed., Nolo 2011). Reserve KF480 .Z9 E435 2011. CD 7607.

Estate Planning & Taxation Coordinator. Estate Planners Alert (Research Institute of America, Inc. 1979-). KF6581.5 .E8. Current volumes on Looseleaf Reserve.

Estate Planning Institute, 30th Annual Estate Planning Institute (Practicing Law Institute 1999). KF750 .E85 1999.

*Daniel B. Evans, How to build and manage an estates practice (2d ed., American Bar Association, Section of Real Property, Probate and Trust Law 2008). Reserve KF300 .E94 2008. CD 7448.

James F. Farr, An Estate Planner's Handbook (4th ed., Little, Brown 1979-95). Reserve KF750 .F3 1979.

Federal Estate and Gift Taxation (8th ed., Warren, Gorham & Lamont 2002-). Reserve KF6572 .S75 2002.

Lawrence A. Frolik, Advising the Elderly or Disabled Client: Legal, Health Care, Financial and Estate Planning (2d ed., Warren, Gorham & Lamont 2000-). Reserve KF390 .A4 F75 2000.

*Michael J. Gau, A Practical Guide to Estate Planning and Administration (Thomson/Delmar Learning 2005). KF750 .Z9 G38 2005. CD 7242.

*David A. Handler & Deborah V. Dunn, Drafting the Estate Plan: Law and Forms (CCH 2008-). KF750 .H3552. CD 7252.

*Liza Weiman Hanks, The Busy Family's Guide to Estate Planning: 10 Steps to Peace of Mind (Nolo 2007). Reserve KF750 .Z9 H327 2007. CD 7423. 

Kathryn G. Henkel, Estate Planning and Wealth Preservation: Strategies and Solutions (Abridged ed., Warren, Gorham & Lamont 1998-). Reserve KF6572 .H46 1998.

Paul L. Hood, Jr., The Tools and Techniques of Estate Planning for Modern Families (National Underwriter 2014). Reserve KF6572.Z9 L445. 

Frederick K. Hoops, Family Estate Planning Guide (4th ed., Clark Boardman Callaghan 1994-). KF750 .H64 1994.

*Jerold I. Horn, Flexible Trusts and Estates for Uncertain Times (4th ed., American Law Institute-American Bar Association Committee on Continuing Professional Education 2010). KF6572 .H67 2010. CD 7449.

L. Rush Hunt, Financial Planning for You and Your Clients: What Every Lawyer Should Know About Insurance, Investments, Estate Planning & Taxes (American Bar Association, General Practice, Solo & Small Firm Section 1997). KF750 .H854 1997.

*L. Rush Hunt, A Lawyer’s Guide to Estate Planning: Fundamentals for the Legal Practitioner (3rd ed., American Bar Association, General Practice, Solo & Small Firm Section 2004). Reserve KF750 .H85 2004. CD 7238.

L. Rush Hunt, Understanding Elder Law: Issues in Estate Planning, Medicaid, and Long-Term Care Benefits (American Bar Association, General Practice, Solo and Small Firm Section 2002). KF390 .A4 H86 2002.

Michael L. M. Jordan, Drafting Wills and Trust Agreements (4th ed., West 2009). KF748.1 .J66 2009.

Jerry A. Kasner, Post Mortem Tax Planning (3d ed., Warren, Gorham & Lamont of the RIA Group 1998-). KF6584 .K37.

*Lawrence P. Keller, Wills (Clark, Boardman, Callaghan 1992-). Reserve KF755 .A6 K44 1992. CD 7120.

Sidney Kess, Financial and Estate Planning (Commerce Clearing House 1980-). Reserve KF748 .K4.

*Don W. Llewellyn & Jill R. Fowler, Tax Planning for Lifetime and Testamentary Dispositions (2d ed., American Law Institute-American Bar Association Committee on Continuing Professional Education 2005). KF6584 .L63 2005. CD 7260.

Jerome A. Manning, Manning on Estate Planning (6th ed., Practicing Law Institute, 2004-). Reserve KF749 .M36 2004.

Louis A. Mezzullo, An Estate Planner’s Guide to Family Business Entities: Family Limited Partnerships, Limited Liability Companies, and More (3d ed., American Bar Association, Section of Real Property, Probate and Trust Law 2010). Reserve KF1380 .M39 2010.

*Louis A. Mezzullo, An Estate Planner’s Guide to Qualified Retirement Plan Benefits (4th ed., American Bar Association, Section of Real Property, Probate and Trust Law 2007). Reserve KF750 .M49 2007. CD 7429.

Kevin D. Millard, Federal Gift, Estate, and Generation-Skipping Transfer Taxation of Life Insurance (2d ed., American Bar Association, Real Property, Probate, and Trust Law Section 1998). KF6588 .Z9 F4 1998.

Doug H. Moy, Living Trusts (3d ed., J. Wiley 2003). Reserve KF734 .Z9 M69 2003.

Joseph H. Murphy, Murphy's Will Clauses, Annotations and Forms with Tax Effects (Bender [1960-]). Reserve KF755 .M8.

*William Herbert Page, Page on the Law of Wills: Including Probate, Will Contests, Evidence, Taxation, Conflicts, Estate Planning, Forms, and Statutes Relating to Wills (2d ed., Anderson Pub. Co. 2000-). KF755 .P3 2000. CD 7075.

*Practical Guide to Estate Planning (CCH 2012). Reserve KF6585 .M45. CD 7200.

John R. Price, Price on Contemporary Estate Planning (Panel Pub. 2012). Reserve KF750 .P75 2012.

Mark Reutlinger, Wills, Trusts, and Estates: Essential Terms and Concepts (2d ed., Aspen Law & Business 1998). KF730 .R48 1998.

Karen Ann Rolcik, Living Trusts and Simple Ways to Avoid Probate: With Forms (2d ed., Sourcebooks 1998). KF734 .Z9 R65 1998.

Eunice L. Ross & Thomas J. Reed, Will Contests (2d ed., West Group 1999-). KF755 .R67 1999.

Charles E. Rounds Jr. & Charles E. Rounds III, Loring and Rounds: A Trustee’s Handbook (Aspen). Reserve KF730 .Z9 L671

*Edward S. Schlesinger, Pre-Mortem Estate Planning Checklist (American Law Institute-American Bar Association Committee on Continuing Professional Education 2000-). KF750 .Z9 S324. CD 7074.

Jeffrey A. Schoenblum, Multistate and multinational estate planning (CCH 2008-). KF750 .S363.

Austin Wakeman Scott, Scott and Ascher on Trusts (5th ed., Aspen 2006-). KF730 .S35.

Thomas L. Shaffer, The Planning and Drafting of Wills and Trusts (5th ed., Foundation Press 2007). Reserve KF755 .S5 2007.

Sophisticated Estate Planning Techniques: September 16-17, 1999, Boston, Mass.: ALI-ABA Course of Study Materials (American Law Institute-American Bar Association Committee on Professional Education 1999). KF750 .A2 S6 1999.

Jule E. Stocker, Stocker and Rikoon on Drawing Wills and Trusts (13th ed., Practising Law Institute 2013). Reserve KFN5201 .Z9 S38 2012.

Strategies for Litigating Hot Probate Issues: Exploring Issues in Probate Practice Beyond Will Contests and Accounts (MCLE 1996). KF2542 .Z9 S77 1996.

Steven D. Strauss, Wills and Trusts (W.W. Norton 1998). KF755 .Z9 S77 1998.

Gerald A. Susman, Estate Planning: Forms, Practice and Tax Analysis (Law Journal Seminars-Press 1984-). Reserve KF6572 .R59.

George M. Turner, Irrevocable Trusts (3d ed., Clark Boardman Callaghan 1996-). Reserve KF730 .T871 1996.

George M. Turner, Revocable Trusts (5th ed., West Group 2003-). Reserve KF730 .T87.

Use of Trusts in Estate Planning: Drafting Tips, Tax Consequences and Ethical Considerations (Practicing Law Institute 2001). KF733 .Z9 U74 2001.

Valuation, Taxation & Other Planning Techniques for Sophisticated Estates (Practising Law Institute 1998). KF6585 .V35 1998.

Harold Weinstock, Planning an Estate: A Guidebook of Principles and Techniques (4th rev. ed., Thomson/West 2002-). Reserve KF750 .W43 2002.

Wills and Estate Planning Guide: a State and Territorial Summary of Will and Intestacy Statutes (American Bar Association, General Practice Section 1995). KF755 .Z95 W54 1995.

Howard M. Zaritsky, Practical Estate Planning and Drafting After the Economic Growth and Tax Relief Reconciliation Act of 2001 (Warren Gorham & Lamont 2001). Reserve KF6572 .Z377 2001.

*Howard M. Zaritsky, Structuring Estate Freezes: Analysis with Forms (2nd ed., Warren, Gorham & Lamont 1997-). Reserve KF6572 .Z3785. CD 7181.


INTERNATIONAL & FOREIGN TAX PLANNING

Global Estate Planning: A Practical Guide to the Principles of Estate, Inheritance, and Gift Taxes (Kluwer Law International 1996-). K4568 .G57.

Guide to International Estate Planning: Drafting, Compliance, and Administration Strategies (American Bar Association, Section of Real Property, Probate, and Trust Law 2000). KF750 .A2 I575 2000.

Denis A. Kleinfeld, Langer on Practical International Tax Planning (4th ed., Practising Law Institute). K4464.5 .L36 2000 (library has updates through 2002).

William H. Newton III, International Income Tax and Estate Planning (Thomson/West 2004-). KF6584 .N483 2011.

Jeffrey A. Schoenblum, Multistate and Multinational Estate Planning (CCH 2010-). KF750 .S363.


LEGAL PERIODICALS

Note: On Westlaw, go to Secondary Sources -> Estate Planning to find individual periodicals; on LexisNexis, use the Browse Sources tab.

ACTEC Journal (American College of Trust and Estate Counsel 2001-). (Formerly ACTEC Notes, KF765 .A15 P762, v. 16-26.) KF765 .A15 P763, v. 27 - present.

Akron tax Journal (Akron Law Review, University of Akron School of Law 1983-). Volumes 15 - present. Also available on Westlaw (selected articles from 1987, v. 4; full text from 1993, v. 10); LexisNexis (1990, v. 7 - present) and HeinOnline (1983, v. 1 - present).

ALI-ABA Estate Planning Course Materials Journal: CMJ EP (American Law Institute-American Bar Association Committee on Continuing Professional Education 1995-2002, 2005-). Volumes 1 - 8, 11 - present.

American Journal of Tax Policy (American College of Tax Counsel 1982-98). Available on Westlaw (selected artices from 1988, v. 7; full text from 1994, v. 11 - 1998, v. 15), LexisNexis (1994, v. 11 - 1998, v. 15) and HeinOnline (1982, v. 1 - 1998, v. 15).

Estate Planning (Warren Gorham & Lamont for Estate Planning Research Group, Ltd. 1973-). Volumes 1 - present. Also available on Westlaw (1985, v. 12 - present).

New York University, Division of General Education,Institute on Federal Taxation (Matthew Bender 1942-2003). Volumes 1 - 61.

Philip E. Heckerling Institute on Estate Planning, The … Annual Philip E. Heckerling Institute on Estate Planning (Matthew Bender 1984-). Volumes 18 - present.

Real Property, Probate and Trust Journal (American Bar Association, Section of Real Property, Probate and Trust Law 1966-). Volumes 39 - present. Also available on Westlaw (selected text from 1982, v. 17 - present), LexisNexis (1995, v. 25 - present) and HeinOnline (1966, v. 1 - present).

Tax Adviser (American Institute of Certified Public Accountants 1970-). Volumes 1 - present. Also available on Westlaw (1994, v. 22 - present) and LexisNexis (full text from 1987, v. 1 - present).

Tax Institute, Major Tax Planning (M. Bender 1956-2003). Volumes 1 - 55.

Tax Law Review (Warren, Gorham & Lamont 1945-). Volumes 58 - present. Also available on Westlaw (1988, v. 44 - present) and HeinOnline (1945, v. 1 -present).

Tax Planning International (BNA 2003-). Online (2003 - present).

Taxation for Lawyers (Warren, Gorham & Lamont for Tax Research Group Ltd., 1972-99). Volumes 1 - 26. Continued by Taxation for Accountants and Practical Tax Strategies. Also available on Westlaw (1985, v. 34 - present).

Taxes -  The Tax Magazine (Commerce Clearing House 1923-). Volumes 83 - present.

Tulane Law School, Institute on Federal Taxation, Tulane Law School…Annual Institute on Federal Taxation (Totaltape Pub. Co. 1992-). Volumes 42 - present.

Trusts & Estates (Fiduciary Publishers, 1939-). Volumes 1 - present.

LIFE INSURANCE

*Lawrence Brody, The Irrevocable Life Insurance Trust: Forms with Drafting Notes (3rd ed., American Bar Association, Real Property, Trust and Estate Law Section 2011). KF736 .L4 B76 2011.  CD 7595.

Kevin D. Millard, Federal Gift, Estate and Generation-Skipping Transfer Taxation of Life Insurance (2d ed., American Bar Association, Real Property, Probate, and Trust Law Section 1998). KF6588 .Z9 F4 1998.

James C. Munch, Financial and Estate Planning with Life Insurance Products (2d ed., Little, Brown 1990-96). KF6588 .M86 1990.



STATE MATERIALS

Multi-state

Multistate Guide to Estate Planning (Panel Publishers 1999-). KF750 .Z95 M85 2011. CD 7533.

Jeffrey A. Schoenblum, Multistate and Multinational Estate Planning (CCH 2008-). KF750 .S363.

Arizona

A. Donald Chaney, Comprehensive Estate Planning: Drafting, Tax and Family Considerations (State Bar of Arizona 2002). KFA2540 .Z9 C666 2002.

Stephen C. Newmark & Whitney L. Sorrell, Arizona Estate Planning and Drafting Fundamentals (National Business Institute 2004). KFA2540 .Z9 N49 2004.

Arkansas

Robert Wright, Wills and Trusts Arkansas Form Book. KFA3744 .W74.

California

*California Will Drafting (3d ed., Continuing Education of the Bar-California 1992-). 3 vols. KFC201 .C34 1992. CD 7326.

Colorado

Colorado Wills Material. Reserve KFC1944 .C64. 

Connecticut

John W. Barnett, Administration steps for a Connecticut estate (Connecticut Bar Association 1997). Reserve KFC3747 .B37 1997.

*Connecticut Will and Trust Forms (Fleet National Bank 1997). KFC3744 .C66 1997.

Connecticut Will Manual Service (Blakemore & Gathright, 1962-). Reserve KFC3744 .A6 C66.

Ralph Haughwout Folsom, Connecticut Estates Practice: Commitment Placement, Conservatorship, Guardianship, Adoption (2d ed., Lawyers Co-operative Pub. Co. 1991-96). KFC3706 .F65 1991.

*Ralph Haughwout Folsom, Drafting Trusts in Connecticut 2d (2d ed., West Group 2001-). Reserve KFC3744 .B68 2001. CD 7115. Via Westlaw.

*Ralph Haughwout Folsom, Drafting Wills in Connecticut 2d (2d ed., West Group 2001-). Reserve KFC3744 .W55. CD 7145. Via Westlaw.

*Ralph Haughwout Folsom, Incapacity, Powers of Attorney and Adoption in Connecticut 3d (3Rd ed., West Group: Lawyers Cooperative Pub. 1997-). Reserve KFC3744 .F64 I53 1997. CD 7144. Via Westlaw.

*Ralph Haughwout Folsom, Probate Jurisdiction and Procedure in Connecticut 2d (2d ed., West Group 1999-). Reserve KFC3744 .W54. CD 7148. Via Westlaw.

*Ralph Haughwout Folsom, Probate Litigation in Connecticut 2d (2d ed., Thomson/West 2002). Reserve KFC3744 .F55 2002. CD 7149. Via Westlaw.

*Ralph Haughwout Folsom, Revocable Trusts and Trust Administration in Connecticut (Thomson/West 2003-). Reserve KFC3744 .F654 2003. CD 7166.

*Gayle B. Wilhelm, Connecticut Estates Practice: Death Taxes (3d ed., West Group 1998). Reserve KFC4082 .W5 1998. CD 7151.

*Gayle B. Wilhelm, Settlement of Estates in Connecticut 3d (3d ed., West Group 2010). Reserve KFC3747 .W54 2010. Via Westlaw.

Delaware

Wilmington Trust Company, Will and Trust Forms (Wilmington Trust Company). KFD142 .W54.

Florida

Florida Will Manual Service (Blakemore and Gathright 1958). Reserve KFF144 .A6 F55.

*Walter S. Kane, Florida Will and Trust Forms Manual (4th ed., LexisNexis 2004). Reserve KFF144 .A65 K3623. CD 7351.

Georgia

Wachovia Will & Trust Manual (Wachovia Bank of Georgia 1998). KFG144 .W33 1998.

Illinois

*Susan T. Bart, et al., Illinois Estate Planning Forms and Commentary, 2002 (Illinois Institute for Continuing Legal Education 2002-). KFI1340 .A65 I444 2002. CD 7180.

Continental Illinois National Bank and Trust Company of Chicago Trust and Investment Services, Will and Trust Forms for Lawyers (Continental Bank, Trust and Investment Services 1981). KFI1344 .A65 C65.

Addis E. Hull, Drafting Wills and Trust Agreements in Illinois (Institute on Continuing Education of the Illinois Bar, [1968]). KFI1844 .A65 D7.

Kansas

Hellen L. Haag & Robert M. Hughes, Basic Will Drafting: With Discussion of Irrevocable Trusts (Kansas Bar Association 2001). KFK144 .A75 R68 2001.

Maine

Maine Estate Planning Documents (1995). KFM140 .M34.

Maryland

*Albert S. Barr, Maryland Estate Planning, Will Drafting, and Estate Administration Forms: Practice (2d ed., Michie 1995-). KFM1340 .A65 B37 1995. CD 7209.

Massachusetts

*Patricia M. Annino, Estate Planning: With Forms (3d ed., Thomson/West Massachusetts Practice Series v. 23-24 2007-). CD 7197. Via Westlaw.

Dorothy M. Bickford, Basic Probate Procedures and Practice in Massachusetts (National Business Institute, Inc. 1996). KFM2544 .Z9 B53 1996.

William J. Brisk, Massachusetts Elder Law (2d ed., Lexis Nexis matthew Bender Publ. 2008-). Reserve KFM2491 .A3 B753 2008.

Michelle B. Carron, Living Trusts in Estate Planning and Asset Protection in Massachusetts (National Business Institute 1996). KFM2540 .C37 1996.

John H. Clymer, Massachusetts Estate Planning, Will Drafting, and Estate Administration Forms: Practice (2d ed., Lexis Law Publ. 1998-). Reserve KFM2540 .A65 C59 1998.

Leo J. Cushing, Tax Issues in Estate Planning and Probate in Massachusetts (National Business Institute 1998). KFM2540 .Z9 C87 1998.

Joseph P. DiBlasi, How to Make a Massachusetts Will: With Forms (2d ed., Sphinx Pub. 1999). KFM2544 .Z9 D53 1999.

*Drafting Irrevocable Trusts in Massachusetts (MCLE 2005). Reserve KFM2537 .D73 2005. CD 7286.

*Drafting Wills and Trusts in Massachusetts (Alette E. Reed, ed., Massachusetts Continuing Legal Education, Inc. 2002-). Reserve KFM2544 .D732. CD 7202.

*Sean M. Dunphy, Probate Law and Practice, with Forms (2d ed., West Massachusetts Practice Series v.21-22 1997-). CD 7196. Via Westlaw.

Estate Administration Basics: From Preprobate Considerations to Allowance of Final Account (Massachusetts Continuing Legal Education 1998). KFM2547 .E87 1998.

Estate Planning after Goodridge: Tax, Estate Planning and Probate Implications of Same-Sex Marriage (MCLE 2005). Reserve KFM2503 .Z9 E88 2005.

Estate Planning and Family Law: Perspectives on the Crossover Issues (Massachusetts Continuing Legal Education 1995). KFM2540 .E87 1995.

Estate Planning for Family Lawyers (Massachusetts Bar Institute 1996). KFM2540 .Z9 E773 1996.

*Estate Planning for the Aging or Incapacitated Client in Massachusetts: Protecting Legal Rights, Preserving Resources and Providing Health Care Options (4th ed., Massachusetts Continuing Legal Education 2012-). Reserve KFM2540 .E884 2012. CD 7345.

Timothy A. Gagnon, Advanced Estate Planning Techniques in Massachusetts (National Business Institute 1997). KFM2540 .Z9 M37 1997.

Eric P. Hayes, Understanding and Using Trusts (2d ed., MCLE 2009). Reserve KFM2537 .U53 2009. CD 7503.

Massachusetts Trust and Will Manual: A Continuing Service (Will Manual Service 1967-). Reserve KFM2538 .A65 V3.

The Massachusetts Will and Trust Manual (Fleet Investment Services 1996). Reserve KFM2544 .M39 1996.

Robert J. Muldoon, Jr. Strategies for Litigating Hot Probate Issues: Exploring Issues in Probate Practice Beyond Will Contests and Accounts (MCLE 1996). KF2542 .Z9 S77 1996.

*A Practical Guide to Estate Planning in Massachusetts (3d ed., Massachusetts Continuing Legal Education 2011-). Reserve KFM2540 .P73 2011. CD 7416.

Michael H. Riley, Estate Administration in Massachusetts: A Handbook with Forms (2d ed., Butterworth Legal Publishers 1993-). Reserve KFM2547 .R55 1993.

Special Needs Trusts: What Estate Planners, Elder Law and Personal Injury Lawyers Need to Know (MCLE 2006). Reserve KFM2539 .S64 S673 2006.

Joseph P. Warner, Massachusetts Probate Manual (rev. ed., MCLE 2003). Reserve KFM2544 .M37 2003.

Michigan

Michigan Estate Planning Handbook (rev. ed., Institute of Continuing Legal Education 2001-). KFM4340 .M53 2001.

Nevada

Kenneth A. Burns, et al., How to Draft Effective Wills and Trusts for Your Clients in Nevada (National Business Institute 2005). Reserve KFN740 .H69 2005.

James A. Kalicki & Richard P. Schulze, Advanced Estate Planning Techniques in Nevada (National Business Institute 2004). Reserve KFN740 .Z9 K35 2004.

New Hampshire

Rose A. Costello & Amy K. Kanyuk, How to Draft Wills and Trusts in New Hampshire (National Business Institute 2003). KFN1344 .Z9 H69 2003.

Charles A. DeGrandpre, Wills, Trusts and Gifts (4th ed., Matthew Bender New Hampshire Practice Series v.7 2003-).

New Jersey

Glenn A. Henkel, New Jersey Estate Planning Manual: Theory, Practice and Forms (New Jersey Institute for Continuing Legal Education 2007-). Reserve KFN1944 .H36 2007. CD 7487.

Robert J. Pinto, Will Drafting and Estate Planning (Institute for Continuing Legal Education, 1977). KFN1940 .P54.

New York

Basic Will Drafting, 1999 (Practising Law Institute 1999). Reserve KF755 .Z9 B36 1999.

*Estate Planning and Will Drafting in New York (2d ed., Michael E. O'Connor, ed., New York State Bar Association 2006). Reserve KFN5195 .E88 2006. CD 7116.

*Harold D. Klipstein, Drafting New York Wills: Law and Forms (3d ed., M. Bender 2001-). Reserve KFN5201 .K55 2001. CD 7320.

*New York Estates. Estate Planning and Taxation (5th ed., Lawyer Cooperative Pub. Co. 1996-). Reserve KFN5205 .H332 1996. CD 7105. Via Westlaw.

New York Will Manual Service (Blakemore & Gathright 1956-). Reserve KFN5201 .A6 N49.

Jule E. Stocker, Stocker and Rikoon on Drawing Wills and Trusts (12th ed., Practicing Law Institute 1999-). Reserve KFN5201 .Z9 S38 1999. Via Westlaw.

Ohio

Ohio Will Manual (Will Manual Service, Blakemore & Gathright 1962). KFO144 .S6.

Pennsylvania

J. Brooke Aker & Thomas A. Boulden, Law of Wills in Pennsylvania: Drafting, Interpreting, Contesting, with Forms (2d ed., G. T. Bisel Co. 2000-). Reserve KFP144 .A9372.

Pennsylvania Will and Trust Manual (rev. ed., Mellon Bank 1983-88). Reserve KFP144 .A65 P46 1983.

Rhode Island

Rhode Island Will and Trust Form Manual Service (Bank of New England/Old Colony 1988). KFR144 .A65 R46 1988.

South Carolina

Don S. Clardy, et al., How to Draft Wills and Trusts in South Carolina (National Business Institute 2003). KFS1944 .H69 2003.

S. Alan Medlin, Estate Planning in South Carolina. Vol. 1, Laws of Wills and Trust (South Carolina, Continuing Legal Education Division 2002). KFS1940 .M42 2002.

Albert C. Todd, III, Book of Estate Planning: Questions and Answers (2d ed., South Carolina, Continuing Legal Education Division 2008). KFS1940 .T63 2008.

Tennessee

Robert K. Alvarez, et al., How to Draft Wills and Trusts in Tennessee (National Business Institute 2004). KFT144 .Z9 H68 2004.

Texas

Texas Estate Administration (Professional Development Program, The Bar 1975). KFT1347 .T49 1975.

Texas Commerce Bank Trust Dept,Texas Will Manual Service (Blakemore & Gathright 1960-). KFT1344 .A6 T48.

Virginia

C. Barry Anderson, How to Draft Wills and Trusts in Virginia (National Business Institute 1998). KFV2544 .H69 1998.

Estate Planning and Replanning under the Tax Reform Act of 1976 (Joint Committee on Continuing Legal Education/Virginia State Bar 1977). KFV2540 .J65.

Wisconsin

Basic Step-by-Step Estate Planning (State Bar of Wisconsin 2005). KFW2540 .B37 2005.

*Nancy M. Bonniwell, How to Draft Wills and Trusts in Wisconsin (National Business Institute 2005). KFW2544 .A75 H69 2005. CD 7346.

STUDY AIDS

Roger W. Andersen, Understanding Trusts and Estates (4th ed., Lexis Nexis Matthew Bender 2009). Reserve KF729 .A86 2009.

Lawrence H. Averill, Uniform Probate Code in a Nutshell (6th ed., West 2010). Reserve KF765 .Z95 A94 2010.

Gerry W. Beyer, Wills, Trusts, and Estates: Examples and Explanations (5th ed., Aspen 2012). Reserve KF755 .Z9 B49 2012.

Lawrence A. Frolik, Elder Law in a Nutshell (5th ed., Thomson/West 2010). Reserve KF390 .A4 F752 2010.

Robert J. Lynn, Introduction to Estate Planning in a Nutshell (5th ed., Thomson/West 2004). Reserve KF750 .L9 2004.

John K. McNulty, Federal Estate and Gift Taxation in a Nutshell (7th ed., Thomson/West 2011). Reserve KF6572 .Z9 M3 2011.

Robert L. Mennell, Wills and Trusts in a Nutshell (4th ed., West 2012). Reserve KF755 .Z9 M38 2012.

TAX ASPECTS

Actuarial Values, Book Aleph: Remainder, Income, and Annuity Factors for One Life, Two Lives, and Terms Certain; Interest Rates from 2.2 percent to 22.0 percent; For Use in Income, Estate, and Gift Tax Purposes including Valuation of Pooled Income Fund Remainder Interests (Dept. of the Treasury, Internal Revenue Service 1999). Reserve KF6571 .V26 A44 1999.

Actuarial Values, Book Beth: Unitrust Remainder, Factors for One Life, Two Lives, and Term Certains: Adjusted Payout Rates from 2.2 percent to 22.0 percent: For Use in Income, Estate, and Gift Tax Purposes (Dept. of the Treasury, Internal Revenue Service 1999). Reserve KF6571 .V26 B37 1999.

Actuarial Values, Book Gimel: Tables for Computing Depreciation Adjustment Factors: Interest Rates from 2.2 percent to 22.0 percent: For Income Tax Purposes Only (Dept. of the Treasury, Internal Revenue Service 1999). Reserve KF6571 .V26 G56 1999.

Francis J. Antonucci and Robert Whitman, After Death Tax Planning: Minimizing Tax Liabilities (3d. ed., American Law Institute-American Bar Association Committee on Continuing Professional Education 2004). Reserve KF6584 .K38 2004.

Basic Estate and Gift Taxation and Planning: ALI-ABA Course of Study Materials (American Law Institute-American Bar Association Committee on Continuing Professional Education 1999). KF6572 .Z9 B36 1999.

Boris I. Bittker, Federal Taxation of Income, Estates and Gifts (3rd ed., Warren, Gorham & Lamont 1999-). Reserve KF6335 .B58 1999.

Jonathan G. Blattmachr, Blattmachr on Income Taxation of Estates and Trusts (15th ed., Practising Law Institute 2007-). KF6585 .M53 2007. Via Lexis, WESTLAW.

Carol A. Cantrell, Stock Options: Estate, Tax, and Financial Planning (CCH 2011). KF3517 .S76 2011.

Zolman Cavitch, Tax Planning for Corporations and Shareholders (2d ed., Matthew Bender 1992-). KF6464 .C38 1992.

Commerce Clearing House, Inc., Inheritance, Estate, and Gift Tax Reporter, State (7th ed., CCH 1976-). Reserve KF6571 .A8 C66.

Randell C. Doane, Death and Taxes: The Complete Guide to Family Inheritance Planning (Swallow Press: Ohio University Press 1998). KF750 .Z9 D63 1998.

Estate Planning under the New Rules: 1997 Taxpayer Relief Act (Research Institute of American 1997). KF6276.577 .A77 1997.

Thomas M. Featherston, Jr., Drafting for Tax and Administration Issues (American Bar Association, Section of Real Property, Probate and Trust Law 2000). KF750 .E8245 2000.

Federal Estate and Gift Taxation (8th ed., Warren, Gorham & Lamont 2002-). Reserve KF6572 .S75 2002.

Fun and Games with Split Interest Gifts: How to Divide Assets and Conquer the Estate Tax (MCLE 1995). KF6572 .A45 F86 1995.

*Sebastian V. Grassi, A Practical Guide to Drafting Marital Deduction Trusts (With Sample Forms and Checklists) (ALI-ABA Committee on Continuing Professional Education 2008). Reserve KF6590 .G73 2004 2008. CD 7350.

Cheryl E. Hader, Estate Planning and Chapter 14: Understanding the Special Valuation Rules (2d ed., PLI Press 2011 ). KF6572 .H33 2011. Also via Lexis, WESTLAW.

How to Complete Estate Tax Returns (Massachusetts Continuing Legal Education 1994). KF6572 .Z9 H68 1994.

The Impact of the 1997 Tax Act on Estate Planning, Administration and Drafting (American Bar Association 1997). KF6256.577 .A5 I46 1997.

Jerry A. Kasner, Post Mortem Tax Planning (3d ed., Warren Gorham & Lamont of the RIA Group 1998-). KF6584 .K37 1998.

Myron Kove, Handling Federal Estate & Gift Taxes (6th ed., West Group 2000-). KF6572 .H3 2000. Via WESTLAW.

Norman H. Lane, Federal Income Taxation of Estates and Trusts (3d ed., Warren Gorham Lamont 2001-). KF6584 .L3 2001.

David T. Link, Law of Federal Estate and Gift Taxation (Callaghan 1978-). KF6572 .L55.

*Don W. Llewellyn & Jill R. Fowler, Tax Planning for Lifetime and Testamentary Dispositions (2d ed., American Law Institute-American Bar Association Committee on Continuing Professional Education 2005). KF6584 .L63 2005. CD 7260.

Jere D. McGaffey, McGaffey Legal Forms with Tax Analysis (Callaghan, 1990-). KF6450 .A65 M33. Also via WESTLAW.

Louis A. Mezzullo, Valuation Rules under Chapter 14; The Impact on Gift and Estate Taxation (American Bar Association, Section of Real Property, Probate, and Trust Law 1995). KF6572 .Z9 M49 1995.

Joseph H. Murphy, Murphy's Will Clauses, Annotations, and Forms with Tax Effects (Bender [1960-]). Reserve KF755 .M8.

Walter L. Nossaman, Trust Administration and Taxation (2d rev. ed., M. Bender 1972-). KF728.01 .N6 1956.

Barry M. Nudelman, Federal Taxation of Estates, Gifts, and Trusts (6th ed., American Law Institute-American Bar Association Committee on Continuing Professional Education 1999). KF6572 .Z9 N8 1999.

John L. Peschel, Federal Taxation of Trusts, Grantors, and Beneficiaries: Income, Estate, Gift, Generation-Skipping Transfer (3rd ed., Warren, Gorham & Lamont 1997-). KF6443 .P4 1997.

Susan Flax Posner, Estate and Gift Tax Handbook (CCH 2010). Reserve KF6572 .P67 2010.

Protecting and Preserving Wealth after the 2001 Tax Act: Practical Insights and Strategies from Leading Professional Advisors on the Economic Growth and Tax Relief Reconciliation Act of 2001 (CCH Inc. 2001). KF6572 .P76 2001.

Rethinking Estate and Gift Taxation (Brookings Institution Press 2001). KF6572 .R48 2001.

RIA’s Complete Guide to Federal Income Tax Returns of Estates, Trusts, and Decedents (Research Institute of America 1996). KF6585 .C65 1996.

Martin M. Shenkman, Estate Planning after the 1997 Tax Act (John Wiley & Sons 1998). KF6572 .S588 1998.

Gerald S. Susman, Estate Planning: Forms, Practice and Tax Analysis (Law Journal Seminars-Press 1984-). Reserve KF6572 .R59 1983.

*Tax, Estate, and Lifetime Planning for Minors (Carmina Y. D'Aversa, ed., ABA 2006). KF750 .T39 2006. CD 7404.

Use of Trusts in Estate Planning: Drafting Tips, Tax Consequences and Ethical Considerations (Practising Law Institute 2001). KF730 .Z9 U74 2001.

*David Westfall, Estate Planning Law and Taxation (4th ed., Warren, Gorham & Lamont 2001-). Reserve KF6584 .W47 2001. CD 7328.

Stephanie J. Willbanks, Federal Estate and Gift Taxation: An Analysis and Critique (3d ed., Thomson/West 2004). Reserve KF6572 .P42 2004.

TAX MANAGEMENT PORTFOLIO SERIES

BNA Tax and Accounting Center includes numerous portfolios on estate, gifts, and trusts.

SUGGESTED SUBJECT HEADINGS

Each of the suggested subject headings encompasses many subdivisions, narrowing the field by subject area, coverage, or geography. Links to narrowed subjects are available within the catalog, as are links to other relevant subject headings. Be sure to examine any related headings or subdivisions, such as "Estate Planning - United States," when appropriate.

Estate Planning

Inheritance and Transfer Tax

Gifts - Taxation

Life Insurance Trusts

Tax Planning

Trusts and Trustees

Wills

ELECTRONIC SOURCES

CyberCites - Elder law, 8(7) Cybercites (Western New England University School of Law Library April 2006).

CyberCites - Taxation, 6(6) Cybercites (Western New England University School of Law Library March 2004).

CyberCites - Trusts and Estates, 10(5) CyberCites (Western New England University School of Law Library February 2008).

LexisNexis

The ESTATES, GIFTS & TRUSTS tab contains material on both federal and state probate, estate, gift and trust cases, statutory law, administrative rules, legal periodicals, and various treatises.

The TAXATION tab contains a comprehensive collection on tax-related material including federal and state case law, statutory law, administrative rules, legal periodicals, and treatises.

Westlaw

The ESTATE PLANNING PRACTITIONER tab contains material on both federal and state case law, statutory law, administrative rules, legal periodicals, and various treatises.

The TAX tab contains a comprehensive collection on tax-related material including federal and state case law, statutory law, administrative rules, legal periodicals and treatises.

TigerTables

Available at any of the public use PCs on the first floor of the Law Library. Tiger Tables for Windows will calculate a wide variety of actuarial factors. Tiger Tables has been completely revised with the new mortality data which is effective May 1, 2009.