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Estate Planning Resources at the Anchorage Law Library. Susan Falk September 2006 sfalk@courts.state.ak.us (907) 264-0581. What are your research needs?. What are the biggest challenges in estate planning today? Do you use a current awareness service? How do you research issues?

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estate planning resources at the anchorage law library

Estate Planning Resources at the Anchorage Law Library

Susan Falk

September 2006

sfalk@courts.state.ak.us

(907) 264-0581

what are your research needs
What are your research needs?
  • What are the biggest challenges in estate planning today?
  • Do you use a current awareness service?
  • How do you research issues?
  • What tools and resources do you use?
  • What tools and resources would you like to see in the library?
resources in the library
Resources in the Library
  • Things you still can’t get online – Books!
  • Treatises and Law Reviews can be checked out by Bar members
  • We can mail them to you if you’re not in Anchorage
major works
Major Works
  • Scott on the Law of Trusts
  • Bogert, The Law of Trusts and Trustees
  • Page on the Law of Wills
  • Price on Contemporary Estate Planning
  • Pennell, Estate Planning
the basics
The Basics
  • Restatements
    • Second, Third, and Prudent Investor Rule
  • Nutshells
    • Uniform Probate Code
    • Introduction to Estate Planning
  • Federal Estate and Gift Tax Reporter
practice guides
Practice Guides
  • How to Build and Manage an Estates Practice
  • Family Estate Planning Guide
  • A Lawyer’s Guide to Estate Planning
  • Tax, Estate & Financial Planning for the Elderly
  • Planning an Estate
  • Drafting Wills and Trust Agreements: A Systems Approach
for your clients
For your Clients
  • ABA Guide to Wills and Estates: Everything You Need to Know About Wills, Estates, Trusts and Taxes
  • NOLO Press
    • Make Your Own Living Trust
    • NOLO’s Will Book
    • The Quick and Legal Will Book
    • Long-Term Care: How to Plan and Pay For It
law journals
Law Journals
  • Trusts and Estates
  • Real Property, Probate and Trust Journal (and Proceedings)
  • Estate Planning
slide9
And…
  • What else do you wish we had?
westlaw at the library
Westlaw at the Library
  • Free
  • All federal and state statutes
  • All federal and all state case law
  • Keyciting – update the statutes or cases
  • Am.Jur. Legal Forms
  • Law Review articles
  • Alaska briefs are being added
  • Estate Planning databases focus your search
heinonline
HeinOnline
  • A free online database available in the law library
  • Features an enormous library of journals, including over over 1100 titles, usually back to the first volume
  • Also includes a Federal Register Library and other federal material like treaties and legislative history
state resources online
State Resources Online
  • Links to all state legal resources at court website: http://www.state.ak.us/courts
  • Includes links to state sites for:
    • Alaska statutes
      • http://www.legis.state.ak.us/folhome.htm
    • Alaska administrative code
      • http://www.legis.state.ak.us/cgi-bin/folioisa.dll/aac?
    • Alaska court rules
      • http://www.state.ak.us/courts/rules.htm
alaska case law database
Alaska Case Law Database
  • http://government.westlaw.com/akcases
  • Alaska Supreme Court and Court of Appeals
  • All published opinions back to 1960
  • Unpublished decisions (MOJs) back to 1991, with older decisions being added
  • No headnotes or keyciting
different ways to search
Different Ways to Search
  • Search by
    • Case name
    • Attorney
    • Pacific Reporter citation or WL citation
    • Decision date
    • Judge name
    • Opinion type
    • Docket number
    • Word
how to search by word
How to Search by Word

AND, OR, BUT NOT

  • Truncation !
    • trust! will find trust and trustee
    • disab! will find disabled and disability
  • Search by phrase – use quotes
    • “irrevocable trust”
  • Use the singular form – it will automatically look for plurals
case law database searching
Case Law Database Searching
  • Once you’re in a case, can use Control-F to find specific search terms
  • Space = OR so remember to type AND if you are looking for both terms in a case
  • Example
    • gift and trust!
    • testa! and codicil
is it still good law
Is it Still Good Law?
  • There is no citator service in the database
  • Instead, use the name of the case as the search term for a word search
  • All cases discussing that case will come up
the library is here to help
The Library is Here to Help
  • Call the library reference desk if you have questions: (907) 264-0585
  • Reference librarians can walk you through Westlaw searching or finding a website to help
  • We have thousands of forms available
  • Catalog is on-line: http://www.state.ak.us/courts/library.htm
    • You can check out treatises for 3 days
    • We will mail them to you if you live outside Anchorage