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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 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

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  1. Estate Planning Resources at the Anchorage Law Library Susan Falk September 2006 sfalk@courts.state.ak.us (907) 264-0581

  2. 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?

  3. 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

  4. 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

  5. The Basics • Restatements • Second, Third, and Prudent Investor Rule • Nutshells • Uniform Probate Code • Introduction to Estate Planning • Federal Estate and Gift Tax Reporter

  6. 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

  7. 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

  8. Law Journals • Trusts and Estates • Real Property, Probate and Trust Journal (and Proceedings) • Estate Planning

  9. And… • What else do you wish we had?

  10. 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

  11. 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

  12. 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

  13. 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

  14. Different Ways to Search • Search by • Case name • Attorney • Pacific Reporter citation or WL citation • Decision date • Judge name • Opinion type • Docket number • Word

  15. 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

  16. 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

  17. 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

  18. 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

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