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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
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

slide2

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

estate planning is tax driven
Estate Planning is Tax Driven

Florida State University College of Law Research Center

slide5

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

slide8

http://www.cch.com/press/news/2004/20040414t.asp

Florida State University College of Law Research Center

forms
Forms

Florida State University College of Law Research Center

slide11

Written by Florida practitioners.

Good for Florida practitioner.

Florida State University College of Law Research Center

slide12

Available to members.

Expensive.

“Idiot-proof, but overkill.”

Florida State University College of Law Research Center

best treatises
Best Treatises

Florida State University College of Law Research Center

slide14

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

slide15

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

slide16

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

current awareness
Current Awareness

Florida State University College of Law Research Center

slide20

http://www.leimbergservices.com/

Florida State University College of Law Research Center

slide23

Tax Analysts Tax Notes Today (available on Lexis)

Florida State University College of Law Research Center

continuing legal education
Continuing Legal Education

Florida State University College of Law Research Center

slide25

$900 Registration fee.

Florida State University College of Law Research Center

slide26

Practising Law Institute

Florida State University College of Law Research Center

blogs
Blogs

Florida State University College of Law Research Center

newspapers
Newspapers

“Obituaries are the futures market for estate planners”

Florida State University College of Law Research Center