TRUST AND ESTATE LINKS
General Research and Web Links
Consumers Tool Kit for Health Care Advance Planning
Prepared by the ABA Commission on Law and Aging
Life Insurance Articles
This page on the Life Insurance Advisors, Inc web site contains 45 articles for lawyers, trustees and other professional advisors relating to life insurance product and company due diligence and the applications of life insurance in a variety of planning contexts. RPPT Member David Barkhausen is the Author of this web site. (3/3)
www.utcproject.org
NCCUSL has established this website designed to help those studying the Uniform Trust Code (“UTC”) for potential enactment.
Legal Research for Estate Planners (LREP)
This site exists to (1) to assist legal researchers, including laypersons, students, and attorneys, in finding quality legal materials on the Internet; (2) to provide information, namely outlines, law school resources, and job resources, to law students throughout the world.
UNIFORM TRUST CODE Drafted by the NATIONAL CONFERENCE OF COMMISSIONERS ON UNIFORM STATE LAWS
Related Links:
NCCUSL is now publishing "UTC Notes", a quarterly newsletter about the Uniform Trust Code, available from the links below.
- NCCUSL Home Page
- NCCUSL Uniform Trust Code Page
- Second Edition of newsletter - (direct link to .pdf file)
- First edition of newsletter - (direct link to .pdf file)
The American College of Trust and Estate Counsel – home page and public resources from the respected nonprofit association of trust and estates attorneys. Includes consumer information, index of ACTEC publications and extensive links
Find Law - Wills, Trusts, Estates and Probate – link to legal subject index for one of the most comprehensive legal web sites on the Internet
Colorado Bar Association Trust & Estate Section – massive list of web sites of interest to estate lawyers
The Estate Planning Links Website – another massive list of trust and estates, probate and tax web sites, including the "13 Best" sites
Stephan Liemberg’s FAQ’s - Index to variety of advanced techniques articles in detail, including GRATs, Charitable trusts. SCINs, more
Living Wills – links to web sites focusing on health directives
Department of the Treasury - Internal Revenue Service. Tax forms and instructions, frequently asked questions, filing and other resources and information
U.S. Tax Code On-Line - Complete text of the U.S. Internal Revenue Code, Title 26 of the U.S. Code, accessible in several searchable and linked formats
Social Security On-line – the official site of the Social Security Administration
Charitable Giving:
Applicable Federal Rates – from Brentmark’s excellent web site
IRS Pub. 78 - Searchable List of Exempt Orgs
Foundation News and Commentary
GuideStar - searchable database of more than 640,000 nonprofit organizations in the United States
Living Wills - (wills)
National Center for Nonprofit Boards
National Committee on Planned Giving
Philanthropy Journal Online
Planned Giving Design Center
Elder Law:
National Academy of Elder Law Attorneys
Retirement Benefits:
The ABA Joint Committee on Employee Benefits (JCEB) - coordinates the activities of the employee benefits committees of six sections, Business Law, Health Law, Labor and Employment Law, Real Property Probate and Trust, Taxation, and Tort and Insurance Practice
Natalie Choate's Life and Death Planning for Retirement Benefits – Natalie’s Notes and other expert analysis on the income and estate planning aspects of retirement benefits.
Office Technology:
Dan Evans’ Estate Planning Software Links
The Internet for the Trusts and Estates Lawyer from Trusts & Estates (Dec. 1997)
60 Sites in 60 Minutes from ABA TechShow 1996, 1997, 1998, and 1999
Miscellaneous:
AICPA Home Page – CPA organization home page
FamilySearch.Org - Mormon Church Genealogical Records – excellent genealogy search site
Famous Wills on the Web by Mark Welch – from Benjamin Franklin to Lady Di Crash Course in Wills and Trusts – good basic explanation of the estate planning process
Bar Associations:
ABA LPM Section Estate Planning & Probate Interest Group
ABA Virtual Committee on Business Valuation
American Bar Association (ABA)
American Law Institute - American Bar Association (ALI/ABA)
Alabama Bar Assn. Real Property, Probate & Trust Law Section
San Diego Co. Bar (CA) Estate Planning, Trust & Probate Law Section
California Bar Assn. Estate Planning, Trust & Probate Law Section
Colorado Bar Assn. Trust and Estate Section
Illinois Bar Assn. Public Information Pamphlets
Illinois Bar Assn. Trusts and Estates Section
The International Academy of Estate and Trust Law
Minnesota Bar. Assn. Probate & Trust Law Section
Wisconsin Bar Assn. Real Property, Probate and Trust Law Section
