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Estate Planning Expert Library™

Estate Planning Expert Library™


The Estate Planning Expert Library™ is an exclusive estate planning resource that will assist you in all areas of your practice — from client counseling, research and planning, to drafting and compliance. The Estate Planning Expert Library provides expert guidance and treatises, primary materials, current awareness, and practice tools and forms all in one location for these 4 modules:

Estate Planning and Drafting

  • The Complete Estate Planning Sourcebook by David A. Handler and Deborah V. Dunn — covers transfer tax and trust laws and examines the pitfalls and planning opportunities presented by the law
  • Estate Planning, by A. James Casner and Jeffrey N. Pennell — encyclopedic coverage of estate planning practice
  • Price on Contemporary Estate Planning, by John R. Price and Samuel A. Donaldson — a core resource and reference tool covering the principal tenets of estate planning
  • Multistate and Multinational Estate Planning, by Jeffrey A. Schoenblum — explores the legal aspects of individual wealth transfers across state and national boundaries

Trust and Estate Administration

  • Income Taxation of Fiduciaries & Beneficiaries, by Byrle Abbin — practice-focused discussion of the state law trust accounting rules and the federal income taxation of trusts and estates
  • Federal Income Taxation of Estates, Trusts & Beneficiaries, by M. Carr Ferguson, James J. Freeland and Mark L. Ascher — step-by-step guidance for preparing the decedent's final return, characterization of income in respect of a decedent, and computation of distributable net income (DNI)
  • Loring and Rounds: A Trustee's Handbook edited by Charles E. Rounds, Jr. —the most convenient, reliable and complete source for trust advice

Charitable Planning

  • Taxwise Giving, by Conrad Teitell — a monthly newsletter on philanthropic topics, as well as tax law changes, planning techniques and tips
  • Outright Charitable Gifts, by Conrad Teitell —comprehensive coverage on outright charitable gifts, including tax and reporting compliance rules for individuals, partnerships and corporations
  • Deferred Giving, by Conrad Teitell — covers the income, gift, estate and capital gains tax implications of deferred giving techniques
  • Charitable Lead Trusts, by Conrad Teitell — definitive explanation of charitable lead trusts and unitrusts, including sample trust agreements and forms
  • Planned Giving, by Conrad Teitell — practice-oriented explanations of the tax rules for outright and deferred giving

Elder Law Planning

  • ElderLaw Report, edited by Harry S. Margolis and Kenneth M. Coughlin — a monthly newsletter that keeps elder law planning professionals current on the trends and issues affecting senior clients
  • ElderLaw Portfolio Series, edited by Harry S. Margolis and G. Thomas Bickford — leading elder law experts tell you what you need to know to meet the challenges of the evolving elder law practice
  • ElderLaw Forms Manual, by Harry S. Margolis —practice-tested forms assist you in the representation of older clients and cover such areas as managing the elder law practice, estate and longterm care planning advice, and more
Resources Product Information
Product Line Wolters Kluwer Legal & Regulatory U.S.
SKU 000000000010040306