Skip to Main Content

Elder Law Resource Guide: Estate Planning

Estate Planning Resources

 

American Bar Association. (2004). The American Bar Association Guide to Wills & Estates: Everything You Need to Know About Wills, Estates, Trusts& Taxes (2nd ed.). New York: Random House Reference.  KF750.Z9 A47 2004 - 10th floor

Asset Protection Strategies: Wealth Preservation Planning with Domestic and Offshore Entities. (2005). . 60 Chicago, IL: Real Property, Probate and Trust Law, Section of Estate Planning, American Bar Association.  KF9025 .A97 2005- 10th floor

Bellatti, R. M. (199). Estate Planning for Farms and Other Family-Owned Businesses. St. Paul, Minn.: Thomson/West.  Available via Westlaw

Bogert, G. G. (1977). The Law of Trusts and Trustees: A Treatise Covering the Law Relating to Trusts and Allied Subjects Affecting Trustcreation and Administration, with Forms (2nd ed.). St. Paul, Minn: West Pub. Co.  KF730 .B633tx - 10th floor

Colliton: Charitable Gifts. (1998). (3rd ed.). St. Paul, Minn.: Thomson West. KF6388.A6 C65 1993

English, David. Tax, Estate & Financial Planning for the Elderly. Available via Lexis

Esperti, R. A. (1998). Irrevocable Trusts: Analysis with Forms. Boston: Warren, Gorham & Lamont.  KF730 .E83 - 10th floor and available via Westlaw

Evans, D. B., American Bar Association, & American Bar Association. (2008). How to Build and Manage an Estates Practice (2nd ed.). Chicago, IL: Law Practice Management Section [and] Section of Real Property, Trust and Estate Law, American Bar Association.  KF300 .E94 2008 - 10th floor

Gilfix, Michael. Tax, Estate & Financial Planning for the Elderly: Forms and Practice. Available in Lexis

Henkel, K. G. (1997). Estate Planning and Wealth Preservation: Strategies and Solutions. Boston, MA: Warren, Gorham & Lamont.      KF750 .H4 - 10th floor and available via Westlaw

Hoops, F. K. (1994). Family Estate Planning Guide. Clark Boardman Callaghan estate and elder law libraries (4th ed.). Deerfield, IL: Clark Boardman Callaghan.      KF750 .H65 1994- 10th floor and available via Westlaw

Hunt, L. R. (2004). A Lawyer's Guide to Estate Planning (3rd ed.). Chicago, Ill: American Bar Association.  KF750 .H85 2004 - 10th floor

IICLE: Asset Protection Planning. (2022). Springfield, IL: Illinois Institute for Continuing LegalEducation.  KFI1340 .A87 2022 6th floor Practitioner Collection and available online via IICLE SmartBooks

IICLE: Litigating Disputed Estates, Trusts, Guardianships, and Charitable Bequests, 2023. (2023). . Springfield, IL: Illinois Institute for Continuing LegalEducation.   KFI1347 .L58 2023-  6th floor Practitioner Collection and available online via IICLE SmartBooks

IICLE: Postmortem Estate Planning 2023. (2023). . Springfield, IL: Illinois Institute for Continuing LegalEducation.  KF6584 .P67 2023 - 6th floor Practitioner Collection and available online via IICLE SmartBooks

Jordan, M. L. M. (2009). Drafting Wills and Trust Agreements (4th ed.). Eagan, MN: West.  KF755.A65 - 10th floor

Lynn, R. J. (2004). Introduction to Estate Planning in a Nutshell. Nutshell series (5th ed.). St. Paul, MN: Thomson/West. KF750 .L993 2004 - 6th floor reserve

Marsh, L. A. (2009). Drafting Wills and Trusts. Lake Mary, FL: Vandeplas Pub.  KF755 .M37 2009 - 10th floor

Murphy, J. H. (200). Murphy's Will Clauses Annotations and Forms with Tax Effects. Newark, NJ: Matthew Bender.  Available via Lexis.

Pond, J. D. (1986). Personal Financial Planning Handbook. St. Paul, Minn.: Thomson/West.  Available via Westlaw

Price, J. R. (2006). Price on Contemporary Estate Planning. Chicago, IL: CCH.  KF750 P75 - 10th floor and and available via LoisLaw (under Treatise Libraries < Estate Planning Library)

Ray, T. J., & American Bar Association. (2007). Charitable Gift Planning: A Practical Guide for the Estate Planner (2nd ed.). Chicago: American Bar Association, Section of Real Property, Probate and Trust Law.  KF6388 .R39 2007 - 10th floor

Regan, J. J. (1985). Tax, Estate & Financial Planning for the Elderly. New York, N.Y. (235 E. 45th St., New York 10017): M. Bender. KF750 .R45 - 9th floor and Available via Lexis.

Rothschild, Gideon. Asset Protection Planning. Available via Bloomberg Law

Rounds, C. E. (2001). Loring a Trustees Handbook. New York, NY: Aspen Publishers.  KF730 .L67 - 10th floor

Schoenblum, J. A. (2000). Page on the Law of Wills: Including Probate, Will Contests, Evidence, Taxation, Conflicts, Estate Planning, Forms, and Statutes Relating to Wills (2nd ed.). Cincinnati, OH: Anderson Pub. Co.  KF755 .P146x 2000 - 10th floor

Scott, A. W. (1987). The Law of Trusts (4th ed.). Boston: Little, Brown.  KF730 .Sco83 1987 - 10th floor

Shenkman, M. M. (2009). Estate Planning: For People with a Chronic Condition or Disability. New York, NY: Demos Medical Pub.  KF750 .S475 2009 - 10th floor

Spero, P. (2001). Asset Protection: Legal Planning, Strategies and Forms. Valhalla, NY: Warren Gorham & Lamont of RIA.      KF9025 .S67 - 10th floor and available via Westlaw

Streng, W. P. (1996). U.S. International Estate Planning. Boston: Warren, Gorham & Lamont.  Available via Westlaw   

Turner, G. M. (1996). Irrevocable Trusts. Clark Boardman Callaghan elder/estate library (3rd ed.). Deerfield, IL: Clark Boardman Callaghan.     KF730 .T87 1996 - 10th floor  and available via Westlaw

Turner, G. M. (2003). Revocable Trusts (5th ed.). [Eagan], MN: West Group.  KF734 .T87 2003 and available via Westlaw

Weinstock, H. (2002). Planning an Estate: A Guidebook of Principles and Techniques (4th ed.). St. Paul, Minn.: Thomson/West.  KF750 .W433 2002 - 10th floor and available via Westlaw

Westfall, D. (2001). Estate Planning Law and Taxation (4th ed.). Valhalla, NY: Warren, Gorham & Lamont.  KF6584 .W47 2001-10th floor and available via Westlaw

Zaritsky, H. M. (2000). Structuring Buy-Sell Agreements: Analysis with Forms (2nd ed.). Valhalla, N.Y: Warren Gorham Lamont.  KF1466 .Z37 - 10th floor and available via Westlaw

Tax Planning

Bogdanski, J. A. (1996). Federal Tax Valuation. Boston, MA: Warren Gorham & Lamont.  KF6375 .B64 - 10th floor and available via Westlaw

Federal Estate and Gift Taxation: Including the Generation-Skipping Transfer Tax. (2002). (8th ed.). Valhalla, N.Y: Warren Gorham & Lamont.  KF6572 .St45 2002- 10th floor and available via Westlaw

Harrington, C. A. (2001). Generation-Skipping Transfer Tax: Analysis with Forms (2nd ed.). Valhalla, NY: Warren Gorham & Lamont/RIA.      KF6585 .H37 - 10th floor and available via Westlaw

Kasner, J. A. (1998). Post Mortem Tax Planning (3rd ed.). Boston, Mass: Warren, Gorham & Lamont of the RIA Group.      KF6584 .K37 1998 - 10th floor and available via Westlaw

Madden, R. E. (1997). Tax Planning for Highly Compensated Individuals (3rd ed.). Boston: Warren, Gorham & Lamont.  KF6297 .M32 1997 - 10th floor and available via Westlaw

Murphy, J. H. (200). Murphy's Will Clauses Annotations and Forms with Tax Effects. Newark, NJ: Matthew Bender.  Available via Lexis.

Peschel, J. L. (1997). Federal Taxation of Trusts, Grantors, and Beneficiaries: Income, Estate, Gift, Generation-Skipping Transfer (3rd ed.). Boston: Warren Gorham & Lamont.  KF6443 .P437 - 10th floor and available via Westlaw

Zaritsky, H. M. (199). Zaritsky & Aucutt: Structuring Estate Freezes Analysis with Forms. [Boston, Mass: Warren, Gorham & Lamont.  Available via Westlaw

Zaritsky, H. M. (200). Zaritsky and Lane: Federal Income Taxation of Estates Andtrusts. Valhalla, N.Y.: Warren Gorham & Lamont.  Available via Westlaw

Zaritsky, H. M. (1998). Tax Planning with Life Insurance: Analysis with Forms (2nd ed.). Boston, MA: Warren Gorham Lamont.      KF6428.L5 Z37 - 10th floor and available via Westlaw

Zaritsky, H. M. (2002). Tax Planning for Family Wealth Transfers: Analysis with Forms (4th ed.). Valhalla, NY: Warren, Gorham & Lamont of RIA.  KF6572 .Z38 - 10th floor and available via Westlaw