| Useful Links |
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Chapter 1: |
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Merriam-Webster’s Dictionary of Law |
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Cornell Law School has an excellent site for explanations of law related topics including, of course, estate planning. |
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Nolo Press, Probate information and more for the layperson |
Chapter 2: |
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| National Conference of Commissioners on Uniform State Laws |
| Wisconsin Statutes |
| Latest 7520 rate, enter 7520 in search cell. |
| Historical 7520 rates |
| University of Pennsylvania Law School’s uniform laws section |
| Interesting wills |
Chapter 3: |
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| University of Pennsylvania Law School’s uniform laws section |
| National Conference of Commissioners on Uniform State Laws, (see Legislative Status & Information on Uniform Acts at |
| South Dakota’s Title 29A |
| California Probate Code |
| Discussion of the rule against perpetuities |
| Harl, Dr. Neil E.,“To Repeal Or Not Repeal the Rule Against Perpetuities,” Agricultural Law Digest Agricultural Law Digest, 121 Volume 14, No 16 August 22, 2003 ISSN 1051-2780, see article. |
| Medical information on bi-polar illness |
| Arizona lawyers, Fleming & Curti, P. L.C. |
| Merrill Lynch article, under estate planning, look for Dynasty Trusts. |
| Harvard Professor Joseph William Singer’s law note about state laws changing with regard to the rule against perpetuities |
Chapter 4 |
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| Washburn University School of Law’s state laws section |
| California Probate Code |
| FindLaw’s state law links |
| The National Conference of Commissioners on Uniform State Laws, click on “Final Acts & Legislation,” then under “Select an Act” scroll down to “PROBATE CODE” click “search” without selecting any state as this will bring up the entire list. |
| Arizona lawyers, Fleming & Curti, P. L.C. |
Chapter 5 |
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Responsible Wealth’s Web site argues against completely ending the estate tax |
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To download tax forms and instructions |
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An Act Laying Duties on stamped Vellum, Parchment, and Paper. 5th Congress, Sess. 1, Chapter 11. Vol. 1, p. 527. |
| An Act to repeal the Internal Taxes. 7th Congress, Sess. 1, Chapter 19, Vol. 2, p. 148. |
| Interesting Wall Street Journal article (1/19/ 2005) speculates that some Republicans might favor retaining an estate tax but only on the very, very wealthy. |
| The National Federation of Independent Business (NFIB), has said in the past that the estate tax forces many of its members to sell their businesses each year when an owner dies without leaving enough money to pay estate taxes. However, the annual survey on “Small Business Problems and Priorities” dated 6/15/2004 does not put that particular issue in its top ten list. |
| 1998 House Joint Committee Study “The Economics of the Estate Tax” gives arguments for ending the estate tax |
Chapter 6 |
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Recent interest underpayment rates, search for “interest rate underpayment.” |
Chapter 12 |
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Treasury department’s Actuarial Values-- Beta Volume (IRS Pub. 1458), available from the U.S. Government Printing Office |
Chapter 13 |
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Article Viatical Settlements: Myths & Misconceptions by JJ MacNab, Insurance Analyst |
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Disclosure requirements that are required of viatical investment companies under Ohio law |
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Dianne Reis, Texas board Certified Estate Planning and Probate Law attorney |
Chapter 14 |
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Robert J. Mintz, California attorney, “Asset Protection Law Library” questions about family limited partnerships (FLP) and limited liability companies (LLC) |
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Financial Valuation Group (FVG), professional valuations experts’ tax cases, Estate of Bigelow TCM 2005-65, March 30, 2005 |
Chapter 15 |
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| U.S. Census Bureau Census 2000 Brief, “The 65 Years and Over Population:2000” |
| National Association of Area Agencies on Aging, which has an “elder care locator” |
| National Association of Professional Geriatric Care Managers |
| National Academy of Elder Law Attorneys |
| Children of Aging Parents |
| State-specific advanced directives in PDF format from Partnership for Caring’s website |
| United Network for Organ Sharing ’s website |
| Help Save a Life |
| National Hospice and Palliative Care Organization (NHPCO) |
| American Hospice Foundation |
Other useful links: |
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Asset protection summary by state found at the website of Riser Adkisson LLP is a professional limited liability partnership formed in North Carolina |
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Quatloos. com is a public educational website covering a wide variety of financial scams and frauds, including wacky ‘prime bank’ frauds, exotic foreign currency scams, offshore investment frauds, tax scams, ‘Pure Trust’ structures and more.”A very worthwhile website maintained by attorney Jay Adkisson, a partner in Riser Adkisson LLP, a professional limited liability partnership formed in North Carolina |
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