Selected as only/primary substantive site on "Estate Planning":
ABA Techshow® 2004 "60 Sites in 60 Minutes"

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IV.E. Basic & Advanced EP

LREP > IV. SPECIFIC EP TOPICS > E. Basic & Advanced EP

As mentioned on my Home Page, I am very thankful and honored that Legal Research for Estate Planners (LREP) has evolved to a national resource on estate planning (with reviews provided by many fellow practitioners) from its single page beginning. To allow efficient research (see the Helpful Tips page), LREP is divided into six (6) systematic categories, descending from more general estate planning (EP) research information to more specific, practical information on estate planning. This LREP subcategory of EP TOPICS features basic and advanced estate planning topics from planning for larger estates (GST, grantor trusts, ILITs, etc.) to trust and also marital planning. Please note that several advanced estate planning topics, such as charitable planning and insurance planning, have their own subcategory with this category. I hope that you find this subcategory of sites helpful.

1. General Sites

Financial Planning Toolkit™ - Commerce Clearing House (CCH) (fantastic resource covering "Investing," "Insurance and Risk Management," "Retirement Planning," "Estate Planning," and "Tax Planning"; includes literally thousands of pages on financial planning issues, including page on "Wills of Famous People," with an expandable/collapsable table of contents) (5/8/2004)

Frequently Asked Questions - Stephan Leimberg (excellent comprehensive FAQs including valuation, deferred compensation, GRATs and GRUTs, installment sales, SCINs, private annuities, GST facts, and other topics) (8/26/2000)

Articles & Publications: Private Wealth Services - McGuire, Woods et al. (Richmond, VA) (many helpful articles including "Ten Estate Planning Techniques to Consider," "An Introduction to Estate Planning," "Estate Freeze Techniques and Freeze Related Issues," "Installment Sales to Grantor Trusts," "Adequate Disclosure of Gifts, Checklists for Returns and Appraisals," "Charitable Giving Alternatives," and the "Charitable Giving and Tax-Exempt Organizations Handbook") (duplicate listing under IV. SPECIFIC EP TOPICS, E. Basic and Advanced Estate Planning, 1. General Sites) ( 5/22/2005)

Northwestern Mutual Life Insurance Company (superb "Advanced Planning Library" (free professional access, but only through a Northwestern Mutual agent sponsor) and also good "Advice & Articles" under "Personal Planning; sample screenshots of the Advanced Planning Library's "Sample Documents," "Advanced Planning Seminar Outlines," and superb "Special Studies" are available by clicking on the desired category) (6/26/2001) ( 11/18/2004) (duplicate listings under IV. SPECIFIC EP TOPICS > I. Insurance Planning and VI. EP PRACTICE TOOLS > A. Forms > 2. Legal EP and Tax Forms > b. Basic and Advanced Estate Planning Forms)

2. Planning for Larger Estates (see also V. EP LITERATURE > B. Articles > 3. Advanced Estate Planning Articles)

General Client Memorandum on Estate Planning Techniques - Havens & Miller (Bluewater Bay & Destin, FL) (general overview of estate planning techniques from a potential client's perspective) (4/25/2004) (main entry under VI. EP PRACTICE TOOLS > B. EP and Tax Memoranda > 1. EP and Tax Memoranda Sites) ( 6/25/2005)

CCH Business Owner's Toolkit™ - Commerce Clearing House (CCH) (fantastic resource covering business entity formation, tax issues of business entities, "Protecting Your Business" (discussing FLPs and family limited liability companies), exit strategies, and much more; includes literally thousands of pages on business entity issues, with an expandable/collapsable table of contents) (3/9/2003) ( 5/8/2004)

Publications - Family Limited Partnerships and LLCs Committee of the ABA RPPT Section (Publications include "After the Tax Judges Opined: Estate Planning FLPs Are Still Effective If..." by Rex Cruse; "Valuation Discounts-An Analysis of the Service's Position Compared With Litigated Cases" by Edward Manigault and Charles Hodges II; "The FLOP FLP!" (Outline) by Thomas C. Baird, Baird Crews, Schiller & Whitaker; "I.R.C. Sections 2703 and 2704(b), after Estate of Church and Kerr" (Speech) by Rex Cruse; and more) ( 12/6/2002)

Numerous Articles on Trusts - FindLaw > Practice Areas > Probate, Trusts & Estates > Wills, Trusts, and Estate Planning (11/10/2001)  ( 10/9/2004)
a. Revocable Trusts

The Revocable Trust in Florida - Consumer pamphlet by The Florida Bar (6/25/2005)