(1st ed. 2001 &
2d ed. 2004 (LREP rated with 5 stars in both editions))

 

 

Jason E. Havens'

Legal Research for Estate Planners (LREP)

E-mail LREP via this personal Internet site if you have any questions, comments, or suggestions (including URLs).

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

Logo: Copyright © 2003-2004 by American Bar Association. All rights reserved.
Used with express permission.

 

Reviews

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I. GENERAL EP RESEARCH
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REVIEWS OF AND LINKS TO LREP

As mentioned on Home Page, I am very thankful and honored that LREP has evolved to a national resource on estate planning (with reviews provided by many fellow practitioners) from its single page beginning. The following key sites have reviewed or linked to my page. Please refer to my purpose and especially to my disclaimer, which precedes my site directory, by selecting the hyperlink at the bottom of any page on this site. Finally, please view my Favorite Fifty LREP Sites to view select sites that I have found extraordinarily helpful.

SITES OR MEDIA THAT LIST MY PAGE AS A "GATEWAY"

OTHER NATIONAL EP SITES

  • Advisor Tools - Capital Trust Company of Delaware (CTC) (10/9/2004)
  • Probate and Trust Links - American Bar Association (ABA) Section of Real Property, Probate, and Trust Law (RPPT) (6/1/2004)
  • Toolbox/Topical Index>Legal Research ... For Attorneys & The Generally Curious>Link Lists - American College of Trust and Estate Counsel (ACTEC) (1/12/2003)
  • CataLaw Wills, Estates and Trusts Law (top of "Focused Sites")
  • Links - The Texas Probate Web Site (under "National Legal Sites of Interest to Estate Planners" with three pepper rating (very creative ranking system)) (8/26/2000)
  • Oshins & Associates (Las Vegas, NV) (as "Jason Havens - estate planning links")
  • Probate & Trust Links - Section of Real Property, Probate, and Trust Law (RPPT) (American Bar Association) (12/14/2002)
  • Estate Planning Links - Booth, Harrington et al. (Greensboro, NC) (created by Dennis M. Kennedy; unfortunately has evidently not been updated since 8/2000) (listed as "Estate Planning and Tax Gateway") ( 12/1/2002) 
  • The Tax Prophet - Robert L. Sommers (San Francisco) (gateway under "Cybersurfing")
  • Legal Resources for Seniors - TexasSeniorLaw.com (San Antonio, TX) (listed as one of the top estate planning sites; "last update 06-08-2001") (9/15/2002)
  • SHB Practice Areas > Estate Planning - SHB LAW LIBRARY REFERENCE WEBSITE (Shook, Hardy & Bacon (Kansas City, MO)) ( 6/15/2002)
  • Links - Alan S. Gassman (as "Jason Havens Tax Supersite")
  • Senior Law Links - Texas Senior Law ("... collection of links ... [and] ... annotated guide and is indexed by topic and type of resource") (8/18/2001)
  • Estate Planning - Ipso Facto Estate & Probate Law ("... Source for Legal History, Law & Government") (7/28/2001)
  • PROFESSIONAL BOOKS, JOURNALS & PUBLICATIONS

  • Featured in ACTEC General Mailing List (ACTEC-GEN): Weekly Update 5/21/2004 (restricted to ACTEC fellows; mentions Dennis Toman's and my article on "Technological Tools for the Estate Planning Professional" and "EP PRACTICE TOOLS" category, which now features that article) (5/23/2004)
  • Listed in Law Technology News: Robert J. Ambrogi, Planning for the Inevitable, Law Technology News (May 2004) (5/12/2004)
  • Featured as one of top estate planning Internet sites in The Journal of Practical Estate Planning: Joseph G. Hodges, Jr., Technology Corner, The Journal of Practical Estate Planning (February-March 2002) (Commerce Clearing House (CCH)) (described by distinguished ACTEC Regent as excellent site with description of organization and key features) (5/24/2002)
  • Listed as one of top estate planning sites in THE INTERNET GUIDE FOR THE LEGAL RESEARCHER: Ken Kozlowski, THE INTERNET GUIDE FOR THE LEGAL RESEARCHER (3d ed. 2001) (Infosources Publishing) ("The complete and always current resource guide to finding legal information on the Internet"; listed on sample page under "Estate Planning") ( 3/17/2002)
  • Ranked with five (5) stars (tied for highest rating in category) in THE COMPLETE GUIDE TO THE BEST (AND WORST) LEGAL SITES ON THE WEB: Robert J. Ambrogi, THE COMPLETE GUIDE TO THE BEST (AND WORST) LEGAL SITES ON THE WEB 76 (2001) (American Lawyer Media Publishing) (under "Starting Points" (tied for highest rating with Cornell U. Law School's (LII's) Estate Planning Law Materials and Booth, Harrington's Estate Planning Links) of chapter 8, "Estate Planning with Help from the Web," at page 76) (9/29/2001)
  • Listed in Trusts & Estates: Donald H. Kelley and Joseph G. Hodges, Jr., Trusts and Estates Resources on the Internet, Trusts & Estates (March 2001) (under “Legal-Specific Web Sites”) (7/4/2001) ( 10/21/2002)
  • Listed in Estate Planning: Donald H. Kelley, No-Cost Internet Resources for Estate Planners, Estate Planning (Jan. 2001) (under “ABA, tax, and estate law links”) (general listing at Journals - RIA) (1/27/2001)
  • Resource Center - Free Information Websites>Estate & Financial Planning - The CPA Software News (1/12/2003)
  • Ranked with four (4) stars (tied for highest rating in August review) in The Internet Newsletter: Robert J. Ambrogi, Web Sites of the Month: Estate Planning Sites Worth Digging Up, The Internet Newsletter (Law Journal Newsletters) (Aug. 2001) (9/15/2001)
  • Listed in Law Technology News: Robert J. Ambrogi, Death, Taxes & the Web, Law Technology News (Dec. 21, 2000) (same article in If There's a Will, There's a Way on the Web) ( 10/25/2003)
  • Listed in legal.online column of Robert J. Ambrogi: Robert J. Ambrogi, Estate Planning with Help from the Web, (Nov. 2000) ( 10/25/2003)

    CONTINUING PROFESSIONAL EDUCATION & OTHER EDUCATION SITES

  • "ABA TECHSHOW® 60 Sites in 60 Minutes 2004" - American Bar Association TECHSHOW® 2004 (only/primary substantive site on "Estate Planning" law) (5/8/2004)
  • Joseph G. Hodges, Jr., Esq., Albert S. Barr, III, Esq., and Jason E. Havens, Timely Tech Topics and Ticklers: "Must Have" Software, "Must Know" Technology, and "Must Do" Stuff (Special Session III-E), 37th Annual Heckerling Institute on Estate Planning (January 9, 2003) (sponsor: U. of Miami School of Law & LL.M. Graduate Program in Estate Planning) (1/11/2003)
  •  Institute of Continuing Legal Education (ICLE) Probate and Estate Planning - Michigan Bar Association (links for practitioners under "Gateway Sites") (ICLE practice areas only accessible to Michigan Bar members as of April 2004) ( 4/18/2004)
  • Articles, Commentaries & Treatises - "Financial & Estate Planning on the Internet" by Western Continuing Professional Education (CPE) (U. of Montana School of Business Administration) ("Jason E. Havens' Legal Research for Estate Planners - Articles (http://www.geocities.com/jasonhavens/LREP.html) is a great example of a site for finding estate planning articles and texts") (7/28/2001)
  • Estate Planning - Internet Guide of Course #748 by Joi Jones (U. of South Carolina College of Library and Information Science) (1/13/2002)

    LAW SCHOOL & OTHER LIBRARIES

  • OCLC NetFirst® Hot Topics: Estate Planning - OCLC Online Computer Library Center, Inc. (7/4/2001) ("... a nonprofit membership organization serving 39,517 libraries in 76 countries and territories around the world"; LREP classified as Dewey #346.73052; 025.04)
  • Estate Planning - Georgetown U. Law Library (under "Gateways" as "Estate Planning and Tax Law Research")
  • Gateways - Villanova U. Law Tax Master (Professor James Maule) (under "Smaller But Specialized")
  • Specialized Legal Subjects - REFLAW (Virtual Law Library Reference Desk - Washburn U. Law) (only estate planning and tax law site, listed as "Estate Planning & Tax Law Research and Information")
  • Probate, Trusts, Estates & Wills - Washburn U. Law WEB (as "Estate Planning & Tax Law Research and Information")
  • Estates and Trusts - U. of Montana Law Library (under "Collections" with FindLaw)
  • Law & Justice: Other Subjects - L.E. Phillips Memorial Public Library (Eau Claire, WI) (1/13/2002)
  • Legal Resources - Central Florida Library Cooperative, Inc. (CFLC) (Maitland, FL) (under "COMPREHENSIVE SITES" under "TOPICAL - ESTATE PLANNING" on the "Legal Resources on the Internet" page) (8/17/2002)

    INTERNATIONAL LINKS TO MY PAGE

  • Reports - Web Juridico (part of JurisLinks (Chile); subscription-based legal research in Spanish) (1/13/2002)
  • Derecho Sucesorio (the law of succession) - Biblioteca de Eculegal (one of the premiere legal sites of Ecuador since 1999) (listed as one of the top estate planning sites) (10/6/2002)

    OTHER LINKS TO MY PAGE

  • Wills, Trusts, Estates and Probate or Wills, Trusts, Estates and Probate (Corporate Counsel Center) - FindLaw ( 10/25/2003)
  • Society > Law > Legal Information > Estate Planning and Administration > Resources - Google™ Directory (5/8/2004)
  • Resources: Personal Client Services - Strook & Strook & Lavan, LLP (New York, NY) (10/25/2003)
  • Wills, Trusts and Estates - Research & Reference - Business.com, Inc. (specifically under Home > Law > Practice Areas > Wills, Trusts & Estates> Research & Reference) (9/2/2001)
  • Resource Center - Free Information Websites - The CPA Software News (Cygnus Interactive, a division of Cygnus Media) (under "Estate & Financial Planning") (5/8/2004)
  • Links - Finton, Foley & Rose, CPAs (Sacramento, CA) (specifically under Estate Tax Law & Planning Research) (5/31/2002)
  • Estate Law - KansasLawyers.com (Topeka, KS) (under "Starting Points" with Cornell U. Law's LII and Estate Planning Links; designed to "allow you easy access to the Internet World of the Kansas Legal Community") (8/17/2002)
  • Useful Links - Florilaw.com (James F. Gulecas (Clearwater, FL)) (10/6/2002)
  • Probate and Estate Law Resources - Law Offices of Howard L. Nations (Houston, TX) (11/3/2002)
  • Estate Planning - Public Directory > bedmunds (Backflip) (11/3/2002)
  • Chicago Lawyer ("...help[ing] you find the best lawyer to fit your individual needs ... in almost every area of the law, any place in Chicago") (11/8/2002)
  • Bookmarks - Ellis & Venable (Columbus, OH & Phoenix, AZ) (under "ESTATE PLANNING" as "Jason E. Havens' Estate Planning links") (11/28/2002)
  • Links - Comiter & Singer (Palm Beach Gardens, FL) (under "Estate Planning Resources") (6/5/2004)
  • Incorporate in Nevada Link Pages - NevadaCorporationsOnline.com (under "ESTATE PLANNING, ASSET PROTECTION, OFFSHORE" as "Jason E. Havens' Estate Planning links") (11/28/2002)
  • Estate Planning (under "Areas of Law") - AttorneyShoppingLinks.com (at top of "Estate Planning Law Links" as "Geocities: Legal Research for Estate Planners") (1/13/2002)
  •    

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