LREP > IV. SPECIFIC
EP TOPICS
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, 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 category
features estate planning topics from calculations to
charitable giving to valuation. I hope that you find this
category of sites helpful.
A. Primary Sources
B. Basic EP: 1.
Glossaries & Other General Sites; 2. Fundamental Articles
C. Valuation: 1.
Organizations; 2. Business Valuation; 3. Stock; 4. Real
Property Valuation Sites (6/8/2003); 5. Other
Valuation Sites
D. Calculations: 1.
Gross Estate; 2. Deductions; 3. Actuarial; 4. Minimum
Required Distributions (2/11/2001); 5. Income Tax
Consequences of Life Insurance & Annuities Calculations
(7/28/2001); 6. Other Income Tax and Miscellaneous
Calculations (9/29/2001)
E. Basic & Advanced EP:
1. General Sites; 2. Planning for Larger Estates (GST, FLPs,
grantor trusts, and more); 3. Trust Planning; 4. Marital
Planning; 5. Miscellaneous
F. Elder Law: 1.
Organizations; 2. General Elder Law Sites; 3. State-Specific
Sites; 4. Elder Law Publications; 5. Elder Law Forms; 6.
Miscellaneous
G. Charitable Planning:
1. Organizations; 2. General Charitable Planning Sites; 3.
State-Specific Sites; 4. Charitable Planning Publications;
5. Charitable Planning Forms; 6. Research on Specific
Charities; 7. Technology; 8. Sites for Private or "Family"
Foundations (3/21/2004); 9. Sites for Charitable
Organizations
(11/28/2002); 10. Sites and Information for Religious
Organizations (10/12/2003); 11. International Charitable
Planning
H. Retirement,
Employee Benefits & Financial Planning:
1. General Sites; 2. Specific Sites; 3. Publications on
Retirement, Employee Benefits & Financial Planning
I. Insurance Planning
(10/9/2004): 1. General Sites; 2.
Specific Sites on Irrevocable Life Insurance Trusts (ILITs)
J. International Tax Planning:
1. Organizations; 2. General Sites; 3. Publications on
International Tax Planning; 4. Research on International Tax
Planning; 5. Miscellaneous International Tax Planning Sites
(11/28/2003)
K. Tax Litigation:
1. Pre-Trial Resources; 2. Tax Courts (Trial); 3. Post-Trial
Resources; 4. Tax Litigation Publications
L. Miscellaneous:
1. Miscellaneous Probate Resources (6/22/2001); 2.
Miscellaneous Legal Citation and Legal Writing Sites (5/8/2004);
3. Miscellaneous Professional Responsibility Sites (5/8/2004);
4. Miscellaneous Sites on Northwest Florida (5/8/2004);
5. Other Miscellaneous
Sites (6/22/2001) |
