Guides: Estate Planning Treatises: Introduction

Introductory Resources

Introduction to Estate Planning in a Nutshell by Grayson M. P. McCouch
Call Number: Reading Room Study Aids KF750 .L9
This nutshell provides an introduction to the areas of wills, trusts, future interests, insurance, pensions, federal estate and gift taxation and fiduciary administration. Introduction to Estate Planning in a Nutshell is also available online via West Academic Study Aids.
Understanding Trusts and Estates by Roger W. Anderson; Roger W. Andersen
Call Number: Reading Room Study Aids KF729 .F86
This study guide offers a concise yet comprehensive overview of the law governing wills, trusts, and future interests. It engages students with clear writing, realistic examples, and helpful graphic representations of present and future interests.
Wills and Trusts in a Nutshell by Robert L. Mennell; Sherri L. Burr
Call Number: Reading Room Study Aids KF755.Z9 M38
Written as a study aid for students enrolled in Wills and Trusts, this nutshell focuses on such topics as anti-lapse statutes, disclaimers and pretermitted heirs. Wills and Trusts in a Nutshell is also available online via West Academic Study Aids.

Federal Estate & Gift Taxation by Richard B. Stephens, Guy B. Maxfield, Stephen A. Lind, Dennis A. Calfee
Treatise providing in-depth analysis of Subtitle B (Chapters 11, 12, 13, and 14) of the Internal Revenue Code dealing with the federal estate tax, gift tax, and generation-skipping transfer tax.
Page On Wills by Jeffrey A. Schoenblum
Treatise providing thorough analysis of the law of wills and probate, including will drafting and forms. Takes a fifty-state approach.
Bogert's The Law of Trusts and Trustees by George Taylor Bogert, George Gleason Bogert, and Amy Morris Hess
Exhaustive treatise covering trusts statutes, rules, regulations, and court decisions.
Manning on Estate Planning by Jerome A. Manning
This treatise offers extensive guidance to estate planning, including the martial deduction and nonmarital share, providing for children, gifts and generation-skipping transfers, grantor-retained interest trusts, life insurance, retirement benefits, estate and gift tax issues affecting business interests, family and partner interests in a business, joint interests, choosing executors and trustees, and the payment of estate taxes. Updated online.