Georgetown Law Library

Estate Planning Research Guide

This guide describes specialized estate planning resources for research in estate planning and estate and gift taxation.

Contents

Key to Icons

Georgetown only
On Westlaw
On Lexis
On Bloomberg
PDF
More Info (hover)
Preeminent Treatise
Study Aid

Introduction

This guide is intended as an introduction to resources for research in estate planning and estate and gift taxation. For more information, please see our research guides on Federal Tax, State and Local Tax, or International and Foreign Tax.

Tax Research - Federal Guide
by Cattleya Concepcion Last Updated Jun 24, 2021 14711 views this year
Tax Policy Research Guide
by Rachel Jorgensen Last Updated Jul 29, 2021 975 views this year

Getting Started

Bloomberg Law: Tax
For an Estate Tax Planning calculator, go to Federal > Practice Tools > Tax Calculators > Tax. Includes all of the BNA Management Portfolios.

Cheetah
For practice tools like calculators, go to the Practical Content dashboard.
Checkpoint
For an Estate Tax Planning calculator, go to Tools > General Calculators > Tax.

You may create a user ID for customized features like alerts, folders, and saving documents or searches. Register at the Checkpoint registration page using your Georgetown Law email. IDs expire on July 31 and December 31 each year. Re-registration is required.

50 State Survery - Estate, Gifts & Trusts
Bloomberg Law allows you to select individual states or all and it creates a report on the Estates and Trusts laws in those jurisdictions.

Williams Library Reference

Reference Desk:
Atrium, 2nd (Main) Floor
(202) 662-9140

Request a Research Consultation

Update History

Updated 07/14 (JZ)
Revised 03/18 (CMC)
Revised 06/21 (MK)