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Professional Resources
EstateSettlement.com
Law Firm Practice Development
Attorney Jokes (all disclaimers apply)
Estate-Attorneys.net
Law Firm Marketing Coach Specialist in increasing revenues and improving firm efficiency. Internet consultant. Great Research and Newsletters. Henry Harlow, master’s degree in psychology - licensed psychotherapist.
Probate and Estate Settlement Statutes (Laws) Easy Access to all Probate Statutes Table Format
Uniform Probate Code 2006 PDF file, 573 pages, NATIONAL CONFERENCE OF COMMISSIONERS ON UNIFORM STATE LAWS - APPROVED AND RECOMMENDED FOR ENACTMENT IN ALL THE STATES
Link to all 50 states probate codes and Trust and Estates Laws (similar to home page easier navigation) coming soon!
Intestate Calculators for all States - MyStateWill.com Kurt R. Nilson, Esquire
Industry Web Sites
American Bar Association ABA
The American Institute of Certified Public Accountants AICPA
The CPA Journal Online NY Society of CPAs
Trust and Estate Magazine Web Site The Journal of Wealth Management for Professional Advisors
The National Association of Estate Planners & Councils (NAEPC)
Registered Representative Magazine Online
Chartered Financial Analysts CFA Web Site
Valuations
Ebay Historical auction prices on all items sign in and go to advanced search "completed listings"
Kelley Blue Book Find used and new car market values
Artnet Auction prices for listed artists (sold at major auctions houses; Sotheby's, Christies, etc)
Kovels Price guide for antiques and collectibles
PCGS Professional Coin Grading Service Price Guide for U.S. Coins
Know your Stuff Online home inventory system
Insurance
Taxation of Life Insurance:
Understand the Issues to
Avoid Mistakes PDF file, 9 pages By Pettus C. (“Pete”) Gibbons
The Future of Estate Taxes (articles)
IS UNLIMITED INHERITANCE UN-AMERICAN? PDF file, By by Jim Grote
NAEPC Journal of Estate and Tax Planning, 28 pages
ESTATE PLANNING TO COPE WITH THE CURRENT LEGISLATIVE UNCERTAINTY PDF file, 14 pages Author: JOHN J. SCROGGIN
Tax Update from the Hill - The
Fate of the Estate - Legislative
Updates of Estate and Gift Tax
Reform Proposals PDF file, 65 pages, Elizabeth Paris
Tax Counsel, Senate Finance Committee
Asset Distribution of Taxable Estates:
An Analysis PDF file,
6 pages, CRS Report to U.S. Congress By Steven Maguire
Internal Revenue Service
IRS Forms
Form SS4 Application for (Estate) Employer Tax Identification Number PDF file Rev. July 2007
Form 706 Estate Tax Return (and Generation Skipping) PDF file Revised Sept, 2007)
Form 4768 File Extension Estate Tax Return PDF file, 1 page 1041 Instructions and Forms 2007 PDF file
Form 56 Notice Concerning Fiduciary Relationship PDF file
General Information
Introduction
to Estate
and Gift
Taxes PDF file, 12 pages Individual Retirement Account (IRA); decedent; beneficiary's disclaimer IRS Link
Notice of Proposed Rulemaking Disclaimer of Interests and Powers REG-08215-91 IRS Link starts on page 145.
IRS Study Papers and Research
Recent Changes in the Estate Tax Exemption Level
and Filing Population PDF file, 114 pages
Utilization of Special Estate Tax Provisions for Family-
Owned Farms and Closely Held Businesses PDF file, 128 pages
Factors in Estates’ Utilization of Special Tax
Provisions For Family-Owned Farms and Closely
Held Businesses PDF file, 93 pages
The History of Estate Tax: Ninety Years and Counting PDF file, 118 pages
Projections of Federal Tax Return Filings: Calendar
Years 2005-2012 PDF file, 147 pages
Data on Estate Tax Returns Filed in 2006 excel document, 49,050 estate tax return filed with value of $211 million
Audit Revaluation of Federal Estate Tax Returns PDF file, 1992 40 pages
U.S. Government Statistics on Death and Dying
Atlas of United States Mortality PDF file, U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES, 17 pages
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