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- Advanced Estate Planning Resources
- Charitable Planning Resources
- Elder Law Resources
- Estate Planning Web Sites
- IRS Web Site
- Legal Resources
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- Population Data Resources
- Probate & Living Trust Resources
- Related Publications
- State-Specific Resources
- Tax Resources
- Valuation Resources
Free Attorney Listing

National Directory of Estate Planning, Probate & Elder Law Attorneys
Add your firm to this top-ranked national directory. This site ranks in the top 10 search results on Google, Yahoo! & MSN for nearly every city listed within the directory. The American Academy of Estate Planning Attorneys manages this Directory site and you are welcome to list yourself and your law firm without charge.
ADVANCED ESTATE PLANNING RESOURCES
- Applicable Federal Rates: This site, sponsored by Pillsbury Madison & Sutro, LLP, is updated monthly with the Applicable Federal Rates (AFRs) in PDF format from the Internal Revenue Bulletin.
- Personal Residence Grantor Retained Income Trust (Estate Planning Memorandum): Also sponsored by Pillsbury Madison & Sutro LLP, this article explains the ins and outs of the QPRT.
CHARITABLE PLANNING RESOURCES
- American Association of Museums: This page offers a guide for museum giving as well as a complete list of museums nationwide for charitable giving. A good way to expand the appreciation for museums and to enrich communities.
- America's Charities Homepage: This page offers links to charities nationwide. You can search by type of charity or charity name. The organizations listed tend to be predominantly national and regional, but many have local chapters.
- The Chronicle of Philanthropy: Internet Resources: One of the most respected non-profit publications, this site is really geared towards non-profit professionals. However, it provides some good general information and is helpful for locating information on current trends in the not for profit sector.
- Council on Foundations: Good source of information on all types of Foundations for both legal professionals and individuals.
- Foundation Center: Also a site geared more towards non-profit professionals. However, this site could be useful for researching Foundations when considering participating in a Foundation for charitable giving.
- GuideStar: A database of over 40,000 American nonprofit organizations: A great resource for donors. This site lists thousands of local, regional and national non-profit organizations with contact information and descriptions.
- Heliport of the Internet Nonprofit Center: Provides a good, regularly updated list of links to help consumers find information on non-profits and answer questions about charitable giving.
- Internet Nonprofit Center: A good resource for information about non-profits. This site provides a library of publications, articles and links to help consumers gather information about non-profit organizations.
- National Charities Information Bureau: The NCIB rates non-profits nationwide. There is rating information on hundreds of charities and you can request a review on charities not listed.
- National Committee on Planned Giving: A good resource for professionals assisting individuals with making charitable contributions or provisions in their estate plans for charitable contributions.
- The NonProfit Times: This is another publication geared towards non-profit professionals that can provide some good information and resources about what's going on in the non-profit sector.
- PG Calc's Planned Giving Home Page: This site is very much for non-profits. It might be a good resource to recommend to non-profits you are working with.
- Philanthropy News Network: A lot of good, current information on charitable giving, taxes, and trends in planned giving and non-profit related issues for individuals, professionals and non-profits.
- Planned Giving Today: This site serves the planned giving community as a practical resource for education, information and professional linkage.
ELDER LAW RESOURCES
- Court TV Elder Law Center: A good source for attorneys and their clients. This site provides definitions and information about estate planning and links to government sites including Medicare and Medicaid sites.
- Elder Law Section of the New York State Bar Association's ElderLinks: Provides resources, organizations and links to articles on a variety of senior issues.
- Estate Planning/Elderlaw Legal Survival: A lot of good, basic legal information. A good place to start.
- Free Attorney Listing
National Directory of Estate Planning, Probate & Elder Law Attorneys
Add your firm to this top-ranked national directory of Estate Planning, Probate and Elder Law Attorneys. This site ranks in the top 10 search results on Google, Yahoo! & MSN for nearly every city listed within the directory. The American Academy of Estate Planning Attorneys manages this Directory site and you are welcome to list yourself and your law firm without charge. - Health and Retirement Study and AHEAD Web Page: The Health and Retirement Study (HRS) and Asset and Health Dynamics Among the Oldest Old (AHEAD) are nationally representative longitudinal data collections that examine retirement and the aging of society.
- Health Care Financing Administration (Medicare & Medicaid): The Health Care Financing Administration (HCFA) administers the Medicare, Medicaid and Child Health Insurance Programs.
- In the Prime: Home Page: Listen to these NPR shows and discover more about health, wealth and happiness in midlife!
- Kansas Elder Law Network: Estate Planning and Wills; senior citizens, aging, legal: A good state specific resource for estate planning.
- Missouri Division of Aging: An exceptional state specific resource for a variety of subjects from legal issues to elder care and agency lists.
- National Academy of Elder Law Attorneys: Assists lawyers, bar organizations and others who work with older clients and their families. Provides a resource of information, education, networking and assistance to those who must deal with the many specialized issues involved with legal services to the elderly and disabled.
- National Senior Citizens Law Center Advocates nationwide to promote the independence and well-being of low-income elderly individuals, as well as persons with disabilities, with particular emphasis on women and racial and ethnic minorities. Provides services and information for individuals and attorneys.
- New York Department of Aging's Elder Links: Provides links to state specific sites on a variety of subjects including legal resources.
- Pension & Welfare Benefits Administration Homepage: The United States Department of Labor Pension & Welfare Benefits Administration official web site.
- Senior Living Map - Child Care and Elder Care Directory including information on Assisted Living Residences, Nursing Homes, Preschools and Daycare. Provides articles, tools and newsletters for the elderly and their caregivers on general elder care issues.
- SeniorLaw Home Page: This is a Web site where senior citizens, their families, attorneys, social workers, and financial planners, can access information about Elder Law, Medicare, Medicaid, estate planning, trusts and the rights of the elderly and disabled.
- Social Security Administration Home Page: The official web site of the Social Security Administration.
- Social Security Disability Update: Sponsored by Crowe & Shanahan Attorneys at Law, this site offers a compilation of up-to-date articles and information on everything from Social Security Disability benefits to policy.
- Yahoo! Seniors' Guide: A sort of search engine for seniors.
ESTATE PLANNING WEB SITES
- Free Attorney Listing National Directory of Estate Planning, Probate & Elder Law Attorneys
Add your firm to this top-ranked national directory of Estate Planning, Probate and Elder Law Attorneys. This site ranks in the top 10 search results on Google, Yahoo! & MSN for nearly every city listed within the directory. The American Academy of Estate Planning Attorneys manages this Directory site and you are welcome to list yourself and your law firm without charge. - ABA's Section of Real Property, Probate and Trust Law: This section of the ABA site has a lot of good, current information, articles and links. The site also has information on Continuing Legal Education programs. CLICK HERE to read public information about estate planning, probate and administration of estates, transfer taxes and tax planning for your assets, and disability planning.
- Crash Course in Wills and Trusts: Sponsored by the Castleman Law Firm in California, this site has plenty of good basic information on estate planning. It is updated regularly and has a wealth of articles and links.
- Elder Law Section of the New York State Bar Association's ElderLinks:This section of the New York State Bar Association's web site has tons of links for issues from estate planning to medical insurance. It's a good resource to offer clients.
- Internet Law Library: Trusts and Estates: A very good legal resource. It is what it says it is - a law library and then some. There are good links to other legal resources, book reviews, links to federal and state laws and more. A must when doing research.
- Pennsylvania Estate and Trust Cyberlibrary: Specific to Pennsylvania, this site has good basic information with lots of links and articles. The site is sponsored by Daniel B. Evans, attorney at law and author of Wills, Trusts, and Technology: An Estate Lawyer's Guide to Automation.
- Practitioners Publishing Company (PPC): Publishes books on accounting, financial planning, and the preparation of income, gift and estate tax returns.
- Robert Clofine's Estate Planning Page: Also specific to Pennsylvania, this site has good basic information with links and articles.
- Texas Probate Web Site: This site is designed for use by attorneys. It provides up-to-date information on resources, laws and tax changes, and estate planning documents.
- Trusts & Estates: Provides technical information about estate planning, trust fund administration and investing assets for financial planning and building wealth.
- Wikipedia | Estate Planning The Internet's largest free encyclopedia.
IRS SITE WEB PAGES
- IRS Audit Technique Guides: These are guides used by IRS Auditors when they evaluate a business. There are currently more than 40 Guides available and more are in the works. The Guides are available in Adobe PDF format.
- IRS Bulletins: Official rulings and announcements.
- IRS Coordinated Issue Papers: Each Paper focuses on special issues for specific industries.
- IRS Problems Resolution Program: This Program serves to resolve administrative tax problems that aren't fixed through the normal IRS channels. Excellent resource in an emergency situation.
- Tax Regulations in Plain English: Explanations of tax rules for non-CPAs.
LEGAL RESOURCES
- ABA's LawLink (TM) Legal Research Jumpstation: Provides links to a variety of general legal resources, federal government and judiciary sites and law schools.
- About.com's Law Page: Updates materials and articles on current issues and events in law in all areas including estate planning and elder law.
- American Lawyer Media: This company publishes and sells a number of legal newspapers, magazines and books.
- Big Ear: Current Legal Resources on the Net: BigEar listens to a variety of law-related mailing lists and newsgroups. From each, it selects messages which contain references to Net documents, and constructs a listing which shows the title of the document, a link to it, and a link to the message "announcing" it on the mailing list. It thus offers a view of what's new on the Net for lawyers.
- CapitolWiz: This tool helps you find Federal and State congressional leaders by entering a zip code. CapitolWiz also helps you track key bills and votes.
- CataLaw: Metaindex of Law and Government: Similar to a card catalog, this site allows you to select a search method (type of law, region, other information) and then research the web for related information.
- Emory Law Library Electronic Reference Desk: Provides some good links to articles and information. Best for finding regional publications and articles.
- Federal Judiciary Homepage: A great source for court information, including its opinions, local rules and sometimes even its docket.
- FindLaw: Internet Legal Resources: A lot of good resources and links to more than 30 practice areas. Includes a host of features, including an ever-growing library of free court opinions and statutory codes. Best for searching government servers for individual states.
- FirstGov: FistGov is the official portal to U.S. government information on the Internet. It is organized by topic and it enables users to browse for federal resources.
- Florida Supreme Court Legal Research Links: State specific site with general legal information and regional links.
- GSU College of Law - Meta-Index for U.S. Legal Research: Use this site to search Federal and State court opinions.
- Guide to Law Online, Law Library of Congress: The Law Library of Congress online.
- ILRG's Subject Oriented Resources: Provides general legal resource links for a variety of areas of law including elder law and estate planning law.
- law.com: Primary place online to find legal news and features from ALM's own national and regional magazines and newspapers. Also offers nationwide job listings, seminars, practice centers, and an online suite of practice-management software.
- LawRunner: A Legal Research Tool: Provides worldwide legal research searching capabilities using Alta Vista.
- Lawyers Weekly: You have to pay a fee to use this site, but it is a great site for up-to-date legal news, opinion summaries, and articles on improving your practice.
- Legal Domain Network: The Legal Domain Network WWW Interface provides read-only access to law-related USENET discussion groups, as well as a number of Internet mailing lists on legal topics which are gatewayed into the system.
- Legal Information Institute: The Cornell Law School's Legal Information Institute is known for its hypertext U.S. Code and legal documents.
- Legal Language Services: Legal Language Services provides international litigation support with legal and financial communities around the world. The services of LLS include translation, interpreting, transcription and international service of process, as well as a range of ancillary services such as research, cataloguing of documents and expert testimony.
- lexisONE: Aimed at small firms, featuring Supreme Court cases, Federal and State cases, legal forms, the Martindale-Hubbell Law Digest, and a broad collection of links to legal resources.
- Megalaw.com: The Lawyers' Window to the Web - Site features include: attorney and paralegal job listings, attorney directory, legal news features & daily law headlines, links to specialty sites. This site is a veritable portal to the legal community.
- Professional Development Foundation: Check out the book, "The Federal Estate Tax Preparation of the 706," by Bolton. Also of interest is "PPC's 706/709 Deskbook," by Smith & Youse, available from Practitioners Publishing Company.
- Securities and Exchange Commission: Important not only for securities lawyers, but for any lawyer representation, researching or litigating against a corporation.
- Tax Library: A complete online tax library with articles and alerts on current tax news and issues.
- Thomas: Includes a full text of bills, public laws and legislation; the complete Congressional Records since 1989; committee information; roll-call votes since 1989; and a library of historical documents.
- VersusLaw: Highly efficient and effective legal research site.
- Link to the Title 26 Internal Revenue Code
LIFE INSURANCE RESOURCES
- About Life Insurance - The List of Inexpensive Term Life Insurance Rates: Good resource for basic explanations of life insurance terms and for calculating estimated insurance rates.
- Insurance News Network: Provides consumer information on current issues in insurance, articles, books and links.
- Life Insurance Only Portal: Information and rates on Universal, Whole, Term, Critical Illness, and Burial insurance.
- Long Term Care Insurance Quotes Wiz: Offers free insurance quotes for long term care, life, health, nursing home, and disability insurance, and provides alternatives for estate planning.
- Mutual of New York: Sponsored by the Mony Group, which has an "A" rating from A.M.Best, this site offers general information about financial planning and insurance.
- New England Life Insurance Company: This company is a division of MetLife. The site offers general information about insurance, rates and financial planning.
- Northwestern Mutual Life: This is a good general information site. There are a lot of topics covered with current articles and links.
- QuickQuote Life Insurance & Annuities: Highly rated site for quotes and information on insurance companies services.
- Quotesmith Corporation - Term Life Insurance Quote Page: provides quick quotes online for all types of insurance.
- Yahoo! Life & Health Insurance Center: Similar to a browser for insurance resources.
MARKETING RESOURCES
- Complete Lawyer: A magazine published eight times a year by the ABA General Practice, Solo and Small Firm Section. The Complete Lawyer is filled with substantive legal information and practical advice on ways to make life in the law a little easier.
- Direct Mail Tips: Ron Ferguson's site. Povides great tips for successful direct mail. It's well worth the time to check it out.
- FindLaw Lawyer Marketing: This is the marketing section of Findlaw.com. It is full of articles and useful resources.
- LawMarketing Discussion List: The purpose of this discussion list is to compare notes and exchange information, so that we can be more effective in promoting law firms. This is the place where you will find the newest ideas and most seasoned insight on every law firm marketing topic under the sun.
- Free Attorney Listing National Directory of Estate Planning, Probate & Elder Law Attorneys
Add your firm to this top-ranked national directory of Estate Planning, Probate and Elder Law Attorneys. This site ranks in the top 10 search results on Google, Yahoo! & MSN for nearly every city listed within the directory. The American Academy of Estate Planning Attorneys manages this Directory site and you are welcome to list yourself and your law firm without charge. - Trey Ryder's Education-Based Marketing for Lawyers: A lot of good tips about marketing strategies.
POPULATION DATA RESOURCES
- AmeriStat: This site provides you with instant summaries of the demographic characteristics of the U.S. population such as Marriage and Family, Population Estimates and Projections, Older Populations and Mortality Information.
- The U.S. Census: A good population resource that contains detailed information for the year 2000, including Elderly, Health Insurance, Well Being and much more.
- Best Places to Live, Accordning to BuzJournal: An article that ranks all of the Counties in the US by certain criteria. Click here for the Excel spreadsheet
PROBATE & LIVING TRUST RESOURCES
- Domicile and Estate Planning Guide for the Florida Snowbird: Designed for those with residences in New York and Florida, this seminar addresses the issues faced when property is owned in multiple states. Some good information for people with the same issues in other states.
- Florida Bar Real Property and Probate Section Library: The Florida Bar Association's Law Library online.
- Internet Resources: Real Property, Probate, and Trust Law (Wisconsin Bar): A wealth of state specific information for individuals and for their attorneys.
- Probate and Estate Planning Section - Michigan: State specific information and journal articles on estate planning and probate from the Michigan State Bar Association.
RELATED PUBLICATIONS
- FORESIGHT - Estate and Tax Planning Newsletter: Sponsored by De Maio & De Maio, this newsletter provides information on estate planning in New Jersey.
- Kiplinger's Retirement Report: This subscription magazine provides the answers you need to make informed decisions about every aspect of your retirement.
- Philanthropy News Network: This newsletter covers a wide range of philanthropy issues for non-profits, financial and legal professionals and consumers including tax issues and planned giving.
- Probate and Estate Planning Journal - Michigan: Newsletter for members of the Probate and Estate Planning Section of the Michigan State Bar Association. Non-members may pay a fee to subscribe.
- Probate & Property Magazine: An ABA publication, this magazine is available to section members and also available to others for a fee. The magazine covers topics related to probate, estate planning and property issues.
- Real Property, Probate and Trust Law Journal: The Journal publishes scholarly articles on subjects of practical interest and importance to lawyers practicing in the fields of real property, estate planning, probate, and trust law.
STATE-SPECIFIC RESOURCES
- Estate Planning for Non-Resident Spouses (Estate Planning Memorandum): Sponsored by Pillsbury Madison & Sutro, LLP, this memorandum discusses generally the U.S. gift tax and estate tax issues to consider for a married couple when the husband or wife or both are not citizens of the United States.
- Living Wills: Provides links by state to information about living wills
TAX RESOURCES
- Accounting/Tax Software Publishers SiteSeeker: Offers a comprehensive listing of all tax and accounting publishers on the web.
- AllLaw List of Tax Resources: Good tax law site with articles, editorial and links.
- Arthur Andersen's Center for Family Business: Provides articles and information about income and estate taxes and other family business management challenges.
- CCH INCORPORATED Home Page: Provides books and software as well as a research library and articles on tax issues.
- Deloitte & Touche's Tax News & Views: Site is designed to bring you the latest tax news from Washington. Deloitte & Touche's Washington watchers keep an eye on what Congress and the President are talking about and doing with your money. Tax News & Views is updated frequently.
- Internet Law Library - Taxation: Library on the Internet. Includes up-to-date federal and state tax codes.
- KPMG Peat Marwick: Complete analysis of the 1998 IRS Restructuring and Reform Act.
- PricewaterhouseCoopers' Tax News Network: News and analysis of state and federal business taxes.
- Research Institute of America: In depth tax research and up-to-date articles on a wide range of tax issues.
- Savings Bond Wizard: Prepare a listing of the bonds using Savings Bond Wizard, which can be downloaded free of charge.
- Small Business Taxes & Management: Online version of The Small Business Tax Review, offers news and analysis of tax law developments.
- Tax Prophet: ** Sponsored by Robert L. Sommers, this is a comprehensive tax information site. It offers current articles, links to publications and general information as well as Tax Prophet Tax Classes.
- Tax Resources SiteSeeker Tax Links: Provides links to state and federal tax inforamtion resources.
- Tax Section (ABA) - Other Related Sites: Provides links to state and federal tax sites and other government resources.
- TaxTalent: Offers online career management tools and resources for tax professionals.
- TaxWeb: Consumer-oriented source for federal, state and local tax-related developments that provides answers to general tax questions, plus hyperlinks to current federal and state-sponsored tax sites that will allow you to conduct more detailed tax research.
- Tax Sites: Provides links to a wide range of tax sites including state and federal government sites and different types of tax issues.
- U.S. Estate and Gift Tax Law: Concise definition of federal gift and estate taxes with links to other key definitions.
- U.S. Tax Court: Learn how to fight an unfair audit result in court or help your company defend itslef during an audit.
- U.S. Treasury: Download a PDF 1851 E Form from the Treasury's web site.
- World Tax and Doing Business In Guides (Ernst & Young): Provides important information on taxes and other business issues in 141 different countries.
- Yahoo! Tax Center: Search engine for tax research.
VALUATION RESOURCES
- Allison Appraisals: This is a national firm that has served the unique interests of legal and financial advisors as well as business owners and the public from sole proprietorships to complex professional LLC's.
- Antiques, Art, and Auctions: Maine Antique Digest Magazine: Web supplement to the magazine. This site has a lot of good articles and general information as well as dealer lists.
- BusinessValue.com from Bannister Financial: Banister Financial specializes solely in business valuation of closely-held companies, professional practices, and partnership interests throughout the Southeast United States. Business valuations are performed on a confidential basis for business owners and their professional advisors.
- Christie's: Largest auction house in the world offers appraisal services and auctions and a bookstore.
- Company Information on the Web: 8 Step Guide: A research site for legal professionals. Provides eight steps to finding information about companies on the web.
- Virtual Committee on Business Valuation Home Page: The Valuation of Business Property Committee is an electronic network among lawyers interested in business valuation and planning. It is a division of the ABA Probate and Trust Division group on business planning.
“Without the advice and guidance of AAEPA, my law practice would not be nearly as successful. The resources made available to members of AAEPA are invaluable. The ability to draw on the personal and practical experience of estate planning attorneys across the country coupled with the knowledge and commitment of the education department has allowed me to better assist my clients and their needs. Furthermore, the organized and efficient marketing systems not only helped me to find prospective clients; but also, helped me maintain client relationships. I owe much of the success of my law practice to AAEPA.”
Mary F. — California Member