The Academy is committed to maintain and improve its position as the most valuable membership organization for estate planning attorneys — the "Total Solution" for its members' business and professional needs. |
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| ADVANCED ESTATE PLANNING RESOURCES |
| 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.
- 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.
- Administration on Aging: This site includes information and resources designed for older Americans and their families as well as those concerned about providing opportunities and services to enrich the lives of older people and support their independence.
- CareGuide: - 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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
- 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.
- 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 |
- 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.
- 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.
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“The marketing is ingenious. Stick with the call-to-action marketing at least until you are very well established in the community. It is tried and true and will give you a steady flow of clients. The same is true of the seminar presentation. Whenever another attorney tells me he or she is thinking about doing seminars, I encourage them to do it because I know they will spend a lot of money to get a few people into a seminar where they will give a disjointed, lengthy seminar all the while talking over the heads of the attendees. They will not quote fees or come to a proper close and will realize few if any clients as a result. My results are the complete opposite.
The documents are complete and without rival. The education is superb as is the customer service, collegiality and professionalism.” Brad A. — Nevada Member
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