Federal Tax Law Research Guide: Estate Planning Resources

Treatises and Practice Guides

Links to authoritative Warren Gorham and Lamont Estate Planning Treatises. Good place to begin research to get background on a topic.

• List of Estate Planning Treatises on Westlaw
  • Bittker & Lokken: Federal Taxation of Income, Estates and Gifts
  • Stephen, Maxfield, Lind & Calfee: Federal Estate & Gift Taxation
  • Zaritsky: Federal Income Taxation of Estate & Trusts
     
• Estates, Gifts & Trusts Portfolios (BNA -- BloombergLaw)
• Tax Practice Series (BNA -- BloombergLaw)
• California Estate Planning Practice Guides (CEB OnLaw)

Other Estate Planning Resources:

• RIA Checkpoint Estate Planning
• Rutter California Probate Guide on Westlaw
• Witkins California Treatises on Westlaw

Articles and Journals

• Estate Planning (Journal)
  Highly regarded journal for practitioners.
• Estate planning Practice Center on Westlaw

Current Awareness

• Tax Notes
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Internal Revenue Code Section Research

• Thomson Reuters Checkpoint