Estate Planning Expert Library™ An exclusive estate planning research resource for experts, by experts
The Estate Planning Expert Library on IntelliConnect™ is an exclusive estate planning research resource written by experts, for experts. It’s a powerful trust and estate administration tool, a combination of leading estate planning treatises, integrated with CCH’s expert analysis and primary source material — plus useful practice tools, daily tax news, and coverage of current issues and trends.
Designed with your particular workflow in mind, the Estate Planning Library will assist you in all areas of your trust and estate administration practice — from client counseling, estate planning research and planning, to drafting and compliance.
The library is organized into “modules,” including Estate Planning and Drafting, Charitable Planning, Elder Law Planning and Trust and Estate Administration, which allow you to customize a sophisticated library best suited to your individual practice needs.
Available Formats / Update Frequency:
Daily – news content
All content within Estate Planning Expert Library is integrated so you can easily move between estate planning research expert analysis, coverage of current trust and estate administration developments and primary source documents. Numerous tools further increase your research productivity. You can easily find topics, calculate taxes and obtain a wide range of federal and state tax rates. Links between topics and resources help you gather and review all pertinent research material.
Estate Planning Research and Drafting
Estate Planning by James Casner and Jeffrey N. Pennell
Price on Contemporary Estate Planning by John R. Price
Drafting the Estate Plan: Law and Forms by David A. Handler and Deborah V. Dunn
Multistate and Multinational Estate Planning by Jeffrey A. Schoenblum
Income Taxation of Fiduciaries & Beneficiaries by Byrle Abbin
Federal Income Taxation of Estates, Trusts & Beneficiaries by M.Carr Ferguson, James J. Freeland and Mark L. Ascher
Loring: A Trustee’s Handbook edited by Charles E. Rounds, Jr
Access to perform plus III™ interactive federal and state estate and gift tax forms and instructions
Elder Law Planning
ElderLaw Report edited by Harry S. Margolis and Kenneth M. Coughlin
ElderLaw Portfolio Series edited by Harry S. Margolis and Julie A. Braun
ElderLaw Form Manual by Harry S. Margolis
Practice Tools and Aids
FinEst Calcs™ — Automates and consolidates financial and estate planning calculations and provides graphical representation
Key Tax Rate Data — Includes federal tables, rates and credits, and transfer tax compendiums for all 50 states and the District of Columbia, and more
Estate Planning Client Letter Toolkit™ — Letters and correspondence on estate planning research topics and other issues related to transfer taxes, making communications with clients quick and easy
Estate Planning Election and Compliance Toolkit™ — Prepares ready-to-file election and compliance statements on trust and estate administration planning and related topics, easily customizable.
Teitell’s Portable Planned Giving Manual by Conrad Teitell — A handy reference manual covering all aspects of charitable giving, including sample documents and practice aids, such as questionnaires and fund-raising proposals
IRS Actuarial Factors — An interactive look-up tool that instantly locates and returns the actuarial information you need
Multistate Guide to Estate Planning, by Jeffrey A. Schoenblum — A comprehensive, practical reference examining the complex state rules that govern various estate planning research issues in easy-to-use chart format