CONTENTS As updated for Version 2.0 (2010)

CONTENTS – As updated for Version 2.0 (2010)

Introduction

Part 1: Electronic Resources – Background

Chapter 1: Basics of Computer Operation for T & E Practitioners The Personal Computer in the Trusts and Estates Practice Fundamental Benefits of Computer Applications

Effect of appropriate software on your practice

Chapter 2: Tricks and Traps – Computer Operation for Non-Techies Adjusting Your Computer Desktop for More Efficient and Pleasurable Use

Navigating in Windows

Mousing Around – Tricks and Adjustments Mousing Around, or Not -- Why Hotkeys? Screen Capture: Put a picture in a Program Getting On a Wireless Network

Browsing Tricks: Enhance your web experience Using Your Browser More Efficiently

Desktop Search Remote Access

Collaboration Software Utilities for the PC A Look at Excel

Note Taking and Sharing Metadata

Your Computing Environment

Chapter 3: Technical Resources On Technology for T & E Practitioners General Technology for Trusts & Estates Professionals Technical Resources Online

Technology List Services, Newsletters and Blogs Useful for Non-Techies

Some Help with Email Computer Security The Paperless Office

Chapter 4: Web-Based Services

Delivery of Services Through Web-Based Facilities Specific Web-Based Service Facilities

Evaluating Web-Based Services Social Networking

Chapter 5: The Limits of Technology -- The “Black Box” Effect The “Black Box” Effect

Numerical Reality and Predictive Uncertainty

Adaptation of the Federal Tables To Computer Programs Calculations Involving AFRs

Applicable Federal Rate, CPI and Interest Tables Split Interest Trust Values

Chapter 6: The Mac Alternative New stuff The Operating System

Viruses and Security

Little Things Mean a Lot in Computing -- The Interface Mac Built-ins

Software for the Mac Dual Booting with Windows Networking Macs & PCs Mac Resources for Lawyers

Chapter 7: The Internet as Part of Your Desktop Types of Internet Resources

Desktop Shortcuts to the Internet A User Manual for the Internet

Using Internet Search Engines For T & E Research

Chapter 8: Software Selection and Lists and Reviews of Trusts and Estates Software

Lists and reviews of T & E software

T & E Software Procurement Checklists and Factors Computer Software Cost Analysis

Learn more about what you already have

Appendix 8A - Selecting Software for the T & E Practice Chapter 9: Client Data Gathering and Organization and Case Management

Systems

Data Gathering for Comprehensive Estate Planning Programs General Case/Practice Management Systems

Dedicated Trusts & Estates Case/Practice Management Systems

Convergence Project Management

Chapter 10: Comprehensive and Basic Estate Planning Programs Comprehensive Estate Planning Programs

Functions of Estate Tax Calculation/Estate Planning Programs Other Estate Planning Programs

Chapter 11: Standalone Handtool Programs and Spreadsheets Calculations with Standalone Handtools

Comparison of Features

GRATs/GRUTs, QPRTs, IDITs and SCINs on the Internet Appendix 11A:-- Using and Computing QPRTs

Chapter 12: State Estate and Inheritance Tax Calculations State Death Tax Background

State Death Tax Policy

Other Background Literature and Resources Drafting for the Decoupled State Estate Tax Tax Situs of Property

Online State Tax Department Calculators

Software Addressing State Death Tax Calculation and Planning

A Dedicated Standalone State Death Tax Calculator – DecoupleCruncher

Chapter 13: Life Insurance Calculations, Planning and Resources Life Insurance Calculations and Expectancy Estimation Life Settlements

Life Insurance Related Software & Web-based Facilities Planning with Life Insurance

Life Insurance Planning & Irrevocable Life Insurance Trusts Life Insurance Information

Chapter 14: Charitable Giving Software and Calculation Tables – Commercial and Free Web-Based

Tables for Calculating Values and Other Calculation Rules Calculations Relating to Charitable Transfers

Programs Addressing Charitable Gift and Trust Calculations and Presentations

Advanced Comprehensive and Presentation Programs Planned Giving Calculations on the Web

Free Presentations Online

Programs Assisting with Preparation of Planned Giving Documents

Web Sites with Technical Resources for Planned Giving Charitable Planning Treatises

Chapter 15: Business Entity Planning Software and Resources Resources for Business Entity Planning

Internet Resources on Family Business Organizations Organizations Providing Support and Assistance to Family Business Owners

Business Entity Techniques, Charts, Diagrams and Presentations

The Family Aspect of the Family Business Entity Valuation Resources

Family Business Organization Forms on the Internet State Forms and Sites for Business Entity Filings Collegiate Centers for Family Business

Chapter 16: Pension, Retirement and Financial Planning and Collectibles Financial Planning and Information Web Sites

Analysis of Financial Planning Software Procuring Financial Planning Software Financial Practice Systems

Personal Finance and Financial Calculators Financial and Retirement Planning Software Pension & IRA Planning Software

Pension, IRA and Roth Calculation Resources Commercial Retirement Planning Calculators

Free Pension, IRA, Roth and Other Calculators on the Web Websites with Links to Pension and Retirement Resources Pension and Retirement Planning Resources on the Internet Organization of and Valuation of Collectibles

Securities Portfolio Management

Other Pension and Retirement Planning Programs Other Financial Planning Programs

Types of Financial Planning Programs

Caveat -- Predictive Uncertainty in Financial Planning Appendix 16A -- American Dream Planner

Appendix 16B – NaviPlan

Appendix 16C -- Retirement Distributions Planner Appendix 16D -- Retirement Income Navigator Appendix 16E – Gainskeeper

Appendix 16F -- Collectify

Chapter 17: Programs and Web-Based Calculators Providing Miscellaneous Calculations

Online Calculators and Discussions of Calculations Convenient Access to Calculators

Part 3: Client Communication – Client and Group

Presentations

Chapter 18: Presentation of Client Reports, Flow Charts and Aids to Decision Making

Presentation of Reports to the Client and Decision Making Client Communication & Education -- Presentation & Flow Chart Software

Dedicated Presentation Programs

Graphic Presentations and Related Documentation Online Preparation of Diagrams, Flowcharts, Time Charts and Decision Trees

Utilities to Assist in the Preparation of Reports

Chapter 19: Adobe Acrobat and PDF File Creation and Application Adobe Reader

Introducing Adobe Acrobat

Related Programs and Inexpensive Add-Ons Chapter 20: PowerPoint Opportunities for Communication

Learning About PowerPoint on the Internet Building a PowerPoint Slide Show

PowerPoint and Keynote for the Mac

Part 4: Drafting and Document Assembly

Chapter 21: Will and Trust Drafting Programs and Their Evaluation Nature of Document Assembly Systems

Techniques of Document Assembly

Some Criteria for Evaluation of Document Assembly Software Document Assembly Software Reviews and Analysis

Document Assembly Programs

Part 5: Tax Return Preparation, Accounting and Valuation

Resources

Chapter 22: Valuation of Securities and Other Property

Securities and Government Bond Valuation Commercial Services and Software

Federal Savings Bond Valuation

Internet Resources for Valuation of Securities Internet Resources for Valuation of Chattels Valuation of Life Insurance

Resources for Real Estate Valuation

Chapter 23: Estate and Gift Tax Return Preparation and Utilities Programs For Preparation of Estate and Gift Tax Returns Deferred Payment of Estate Taxes

Computation of Deficiency Interest

Other Utilities Useful for Return Preparation and Audit Appendix 23A – Inter-Est

Chapter 24: Fiduciary Accounting and Income Tax Return Preparation Fiduciary Tax Return Preparation Information

Online Information on Fiduciary Accounting

Suites Having Fiduciary Accounting Integrated With Estate Return Preparation

Fiduciary Accounting Software

Other Income Tax Return Preparation Software Appendix 24A – Review of Trust Accountant Appendix 24B – Review of PT Manager

Part 6: Trusts and Estates/Tax Resources on the Web

Sources for General Legal Forms (many are free) Trusts and Estates Practice and Probate Forms Trust Clauses for Specified Clients and Situations

Business Entity (and Other) Forms

Sites That Include Government and Court Forms Chapter 26: Planned Giving Resources on the Web

Charitable Planning and Administration Resources on the Internet

Charitable Organization Resources on the Internet Organizational and Technical Resources for Charities Charitable Planned Giving Presentations

Chapter 27: Organization and Operation of the Family Office To Family Office or Not to Family Office? Creating the Family Office

Peer Interaction and Information Exchange Examples of Software for Family Offices Banking Services for Family Offices

Chapter 28: Primary Sources for Federal and state Tax Materials and Federal Agencies

Federal Tax Code, Forms, Regulations, Rulings, Cases and Research – General Sites

Federal Tax Code, Regulations, Rulings and Cases – Specific Documents

Links to State Tax Departments, Tax Information and Statutes State Courts

State Agencies and Public Records Federal Legislative Information Other Federal Government Sites

Part 7: Trusts and Estates Legal Research on the Web

General Law Research

International Law and Business Resources on Writing

Lists of Trusts and Estates and Tax Related Links to Other Websites

Estate Tax Background and Policy

Tax and Trusts and Estates Research Resources

Directories of Trusts and Estates Practitioners and Related Institutions

Trusts & Estates Drafting Resources Specialized Professional Organizations Patented Tax Strategies

Tax Research Resources and Commentary Trusts and Estates News Sources

Blogs and Services Addressing Trusts & Estates Matters Fact Research Resources on the Internet

Chapter 30: Using Generic Search Engines for Tax and Other T & E Research

Using Internet Search Engines For Your Research Searching Tips & Resources – Google & Yahoo! Law Research Specific Search Engines

Anonymous Surfing – A Caveat

Beyond Searching – A User Manual for the Internet Guides to Using the Internet for Legal Research

Researching with Search Engines – Primary and Secondary Materials

There is More to Google (and Other Searches)

About the Author