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Wills and Trusts - Resources

Resource Materials on Wills & Trusts

• Restatement of the Law Third, Property (Wills and Other Donative Transfers)
• ABA Publications on Estates and Trusts

Basic Doctrine and Principles

• A Crash Course in Wills & Trusts (from attorney Michael T. Palermo).
• American Bar Association, Section of Real Property, Probate, and Trust Law, Public Information Web Site ABA Answers to common questions about estate planning.
• The Very Basics of Estate Taxation (from the Federal Citizen Information Center).
• Selected Topics
  • Durable Power of Attorney (from the Missouri Bar)
  • Joint Tenancy (by Probate, Trust & Real Property Section of Indiana Bar

Uniform Probate Code

• Uniform Probate Code
• National Conference of Commissioners on Uniform State Laws

Estate Planning Links

• FindLaw: Probate & Estate Administration
• Estate Planning Links
• Legal Research for Estate Planners
• Legal Information Institute (Cornell) Estates and Trusts

Investing Resources

• Investing Resources

Gifting Resources

• Charitable Giving, Gift & Estate Tax
• National Committee on Planned Giving
• TIAA-CREF, Roadmap to Charitable Giving

Indiana Materials

• Recent Cases
• Judicial Opinion Archive
• Statutes
• Recent Cases on Wills & Trusts
  • Tortuous interference with inheritance
    • Keith v. Dooley, 802 N.E.2d 54 (Ind. Ct. App. 2004) [Word]
  • Signatures on Self-Proving Affidavit Sufficient to Execute Will
    • Estate of Dellinger v. 1st Source Bank, 793 N.E.2d 1041 (2003) (single signature of testator and two witnesses on self-proving affidavit sufficient to execute formal will)

Organizations

• American Counsel of Trust and Estate Counsel — Information, plus a good collection of links.
• ABA Section on Real Property, Probate and Trust Law
• Indiana Bar Assocation, Probate, Trust & Real Property Section
• National Academy of Elder Law Attorneys
• National Network of Estate Planning Attorneys

Lawyer Directory

• American College of Trust and Estate Counsel
• Martindale-Hubbell Online Directory