Resources

Trust & Estate Links

Trust & Estate Links

The Society of Financial Service Professionals – A national network of credentialed professionals working in diverse financial disciplines. For information on Society programs and services, visit FinancialPro.org or call Member Service at 1-800-392-6900.

Consumers Tool Kit for Health Care Advance Planning
Prepared by the ABA Commission on Law and Aging

Life Insurance Articles
This page on the Life Insurance Advisors, Inc web site contains 45 articles for lawyers, trustees and other professional advisors relating to life insurance product and company due diligence and the applications of life insurance in a variety of planning contexts.

UTCProject.org
NCCUSL has established this website designed to help those studying the Uniform Trust Code (“UTC”) for potential enactment.

The American College of Trust and Estate Counsel – Home page and public resources from the respected nonprofit association of trust and estates attorneys. Includes consumer information, index of ACTEC publications and extensive links

Find Law - Wills, Trusts, Estates and Probate – Link to legal subject index for one of the most comprehensive legal web sites on the Internet

The Estate Planning Links Website – Another massive list of trust and estates, probate and tax web sites, including the "13 Best" sites

Living Wills – Links to web sites focusing on health directives

Department of the Treasury - Internal Revenue Service - Tax forms and instructions, frequently asked questions, filing and other resources and information

U.S. Tax Code On-Line - Complete text of the U.S. Internal Revenue Code, Title 26 of the U.S. Code, accessible in several searchable and linked formats

Social Security On-line – The official site of the Social Security Administration

Applicable Federal Rates

IRS Pub. 78 - Searchable List of Exempt Orgs

Foundation Center

GuideStar - Searchable database of more than 640,000 nonprofit organizations in the United States

Information for Nonprofits

National Center for Nonprofit Boards

Partnership for Philanthropic Planning

Nonprofit Times

Planned Giving Design Center

Planned Giving Resources Inc.

Planned Giving Today

AARP's Legal Services Network

National Academy of Elder Law Attorneys

SeniorLaw Home Page

The ABA Joint Committee on Employee Benefits (JCEB) - Coordinates the activities of the employee benefits committees of six sections, Business Law, Health Law, Labor and Employment Law, Real Property Probate and Trust, Taxation, and Tort and Insurance Practice

Natalie Choate's Life and Death Planning for Retirement Benefits – Natalie’s Notes and other expert analysis on the income and estate planning aspects of retirement benefits.

AICPA Home Page – CPA organization home page

FamilySearch.Org - Mormon Church Genealogical Records – excellent genealogy search site

The International Academy of Estate and Trust Law

Dan Evans’ Estate Planning Software Links