Family Wealth Management

This guide contains information about estate planning and the tax ramifications of family wealth.

Treatises and Hornbooks

The following materials discuss the law of trusts from a scholarly perspective. Knowing the history and development of different varieties of trusts is important to understanding how they can be used.

The law of trusts and trustees: a treatise covering the law relating to trusts and allied subjects affecting trust creation and administration, with forms, Kove et al.
[Bogert Trusts and Trustees]
KF730 .B63

Restatement of the law, third,  trusts
KF730 .R478 2003 (4 vols. plus supplement)
(Earlier, superseded volumes are in Remote Storage)

(Volumes 1 and 2 are available via Hein Online)

Fiduciary Law, Frankel

Use OSCAR to locate additional treatises. Useful OSCAR Subject Searches include:

  • trusts and trustees -- [United States] [California] 

See also related topics, such as:

  • executors and administrators
  • inheritance and succession
  • life insurance trusts
  • living trusts
  • revocable trusts
  • spendthrift trusts

Note the location in the OSCAR records. Some of these materials are in the second floor stacks; others in the Open Reserve room (the Stauffer Collection).

Study Guides and Nutshells

Siegel's Wills and Trusts: Essay and Multiple-Choice Questions and Answers
Closed Reserve Room KF755 .Z9 S484 2013

Understanding Trusts and Estates, Andersen
Open Reserve Room KF730 .F86 2013

Wills and Trusts in a Nutshell, Mennell and Burr
Open Reserve Room KF755 .Z9 M38 2012

Wills, Trusts and Estates: Examples and Explanations, Beyer
Closed Reserve Room KF755 .Z9 B49 2012

Drafting Trusts

The following books and programs provide practical advice, although not specific to California:

Brody, The Irrevocable Life Insurance Trust: Forms with Drafting Notes (2012)

Mezzullo, An Estate Planner's Guide to Family Business Entities: Family Limited Partnerships, Limited Liability Companies and More (2011)

Hunt, Estate Planning Forms (2009)

Grassi, A Practical Guide to Drafting Irrevocable Life Insurance Trusts (2007)

Shaffer, The Planning and Drafting of Wills and Trusts (2007)

See the California CEB materials for California-specific drfting materials.

Annual Conferences on Estate Planning

Annual congresses on estate planning, some of which have been conducted for decades, will discuss a range of current issues:

Heafey Law Library Research Team