Family Wealth Management

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

ABA Materials on Estate Planning

The American Bar Association produces many publications on Estate Planning. The law library has many titles in print, including several years of materials from the American Law Institute-American Bar Association Estate Planning courses:

ALI-ABA Estate Planning Course Materials Journal: CMJ EP
(available via Hein Online; also in print, Law Periodicals K1 .A1453)

Annual ALI-ABA Estate Planning Courses:

These are a few recent ABA Publications on Estate Planning:

ABA Section on Real Property, Trust and Estate Law

The ABA Section on Real Property, Trust and Estate Law provides professional development opportunities for attorneys who practice in these areas. Consult their website for news and events. In particular, the tabs for:

The website also links to Heckerling Reports, summaries of proceedings at the annual Philip E. Heckerling Institute on Estate Planning at the University of Miami Law School. Expanded coverage of the Philip E. Heckerling Institute is available via LexisNexis (1992 --). The Heckerling Institute (1984 --  ) and its predecessor Institute on Estate Planning (1967 - 1983) are also available in print.

Heafey Law Library Research Team