CONTENTS As updated for Version 2.0 (2010)

Transcription

1 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 Technical Publications for Practitioners

2 Some Help with 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 Part 2: Electronic Facilities for the Trusts and Estates Practice

3 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

4 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 Resources for Specific Entities

5 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

6 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 Something Different in Document Assembly

7 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 Chapter 25: Legal Forms Available 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

8 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 Chapter 29: Resources for Tax, Trusts and Estates Research General Law Research International Law and Business Resources on Writing Compendiums of Trusts and Estates Resources

9 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 About the Author 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)