| I. Treatises (Wisconsin) | II. Treatises (General) | III. Looseleaf Services & Form Books |
| IV. Annual Institutes | V. Journals | VI. Internet Resources |
I. Treatises (Wisconsin)
Ellis, Dwight H. And Thomure, John c. Sophisticated Estate Planning Strategies for the
Advanced Practitioner in Wisconsin. Eau Claire, WI: National Business Institute, 2002.
Location: KFW/2540/A75/2002
Erlanger, Howard S. The Basic Wills Handbook: A Guide to the Wisconsin Basic Wills. 2nd ed.
Madison, WI: Center for Public Representation, 1995.
Location: Reserve Collection KFW/2544/K55/1995
Erlanger, Howard S. Marital Property, Taxation, and Estate Planning in Wisconsin. Madison,
WI: University of Wisconsin Law School, Continuing Education and Outreach, 1991.
Location: Reserve Collection KFW/2497/E75/1991
Erlanger, Howard S. Wisconsin's New Probate Code: A Handbook for Practitioners. Madison,
WI: University of Wisconsin Law School, Continuing Education, 1998.
Location: Reserve Collection KFW/2544/E75/1998
A Handbook for Personal Representatives. Madison, WI: State Bar of Wisconsin, Real Property,
Probate and Trust Law Section, 2005.
Location: Reserve Collection KFW/2547/Z9/H36/2005
Kroll, Thomas J. Effective Estate Planning for the Small Estate in Wisconsin. Eau Claire, WI:
National Business Institute, 2000.
Location: KFW/2540/A75/E35/2000
Kroll, Thomas J. and McElligott, F. Brian. A Practical Guide to Estate Administration in
Wisconsin. Eau Claire, WI: National Business Institute, 2003.
Location: KFW/2544/A75/A36/2003
Lambert, Katherine W. Death in Wisconsin: a Legal Practitioner's Guide to Postmortem
Administration. 9th ed. Eagan, MN: Thomson/West, 2008.
Location: Reference and Reserve KFW/2480/W57 v.15-16 (Wisconsin Practice Series)
McElligott, F. Brian and Kroll, Thomas J. Wisconsin Probate: Beyond the Basics. Eau Claire,
WI: National Business Institute, 2002.
Location: KFW/2544/K76/2002
Mundt, William F., ...[et al.] Wisconsin Probate System. 1996 ed. Madison, WI: State Bar of
Wisconsin, 1996 - (Last updated 2006).
Location: Reserve Collection KFW/2544/B682
The Probate Process from Start to Finish in Wisconsin. David B. Billing...[et al.] Eau Claire,
WI: National Business Institute, 2003.
Location: KFW/2544/A75/P76/2003
Schmidt, Neal E. Wisconsin Estate Tax Handbook. Madison, WI: University of Wisconsin Law
School, Continuing Education and Outreach, 2003.
Location: KFW/2882/S36/2003
Stange, Dean T., Jennifer R. Amato and Jessica King. Wisconsin Probate System: Forms and
Procedures Handbook. Revised edition of Wisconsin Probate System. Madison, WI: State Bar
of Wisconsin CLE Books, 2008.
Location: Reserve Collection KFW 2544 B683
Weisberger, June. A Guide to Wisconsin's Statutory Forms: Basic Wills, Power of Attorney for
Financial Decisions, Marital Property Agreements, Health Care Declaration to Physicians
(Living Will), Power of Attorney for Health Care Decisions. Madison, WI: University of
Wisconsin Law School, Continuing Education and Outreach, 1995.
Location: Reserve Collection KFW/2540/A65/1995
Wisconsin Judicial Bench Book: Vol. V Probate, Guardianship and Mental Health. 2nd ed.
Madison, WI: Judicial Education Office, 2002 - (Last updated 2006).
Location: Reserve Collection KFW/2915/W57/V.5
Wisconsin Legal Forms: Vol. 4 Estate Planning. Rochester, NY: Lawyers Cooperative
Publishing, 1994. (Last updated 2002.)
Location: Reserve Collection KFW/2468/W57/v.4
Wisconsin Probate and Estate Planning Statutes. Madison, WI: State Bar of Wisconsin, 2008.
Location: Reserve Collection KFW/2544/A29
Wisconsin Probate Law and Practice. Elizabeth K. Berman and Claire E. Hallinan. 8th ed.
Wilmette, IL: Callaghan, 1982, with current supplements.
Location: Reserve Collection KFW/2544/W57/1982
Workbook for Wisconsin Estate Planners. Mark Bradley...[et al.] 4th ed. Madison, WI: CLE
Books, State Bar of Wisconsin, 2003 - (Last updated 2007).
Location: Reserve Collection KFW/2540/E3
Abbin, Bryle M. Income Taxation of Fiduciaries and Beneficiaries. New York, NY: Aspen Law
& Business, 1998.
Location: KF/6443/I53/1998
The American Bar Association Guide to Wills and Estates: Everything You Need to Know about
Wills, Estates, Trusts and Taxes. 2nd ed. New York: Random House Reference, 2004.
Location: KF/750/Z9/A47/2004
Anderson, Roger W. and Bloom, Ira Mark. Fundamentals of Trusts and Estates. 3rd ed. Newark,
NJ: Lexis/Nexis Matthew Bender, 2007.
Location: KF/729/F86/2007
Averill, Lawrence H. Uniform Probate Code in a Nutshell. 5th ed. St. Paul, MN: West
Publishing Co., 2001.
Location: KF/765/A994/2001
Beyer, Gerry W. Wills, Trusts and Estates: Examples and Explanations. Gaithersburg, MD:
Aspen Law & Business, 1999.
Location: KF/755/Z9/B49/1999
Casner, A. James and Jeffrey N. Pennell. Estate Planning. 6th ed. Boston, MA: Little, Brown,
1995, 3 v. (Updated annually)
Location: Reserve Collection KF/749/C3/1994
Cowles, Colleen. The Effective Estate Planning Practice: Procedures and Strategies for a
Client-Focused Business. Chicago, IL: General Practice, Solo and Small Firm Section, ABA,
2001.
Location: KF/750/C69/2001
Drafting for Tax and Administration Issues. Chicago, IL: Real Property, Probate, and Trust Law
Section, American Bar Association, 2000.
Location: KF/750/E8245/2000
Dukeminier, Jesse. Wills, Trusts, and Estates. 6th ed. Gaithersburg, MD: Aspen Law Business,
2000.
Location: KF/753/A7/D85/2000
Evans, Daniel B. Wills, Trusts and Technology: An Estate Lawyer's Guide to Automation. 2nd ed.
Chicago, IL: Section of Real Property, Probate and Trust Law, American Bar Association.
Location: KF/320/A9/E93/2004
Federal Estate and Gift Taxation. Boris Bittker [et al.] 8th ed. Gaithersburg, MD: Aspen Law &
Business, 2000.
Location: Reserve Collection KF/6335/A7/B51/2000
Handling Your First Basic Will, 1992. New York, NY: Practicing Law Institute, 1992.
Location: KF/755/Z9/H36/1992
Haskell, Paul G. Preface to Wills, Trusts and Administration. 2d ed. Westbury, NY: Foundation
Press, 1994. (University Textbook Series)
Location: KF/755/H27/1994
Hunt, L. Rush and Hunt Lara Rae. A Lawyer's Guide to Estate Planning: Fundamentals for the
Legal Practitioner. 3rd ed. Chicago, IL: General Practice Section, American Bar Association,
2004.
Location: KF/749/H86/2004
Larson, David C. Death and Taxes: Questions and Answers on Wills, Trusts, and Probate.
Honolulu, HA: University of Hawaii Press, 2002.
Location: KF/753/L37/2002
Loring, Augustus Peabody. Loring, A Trustee's Handbook. Boston, MA: Little, Brown, 2006.
Location: KF/730/L6/2006
Lynn, Robert J. Introduction to Estate Planning in a Nutshell. 5th ed. St. Paul, MN: West
Publishing Co., 2004.
Location: Reserve Collection KF/750/L9/2004
Manning, Jerome A. Manning on Estate Planning. 5th ed. New York, NY: Practicing Law
Institute, 1995.
Location: KF/749/M36/1995
McGovern, William M. and Kurtz, Sheldon F. Wills, Trusts, and Estates: Including Taxation
and Future Interests. 3rd ed. St. Paul, MN: Thomson/West, 2004..
Location: Reserve Collection KF/755/M34/2004
McNulty, John K. Federal Estate and Gift Taxation in a Nutshell. 6th ed. St. Paul, MN: West
Publishing Co., 2003.
Location: Reserve Collection KF/6572/Z9/M3/2003
Mennell, Robert L. Wills and Trusts In a Nutshell. 3rd ed. St. Paul, MN: West Publishing
Co.,2007.
Location: Reserve Collection KF/755/Z9/M38/2007
Page, William Herbert. Page on the Law of Wills. 2nd ed. Cincinnati, OH: W. H. Anderson Co.,
2000. (Gradually replacing the revised 1960 treatise).
Location: KF/755/P3/2000 (Accompanying disk at the Circulation Desk)
Pennel, Jeffrey and Newman, Alan. Estate and Trust Planning. Chicago, IL: American Bar
Association, Section of Real Property, Probate and Trust Law, 2005.
Location: KF/750/P46/2005
Peschel, John L. and Spurgeon, Edward D. Federal Taxation of Trusts, Grantors, and
Beneficiaries: Income, Estate, Gift, Generation-Skipping Transfer. 3rd ed. Boston, MA.: Warren,
Gorham & Lamont, 1997. (Last updated 2007)
Location: KF/6443/P48/1997
Plotnick, Charles. How to Settle an Estate: a Manual for Executors and Trustees. New York,
NY: Plume, 1998.
Location: KF/778/Z9/P565/1998
Price, John R.; Donaldson, Samuel A.; and Petrie, Gair Bennett. Price on Contemporary Estate
Planning. 2007 ed. Chicago, IL: Commerce Clearing House, 2007.
Location: Reserve Collection KF/749/P74/2007
Ray, Thomas J., Jr. Charitable Gift Planning: A Practical Guide for the Estate Planner.
Chicago, IL: American Bar Association, Section of Real Estate, Probate and Trust Law, 2007.
Location: KF/6388/R39/2007
Scott, Austin Wakeman; Fratcher, William Franklin; and Ascher, Mark L. Scott and Ascher on
Trusts. 5th ed. New York: Aspen Publishers, 2006.. (Gradually replacing The Law of Trusts, 4th
ed., 1987).
Location: Reserve Collection KF/730/S3/2006/v.1-5
Schlesinger, Edward S. Pre-Mortem Estate Planning Checklist. Philadelphia, PA: American
Law Institute-American Bar Association Committee on Continuing Education, 2000.
Location: KF/750/Z9/S34
Sutkowski, Edward F. and Kuppler, Karl B. Estate Planning: A Basic Guide. Chicago, IL:
American Bar Association, General Practice Section, 1994.
Location: Reserve KF/750/Z9/S88/1994
Wills and Estate Planning Guide: A State and Territorial Summary of Will and Intestacy
Statutes. Chicago, IL: American Bar Association, General Practice Section, 1995.
Location: KF/753/Z95/1995
III. Looseleaf Services and Form Books
Successful Estate Planning: Ideas and Methods. Englewood Cliffs, NJ: Prentice Hall,
1968-1997
Location: Reference Collection KF/748/S83/v.1-2
Tax Management Portfolios: Estates, Gifts, and Trusts. Washington, D.C.: Tax Management Inc.
(Series. Titles cataloged separately)
Location: Reference Collection KF/6365/T392
Wills & Trusts Forms. Englewood Cliffs, NJ: RIA,1992-1996.
Location: Reference Collection KF/748.1/W56
IV. Annual Institutes
Philip E. Heckerling Institute on Estate Planning. The Annual Philip E. Heckerling Institute on
Estate Planning. New York, NY: Matthew Bender. 1967-
Location: KF/750/A2/I5
The following is a selected list of journals on the topic of estate planning, probate and wills. All
titles are available in the Law Library Periodicals Collection, located on the third floor and are
arranged alphabetically by title.
ACTEC Notes. Santa Monica, CA: American College of Trust and Estate Counsel, vol. 16, no. 1
(summer 1990)- (Continues Probate Notes.)
ALI-ABA Estate Planning Course Materials Journal. Philadelphia, PA: American Law
Institute-American Bar Association Committee on Continuing Professional Education., vol. 1,
no. 1 (April 1995)-
Estate Planning. Boston, MA: Warren, Gorham & Lamont, vol. 1 (autumn 1973)-
Probate and Property: The Magazine of the Real Property, Probate and Trust Law Section of the
American Bar Association. Chicago, IL: American Bar Association, vol. 1, no. 1 (February
1987)-
Probate Law Journal. Boston, MA: National College of Probate Judges and Boston University
School of Law, vol. 4, no.3 (1982)-vol.14, no.1 (1997) (Ceased publication.)
Probate Notes. Los Angeles, CA.:American College of Probate Counsel, Winter 1974/1975-
v. 15, no. 4 (spring 1990) (Continued by ACTEC Notes.)
Real Property, Probate and Trust Journal. Chicago, IL: Section of Real Property, Probate and
Trust Law, American Bar Association, vol. 1 (spring 1966)-
To locate specific journal articles on estate planning, probate and wills, try searching one of the
databases of or indexes to legal periodicals available at the Law Library. Some of these indexes
are only available in print and are located at the Periodicals Index Tables in the Grand
Reading Room. Other indexes are available electronically through the Campus Libraries and
Law Library Web Sites. Links are available at
http://library.law.wisc.edu/elecresources/databases/articles.php.
| Name of Index | Location | Dates of Coverage |
| Index to Legal Periodicals (and Books) | Periodicals Index Tables, Grand Reading Room | Index: 1880's to present |
| Index to Legal Periodicals Full-Text | Campus and Law Library Web Sites |
Index: August 1981 to present Full-text (selected): 1990's to present |
|
Hein Online |
Campus and Law Library Web Sites | Full-text: First volume to most current allowed under contract |
Federal and State Probate Material on the Internet
(http://www.law.cornell.edu/topics/estate_planning.html)
Internal Revenue Service Home Page (http://www.irs.gov/)
ABA Section of Real Property, Probate & Trust Law (http://www.abanet.org/rppt/home.html)
Law & Estate Planning Sites on the Internet (http://www.ca-probate.com/links.htm)
Complete List of Estate Planning Attorneys on the Web (http://www.aaepa.com/)
American College of Trust and Estate Counsel (http://www.actec.org/)
Wills on the Web (http://www.ca-probate.com/wills.htm)
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