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Estate Planning, Probate, and Wills

A Selective Bibliography


I. Treatises (Wisconsin)   II. Treatises (General)   III. Looseleaf Services & Form Books  
IV. Annual Institutes   V. Journals   VI. Internet Resources  

This bibliography includes references to a wide range of materials on estate planning, probate and wills. Publications strictly limited to theoretical discussions have been omitted, as have those dealing exclusively with foreign countries or with states other than Wisconsin.

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


II. Treatises (General)

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

V. Journals

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  

VI. Internet Resources

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)    



Compiled by Carl Christenson and Cindy May, Revised by Cheryl O'Connor
University of Wisconsin-Madison Law Library
Revised: May, 2008 (estateplan.wpd)

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