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Estate Planning Resources at the Anchorage Law Library Susan Falk September 2006 sfalk@courts.state.ak.us (907) 264-0581
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2 What are your research needs? What are the biggest challenges in estate planning today? Do you use a current awareness service? How do you research issues? What tools and resources do you use? What tools and resources would you like to see in the library?
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3 Resources in the Library Things you still can’t get online – Books! Treatises and Law Reviews can be checked out by Bar members We can mail them to you if you’re not in Anchorage
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4 Major Works Scott on the Law of Trusts Bogert, The Law of Trusts and Trustees Page on the Law of Wills Price on Contemporary Estate Planning Pennell, Estate Planning
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5 The Basics Restatements Second, Third, and Prudent Investor Rule Nutshells Uniform Probate Code Introduction to Estate Planning Federal Estate and Gift Tax Reporter
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6 Practice Guides How to Build and Manage an Estates Practice Family Estate Planning Guide A Lawyer’s Guide to Estate Planning Tax, Estate & Financial Planning for the Elderly Planning an Estate Drafting Wills and Trust Agreements: A Systems Approach
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7 For your Clients ABA Guide to Wills and Estates: Everything You Need to Know About Wills, Estates, Trusts and Taxes NOLO Press Make Your Own Living Trust NOLO’s Will Book The Quick and Legal Will Book Long-Term Care: How to Plan and Pay For It
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8 Law Journals Trusts and Estates Real Property, Probate and Trust Journal (and Proceedings) Estate Planning
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9 And… What else do you wish we had?
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10 Westlaw at the Library Free All federal and state statutes All federal and all state case law Keyciting – update the statutes or cases Am.Jur. Legal Forms Law Review articles Alaska briefs are being added Estate Planning databases focus your search
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11 HeinOnline A free online database available in the law library Features an enormous library of journals, including over over 1100 titles, usually back to the first volume Also includes a Federal Register Library and other federal material like treaties and legislative history
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12 State Resources Online Links to all state legal resources at court website: http://www.state.ak.us/courtshttp://www.state.ak.us/courts Includes links to state sites for: Alaska statutes http://www.legis.state.ak.us/folhome.htm Alaska administrative code http://www.legis.state.ak.us/cgi- bin/folioisa.dll/aac? http://www.legis.state.ak.us/cgi- bin/folioisa.dll/aac Alaska court rules http://www.state.ak.us/courts/rules.htm
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13 Alaska Case Law Database http://government.westlaw.com/akcases Alaska Supreme Court and Court of Appeals All published opinions back to 1960 Unpublished decisions (MOJs) back to 1991, with older decisions being added No headnotes or keyciting
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14 Different Ways to Search Search by Case name Attorney Pacific Reporter citation or WL citation Decision date Judge name Opinion type Docket number Word
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15 How to Search by Word AND, OR, BUT NOT Truncation ! trust! will find trust and trustee disab! will find disabled and disability Search by phrase – use quotes “irrevocable trust” Use the singular form – it will automatically look for plurals
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16 Case Law Database Searching Once you’re in a case, can use Control-F to find specific search terms Space = OR so remember to type AND if you are looking for both terms in a case Example gift and trust! testa! and codicil
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17 Is it Still Good Law? There is no citator service in the database Instead, use the name of the case as the search term for a word search All cases discussing that case will come up
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18 The Library is Here to Help Call the library reference desk if you have questions: (907) 264-0585 Reference librarians can walk you through Westlaw searching or finding a website to help We have thousands of forms available Catalog is on-line: http://www.state.ak.us/courts/library.htm http://www.state.ak.us/courts/library.htm You can check out treatises for 3 days We will mail them to you if you live outside Anchorage
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