An Annotated Bibliography
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ESTATE PLANNING - GENERAL
At the consumer level, both the Adams-Brosterman and Manning
books are particularly useful and reliable. The Adams book has
been around for literally decades, is periodically updated
and enhanced, and is an enormous bargain. The Manning book is
very authoritative and stylishly written by a noted New York
lawyer. The Kess volume, from Commerce Clearing House, is
highly authoritative, comprehensive and altogether extremely
well done. The Weinstock book is also very good and complete,
and is supplemented periodically.
| Title: Estate Planning: How to Preserve Your Estate |
| Author: Manning, Jerome A. |
| Publisher: Practicing Law Institute; N.Y., N.Y. |
| Pages: 310 | Binding: Paper | Revision: N/A |
| ISBN: 0-87224-046-0 | Year: 1992 | Price: $15.00 |
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| Title: CCH Financial and Estate Planning Guide |
| Author: Kess, Sidney, et al |
| Publisher: Commerce Clearing House; Chicago, IL |
| Pages: 905 | Binding: Paper | Revision: Twelfth Edition |
| ISBN: 0-8080-0027-6 | Year: 1998 | Price: $58.00 |
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| Title: The Complete Estate Planning Guide |
| Author: Adams, Kathleen & Brosterman, Robert |
| Publisher: Penguin Books, New York, NY |
| Pages: 414 | Binding: Paper | Revision: |
| ISBN: | Year: 1998 | Price: $7.00 |
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| Title: Encyclopedia of Estate Planning |
| Author: Holzman, Robert S. |
| Publisher: Boardroom Reports |
| Pages: 310 | Binding: | Revision: |
| ISBN: | Year: 1994 | Price: $50.00 |
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| Title: Understanding Trusts and Estates |
| Author: Andersen, Roger W. |
| Publisher: Matthew Bender; N.Y., N.Y. |
| Pages: 356 | Binding: | Revision: |
| ISBN: | Year: 1994 | Price: |
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| Title: Complete Book of Wills and Estates |
| Author: Bove, Alexander A. |
| Publisher: Henry Holt & Co.; N.Y., N.Y. |
| Pages: | Binding: | Revision: |
| ISBN: | Year: 1991 | Price: |
DISABILITY PLANNING
This category deals with books relating to (a) planning for the
client's own disability, by use of documents variously described
as Health Care Powers of Attorney, Advance Directives, Living Wills,
Powers of Attorney and so forth, and also (b) the question of
guardianships and conservatorships.
In the former category, the Collin volumes are the most
exhaustive treatment, but also by far the most expensive. Of
the others mentioned, the Practicing Law Institute publications
would likely be the most authoritative. In the latter category,
I have not read either of the books listed but would expect
them both to be useful.
| Title: Handling. . .Health Care Proxy and Living Will |
| Author: Various |
| Publisher: Practicing Law Institute; N.Y., N.Y. |
| Pages: | Binding: | Revision: |
| ISBN: | Year: 1991 | Price: $65.00 |
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| Title: Durable Powers of Attorney & Health Care Directives |
| Author: Collin, Francis J., et al |
| Publisher: Clark, Boardman, Callaghan; Deerfield, IL |
| Pages: Two Vol. | Binding: Looseleaf | Revision: Third Edition |
| ISBN: | Year: 1996 | Price: |
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| Title: Making Sense of Advance Directives |
| Author: King, Nancy |
| Publisher: Kluwer Academic; Norwell, MA |
| Pages: | Binding: | Revision: |
| ISBN: | Year: | Price: $59.00 |
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| Title:The Essential Guide to a Living Wil |
| Author: Colen, B.D. |
| Publisher: Prentice-Hall; N.Y., N.Y. |
| Pages: | Binding: | Revision: |
| ISBN: | Year: 1991 | Price: $8.00 |
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| Title: You Decide: Using Living Wills & Other Advance Directives |
| Author: Van Allen, Evelyn J. |
| Publisher: Irwin Professional Publishing; Burr Ridge, IL |
| Pages: 163 | Binding: | Revision: |
| ISBN: | Year: 1994 | Price: $18.00 |
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| Title: Guardianship |
| Author: Summers, Scott K. |
| Publisher: American Bar Association |
| Pages: | Binding: Paper | Revision: |
| ISBN: 1-57073-327-9 | Year: 1996 | Price: |
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| Title: Handbook of Guardianships & Conservatorships |
| Author: Faber, Stuart J. |
| Publisher: Lega Books (address unknown) |
| Pages: 457 | Binding: Paper | Revision: Fifth Edition |
| ISBN: 0-89074-086-0 | Year: 1984 | Price: $37.50 |
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| Title: Health Care Proxies/Powers/Living Wills |
| Author: Various |
| Publisher: Practicing Law Institute; N.Y., N.Y. |
| Pages: 390 | Binding: Paper | Revision: |
| ISBN: 0-685-56939-X | Year: 1991 | Price: $70.00 |
ESTATE & TRUST ADMINISTRATION
In this category, the volume by Rounds and Hayes is a class act;
it is unlikely a lay trustee would need anything additional. The
two volumes on the work of an executor should probably be taken
with a dose of salt; good for general background reading but
almost certainly inadequate to teach you to settle an estate
single-handed, estate administration being a peculiarly
"state-specific" activity.
I have not read the Coopers and Lybrand volume, but it might
well be useful; the volume by Turner is quite likely a good
one also, but I have not seen it
| Title: Loring: A Trustee's Handbook |
| Author: Rounds, Charles E., and Hayes, Eric P. |
| Publisher: Little, Brown & Co.; Boston, MA |
| Pages: 320 | Binding: Hard | Revision: Seventh Edition |
| ISBN: 0-316-35073-7 | Year: 1994 | Price: $95.00 |
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| Title: The Executor's Handbook: A Step-by-Step Guide |
| Author: Hughes, Theodore E., & Klein, David |
| Publisher: Facts on File |
| Pages: 208 | Binding: | Revision: |
| ISBN: | Year: 1994 | Price: $23.00 |
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| Title: How to Settle an Estate: A Manual |
| Author: Plotnick, Charles |
| Publisher: Consumer Reports Books; Yonkers, N.Y. |
| Pages: | Binding: Paper | Revision: |
| ISBN: | Year: 1991 | Price: $19.00 |
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| Title: Trust Practice Manual |
| Author: Coopers & Lybrand DeLoitte Trust Department |
| Publisher: Butterworth; Salem, N.H. |
| Pages: | Binding: | Revision: Second Edition |
| ISBN: | Year: 1991 | Price: $105.00 |
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| Title: Trust Administration & Fiduciary Responsibility |
| Author: Turner, George M. |
| Publisher: Shepard's/McGraw Hill; Colorado Springs, CO |
| Pages: 500 | Binding: Looseleaf | Revision: Annual Supplement |
| ISBN: | Year: 1994 | Price: $130.00 |
MEDICAID ENTITLEMENT PLANNING
The subject of these books is a separate enclave, and it is one
which is susceptible to rapid change, so caution is more than
usually indicated.
The Bove book is exceptionally good, quite stylish and I believe
authoritative, and a bargain at the price. The articles by
Strauss and Dussault are authoritative also, but not generally
available to the lay public.
| Title: The Medicaid Planning Handbook: A Guide |
| Author: Bove, Alexander A., Jr. |
| Publisher: Little, Brown & Co.; Boston, MA |
| Pages: 180 | Binding: Paper | Revision: Second Edition |
| ISBN: 0-316-10374-8 | Year: 1996 | Price: $13.00 |
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| Title: Estate Planning for Those Receiving - Medicaid |
| Author: Webb, Thomas E., Jr. |
| Publisher: Bristol Hunter Pub. Co. |
| Pages: | Binding: | Revision: |
| ISBN: 0-943843-02-2 | Year: 1990 | Price: $75.00 |
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| Title: Financing Long Term Care (Article - 1994 Institute on Estate Planning) |
| Author: Strauss, Peter J. |
| Publisher: Matthew Bender; N.Y.,N.Y. |
| Pages: 42 | Binding: Looseleaf | Revision: N/A |
| ISBN: 0-8205-1755-0 | Year: 1994 | Price: N/A |
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| Title: Planning to Establish Medicaid Eligibility. . .(Article - 1996 Institute on Estate Planning) |
| Author: Dussault, William L.E. |
| Publisher: Matthew Bender; N.Y., N.Y. |
| Pages: 31 | Binding: Looseleaf | Revision: N/A |
| ISBN: | Year: 1996 | Price: N/A |
PLANNING FOR THE DISABLED BENEFICIARY
This subject is another enclave; irrelevant, thankfully, to most of
us but of consuming interest to those who have a family member who
is disabled.
The Turnbull volume is extraordinarily good, having been prepared
jointly by a lawyer, an educator and other writers having specific
professional training in various disability-related fields. I do
not know if it is still in print, but if you have a need for this
type of information you should do your best to get hold of this
volume. The Russell book I have not seen, so cannot offer a
comment on it.
| Title: Disability and the Family: A Guide |
| Author: Turnbull, H.R., et al |
| Publisher: Paul H. Brookes Pub. Co.; Baltimore, MD |
| Pages: 420 | Binding: Paper | Revision: |
| ISBN: 1-557-66004-2 | Year: 1989 | Price: Unknown |
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| Title: Providing a Meaningful Life |
| Author: Russell, L. Mark, et al |
| Publisher: American Publishing Co.; Evanston, IL |
| Pages: 419 | Binding: | Revision: Second Edition |
| ISBN: | Year: 1994 | Price: |
LIFE INSURANCE
Life Insurance is almost without question the least understood
asset you will ever own, not because it is intrinsically
incomprehensible but because those who design and market it have
a motive for making it so.
Notwithstanding this, it has its uses in estate and business planning,
and if you have life insurance or think you need it, a bit of
time spent learning about it will repay you handsomely. The book
by Zaritsky and Leimberg is quite remarkably good; if you buy this
book, and can come to understand 10% of what it tells you, you
will almost certainly know more about the subject than your insurance
agent does, and possibly more than your lawyer does as well.
I have not seen the Munch volume, but would expect that it also
is quite good.
| Title: Tax Planning With Life Insurance (Financial Professionals Edition) |
| Author: Zaritsky, Howard M., and Leimberg, Stephan R. |
| Publisher: Warren, Gorham & Lamont; Boston, MA |
| Pages: | Binding: Paper | Revision: |
| ISBN: 0-7913-2789-2 | Year: 1996-97 | Price: $83.00 |
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| Title: Financial & Estate Planning With Life Insurance Products |
| Author: Munch, James C., Jr. |
| Publisher: Little, Brown & Co.; Boston, MA |
| Pages: 960 | Binding: Hard | Revision: Periodic Supplements |
| ISBN: 0-316-58947-0 | Year: 1990 | Price: $125.00 |
USE OF TRUSTS IN ESTATE PLANNING
This section of the bibliography was in a way the toughest of all
to complete. Not because there is a paucity of information on the
subject, quite the reverse, but because this is where a lot of the
junk appears.
If there is a greater cottage industry than writing books on
"living trusts" I do not know what it is. A by-product of
this phenomenon is that much of what appears in print is, as our
British cousins say, utter rubbish. This is my short list of
candidates for your attention; stray outside it at your peril.
| Title: The Complete Book of Trusts |
| Author: Shenkman, Martin M. |
| Publisher: John Wiley & Sons, Inc., New York, NY |
| Pages: 291 | Binding: Paper | Revision: |
| ISBN: 0-471-57448-1 | Year: 1993 | Price: $22.00 |
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| Title: Revocable Trusts |
| Author: Turner, George M. |
| Publisher: Shepard's/McGraw-Hill; Colorado Springs, CO |
| Pages: 1,075 | Binding: Looseleaf | Revision: Second Edition |
| ISBN: | Year: 1991 | Price: $142.00 |
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| Title: Irrevocable Trusts |
| Author: Turner, George M. |
| Publisher: Shepard's/McGraw-Hill; Colorado Springs, CO |
| Pages: 770 | Binding: Looseleaf | Revision: Second Edition |
| ISBN: | Year: 1992 | Price: $135.00 |
CHARITABLE GIFT PLANNING
This aspect of estate planning can have extraordinarily productive
results, under the correct circumstances, but like much else that
is tax related, can be dismayingly complex. Of these, I am
particularly impressed with the Hopkins volume, and Teitell also
has an extremely good reputation in the planned giving field.
| Title: Charitable Giving Today: Taxes, Techniques, etc. |
| Author: Lochray, Paul J. |
| Publisher: Prentice-Hall; N.Y., N.Y. |
| Pages: | Binding: | Revision: |
| ISBN: | Year: 1991 | Price: $45.00 |
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| Title: The Tax Law of Charitable Giving |
| Author: Hopkins, Bruce R. |
| Publisher: John Wiley & Sons, Inc.; N.Y., N.Y. |
| Pages: 735 | Binding: Hard | Revision: Periodic |
| ISBN: 0-471-55527-4 | Year: 1993 | Price: |
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| Title: Portable Planned Giving Manual |
| Author: Teitell, Conrad |
| Publisher: Taxwise Giving; Old Greenwich, CT |
| Pages: 685 | Binding: Paper | Revision: Periodic |
| ISBN: | Year: | Price: $190.00 |
BUSINESS SUCCESSION PLANNING
Considering the huge importance of business succession planning, it
seems rather surprising that there is comparatively little in print
on the subject. The grandfather of all books in this area is by
Hull. I do not know whether it is still in print, but, tax
considerations aside it, is still very useful indeed.
Of the current materials, the Zaritsky volume is excellent, and
I would expect the Kelley volume to be quite good also. The small
volume by Shattuck is a consumer grade paperback, but very good
of its type.
| Title: Estate Planning for Small Business Owners |
| Author: Shattuck, George C. |
| Publisher: Prentice Hall; Englewood Cliffs, NJ |
| Pages: 290 | Binding: Paper | Revision: |
| ISBN: 0-13-285461-9 | Year: 1993 | Price: $20.00 |
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| Title: Estate & Entity Planning: Family Business Organizations |
| Author: Kelley, Donald H., et al |
| Publisher: Clark Boardman Callaghan; Eagan, MN |
| Pages: | Binding: Looseleaf | Revision: Second Edition |
| ISBN: | Year: 1996 | Price: $170.00 |
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| Title: Stock Purchase Agreements in Estate Planning |
| Author: Hull, Addis E. |
| Publisher: Prentice-Hall; Englewood Cliffs, NJ |
| Pages: 209 | Binding: Hard | Revision: Second |
| ISBN: 0-13-846758-7 | Year: 1979 | Price: |
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| Title: Structuring Buy-Sell Agreements |
| Author: Zaritsky, Howard M. |
| Publisher: Warren, Gorham & Lamont; Boston, MA |
| Pages: | Binding: Looseleaf | Revision: Periodic |
| ISBN: 0-7913-1558-4 | Year: 1993 | Price: |
BUSINESS VALUATION
The two books by Shannon Pratt would be the cornerstone of any
business valuation library. Pratt, who is a principal in the
valuation and consulting firm of Willamette Management Associates,
is a publishing whirlwind and at this time the acknowledged
"dean" of the business valuation profession. Some of
his writings are used as course materials in training I.R.S.
Appeals Officers!
The other books listed are useful as well; the Fishman volume is
probably aimed a bit more at the public accounting profession than
the others are.
| Title: Valuing Small Businesses & Professional Practices |
| Author: Pratt, Shannon P., et al |
| Publisher: Business One Irwin; Homewood, IL |
| Pages: 690 | Binding: Hard | Revision: Second Edition |
| ISBN: 1-55623-551-8 | Year: 1993 | Price: $96.00 |
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| Title: Handbook of Business Valuation |
| Author: West, Thomas L., et al, Editors |
| Publisher: John Wiley & Sons, Inc.; N.Y., N.Y. |
| Pages: 435 | Binding: Hard | Revision: |
| ISBN: 0-471-53755-1 | Year: 1992 | Price: |
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| Title: Business Valuation Handbook |
| Author: Desmond, Glenn M., et al |
| Publisher: Valuation Press, Inc.; Los Angeles, CA |
| Pages: 320 | Binding: Hard | Revision: |
| ISBN: 0-930458-03-6 | Year: 1988 | Price: |
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| Title: Valuing a Business: The Analysis & Appraisal of Closely Held Companies |
| Author: Pratt, Shannon P., et al |
| Publisher: Business One Irwin; Homewood, IL |
| Pages: | Binding: Hard | Revision: Third Edition |
| ISBN: | Year: 1996 | Price: $98.00 |
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| Title: Business Valuation Guide |
| Author: Hawkins, George B. & Paschall, Michael A. |
| Publisher: Commerce Clearing House; Chicago, IL |
| Pages: 700 | Binding: Looseleaf | Revision: Annual |
| ISBN: | Year: 1999 (est.) | Price: $295.00 |
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| Title: Guide to Business Valuations |
| Author: Fishman, Jay E., et al |
| Publisher: Practitioners Publishing Co.; Fort Worth, TX |
| Pages: 3 vol. | Binding: Looseleaf | Revision: Seventh Edition |
| ISBN: | Year: 1997 | Price: $172.00 |
EMPLOYEE BENEFIT DISTRIBUTION PLANNING AND OTHER "QUALIFIED PLAN" ISSUES
If you are seriously thinking of buying a book on this subject, and
are not either a lawyer or an accountant, I am going to take a wild
guess and assume you are an extraordinarily dull person. Joking
aside, any of these books would likely be useful and authoritative if
you need the type of information indicated by their respective
titles.
As you will see, Panel Publishers is very active in this niche market.
Be aware that this is a somewhat volatile area of the tax law and
that you must be absolutely certain to get currently valid information.
Check with the publisher as to revision dates, etc., before committing
yourself.
| Title: Taxation of Distributions From Qualified Plans |
| Author: Bennett, Dianne, et al |
| Publisher: Maxwell MacMillan; Englewood Cliffs, NJ |
| Pages: | Binding: | Revision: |
| ISBN: | Year: 1991 | Price: $128.00 |
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| Title: The Pension Answer Book |
| Author: Krass, Stephen J. |
| Publisher: Panel Publishers; N.Y., N.Y. |
| Pages: 448 | Binding: Hard | Revision: Periodic |
| ISBN: | Year: 1994 | Price: $118.00 |
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| Title: Pension Distribution Answer Book |
| Author: Aska, M. & Gucciardi, J. |
| Publisher: Panel Publishers; N.Y., N.Y. |
| Pages: | Binding: Hard | Revision: |
| ISBN: | Year: 1994 | Price: $116.00 |
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| Title: Estate & Retirement Planning Answer Book |
| Author: Mitchell, William D. |
| Publisher: Panel Publishers; N.Y., N.Y. |
| Pages: | Binding: Hard | Revision: Periodic |
| ISBN: | Year: 1996 | Price: $116.00 |
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| Title: Individual Retirement Account Answer Book |
| Author: Levy, Donald R. |
| Publisher: Panel Publishers; N.Y., N.Y. |
| Pages: | Binding: | Revision: Eleventh Edition |
| ISBN: | Year: 1994 | Price: $106.00 |
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| Title: Retirement Benefits Tax Guide |
| Author: Rutherford, Thomas |
| Publisher: Commerce Clearing House; Chicago, IL |
| Pages: 1,100 | Binding: Looseleaf | Revision: Second Edition |
| ISBN: | Year: 1996 | Price: $175.00 |
PERSONAL FINANCIAL PLANNING
All of these volumes are good ones of their type, the Pond book is
probably most encyclopedic and is periodically revised, which most
of the other ones, being hardcover, are not.
The CCH volume is sure to be useful and authoritative, as indeed
all of the products of this premier legal and accounting publisher
seem to be.
The real class act in this category for most lay
readers is Jane Bryant Quinn's book, which is stunningly good, very
authoritative, and deals with an extremely broad range of subjects.
It is very unusual to find, in a consumer grade book, information
which is as consistently reliable and as well expressed as in
this volume. Don't miss it!
| Title: Personal Financial Planning Handbook |
| Author: Pond, Jonathan |
| Publisher: Warren, Gorham & Lamont; Boston, MA |
| Pages: | Binding: Looseleaf | Revision: |
| ISBN: | Year: | Price: $165.00 |
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| Title: Making the Most of Your Money: Create...Plan |
| Author: Quinn, Jane Bryant |
| Publisher: Simon & Schuster; N.Y., N.Y. |
| Pages: 935 | Binding: Hard | Revision: |
| ISBN: 0-671-65952-9 | Year: 1991 | Price: $27.50 |
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| Title: The Consumer Reports Money Book |
| Author: Editors of Consumer Reports Books |
| Publisher: Consumers Union; N.Y., N.Y. |
| Pages: 585 | Binding: Hard | Revision: |
| ISBN: 0-89043-465-4 | Year: 1992 | Price: $30.00 |
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| Title: The Money Book of Money |
| Author: Editors of Money Magazine |
| Publisher: Little, Brown & Co.; Boston, MA |
| Pages: 520 | Binding: Hard | Revision: |
| ISBN: 0-316-49840-8 | Year: 1987 | Price: $20.00 |
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| Title: Personal Financial Planning: The Advisor's Guide |
| Author: Auster, Rolf |
| Publisher: Commerce Clearing House; Chicago, IL |
| Pages: 500 | Binding: | Revision: Third Edition |
| ISBN: | Year: 1998 | Price: $56.00 |
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Law Offices of Thomas J. Keating IV
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