Wills, trusts, and technology
Subtitle: an estate and trust lawyer's guide to automation
By: Daniel B. Evans.
Contributors: American Bar Association. Section of Real Property, Probate, and Trust Law.; American Bar Association. Section of Law Practice Management.
Edition: 2nd ed.
Publisher: American Bar Association, Section of Real Property, Probate, and Trust law, Law Practice Management Section; American Bar Association
Published: 2004
Place of publication: [Chicago, Ill.]
Language: eng
Number of pages: 270
Subjects: Law offices -- United States -- Automation.; Estate planning -- United States.
Notes: Includes bibliographical references (p. 255-256) and index.
Table of contents: title: Why are you reading this book?; title: Selecting software; title: Estate tax planning software; title: Generation-skipping tax planning; title: Charitable and split-gift planning; title: Estate planning charts and presentations; title: Word processing and document formats; title: Automated document drafting; title: Document management; title: Fiduciary accounting software; title: Probate document preparation; title: Valuation of publicly traded securities; title: Valuation of closely held stock; title: Tax returns in general; title: Death tax returns; title: Federal gift tax returns; title: Fiduciary income tax returns; title: Automating a client database and will inventory; title: Case management for estate planning and administration; title: Legal and factual research; title: Ethical considerations; title: Knowledge management : making it happen; title: Understanding hardware; title: Understanding software; title: Spreadsheet basics; title: A database primer.