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Estates, Gifts and Trusts: Treatises

This guide will help students enrolled in Estate Planning, Gratuitous Transfers, Estate & Gift Tax, Topics in Florida Practice, and Introduction to Legal Research (JM) find estate planning, gratuitous transfers, and trust law resources.


The three best treatises are Casner & Pennell, Henkel, and Zaritsky.  There are other treatises, too, on Lexis, Westlaw, Bloomberg Law, and CCH Intelliconnect.

Casner & Pennell, Estate Planning

   Law: KF749.C3 2011 (7th ed.) (3 vol.) 

8th ed. 2012.  Not available on Westlaw, Lexis, or RIA Checkpoint.  Available in print and through CCH Estate Planning.



Henkel, Estate Planning and Wealth Preservation

Available via Westlaw.


Zaritsky, Tax Planning for Family Wealth Transfers

Available via Westlaw.

Bloomberg Law

Practising Law Institute

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