LibGuides: Insurance Law: Estate/Life

Treatises

Life and Health Insurance Law (Westlaw) by Franklin Best
Publication Date: Current edition
Financial and Estate Planning with Life Insurance Products by James C. Munch
Call Number: 2nd Floor: KF1175 .M92 1990
ISBN: 0316589411
Publication Date: 1990
Life Insurance in Estate Planning by Munch
Call Number: 2nd Floor: KF1175 .M92
Publication Date: 1981

Books & Monographs

Estate Planning for the Unmarried Adult by Tax Management Portfolio--BNA
Call Number: Reserve and on Bloomberg.com
Publication Date: 2010
On Bloomberg BNA, Select Tax Management Portfolios and search for "Portfolio 813-3rd: Estate Planning for the Unmarried Adult"
Life Insurers Fact Book by American Council of Life Insurers
Call Number: Lower Level: HG 8019 L62 2001
Publication Date: 2001
Life Insurance Fact Book Update by American Council of Life Insurance
Call Number: Lower Level: HG8019 L62
Publication Date: 1985-1995
Life Insurance Due Care by Judy A. Faucett; Richard A. Schwartz; Catherine R. Turner
Call Number: 2nd Fl: KF1175 .Z9 S38 1994
ISBN: 0897079736
Publication Date: 1994
Supervisorship Life Insurance by ABA Probate & Trust Section
Call Number: 2nd Fl: KF1175 .H35 1994
Publication Date: 1994
Split-dollar Life Insurance by ABA Probate and Trust
Call Number: 2nd Fl: KF1177 .S6 W96 1991
Publication Date: 1991
Life Insurance Products, Illustrations and Due Diligence by ABA Real Property, Probate and Trust Law Section
Call Number: 2nd Fl: KF1175 .Z9 .S38 1989
ISBN: 0897074629
Publication Date: 1989
The Peculiar Problem of Taxing Life Insurance Companies by Henry Aaron, Brookings Institution
Call Number: 3rd FL: KF6428 .L5A75 1983
Publication Date: 1983
Federal Taxation of Group Life Insurance-- after the Economic Recovery Tax ACT of 1981 by James E. Roberts; Ronald T. Martin
Call Number: 3rd Floor: KF428 .L5R54 1982
ISBN: 0878630937
Publication Date: 1982
Corporate Power and Social Change: the Politics of the Life Insurance Industry by Karen Orren
Call Number: Lower Level: Hg8958 .Or7 1974
ISBN: 0801818281
Publication Date: 1974
The American Life Convention, 1906-1952: A Study in the History of Life Insurance by Roscoe Carlyle
Call Number: 2nd Fl: KF1175 .B87
ISBN: 1258267314
Publication Date: 1953
2 volume set.

Surveys

Misrepresentation in the Life, Health, and Disability Insurance Application Process by Joseph M. Hamilton
Call Number: 3rd Fl: KF9368 .M57 2009
ISBN: 160442513X
Publication Date: 2009
Wrongful Killing of the Insured By the Beneficiary, a Fifty-State Survey by Association of Life Insurance Counsel
Call Number: 2nd Fl: KF1260 .S75 1972
Publication Date: 1972
Paper presented as part of a panel to the Association of Life Insurance Counsel.

Online Databases

Practice Guides & Forms

The ABA Checklist for Family Heirs: A Guide to Family History, Financial Plans and Final Wishes by Sally Balch Hurme
Call Number: 2nd Fl: KF750 .H87 2011
ISBN: 1616328525
Publication Date: 2011
The Irrevocable Life Insurance Trust: Forms with Drafting Notes by Lawrence Brody; Donald O. Jansen; American Bar Association, Section of Real Property, Probate, and Trust Law Staff (Contribution by)
Call Number: 2nd Fl: KF736 .L4 .B76 2011
ISBN: 1616328975
Publication Date: 2011
The Advisor's Guide to Life Insurance by Harold D. Skipper; Wayne Tonning
Call Number: Lower Level: HG 8781 .S53 2010
ISBN: 1616321075
Publication Date: 2010
An Estate Planner's Guide to Life Insurance by ABA
Call Number: 2nd Fl: KF1175 .M499 2009
Publication Date: 2009
Life Insurance Answer Book: For Qualified Plans and Estate Planning by Edited by Lesser & Starr
Call Number: 2nd Fl: KF1175 .Z9 L527 2002
Publication Date: 2003
S Corporations and Life Insurance by William D. Klein; David C. Bahls
Call Number: 3rd Fl: KF6491 .K53 2000
ISBN: 1570738041
Publication Date: 2000
The Misrepresentation Case: In a Changing Life & Health Insurance Climate by ABA Tort & Insurance Practice Section
Call Number: 3rd Fl: KF9368 .M57 1990
Publication Date: 1990

Periodicals & Newsletters

The Journal of the American Society of Chartered Life Underwriters
Call Number: Lower Level: K10 .O8633
Publication Date: 1957 - 1962

Pennsylvania materials

Advanced Issues in Estate Planning by PBI
Call Number: 3rd Fl: KFP140 .A75 .A46 2011
Publication Date: 2011
Using Trusts and Insurance for Asset Protection by PBI
Call Number: 3rd Fl: KFP140 .A75 U75 2011
Publication Date: 2011
An Attorney's Guide to Understanding & Using Life Insurance by PBI
Call Number: 2nd Fl: KF1175 .A2 A88 2004
Publication Date: 2004
Split Dollar Life Insurance in the 21st Century: Using Split Dollar Arrangements Under the New IRS Rules by PBI
Call Number: 2nd Fl: KF1175 .A2 S75 2003
Publication Date: 2003
Trust Owned Life Insurance by PBI
Call Number: 3rd Fl: KF6588 .A75 T7 2003
Publication Date: 2003
Stephan Leimberg on Creative Uses of Life Insurance--After the 2001 Tax Law by PBI
Call Number: 3rd Fl: KF6572 .Z9L45
Publication Date: 2001 (older editions also available)
Using Life Insurance Trusts in Estate Planning by PBI
Call Number: 3rd Fl: KF6588 .A9 U85 2001
Publication Date: 2001
Private Insurance Solutions for the Elderly by PBI
Call Number: 2nd Fl: KF3608 .A4 P7 2000
Publication Date: 2000