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Estates and Trusts: Estates and Trusts Overview

A guide designed for MU Law students to introduce some of the Law Library resources on estates and trusts.

Subject Overview

Estates and Trusts covers the rules for the transmission of property upon an individual's death.  The subject matter is generally broken up into three portions, Wills, Trusts, and Nonprobate Transfers.  

Research Strategy

Research on estate and trust topics is state specific. The Missouri Practice Series is typically on point and will direct the researcher directly to the necessary statutes. In addition, the Missouri Practice Series will generally include citations to recent and relevant cases on the subject.  Case law applies and interprets statutory law, and it is imperative to determine whether there is any relevent Missouri case law.

Other secondary sources are useful to familiarize oneself more generally with estate and trust law.

While estates and trusts are governed by state law, several areas of federal law are also relevant such as Federal tax, Social Security, and Medicaid.   

Cali tutorials

Computer-Assisted Legal Instruction (Cali) lessons can be used to prepare for class or review for an exam.  The lessons focus on the rules under the Uniform Probate Code.  This link provides access to the wills and trusts lessons.

Estates & Trusts BNA and CCH Databases

Access to BNA Tax Accounting Center - Estate Planning are limited to MU Law Students only. 

MU Law Students may also browse CCH IntelliConnect's Financial and Estate Planning practice area for access to Federal Estate and Gift Tax Reporter, as well at Tax News, Journals and Newsletters.

  Where are these books located?

MU Law RESERVE materials are located on the 1st floor plaza level in the room behind the circulation desk.

MU Law REFERENCE materials are located on the 1st floor plaza level of the law library.

MU Law refers to treatises located on the 3rd floor east side of the law library.

Select MU Law Library Print Materials

Bloomberg Estate and Tax Portfolio

Bloomberg’s Estate and Trust Portfolio is excellent.  The categories include:

  • Charitable Contributions;
  • Estate Planning/Business Planning;
  • Estate Tax;
  • Gifts;
  • Income Tax;
  • Exempt Organziations/Private Organizations;
  • Post-Mortem Planning;
  • Trusts;
  • Valuation.


Lexis Advance

Lexis Advance - Missouri Materials