Estate Planning on Checkpoint®
Top 5 Reasons to Try Estate Planning on Checkpoint®
1. Complete primary source material – codes, regulations, revenue rulings and
procedures, cases, treatises, PLRs, TAMs, GCMs and more.
2. Over 20 exclusive WG&L treatises – cover the most authoritative analysis available
and provide estate planning techniques to use for your client’s best advantage.
3. Practice aids – such as sample will and trust forms and clauses, checklists, client
letters and IRS correspondences to streamline your business.
4. In-depth comprehensive analysis – with citations and links to all controlling
and relevant authorities.
5. Updates on new developments – with Estate Planning Alert newsletter,
Howard Zaritsky’s Estate Planning Update eNewsletter and Estate Planning
journal, with archive of previous articles.
Thomson Tax & Accounting’s
Estate Planning products give you
the most in-depth expert commentary
and analysis available in the industry,
from WG&L®, PPC® and RIA® to guide
estate planning professionals from
plan development to drafting and
administration of the final estate. The
Warren, Gorham and Lamont (WG&L)
treatises and journals are the definitive
resource for strategies and insights
written by some of the nation's lead-
ing experts in estate planning. They
provide comprehensive analysis and
insights from respected experts like
renowned author Howard M. Zaritsky.
Checkpoint workflow
Estate Planning Topic Index –
Alphabetically indexed to the EP Analysis
portion. Allows a choice of searching by index
or with Checkpoint’s powerful search engine.
“Top of Line” Links to WG&L Tax
Treatises, Statutes, Explanations,
Historical Notes, etc. – Find all of the
WG&L Tax Treatises with analysis of any Code
Section by using the WG&L Top of Line Links.
No research is complete without it.
Side Line Links to WG&L Tax
Treatises, Statutes, Explanations,
Historical Notes, etc. – Dig deep and
find all of the WG&L Tax Treatises with analy-
sis of your Code Subsection by using the
WG&L Side Line Links to WG&L treati