Rules governing tax basis adjustments at death.

Requirements for notifying parties in probate litigation.

IRS reviews of estate and gift tax filings.

Legal test determining whether a person could make a will.

Guidelines for reporting trust finances.

Requirements to modify trust terms legally.

Rules prohibiting non-lawyers from giving legal advice.

Standards for evaluating coercion in estate planning.

Rules for allocating trust receipts and disbursements.

Model probate laws adopted in many states.