The Philadelphia Estate Practitioner Handbook (PEPH)

The Philadelphia Estate Practitioner Handbook (PEPH) is a resource for practitioners at all levels of expertise in the field, but especially for those who do not regularly practice before the Orphans’ Court or the Register of Wills. The PEPH provides forms, descriptions of procedure, and practice tips for a wide variety of situations in the areas of wills, trusts, estates, guardianships, non-profit corporations in certain circumstances, and fiduciaries generally. Please be advised that the PEPH was last revised in 2002, and there have been significant changes to the law and procedural rules since that time. Use this resource at your own risk. The Rules and Practice Committee of the Probate and Trust Law Section of the Philadelphia Bar Association is presently revising the PEPH, and hopes to offer an updated version soon. The PEPH is divided into three books:

• The Blue Book
  The Blue Book discusses practice and procedure before the Register of Wills of Philadelphia County.
  
• The Green Book
  The Green Book presents samples and forms for use before the Register of Wills of Philadelphia County, and the Court of Common Pleas of Philadelphia County, Orphans’ Court Division.
  
• The Red Book
  The Red Book discusses practice and procedure before the Court of Common Pleas of Philadelphia County, Orphans’ Court Division.
  

Podcast

Tax Committee of the Probate and Trust Law Section Meeting With Michael Breslow - Sept. 25, 2018

Buy Sell Agreements by Bob Louis - June 7, 2018

Links

New Pennsylvania Uniform Principal and Income Act, Text and Comments

ABA Lawlink
This site provides links to other legal research and information resources on the Internet

ABA Section of Law Practice Management
Featuring online version of Law Practice Management magazine and quarterly newsletter, links to law practice issues including the Multidisciplinary Practice Resource Center and offers a free, monthly email newsletter subscription to LawPractice.news

ABA Section of Real Property, Probate & Trust Law
Homepage of the ABA Section, featuring online forms, publications and CLE information

ABA Section of Taxation
Homepage of 20,000-member ABA Section, offering online testimony, Section recommendations and public outreach programs like TAXInteractive

BBB Wise Giving Alliance
Offering a quick reference guide for more than 400 charities and important information for givers

BNA Tax Management, Inc.
The Bureau of National Affairs, Inc.'s Web site featuring the day's top stories, recent press releases, a product catalog and more

Cornell University Law Library
Homepage of Cornell Law School offering links to the Legal Information Institute, its publications and more

Crescendo Interactive
Planned giving software products and information

Delaware Division of Revenue
State of Delaware's Department of Revenue's Web site, including online tax forms and links to other information including refunds, E-Filing, bankruptcy and abandoned or unclaimed property

Estate Valuation and Pricing Systems, Inc.
Estate tax valuation software and documents

Federation of Tax Administrators
Featuring quick links to state tax forms, sales and use tax compliance agreements, a report of the EDI Audit Task Force and more

FedWorld
Features several searchable databases for Federal and Government information and reports

FindLaw - Internet Legal Resources
A legal research homepage featuring the FindLaw Library with over 20,000 publications

Florida Department of Revenue
State of Florida's Department of Revenue's Web site including online tax forms, information on child support, property and more

Florida State Legislature
Official guide to the State of Florida legislature, with a bill information subscription service and "Citator"

GiftLaw
GiftLaw provides the latest information on gift planning, including current private letter rulings, case studies and IRS regulations--information that is particularly useful to probate and trust lawyers.

GiftPlan.org
A collaboration of Bay Area community foundations

Greater Philadelphia Chamber of Commerce
Featuring a full calendar of Chamber events, member profiles and a Business Assistance Network

Guidestar Organization
GuideStar is a searchable database of more than 620,000 non-profit organizations in the United States.

Indiana University Virtual Law Library
Featuring searchable databases of the Virtual Library and links to other comprehensive Web sites

Kelley's Blue Book for Auto Pricing
Featuring new car pricing, used car values, quotes on financing, insurance and more

Kleinrock's TaxExpert Online
Provides tax professionals with easy-to-use electronic tax-research tools and offers an online form to order Kleinrock products

Law Library Research Exchange
A unique Web journal with a special focus on a range of research and technology-related issues for legal professionals authored by expert law librarians, attorneys, information technology specialists and legal technology consultants

Lexis-Nexis
Provides in-depth legal, government and business information, news on precedent setting cases, links to related sites and more

National Committee on Planned Giving
Web site of professional association for those who develop, market and administer charitable planned gifts, featuring programs, job listings and educational videos

National Institute on Aging
Browse or search NIA online health publications and brochures; use the NIA Resource Directory to find organizations to assist you

New Jersey Division of Taxation
The Division's Web site features downloadable tax forms, unclaimed property search and information for seniors

Orphans' Court Rules and Forms

Pennsylvania Department of Revenue
State of Pennsylvania's Department of Revenue homepage featuring online tax forms and publications, legal information and more


Planning Guide for the Florida Snowbird
Features summary and full session information on the Snowbird Seminar

Quote.com
Online stock market updates plus Salomon Smith Barney Top Picks 2000, an Insurance Center and Home and Loan Centers

RIA Checkpoint
A tax research library offering enhancement classes and virtual classroom training for subscribers

Roth IRA Analysis Site
Provides technical and planning information on Roth IRAs to practitioners and consumers

Social Security Administration
The official Web site of the U.S. Social Security Administration, featuring current and proposed rules and regulations, laws and legislation

Tax and Accounting Sites Directory
A list of links to tax and accounting Web sites

The American College of Trust and Estate Counsel
ACTEC's Web site offers committee updates, access to software and a host of links

The National Academy of Elder Law Attorneys, Inc.
Provides a resource of information, education, networking and assistance to those who must deal with the many specialized issues involved with legal services to the elderly and disabled

The Pennsylvania Estate and Trust Cybrary
Homepage of Pennsylvania private attorney Daniel B. Evans, Esq. is a detailed list of links to probate resources and articles

The Virtual Chase: A Research Site for Legal Professionals
Features more than 500 pages of information about Internet resources and research strategies designed especially for lawyers and other experienced legal researchers; is a service of the law firm Ballard Spahr Andrews & Ingersoll, LLP with direct access to the firm's homepage

University of Pennsylvania Law Library
Homepage of the Biddle Law Library offering an online catalog and links to other research resources

Villanova University Law Library
Libraries of Villanova University School of Law and the Illinois Institute of Technology's Chicago-Kent College of Law offering independent indexing and database resources