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Bob Whitman - Scholarship

Books

• ALI-ABA, After Death Tax Planning: Minimizing Tax Liabilities (3rd ed. 2006; co-author).
• Real Property Probate & Trust Journal, Resolution Procedures to Resolve Trust beneficiary Complaints (2005)
• An Introduction to Trusts and Estates (2002) [with Valerie Vollmar and Amy Hess].
• Fiduciary Accounting and Trust Administration Guide (ALI-ABA 2002) [with David English].
• Fiduciary and Trust Administration Guide (3d ed. 2001).
• After Death Tax Planning (2d ed. 1999).
• Basic Accounting for Lawyers (5th ed. 1999).
• Fiduciary Accounting Guide (2d ed. 1998).
• Counseling Older Clients (ALI-ABA, 1997) [with Alison Barnes and Lawrence Frolik].
• Elder Law, ALI-ABA (1997) [with Allison Barnes & Lawrence Frolik].
• AICPA Post Mortem Estate Planning Course (1994) [with Antonicci].
• Handbook on Disability for the Union of American Hebrew Congregations (1994) [with N. Hazard].
• Fiduciary Accounting Guide (1990 ed.) [with L. Kramer].
• After Death Tax Planning: Minimizing Tax Liabilities (1990).
• Warren, Gorham, & Lamont's Estate Planning and Administrative Service (1989- 90).
• Basic Accounting for Lawyers (4th ed. 1988) [with J. Butler, et al.].
• Fiduciary Accounting Guide (1985) [with N. Brown & L. Kramer].
• Fiduciary Accounting Guide (1984) [with N. Brown & L. Kramer].
• Guardianship for Adult Mentally Retarded Persons (1981).
• Simplified Guide to Estate Planning and Administration (1981).
• Financial and Estate Planning Reporter (4 volumes, monthly Supplement) (1979).
• Accounting and the Law (1978) [with Ellis Phillips, et al.].
• Preparation for the Bar Examination: Revised and Expanded (1978).
• Preparation for the Bar Examination (1974).
• Materials on Estate Planning (2 volumes) (1970).

Book Chapters

• Estate Planning with Trusts in the United States, in Trusts in Prime Jurisdictions (2000).
• Report of the National Fiduciary Accounting Study (1978).
• Estate Planning Team for the Older Person, in Pre-Retirement Handbook, University of Connecticut (1975).
• Funded Study of Fiduciary Accounting, National Center on State Courts (1975).
• Searching for a Reasonable and Balanced Fiduciary Accounting System, Ninth Annual Institute on Estate Planning (1975).
• Director: The Probate Court Administrator, Connecticut Probate Practice Book (1973).
• Report of the Commission to Study and Revise the Probate Laws (1969).
• Report to the Connecticut Research Commission: Study of Death Taxes (1968).

Journal Articles

• Sorting Out Receipts and Releases, 33 American College of Trust and Estate Counsel Journal 142 (2008).
• Karl N. Llewellyn: How Icelandic Saga Literature Influenced the Scholarship and Life of An American Legal Realist, 39 Conn. L. Rev. 1923 (July 2007).
• Fiduciary Accounting After Arthur Andersen and Enron, 16 Quinnipiac Probate Law Journal 289 (2003).
• Improving Mechanisms for Resolving Complaints of Powerless Trust Beneficiaries, Connecticut Public Interest Law Journal (Fall 2002) and 16 Quinnipiac Probate Law Journal 64 (2002) [with Kumar Paturi].
• The Impact of the Uniform Trust Code Global Trust Administration, e attivita fiduciarie Trusts (2001).
• Do We Need a Fiduciary Standards Board, Journal of Practical Estate Planning (2000).
• Alcoholism and Angst in the Life and Work of Karl Llewellyn, 24 Ohio Northern Law Review 43 (1998).
• Poetic Imagination of Karl Llewellyn, 29 Toledo Law Review 27 (1998) [with H. Murray & P. Pschirrer].
• Commentary: A Law Professor's Suggestions for Estate and Trust Reform, 12 The Quinnipiac Probate Law Journal 1 (1997).
• Karl Llewellyn's Letters to Emma Cortsvet Llewellyn from the Fall 1941 Meeting of the National Conference of Commissioners on Uniform State Laws, 27 Connecticut Law Review 527 (1995) [with D. Calabrese & P. Pschirrer].
• Fiduciaries and Beneficiaries Need to be Aware of New Standards, 133 Trusts and Estates 39 (1994) [with M. Caccese].
• Exoneration Clauses in Wills and Trust Instruments, 4 Hofstra Property Law Journal 123 (1992) (reprinted in Probate Reporter (1993)).
• Soia Mentschikoff and Karl Llewellyn, Moving Together to the University of Chicago, 24 Connecticut Law Review 1119 (1992).
• Revocation and Revival: The 1990 Edition of The Uniform Probate Code, and Suggestions for the Future, 55 Albany Law Review 1035 (1992).
• Planning Estate and Trust Distributions, 37 The Practical Lawyer 25 (1991) [with J. Kasner].
• Expanding Gift Giving Options to Parents of Disabled Children, 4 Hofstra Property Law Journal 37 (1990).
• Grasping GAAP (Generally Accepted Accounting Principles), 35 The Practical Lawyer 31 (1989) [with J. Butler, et al.].
• Present Policies do not Benefit Disabled Children, 128 Trusts & Estates 10 (1989).
• Acceptance of Fiduciary Accounting Rules in the United States, 3 University of Bridgeport's Probate Law Journal 141 (1987).
• The Confidential Relationship in Will Contests, 124 Trusts & Estates 53 (1985) [with David Hoopes].
• Are Children Legally Responsible for the Support of Their Parents?, 123 Trusts & Estates 43 (1984) [with Diane Whitney].
• Guest Commentary, 123 Trusts & Estates 6 (1984).
• When Lifetime Giving Makes Sense, 123 Trusts & Estates 6 (1984).
• Tax Professionals and the Generation-Skipping Tax, 20 Tax Notes 187 (July 18, 1983).
• Giving Art to Museums: Special Considerations for the Estate Planner, 122 Trusts & Estates 35 (1983) [with Marilyn Vencel].
• Advocating a Will Provision to Control the Introduction of Parole Evidence of Mistake: Will a Court Suggest It?, 5 Probate Law Journal 155 (1983).
• A Simplified Approach to Preserving Rights of Publicity on Death, 121 Trusts & Estates 49 (1982) [with Thomas J. Dembinski].
• What if All Beneficiaries Object to the Executor of a Will?, 119 Trusts & Estates 30 (1980) [with Bethany J. Alvord].
• But How Will They Feel About the Will?, 119 Trusts & Estates 63 (1980) [with Walter A. Borden].
• The Estate Planning Team of the Future, 117 Trusts & Estates 21 (1978) (reprinted in 84 Case and Comment 8 (1979); and in The Financial Planner (1978)).
• Proposed Uniform Fiduciary Accounting Principles and Model Account Formats, 13 Real Property Probate & Trust Journal 941 (1978).
• Exclusionary Rules of Evidence in Will Contest Cases, 117 Trusts & Estates 252 (1978).
• Thoughts on Serving the Smaller Estate, 116 Trusts & Estates 78 (1977).
• Coping with Corporate Fiduciaries Declining to Serve, 115 Trusts & Estates 9 (1976).
• Through the Probate Canal: Another View of Reform, 113 Trusts & Estates 756 (1974).
• Fiduciary Disclosure: A Breakthrough in Massachusetts, 113 Trusts & Estates 366 (1974).
• Representing the Public Interest in Bank-Bar Negotiations, 112 Trusts & Estates 762 (1973).
• Conducting Informal Will Contest Negotiations, 112 Trusts & Estates 422 (1973).
• Preparing for the Future of Probate, 5 Connecticut Law Review 557 (1973) (reprinted in 2 Anglo-American Law Review 344 (1973)).
• Misconceptions Regarding Probate Reform, 111 Trusts & Estates 392 (1972).
• The Concept of a Probate Court Administrator: A Flexible System for Court Reform, 111 Trusts & Estates 12 (1972).
• The National Fiduciary Accounting Study, (Condensed for Publication) 7 Real Property Probate and Trust Journal 467 (1972).
• The National Fiduciary Accounting Study: A Report, 111 Trusts & Estates 878 (1972).
• Crackerbarrel Statutory Revision in a Supermarket Age: Connecticut Needs a Law Revision Commission, 45 Connecticut Bar Journal 91 (1971) [with L. Rubinow].
• Computerized Accounts for Trusts and Estates, 109 Trusts & Estates 832 (1970).
• Draft of Accounting Rules, 34 Connecticut CPA 20 (1970).
• Extracting Intent from Wills and Trusts, 44 Connecticut Bar Journal 33 (1970) [with T.G. Krattenmaker].
• Report to the Probate Administrator on the State of the Probate Courts in Connecticut, 2 Connecticut Law Review 579 (1970).
• Testamentary Capacity and Undue Influence, 108 Trusts & Estates 557 (1969).
• Accountants' Legal Liability, 32 Connecticut CPA 20 (1968).
• Tax Collection from Estates of Nonresidents, 68 Columbia Law Review 1049 (1968).
• Conducting Contract Negotiations: A Seminar on Legal Problems Exercise, 15 Journal of Legal Education 72 (1962).
• Incorporation by Reference in Commercial Contracts, 21 Maryland Law Review 1 (1961).

News & Other Articles

• Are Percentage Trust Termination Fees Appropriate, Probate & Property Magazine Volume 15 No. 6 (Nov./Dec. 2001) [with J. Sklarz].
• Bar Questions Demean, Hartford Courant, September 19, 2000.
• Taxing The Wealthy At Death Helps Society, Hardly Harms Heirs, Hartford Courant, June 20, 2000.
• Do We Need a Fiduciary Standards Board, 10 Experience Magazine 5 (2000).
• Probate Section Probes Code, The Connecticut Law Tribune, September 18, 2000.
• Site-Seeing For T&E Lawyers, The Connecticut Law Tribune, September 18, 2000.
• If The Rich Can't Escape Death or Taxes, They=ll Try to Avoid Death Taxes, Hartford Courant, August 9, 1999.
• Simplifying Estate Planning Documents: A New Idea for Reform, ABA Probate & Property Magazine 61 (1998).
• Fiduciary Accountings: Did the Last One You Reviewed Make You Laugh or Cry?, National College of Probate Judges, Quarterly Newsletters (1977).

Reviews

• Book Review, ALI-ABA CLE Review (May 27, 1977) (reviewing R. Wellman, Uniform Probate Code Practice Manual (1977)).