New Answer Book! Private Clients Legal & Tax Planning Answer Book 2016

Private Clients Answer Book

Private Clients Legal & Tax Planning Answer Book 2016 provides practical guidance for estate planning for individuals.

This new Q&A resource addresses complex client questions related to the benefit and protection of the client’s assets, dispositions to current and future family members, the uses of trusts and other vehicles, and current and future charitable donations.

Authored and edited by G. Warren Whitaker and a team of experts from Day Pitney LLP, this new Answer Book discusses the different ways in which assets can be owned and transferred; best practices in executing wills and trusts; clear guidance on estate, gift and generation-skipping transfer taxes; and answers on retirement accounts, charitable giving, and family and marital issues.

Stockpiled with highlighted practice tips, Private Clients Legal & Tax Planning Answer Book 2016 also provides guidance on issues related to incapacitation, international concerns, and managing the estate planning team (attorneys, accountants, trust officer, etc.)

If you’d like to order Private Clients Legal & Tax Planning Answer Book 2016 or view it on PLI Discover PLUS, please email the PLI Library Help Desk or call 877-900-5291.

Interested in our other Tax resources?  Check out our Tax Research Center below!

We’re Exhibiting at the NO CALL Spring Institute

NoCall 2016 Image

PLI will be exhibiting at the NOCALL Spring Institute tomorrow! Stop by our booth to check out PLI Discover PLUS, our online research database. You can also get information about our new iOS app and grab some of our giveaways, which were designed with on-the-go research in mind.

We look forward to seeing you in Santa Clara!

PLI Discover PLUS Search Box

Did you know we have a Discover PLUS search box? This search widget can be embedded into any knowledge management portal, whether it’s your library’s intranet page or a standard webpage, a SharePoint page or another format. This simple and easy search box allows you to enter a search query without having to open a new window with our designated web address.

It’s our mission to deliver you the most up-to-date valuable information in the most efficient way possible. Our search box gives your organization and patrons a direct line to over 60,000 legal documents, all of which were written by experts in their respective fields.

Interested in adding this to your webpage? Write us at and we’ll send you the code.

Or you can test drive the search from our blog.

What’s New for February on PLI Discover PLUS

02-2016 What's NewWe add content to PLI Discover PLUS every month to ensure our subscribers have access to the most up-to-date and relevant secondary source legal documents. Renowned legal experts regularly updated our acclaimed Treatises, Course Handbooks, Answer Books, Transcripts and Forms to reflect recent changes and developments in the law.

Click here to see what we added in February.

PLI Discover PLUS — Highlighting, Annotating, and Bookmarking Content

Did you know that Discover PLUS offers users the ability to highlight, annotate, and bookmark content? This allows you to save the documents that are important to you and easily access them again and again. Here’s a quick video on how to highlight, annotate and bookmark content . Check out the rest of our videos on the PLI Librarian YouTube channel!


We will continue to add instructional videos to this channel, so stay tuned for more! And if you have any suggestions on search tips videos you would like to see, please contact the PLI Library Help Desk .

Library Ledger, February 2016, Volume 4, Issue 1


Our latest edition of the Library Ledger is now available on the blog! Read up on PLI Discover PLUS news with this most current edition, which is all about the new content we’re continuously  adding to our online research database.  Volume 4, Issue 1 of the newsletter lists the brand new titles we published in 2015, provides an update on our Course Handbook archive project, and takes you through finding an archive title using our iPhone/iPad app. It also features a letter from PLI’s Library Relations Manager, Christina Davis. Read all of our newsletters on the Library Ledger page.

Federal Bail and Detention Handbook 2016 Now Available

Titles-57-Federal Bail and Detention 2016_20160128095630

The 2016 Federal Bail and Detention Handbook, written by the Honorable John L. Weinberg, provides judges and lawyers alike with quick, on-point answers to all aspects of federal bail and detention law. The Handbook provides legal professionals with a comprehensive guide to the Bail Reform Act of 1984, including relevant statutory language, legislative history and appellate case law. It analyzes each step of the process, including:

The Handbook’s Table of Cases lists every federal appellate decision of significant precedential value that interprets or applies the Act.

Designed as a practical tool to be used both in court and the office, 2016 Federal Bail and Detention Handbook includes “Practice Pointers,” designed by Judge Weinberg to provide defense counsel and Assistant U.S. Attorneys with strategic suggestions for dealing with the Act. In addition to the sample orders and motions included in the Handbook, the 2016 edition includes, in Appendix III, a comprehensive collection of the official, nationally recommended forms relating to release and detention.

The Treatise is available for purchase here and is also accessible online on our digital research platform, PLI Discover PLUS.

Interested in our other Litigation resources?  Check out our Litigation Research Center below!


PLI Discover PLUS: Content Added in 2015

The Practising Law Institute’s Discover PLUS Content Added in 2015 list is out! Inside the catalog is a listing of the books, form, and transcripts that were added to PLI Discover PLUS in 2015.  This list is a reference guide for librarians, attorneys, researchers, and other subscribers.

PLI Discover PLUS continually grows: new books are published; Treatises are updated; Forms are added; and new programs generate our Course Handbooks and Transcripts.  In 2015, we added or updated the following:

  • 20 Answer Books
  • 217 Course Handbooks
  • 288 Archived Course Handbooks
  • 254 Forms
  • 231 Transcripts
  • 18 Treatises
  • 65 Treatises – Supplemented


What’s New for January on Discover PLUS


What's New January 16


Banking:Course Handbooks

Bankruptcy & Restructuring:

Corporate & Securities:

Ethics/Professional Responsibility:

Intellectual Property:

International Law:

Real Estate:


Archival Titles






Corporate & Securities:


Intellectual Property:

International Law:

Special Report: “The FAST Act and Other Recent Developments Affecting the IPO Market”

On December 4, 2015, President Obama signed into law the Fixing America’s Surface Transportation Act, known as the FAST Act. Although aimed primarily at authorizing spending on highway and transit projects, the FAST Act includes several amendments to the Jumpstart Our Business Startups Act (JOBS Act) and other securities law provisions. The aspects of the FAST Act applicable to IPOs are already in effect, while other provisions are subject to future SEC rulemaking. The changes made by the FAST Act, together with other recent developments, will help shape the IPO landscape in the coming year and beyond.

To help practitioners cope with these changes, PLI just published a special free report exploring the FAST Act’s impact on the IPO market. Written by David A. Westenberg (WilmerHale), author of PLI’s Initial Public Offerings: A Practical Guide to Going Public, the report provides a summary of developments stemming from the FAST Act, as well as of their implications. Download the report here or you can find it in the table of contents for Initial Public Offerings: A Practical Guide to Going Public.