Law Technology News
January 2001
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Practice Tools

Cowles Releases TrusTerminator 9.1

Eau Claire, Wisc.'s Cowles Legal Systems Inc. has released Trust Plus 9.1 and TrusTerminator 9.1.

The checklist-based systems offer roadmaps for professionals who must draft comprehensive estate plans and/or terminate revocable trusts. The upgrade includes expanded substantive legal assistance. It also offers improved preferences that allow users to insert specific terminology preferences to reflect geographic regions, office environment and language/formatting customs.

The Trust Plus system helps lawyers gather client information; select appropriate phrase selections; and add supporting documents. Checklists are available for revocable trusts, wills and irrevocable life insurance trusts.

Information: Reader Response no. 246.


Trust Resource Co., of Glastonbury, Ct., has debuted TrustUS, a new CD-ROM program that offers an overview of the U.S. trust industry and a review of changes during the past decade.

The CD is targeted to financial institutions and other organizations involved in trust and asset management services. It provides desktop access to a list of the 2,065 institutions that are required to file Schedule "A" of the "Annual Report of Trust Assets," issued by the Federal Deposit Insurance Corp. as of 12/31/99. The data is presented in 18 configurations, including institutional asset size; location; market value; and asset size.

Information: Reader Response no. 247.

Advanced Logic Systems

Advanced Logic Systems Inc., of Des Moines, Iowa, has enhanced its Document Production System software with new trust tools

The Federal Gift Tax Return (Form 709) has been added to the system. It prompts only for relevant information, and uses a built-in structured logic to determine required data, says the company.

It automatically calculates annual exclusions, marital deduction, charitable deduction and generation skipping; and provides guides to help with regular and GST returns, as well as single or married clients.

The company has also released an Estate Tax Projections module, which can be used to show comparisons on how property will pass to heirs as a result of various estate planning techniques. The tool is designed to help lawyers explain to their clients their various planning options.

Information: Reader Response no. 248.


BNA Court Directory

BNA Books has released the 2001 edition of its BNA State/Federal Court Directory, which includes listings for 2,139 state courts; 220 federal courts; 14,087 judges; and 5,120 clerks.

The directory covers all state courts, the District of Columbia, and U.S. territories, as well as the Supreme Court of the United States; U.S. District Courts; U.S. Courts of Appeal; U.S. Tax Court; U.S. Bankruptcy Courts and appellate panels; the Federal Judicial Center; and the U.S. Sentencing Commission, advises BNA.

Listings include names, titles, street addresses, phone/fax numbers; Web sites; e-mail addresses, and TDD/TTY.

It also includes a list of nominations for federal judgeships; a federal appellate court jurisdiction map, and other information, the Washington, D.C.-based company reports.

Information: Reader Response no. 249.


Reg FD Service

PrimeZone Media Network, which offers news release distribution and investor relations Web site development, has announced the release of Reg FD.

The new service designed to assist professionals meet Securities and Exchange Commission regulations on fair disclosures.

The package includes transmission of news releases; broadcast fax and e-mail delivery services; live Web-casting; design and maintenance of Web sites; and other services, reports the company, which is headquartered in Los Angeles, Calif.

Information: Reader Response no. 250.

Compliance Desktop

CCH Inc., of Riverwoods, Ill., has released two new software programs: SEC Compliance Desktop: Stock Options, and SEC Compliance Desktop: Employee Stock Purchase Plans.

Both are designed to help legal professionals who administer plans. (The company also offers a Section 16 compliance module to help users create Forms 3, 4 and 5 for filings).

The Stock Options module allows users to create multiple plans with multiple grant types; vesting schedules; exercise types and dispositions, says CCH. Several valuation models are built into the module, and tax rates can be entered for participants. The ESSP module recognizes the $100,000 ISO limitations when adding new grants or editing existing grants, and can track the $25,000 limit in ESSPs, even when a participant is enrolled concurrently in multiple plans.

Information: Reader Response no. 251.


Guidebook Supplement

BNA Books has released its August 2000 supplement to its Patent, Trademark and Copyright Regulations reference book. It updates the main volume's sections on patent applications and copyright office rules, and contains five updated appendixes, which reflect new guidelines and training materials.

The handbook is edited by James Crowne, managing editor of BNA's Patent, Trademark & Copyright Journal.

Information: Reader Response no. 252.

Global Commerce & Communication, based in St. Cloud, Minn., has launched

The site is an online free forum for trading intellectual property, including industrial property and copyrighted property, GCC says.

The site is designed to be a central registry for small businesses, individuals, universities, government agencies, research institutions and investors, to find each other.

Information: Reader Response no. 253.


Baker, Thomsen Associates, of Emeryville, Calif., has launched, a new Web site that it says will "combat unlicensed, infalted pay information being provided on the Internet."

The site offers average pay figures for 30,000 jobs, it says. shows sources and source data; includes 45,000 U.S. and Canadian cities; displays statistical methodology; provides buying power comparisons; and offers access to pay data in 209 countries, it says.

Information: Reader Response no. 254.

Onesource Library

Austin's has launched its Onesource Labor & Employment Library, a Web-based collection of attorney work product that offers access to work of law firms such as Baker Botts L.L.P.; Baker & Hostetler L.L.P.; and Littler Mendelson, P.C. It contains material addressing such issues as employment contracts; handbooks, policies and manuals; hiring and discharge policies; and more.

The library complements existing research tools, allowing subscribers to save time and maximize productivity, says

Information: Reader Response no. 255.


China Relations

Pro2Net Corp. has created an online seminar on the legal aspects of doing business in the People's Republic of China.

Taped in Bejing last October, the seminar features four Bejing-based legal professionals who are experienced in working with international companies: Bai Tao, partner, Commerce & Finance Law Offices; Lu Zhifang, partner, Haiwen & Partners; Ren Yong, partner, T&D Associates; and Wu Xiaochen, of counsel, T&D Associates.

The discussion covers Internet regulations; contracts; antidumping measures; as well as the panelists' insights on the Chinese courtsystem.

Information: Reader Response no. 256.

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