| American Bar Association | http://www.abanet.org/ |
| American College of Trust and Estate Counsel | http://www.actec.org/ |
| Association for Advanced Life Underwriting | http://www.aalu.org/content.cfm?pageid=172 |
| Federal Financial Institutions Examination Council | http://www.ffiec.gov/ |
| Financial Industry Regulatory Authority | http://www.finra.org/ |
| Internal Revenue Service | http://www.irs.gov/ |
| National Financial Partners Corp. | http://www.nfp.com/ |
| Partnership for Philanthropic Planning | http://www.pppnet.org/ |
| Philanthropic Planning Group of Greater New York | http://www.ppggny.org/ |
| The Academy of Life Underwriting | http://www.alu-web.org/index.php |
| The American Institute of Certified Public Accountants | http://www.aicpa.org/ |
| U.S. Department of Labor | http://www.dol.gov/ |
| U.S. Department of the Treasury | http://www.ustreas.gov/ |