Fundamentals of Estate Planning

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9781594606298: Fundamentals of Estate Planning

Written specifically for those in the state of Maryland (or studying Maryland estate planning), Fundamentals of Estate Planning provides a unique opportunity to bring the practical aspect of estate planning into the classroom. The casebook provides text, relevant Maryland and Federal Statutes, forms and checklists used to interview and draft estate planning documents. Major topics include drafting of wills, testamentary trusts, inter vivos trusts, powers of attorney and advanced medical directives for tax sensitive and non-tax sensitive client scenarios. Additionally the casebook provides an overview of the ancillary issues including Medicaid, guardianship, estate administration, income taxation of trusts and estates, and estate litigation. The book is accompanied by a CD which contains sample forms.

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About the Author:

Angela Vallario is an Associate Professor of Law at University of Baltimore School of Law.

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