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Book
Fundamentals of Estate Planning
Books
  • Angela M. Vallario, University of Baltimore School of Law
Description

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.

ISBN
978-1594606298
Publication Date
1-2-2012
Publisher
Carolina Academic Press
Keywords
  • textbook,
  • law,
  • estates,
  • trusts,
  • estate planning
Citation Information
Angela M. Vallario. Fundamentals of Estate Planning. Durham, NC(2012)
Available at: http://works.bepress.com/angela-vallario/3/