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The Fundamentals of Estate Planning


The Fundamentals of Estate Planning book jacket View Table of Contents and Introductory Material
ISBN978-1-61163-515-7

The Fundamentals of Estate Planning

Revised Printing

by Angela Vallario

2013 $78.00 594 pp casebound

Tags: Trusts and Estates

This title is out of print and may have reduced or no availability. Please contact us for more information about ordering. (919) 489-7486.


Written specifically for those in the state of Maryland (or studying Maryland estate planning), The 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 advance medical directives for tax sensitive and non-tax sensitive client scenarios. Additionally, the casebook provides an overview of the ancillary issues including elder law, Medicaid, guardianship, estate administration and will caveats.

The book is accompanied by a CD which contains sample forms.


Complimentary Copy RequestIf you are a professor teaching in this field you may request a complimentary copy.


700 Kent St, Durham NC 27701. (919) 489-7486, Fax (919) 493-5668
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