This book has been replaced by a newer edition:

The Fundamentals of Estate Planning (Maryland) cover

The Fundamentals of Estate Planning (Maryland), Second Edition

by Angela Vallario

2019, 804 pp, casebound, ISBN 978-1-5310-1159-8

$121.00

The Fundamentals of Estate Planning

Revised Printing

by Angela Vallario

Tags: Trusts and Estates

Table of Contents (PDF)

594 pp  $78.00

ISBN 978-1-61163-515-7

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.