Maryland Bar Bulletin
Publications : Bar Bulletin : November 2011


The 2011 CLE program calendar is robust and continues to expand with a variety of live programs, webcasts, video replays and online offerings. Go to our website at and click on the blue online CLE catalog button for details on each program and to register. If you missed any of our mostly sold out 2011 programs through September, they can now be purchased for viewing online, including “Recent Developments in Estate Administration with Allan Gibber”, “The Fair Debt Collection Practices Act and Regulation of Attorney Debt Collection”, “2011 Family Practice Update”, “Ethics and Professionalism for Maryland Lawyers”, and “2011 Hot Topics in Elder Law”. Thank you again for your continued support and, of course, thank you to our fine volunteer faculty that make the exceptional CLE programs offered by this office possible.


  • December 8, 2011. Divorce Tax Workshop. Columbia, MD. Register online at
  • December 15-16, 2011. Deposition Practice and Procedure. Columbia, MD. Registration opening soon.
    [* To receive a free or discounted slot for the programs marked (*), volunteers and staff lawyers should register through the Pro Bono Resource Center of Maryland (PBRC) by calling 410-837-9379; 800-396-1274; emailing Kiah Elmore at; or visiting]
    Upcoming video replays of recent MSBA CLE seminars:
  • DECEMBER 6, 2011. 2011 Employment Law Institute. 9:00 a.m. to 4:30 p.m at Montgomery County Law Library, Rockville, MD.
  • DECEMBER 13, 2011. 2011 Employment Law Institute. 9:00 a.m. to 4:30 p.m at Maryland Bar Center, Baltimore, MD.


The MSBA CLE Publications Department is pleased to announce the availability of the NEW 2011 Revised Edition of Using and Drafting Trusts in Estate Planning.

Much of this book focuses on specific trusts, what they are used for, how they fit into an estate plan, and the specific conditions governing each. The authors are experienced estate planning practitioners and have updated the book to include all of the relevant updated case law, IRS rulings, statutes, and regulations. Plus, the tables of cases and authorities have been updated.

The chapters cover: Selected State Law Issues; Revocable Living Trusts; Marital Deductions; Generation-Skipping Trusts; Primer on Trusts: Planning for People with Disabilities; Irrevocable Life Insurance Trusts; Charitable Split Interest Trusts; GRITS, QPRTs, and GRATS; Qualified Subchapter S Trusts (QSSTS); Bypass or Credit Shelter Trusts; Trusts as Beneficiaries of Retirement Account Benefits; Table of Authorities; and Table of Cases.

This 2011 Revised Edition includes new sections on Protection from creditors (property owned as “tenants by the entirety”); Impact of Large Federal Gift Tax Exemption and Portability; and Maryland Legislation Clarifying the Use of Special Needs Trusts (SNTS). The authors also discuss preventing the automatic allocation of Generation-Skipping Transfer Tax (GST); the one-year repeal of GST under the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (TRUIRJCA), GST exemption granted for transfers made in 2011 or 2012, and the “deceased spousal unused exemption” under TRUIRJCA; reinstatement of the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGGTRA); the Crummey Clause and provision for invasion right trigger; and much more.

Order just the book or the book with a companion forms CD that includes the following sample forms found in the book: Discretionary Trust Clause; Spendthrift Provision; Bypass Disclaimer Trust provisions; Revocable Living Trust; Special Needs Trust; Irrevocable Trust; Sample QPRT; Sample GRAT; and more.

Order your copy of Using & Drafting Trusts in Estate Planning, 2011 Edition today from the MSBA’s CLE Department online catalog at:

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Publications : Bar Bulletin : November 2011

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