Planning Approaches to Will and Trust Drafting

Topics to be covered:

• State Estate Tax
• Tax Clauses
• Selection of Fiduciaries
• Role of Personal Representative
• Valuation
• Disclaimers
• Powers of Appointment
• Tangible Personal Property
• Income Tax Considerations
• Split -Interest Trusts

Jennifer Yeagle, Esq. 

This On-Demand is also available as part of the Essentials of Maryland Estate and Trust Practice curriculum. This curriculum offers the courses and publications in one package, that would cost hundreds more to purchase separately. Learn more!