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Maryland’s New Elective Share Law: Adjustments and Opportunities Course Book (E-Book)

Description

Topics covered:

An Overview of the New Elective Share Statute
In this portion of the program, panelists will review and discuss the new elective share statute, including what the augmented estate includes, how the share is determined and satisfied, procedural considerations for making the election, multijurisdictional estate issues, and role of Maryland’s courts with respect to the elective share.

Application of the New Elective Share Law
Panelists will discuss challenges and opportunities presented by the new statute through the use of scenarios for average, small(er) and large estates.  Questions to be considered include:

    • How does the statute protect surviving spouses?
    • How does the statute protect non-spouse beneficiaries?
    • What planning opportunities and challenges does the statute present for estate and trust, elder, disability and family law attorneys?
    • How does the statute affect the roles of fiduciaries and custodians?
    • What are possible areas of controversy?
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Maryland’s New Elective Share Law: Adjustments and Opportunities Course Book (E-Book)