The Maryland Law of Estates & Trusts
A Treatise by Frederick R. Franke, JR.
Table of Contents
The Maryland Law of Estates & Trusts
Table of Contents
- 0. Introduction
- 1.
About the Treatise
- 1.
- 1. The Roles of the Lawyer
- 1.
1.1 Ethical Considerations
- 2.
1.1.1 Maryland Ethics Opinions/Confidentiality
- 3.
1.1.2 Maryland Ethics Opinions/Conflicts of Interest
- 4.
1.1.3 The Ethics of Asset Protection Planning
- 5.
1.2 Professional Responsibility
- 6.
1.2.1 Maryland Law
- 7.
1.2.2 The Law of Other Jurisdictions
- 1.
- 2. Basic Principals Related to the Transmittal of Property at Death
- 1.
2.1 Testamentary Freedom
- 2.
2.2 Probate vs. Non-Probate
- 3.
2.3 Probate Process
- 1.
- 3. Intestacy: The Basic Pattern, Simultaneous Death
- 1.
3.1 Introduction/Basic Pattern
- 2.
3.2 Simultaneous Death
- 3.
3.3 Representative Per Stirpes
- 1.
- 4. Transfers to Children, Reproductive Technology
- 1.
4.1 Posthumous Children
- 2.
4.2 Reproductive Technology
- 3.
4.3 Same Sex Parents
- 4.
4.4 Virtual Adoption
- 5.
4.5 Non-Marital Children
- 6.
4.6 Pushing the Envelope of Reproduction Technology
- 7.
4.7 Advancements
- 8.
4.8 Transfer of Expectancy
- 1.
- 5. Bars to Succession
- 1.
5.1 Homicide
- 2.
5.2 Disclaimer
- 1.
- 6. Wills: Capacity/Contest
- 1.
6.1 Bequest to Lawyers
- 2.
6.2 Fraud
- 3.
6.3 Tortious Interference with Expectancy
- 1.
- 7. Wills: Undue Influence/Fraud
- 1.
7.1 Bequest To Lawyers
- 2.
7.2 Fraud
- 3.
7.3 Tortious Interference With Expectancy
- 4.
7.4 In Terrorem Clauses
- 1.
- 8. Formalities of Wills
- 1.
8.1 In General
- 2.
8.2 Formalities of Will Substitutes
- 3.
8.3 Credible Witnesses
- 1.
- 9. Holographic Wills/Revocation of Wills
- 1.
9.1 Holographic Wills
- 2.
9.2 Revocation
- 1.
- 10. Components of Will/Contract to Make Will
- 1.
10.1 Incorporation By Reference
- 2.
10.2 Acts of Independent Significance
- 3.
10.3 Contracts To Make A Will
- 1.
- 11. Non-Probate Transers of Financial/Bank Accounts
- 1.
11.1 Background
- 2.
11.2 Development of Maryland Statutory Law Governing Multiple Party Accounts
- 3.
11.3 Lifetime Rights to Multiple Party Accounts
- 1.
- 12. Health Care Decision Making
- 1.
12.1 Maryland Advance Directive Law in General
- 2.
12.2 Definitions
- 3.
12.3 Procedure for Making Advance Directives
- 4.
12.4 Effective Date/Revocation Of Advance Directives
- 5.
12.5 Surrogate Decision Making
- 6.
12.6 Standards for Surrogates
- 7.
12.7 Do Not Resuscitate Orders
- 8.
12.8 Medical Orders for Life-Sustaining Treatment (MOLST)
- 9.
12.9 Federal Action
- 10.
12.10 Maryland Anatomical Gift Statute
- 1.
- 13. Will Interpretation
- 1.
13.1 In General: The Purpose of Will Interpretation
- 2.
13.2 Beginning Point: The Plain Meaning Rule
- 3.
13.3 Interpreting and Giving Effect to Every Word and Every Part of the Will
- 4.
13.4 Extrinsic Evidence to Show the Surrounding Circumstances
- 5.
13.5 Extrinsic Evidence Permitted When a Will Contains a Latent Ambiguity
- 1.
- 14. Classification of Legacies
- 1.
14.1 In General
- 2.
14.2 Operation and Effect
- 3.
14.3 Ademption
- 4.
14.4 Survivorship And Anti-Lapse
- 5.
14.5 Simultaneous Death
- 1.
- 15. Spousal Election
- 1.
15.1 Background
- 2.
15.2 Pre-1990 Common Law of Maryland
- 3.
15.3 Knell v. Price and Beyond
- 4.
15.4 Measuring the Elective Share
- 5.
15.5 Waiver Of Elective Share
- 6.
15.6 The Mechanics Of Making Election
- 7.
15.7 Jurisdictional Issues and Marital Agreements
- 1.
- 16. Omitted Children
- 1.
16.1 Omitted Children
- 1.
- 17. Maryland Trusts
- 1.
17.1 General Background
- 2.
17.2 The Trust as a Fiduciary Relationship
- 3.
17.3 Good Faith and the Nature of the Trustee's Duties at Common Law
- 4.
17.3.1 The Good Faith Standard
- 5.
17.3.2 Good Faith and Extended Discretion
- 6.
17.3.3 Immutable Good Faith
- 7.
17.4 Trust Creation under Maryland Law
- 8.
17.5 Creation of an Express Trust under the Maryland Common Law
- 9.
17.6 Trustee and Life Beneficiary Being the Same Person
- 10.
17.7 Maryland Revocable Trust under the Common Law
- 11.
17.8 Revocable Trusts under the Maryland Trust Act – General Appeal
- 12.
17.8.1 Capacity to Settle or Otherwise Deal with a Revocable Trust
- 13.
17.8.2 Surrogate Settlors
- 14.
17.8.3 Revocation
- 15.
17.8.4 Beneficiary Rights and Revocable Trusts
- 16.
17.9 Modification/Termination of Irrevocable Trusts
- 17.
17.9.1 Background
- 18.
17.9.2 Termination and Modification Under the Maryland Trust Act
- 19.
17.9.3 Termination By Consent
- 20.
17.9.4 Modification or Termination in Furtherance of the Purpose of the Trust
- 21.
17.9.5 Termination of Trusts of Less Than $1000,000 Value
- 22.
17.9.6 Reformation to Correct Mistakes
- 23.
17.9.7 Modification To Achieve Tax Objectives
- 1.
- 18. Spendthrift Clauses; Modification and/or Termination of Trust
- 1.
18.1 Spendthrift In General
- 2.
18.2 Termination of Trust
- 3.
18.3 Principal And Income Modification
- 1.
- 19. Powers of Appointment
- 1.
19.1 Powers Of Appointment In General
- 1.
- 20. Rule Against Perpetuities
- 1.
20.1 Rule Against Perpetuities
- 1.
- 21. Charitable Trusts
- 1.
21.1 In General
- 2.
21.2 Cy Pres
- 3.
21.3 Oversight of Charitable Trusts
- 4.
21.4 Endowments
- 1.
