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
- 1.The Roles of the Lawyer
1.1.1 Ethical Considerations
- 1.
1.1.1 Maryland Ethics Opinions/Confidentiality
- 2.
1.1.2 Maryland Ethics Opinions/Conflicts of Interest
- 3.
1.1.3 The Ethics of Asset Protection Planning
2.1.2 Professional Responsibility
- 1.
1.2.1 Maryland Law
- 2.
1.2.2 The Law of Other Jurisdictions
- 2.Maryland Ethics – Opinions/Confidentiality
- 3.Maryland Ethics – Opinions/Conflicts of Interest
- 4.The Ethics of Asset Protection Planning
- 5.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.
- 6.Intestacy: The Basic Pattern, Simultaneous Death
- 1.
3.1 Simultaneous Death
- 2.
3.2 Representative Per Stirpes
- 1.
- 7.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.
- 8.Bars to Succession
- 1.
Bars to Succession Child article
- 2.
5.1 Homicide
- 3.
5.2 Disclaimer
- 1.
- 9.Wills: Undue Influence/Fraud
- 1.
6.1 Bequest to Lawyers
- 2.
6.2 Fraud
- 3.
6.3 Tortious Interference with Expectancy
- 4.
6.4 In Terrorem Clauses
- 1.
- 10.Formalities of Wills
- 1.
7.1 Capacity to Make a Will
- 2.
7.2 External Indicia of Capacity
- 3.
7.3 Undue Influence
- 1.
- 11.Holographic Wills/Revocation of Wills
- 1.
8.1 Holographic Wills
- 2.
8.2 Revocation
- 1.
- 12.Components of Will/Contract to Make Will
- 1.
9.1 Incorporation by Reference
- 2.
9.2 Acts of Independent Significance
- 3.
9.3 Contracts to Make a Will
- 1.
- 13.Non-Probate Transfers
- 1.
10.1 In General
- 2.
10.2 Multiple Party Accounts
1.10.3 Revocable Trusts
- 1.
10.3.1 Funded Revocable Trusts
- 1.
- 14.Will Interpretation
- 1.
12.1 In General
- 1.
- 15.Classification of Legacies
- 1.
13.1 In General
- 2.
13.2 Operation and Effect
- 3.
13.3 Ademption
- 4.
13.4 Survivorship and Anti-Lapse
- 5.
13.5 Simultaneous Death
- 1.
- 16.Spousal Election
- 1.
14.1 Background
- 2.
14.2 Pre-1990 Common Law of Maryland
- 3.
14.3 Knell v. Price
- 4.
14.4 That's Not What We Meant To Do: Schoukraun v. Karsenty
- 5.
14.5 Measuring the Elective Share
- 6.
14.6 Waiver of the Elective Share
- 7.
14.7 The Mechanics of Making Election
- 8.
14.8 Jurisdictional Issue and Marital Agreements
- 1.
- 17.Omitted Children
- 1.
15.1 Omitted Children
- 1.
- 18.Definition/Creation of Trust
1.16.1 Implied Trusts
- 1.
16.1.1 Resulting Trusts
- 2.
16.1.2 Constructive Trusts
2.16.2 Express Trusts
- 1.
16.2.1 In General
- 2.
16.2.2 Revocable Trusts
- 3.
16.3 Statute of Frauds
- 19.Spendthrift Clauses: Modification and/or Termination of Trust
- 1.
17.1 Spendthrift in General
- 2.
17.2 Termination of Trust
- 3.
17.3 Principal and Income Modification
- 1.
- 20.Powers of Appointment
- 1.
18.1 Powers of Appointment in General
- 1.
- 21.Rule Against Perpetuities
- 1.
19.1 Rule Against Perpetuities
- 1.
- 22.Charitable Trusts
- 1.
20.1 In General
- 2.
20.2 Cy Pres
- 3.
20.3 Oversight of Charitable Trusts
- 4.
20.4 Endowments
- 1.
- 23.Health Care Directives
- 1.
11.1 Maryland Advance Directive Law In General
- 2.
11.2 Definitions
- 3.
11.3 Procedure For Making Advance Directives
- 4.
11.4 Effective Date/Revocation Of Advance Directives
- 5.
11.5 Surrogate Decision Making
- 6.
11.6 Standards for Surrogates
- 7.
11.7 Do Not Resuscitate Orders
- 8.
11.8 Federal Action
- 1.
