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