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A Practical Guide to Estate Planning in Vermont
Author:
Mark A. Langan
(Author)
Statute-backed, case law-driven, practical knowledge for Vermont's estate planning bar
Publisher: Massachusetts Continuing Legal Education
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A Practical Guide to Estate Planning in Vermont combines expert guidance with clear, easy-to-understand pointers, supported by current law. Contains information on Vermont's estate, gift, and generation-skipping transfer taxes, fundamental estate planning drafting tips and strategies, marital deduction planning, advanced directives and powers of attorney, special needs planning considerations, the Vermont Trust Code, planning for nontraditional families and same-sex couples, life insurance and estate planning—and more.
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• Ethical Considerations in Handling an Estate Plan and Engagement
• Estate, Gift, and Generation-Skipping Transfer Taxes
• Fundamental Estate Planning
• Marital Deduction Planning and Drafting Techniques
• Advance Directives and Powers of Attorney for Financial Matters
• Special Needs Planning
• Marital Agreements
• Vermont Trust Code
• The Uniform Principal and Income Act and the Unitrust Election
• Postmortem Estate Planning
• Life Insurance and Estate Planning