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.
Table of Contents
Chapter 01 - Ethical Considerations in Handling an Estate Plan and Engagement
Chapter 02 - Estate, Gift, and Generation-Skipping Transfer Taxes
Chapter 03 - Fundamental Estate Planning
Chapter 04 - Marital Deduction Planning and Drafting Techniques
Chapter 05 - Advance Directives and Powers of Attorney for Financial Matters
Chapter 06 - Special Needs Planning
Chapter 07 - Marital Agreements
Chapter 08 - Vermont Trust Code
Chapter 09 - The Uniform Principal and Income Act and the Unitrust Election
Chapter 10 - Postmortem Estate Planning
Chapter 11 - Life Insurance and Estate Planning
Authors
Editor(s)Mark A. Langan, Esq.,
Dinse, Burlington
Author(s)
Jeanne C. Blackmore, Esq.,
Trust Company of Vermont, Burlington
James A. Caffry, Esq.,
Caffry Law, PLLC, Waterbury
Livia K. DeMarchis, Esq,
Trust Company of Vermont,
Aaron J. Goldberg, Esq.,
Juliana E. Hoyt, Esq.,
Jarrett Hoyt, South Burlington
Glenn A. Jarrett, Esq.,
Jarrett & Luitjens PLC, South Burlington
Hon. Jeffrey P. Kilgore,
Waterbury
Mark A. Langan, Esq.,
Dinse, Burlington
Ellen B. LaPlante, Esq.,
Unsworth LaPlante PLLC, Essex Junction
Daphne Moritz, Esq.,
Sheehey Furlong & Behm, PC, Burlington
Steven E. Schindler, Esq.,
Schindler Law Office, PLC, Rutland
Launa L. Slater, Esq.,
Wiener & Slater Law Offices PLLC, Burlington
Stephen A. Unsworth, Esq.,
Unsworth LaPlante PLLC, Essex Junction
