A Practical Guide to Estate Planning in Vermont

Walk down Massachusetts' legal memory lane

Product Number: 2150449B00
Publication Date: 11/7/2025
Edition: 3rd Edition 2025
Copyright: © 2025 MCLE, Inc.
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A Practical Guide to Estate Planning in Vermont

Walk down Massachusetts' legal memory lane

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Print Book 316 pages in 1 volume with downloadable forms Note: For print books, with MCLE's automatic update service, book revisions are mailed automatically with an invoice. If you do not want to subscribe to updates, please check the opt out option during checkout.

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Product Description

Product Description

As its name implies, Legal Chowder: Lawyering and Judging in Massachusetts is an eclectic soup that combines the proudest with the most bizarre moments of Massachusetts legal history. An anthology in the truest sense, this book takes a fresh look at selected cases that have molded Massachusetts legal history, the distinguished persons who argued and judged them, and the institutions that have influenced them. An exhilarating walk from the utopian ideal of the Puritan Experiment to the profound transformation in legal practice of the past 30 years, this book examines all corners of the Commonwealth's rich heritage of legal thought, word and deed.

This book is part of MCLE's Legal Heritage Series—a unique collection of books that celebrate Massachusetts' rich legal history and the people, institutions, and stories that are a part of it. All proceeds from the sales of Legal Heritage Series books support MCLE's Scholarship Endowment.
Table of Contents

Table of Contents
expand all

Chapter 01 expand

Ethical Considerations in Handling an Estate Plan and Engagement
Buy Chapter
Daphne Moritz, Esq., Sheehey Furlong & Behm, PC

Exhibit 1A
- Reminder Letter to Client Regarding Review of Estate Planning Documents Buy Form

Exhibit 1B
- Excerpt from “Representing Clients with Diminished Capacity,” by Constance V. Vecchione, Esq. Buy Form

Exhibit 1C
- Record of Services to Be Provided to Client Buy Form

Exhibit 1D
- Confidential Client Data Request Buy Form

Exhibit 1E
- Estate Planning Summary Letter Buy Form

Exhibit 1F
- Execution Procedure for Durable Powers of Attorney and Advance Directives Buy Form

Exhibit 1G
- Family Discussion Checklist Buy Form

Exhibit 1H
- Legal Fees and Billing—Information for Client Buy Form

Exhibit 1I
- Estate Planning Documents—Letter to Client Buy Form

Chapter 02 expand

Estate, Gift, and Generation-Skipping Transfer Taxes
Buy Chapter
Steven E. Schindler, Esq., Schindler Law Office, PLC

Chapter 03 expand

Fundamental Estate Planning
Buy Chapter
Jeanne C. Blackmore, Esq., Trust Company of Vermont
Livia K. DeMarchis, Esq, Trust Company of Vermont

Exhibit 3A
- Sample Will Buy Form

Exhibit 3B
- Revocable Inter Vivos Trust Buy Form

Exhibit 3C
- Approval of Trust Agreement by Spouse Buy Form

Exhibit 3D
- Pour-Over Will Provision: Pour-Over Residue to Own Trust Buy Form

Chapter 04 expand

Marital Deduction Planning and Drafting Techniques
Buy Chapter
Mark A. Langan, Esq., Dinse

Chapter 05 expand

Advance Directives and Powers of Attorney for Financial Matters
Buy Chapter
Launa L. Slater, Esq., Wiener & Slater Law Offices PLLC

Exhibit 5A
- Advance Directive for Health Care (Vermont Ethics Network) Buy Form

Exhibit 5B
- Advance Directive for Health Care (Disability Rights Vermont) Buy Form

Exhibit 5C
- Statutory Form Power of Attorney, 14 V.S.A. § 4051 Buy Form

Exhibit 5D
- Statutory Short Form Power of Attorney for Real Estate Transactions, 14 V.S.A. § 4052 Buy Form

Exhibit 5E
- Agent’s Certification, 14 V.S.A. § 4053 Buy Form

Chapter 06 expand

Special Needs Planning
Buy Chapter
James A. Caffry, Esq., Caffry & Keating PLLC
Glenn A. Jarrett, Esq., Jarrett & Luitjens PLC

Exhibit 6A
- Comparison of Three Social Security Programs Buy Form

Exhibit 6B
- Trust Provisions for Distribution Plans and Standards Buy Form

Exhibit 6C
- Examples of Permissible Distributions Buy Form

Exhibit 6D
- Self-Settled Special Needs Trust Requirement to Reimburse Medicaid (“Medicaid Payback” Provision) Buy Form

Exhibit 6E
- Vermont Pooled Trust Program as of August 2023 Buy Form

Exhibit 6F
- Sample Trust Protector Provisions to Plan for Unanticipated Changes in the Law or Circumstances Buy Form

Exhibit 6G
- Sample Preamble and Introductory Paragraphs Buy Form

Chapter 07 expand

Marital Agreements
Buy Chapter
Juliana E. Hoyt, Esq., Jarrett Hoyt

Checklist 7.1
- Prenuptial Agreement Checklist Buy Form

Checklist 7.2
- Postnuptial Agreement Checklist Buy Form

Checklist 7.3
- Separation Agreement Checklist Buy Form

Chapter 08 expand

Vermont Trust Code
Buy Chapter
Christopher M. Daudelin, Unsworth LaPlante PLLC
Wendy Hillmuth, Esq., Unsworth LaPlante PLLC
Ellen B. LaPlante, Esq., Unsworth LaPlante PLLC

Chapter 09 expand

The Uniform Principal and Income Act and the Unitrust Election
Buy Chapter
Mark A. Langan, Esq., Dinse

Chapter 10 expand

Postmortem Estate Planning
Buy Chapter
Hon. Jeffrey P. Kilgore,

Chapter 11 expand

Life Insurance and Estate Planning
Buy Chapter
Aaron J. Goldberg, Esq.,

Exhibit 11A
- Supplemental Materials Buy Form

Exhibit 11B
- Information on Life Insurance Excerpted from the Vermont Department of Financial Regulation Website Buy Form

Exhibit 11C
- Disclosure Relating to Insurance in Engagement Letter Buy Form
Editors & 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 & Keating PLLC, Waterbury

Christopher M. Daudelin, Unsworth LaPlante PLLC, Essex Junction

Livia K. DeMarchis, Esq, Trust Company of Vermont, Brattleboro

Aaron J. Goldberg, Esq.,

Wendy Hillmuth, Esq., Unsworth LaPlante PLLC, Essex Junction

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

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A Practical Guide to Estate Planning in Vermont

Walk down Massachusetts' legal memory lane

A Practical Guide to Estate Planning in Vermont

Walk down Massachusetts' legal memory lane

Choose Format:

Product Description

Table of Contents

Ethical Considerations in Handling an Estate Plan and Engagement

Exhibit 1A

Exhibit 1B

Exhibit 1C

Exhibit 1D

Exhibit 1E

Exhibit 1F

Exhibit 1G

Exhibit 1H

Exhibit 1I

Estate, Gift, and Generation-Skipping Transfer Taxes

Fundamental Estate Planning

Exhibit 3A

Exhibit 3B

Exhibit 3C

Exhibit 3D

Marital Deduction Planning and Drafting Techniques

Advance Directives and Powers of Attorney for Financial Matters

Exhibit 5A

Exhibit 5B

Exhibit 5C

Exhibit 5D

Exhibit 5E

Special Needs Planning

Exhibit 6A

Exhibit 6B

Exhibit 6C

Exhibit 6D

Exhibit 6E

Exhibit 6F

Exhibit 6G

Marital Agreements

Checklist 7.1

Checklist 7.2

Checklist 7.3

Vermont Trust Code

The Uniform Principal and Income Act and the Unitrust Election

Postmortem Estate Planning

Life Insurance and Estate Planning

Exhibit 11A

Exhibit 11B

Exhibit 11C

Editor(s)

Author(s)