SUPPLEMENT UPDATE: Maryland Estate Planning, Wills and Trusts Library: Forms and Practice Manual December 2023 (1.19)

by Jeffrey S. Glaser, Esq. (2023)

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SUPPLEMENT UPDATE: Maryland Estate Planning, Wills and Trusts Library: Forms and Practice Manual December 2023 (1.19)

Important Notice:

Only Data Trace Publishing Company customers with a current subscription to this hard copy legal manual should use this portion of our site to pay for your recently received update.* Once payment is received, the corresponding legal manual forms may be downloaded to your computer.

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Jeffrey S. Glaser is a partner with the law firm Saul Ewing Arnstein & Lehr LLP in their Baltimore and Washington, D.C. offices. His practice focuses on estate planning; income, gift, estate and generation-skipping transfer tax planning; business succession planning; tax planning; asset protection planning; trust and estate administration; and pre- and post-marital agreements. He also serves as trustee of a number of trusts. Since 2013, he has served as chair of Saul Ewing Arnstein & Lehr’s Private Wealth, Estate and Trust practice group. Mr. Glaser is a Fellow of the American College of Trust and Estate Counsel, and a Trust and Estate Practitioner member of the Society of Trust and Estate Practitioners (STEP). He is a past president of the Baltimore Estate Planning Council and serves on the Estate and Trust Law Section Council of the Maryland State Bar Association. Mr. Glaser has lectured, authored and chaired a number of continuing legal education programs for the Maryland State Bar Association (formerly MICPEL) and the Maryland Association of CPAs, and has spoken to numerous professional organizations, charitable groups, and businesses. He received an A.B. from Boston College, an M.A. (economics) from the University of Maryland, and a J.D., with honors, from the University of Maryland School of Law. He is admitted to practice in Maryland, Virginia, and Washington, D.C.

Important features of this year's supplement include:

  • New Statutory Form Personal Financial Power of Attorney and Statutory Form Limited Power of Attorney, effective October 1, 2023
  • Fully revised Chapter 30: Durable Powers of Attorney for Financial Matters
  • Updated Chapter 31: Healthcare POAs
  • New section on Payment to Guardians with accompanying forms


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