When embarking on a journey into the world of trusts and estates, one can become quickly and easily inundated with the sheer multitude of acronyms and terms commonly used by estate planners. Estate planning is a practice area full of ILITs, QTIPs, and QPRTs, GRATs, CLATs and CRATs, SLATs and IDGT’s, LLCs, LLPs, CFAs, CFPs and CAPs, 1041s and 709s, and so on. But what, exactly, do all these acronyms and numbers all stand for? In this new seminar you learn about some of the most commonly-employed acronyms and other short-hand references routinely encountered in estate planning - including what they mean and what the underlying instrument, entity, tax form, or professional designation is that is being referenced, how it works, and how or why it might be utilized in estate planning.
Join us online to become more easily conversant in the alphabet soup of estate planning!
Join us online to become more easily conversant in the alphabet soup of estate planning!
Course Content
9:30 - 9:40 amUse of Acronyms and Abbreviations in Estate Planning
Laurel M. Millette, Esq., Transitions Law LLC, Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP, Newburyport
9:40 - 9:50 am
Commonly Used Acronyms for Trust Instruments and Other Planning Vehicles
Laurel M. Millette, Esq., Transitions Law LLC, Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP, Newburyport
10:10 - 10:20 am
Commonly Utilized Tax Form References
Laurel M. Millette, Esq., Transitions Law LLC, Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP, Newburyport
9:50 - 10:00 am
Commonly Used Acronyms and Abbreviations for Corporate Entities
Laurel M. Millette, Esq., Transitions Law LLC, Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP, Newburyport
10:00 - 10:10 am
Commonly Used Acronyms for Professional Designations
Laurel M. Millette, Esq., Transitions Law LLC, Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP, Newburyport
10:20 - 10:30 am
“Ask the Experts” Q&A Session
Laurel M. Millette, Esq., Transitions Law LLC, Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP, Newburyport
Please Note
Webcasts are delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They can be accessed, downloaded, or printed from your computer.
