Estate Planning Acronyms & Their Applications
Become fluent in the alphabet soup of estate planning acronyms
- Product Number: 2230148WBA
- Publication Date: 7/20/2023
- Length: 1 hour CLE Credit Note
- Copyright: © 2023 MCLE, Inc.
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Product Description
Product Description
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!
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Agenda
Agenda & Materials
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9:30 - 9:40 am
Use of Acronyms and Abbreviations in Estate Planning
on demand video Add to CartLaurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
Lori A. Jodoin, Esq., Kotin, Crabtree & Strong LLP , Newton
Andrea Evans Zoia, Esq., Morgan, Brown & Joy LLP , Boston
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9:40 - 9:50 am
Commonly Used Acronyms for Trust Instruments and Other Planning Vehicles
on demand video Add to Cart -
2:05 - 2:50 pm
Massachusetts Independent Contractor Analysis
on demand video Add to Cart- Introduction of Test
- Attorney General Advisory
- Scope and Enforcement
- Notable case and summary of industries under scrutiny
Laurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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10:10 - 10:20 am
Commonly Utilized Tax Form References
on demand video Add to CartLaurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
Laurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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9:50 - 10:00 am
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2:50 - 3:20 pm
Federal Independent Contractor Analysis
on demand video Add to Cart- Intro and effect of misclassification intended to be addressed
- Economic realities test and updated rule
Laurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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10:00 - 10:10 am
Commonly Used Acronyms for Professional Designations
on demand video Add to CartLaurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
Laurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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3:20 - 3:30 pm
Independent Contractor Law: Differences Between Federal and State Analysis
on demand video Add to Cart -
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
Laurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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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
Laurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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3:30 - 3:35 pm
Break
Laurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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3:35 - 3:55 pm
Independent Contractor Law: Joint Employer
on demand video Add to CartLaurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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3:55 - 4:25 pm
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4:25 - 4:45 pm
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4:45 - 4:55 pm
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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