Estate Planning Acronyms & Applications
Become fluent in the alphabet soup of estate planning acronyms
- Product Number: 2230148P01
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CLE Credits, earn up to:
1 substantive credits, 0 ethics credits CLE Credit Note -
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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
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9:40 - 9:50 am
Commonly Used Acronyms for Trust Instruments and Other Planning Vehicles
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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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
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9:50 - 10:00 am
Commonly Used Acronyms and Abbreviations for Corporate Entities
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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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
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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
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- Faculty