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!

Agenda & Materials

• 9:30 - 9:40 am

  Use of Acronyms and Abbreviations in Estate Planning

  on demand video Add to Cart

  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

  on demand video Add to Cart

  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

  on demand video Add to Cart

  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

  on demand video Add to Cart

  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

  on demand video Add to Cart

  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

MCLE on demand programs are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only through a link included on the on demand program page.

Faculty