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
  • Agenda & Materials
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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!

  • Agenda

    Agenda & Materials

    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.

  • Faculty


    Laurel M. Millette, Esq., Transitions Law LLC, Concord
    Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP, Newburyport