Trusts & Estates
You Can Call Me Ray, or You Can Call Me J: Common Terms with Different Names
By: Mary Merrell Bailey, JD, CPA, MBA, MSTaxation, MSAccounting
Estate Planning is a specialized field with its own vocabulary. Often, the same idea is known by multiple names, which can be particularly confusing to our clients and non-attorney colleagues. Use this glossary as a brief cheat-sheet of some familiar concepts and their frequent pseudonyms.
To access this glossary and the article, please fill out the form below.
Topics
Complete the form to get your free guide
Related Resources
Loper Bright and the Demise of Chevron Deference: A Game Changer for Federal Agency Power?
On June 28, 2024, in the Loper Bright decision, the United States Supreme Court overturned the long-standing doctrine of Chevron deference. Read more now.
Learn More
WealthCounsel Quarterly, Volume 18, No. 4—Shining Some Light on the Sunset
Learn More
2024 Estate Planning Awareness Week - Free Marketing Package
Get free access to the 2024 Estate Planning Awareness Week marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.
Learn More