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Episode 27: Decoding Legal Lingo
13 Plays2 months ago
This week we're cracking the code on legal acronyms! Ever found yourself scratching your head over the acronyms in legal document wondering what those letters actually mean? We'll demystify the legal jargon and explain why it's so essential to have guidance from a law firm when dealing with these complex matters.
+ Don't miss out on the everyday acronyms you can start using right now brought to you by Sam and Sara.
Join us every Wednesday for new episodes!
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Transcript
Introduction to Wills and Estate Planning
00:00:04
Speaker
Welcome to another episode of One of Us Knows What They're Talking About. Another one is you. I'm Lori Burch, your host. Join us as we discuss and unpack wills, trust, estate planning, and probate law in a way that's actually informative, interesting, and well, hopefully entertaining. Because if you don't have a will, the state of Texas has one for you. Let's dive in.
00:00:39
Speaker
Today we're going to talk about demystifying legal jargon, acronyms, all of that, because it occurs to me, well actually the way this happened is we were driving by an AT and&T store and I said, you know, I wonder what AT and&T stands for?
00:00:59
Speaker
Because we just accept that as as a thing. Do you all know what it stands for? Don't Google it. Do you know what it stands for? Or make a guess, because I made a guess and I was wrong. I feel like telecommunication. OK, there's an A though. Are you familiar? I'm saying it's one of the keys. Do they have an A in the New Zealand alphabet? Yes. They have the same alphabet, Lori.
00:01:29
Speaker
Right. What is A stand for in AT and&T? American. Yeah. what Where's the company from? Because if it's from here, it's going to be America or American. American. What do you think the first T is? Is it like telecommunications? Nope. That was one of my guesses. So much older than that.
00:01:58
Speaker
I mean, telephonic? No, let me just tell you, because that's not the point of this this
Accessible Legal Writing
00:02:05
Speaker
episode. American telephone and telegraph. Oh,
00:02:10
Speaker
ah And and sometimes it occurred to me that there's there's a lot of things that we just take for granted and we throw around whether they're acronyms or expressions or phrases that people don't necessarily understand or know what they are. And I know when we've talked to our marketing,
00:02:33
Speaker
our chief marketing officer, that what has come up is about how when you're doing videos, when you're writing blogs, that you need to write it in a way that's easier to understand, like at a fifth grade level. And then he proceeded to review the videos and blogs that I've done. And he's like, oh, you've done a good job.
00:02:54
Speaker
And i so I don't know if that's like a compliment or not, but I do always try to be mindful of how are people going to retain this and understand that. So today we're going to talk about demystifying a lot of the legal jargon that you may hear. um But before I do that, um my dad would be very upset with me if I did not share something that he has shared with me in his mind what he thinks is new knowledge at least 10 times and every time I tell him I know you have brought this up many times before but do you know that posh not the spice girl oh but that the expression sorry Sam we can talk about spice girls I got the one oh yeah right there uh
00:03:47
Speaker
Posh is actually an acronym. Did you know that? Did you know that? Didn't you also say that you're not sure if that's right? Let me Google that. I looked it up. I looked it up. So it is. So posh is actually an acronym. But before we do that, oh Sarah or Sam, how would you define the term posh besides a Spice Girl? Someone who's like X rich. You're acting posh.
00:04:18
Speaker
Like just- I think it's more of a state of being. Yeah, that's true. Yeah.
00:04:27
Speaker
Like elegant or stylish. Yeah. pushsh You just say shh. Sure. No, I was going to say sure. And then I went- In a refined or upper class way. Yeah. Yeah. Okay. So it actually,
00:04:45
Speaker
Are you ready for it? Doo, doo, doo. Are you ready for it? Port out starboard home. P-O-S-H. So it's actually how wealthy people used to travel on ships because they can afford to travel, like apparently that's the best view. Like port out starboard home.
00:05:11
Speaker
So if you were not in steerage and didn't have to fight over a door to save your life. No, um you know we haven't talked about this. Do we, was there enough room on the door? Yes. You feel that way? Do you? Do you think that? Well, and then subsequently the MythBusters did do it and they discovered that yes, there was enough room on the door for them until somebody found them. I mean, they may may have gone in like a little bit of like frostbite on their toes because they're probably like hanging off a little bit, but like they would have been fine. There was enough space
Types of Trusts Explained
00:05:50
Speaker
on that door. Yeah.
00:05:53
Speaker
OK, very good. So not to make this anything relevant to what we do for a living, but I do find that there's there's a lot of legal jargon. And I think one of the things that um I personally enjoy are all the different terms that we hear for things like trusts. So there's revocable living trust living trust irrevocable trust interive those trusts, trusts. Sarah, do you know what an intervivos trust is?
00:06:23
Speaker
oh Please, I don't know. Is it intervivos or intervivos? You mean with your of master's degree, you don't know any Latin? Nope. Well, you're not very posh, are you? I know, I know. You would have gone down with the ship. I would have, and that's okay. I don't think you would have felt it was okay.
00:06:47
Speaker
You know an idea that we've toyed around with are like bad ways to die and I think freezing to death in was the Atlantic Anyway, it doesn't matter what body of water it is. I think that'd be a pretty bad way to go I think I feel like I would have been like I would have lived and I would have been like the unsinkable Molly Brown and Anyway, so in Travivos, Sarah, spoiler alert, really just means like living trust. I'm so sorry to tell you that, really all the time. But it's the same thing.
00:07:25
Speaker
Another thing that we hear a lot, and this is like really deep in the weeds, but like bypass trust, AB b trust, marital trust, like they're all like similar or same things, or we'll get people who will call us. Oh no, this is really going to devolve fast. Um, ladybird deeds or possibly ladybug.
00:07:49
Speaker
leebug Ladybug. Ladybug. Or Ladybird trusts. Or real estate trusts. Or family trusts. What about a Totten trust? A what? Totten. P-O-T-T-N. What the hell is that? It's also known as payable on death accounts. Oh really? That is new information. Why did you post a picture of an axolotl in our chat?
00:08:19
Speaker
Really? Because we were talking about them. I mean, we were, but anyway, so a lot. Oh, yes. So there's a lot of things. I mean, some of them that come up is well, I mean, we can't we've gone too far into this talking about um acronyms and so forth without talking about something that really drives me nuts about Sam and Sarah. And then as they feel like they have to pronounce acronyms. So, some may know that I was a very active member, including former national president of the American Business Women's Association. What? A-B-W-A. And I cannot tell you how many people would say it's, yes, go ahead. Sam, say it. I saw you now. What?
00:09:10
Speaker
and what Abwa. That's what I was thinking. Sounds like Abba. Yeah. Sounds like you're saying Abba as a small child. Yeah. No. No Abba. Nobody calls it that. Abwa. It's A-B-W-A, right? So a few things that we do, like one thing in probate, if you don't have a will, is a common procedure is a determination of airship or a DOH, or what don people don't. A DO. A DO. A DO.
00:09:40
Speaker
Which is fair because if someone dies, and then i sing this and then you find out that they have to go through this very complicated, expensive, time consuming process. You're like, no. Yes, it's a termination of airship. Another one is a transfer on death deed. Todd. T-O-D-D. Yeah. What is a transfer on death deed do? Sam.
00:10:07
Speaker
It transfers the property. Oh, death? Are you still vibing on death? Yeah. No, Sarah looks so relieved. That's why I laughed because she did the... Sarah could have done that. I mean, it's very literal. What? Yeah, I know. Interesting. Interesting. It is. What about an AOH?
00:10:33
Speaker
Sam, still you because it's too, it's unfair to do this to Sarah. Affidavit of airship. Okay. And what does that do? Oh no. Oh no. Oh nuts. Is that the, is that the property? Yeah. Okay. So it's yeah transferring property after somebody has passed away. You're appropriate. o Can you or can you not have a will if you do an affidavit of airship? No.
00:11:05
Speaker
No, yeah main mostly, mostly, mostly, maybe it depends. But usually throughout the hard questions. I know. What about J. T. W. R. O. S. J. T. W. R. O. S. Making some rights of survivorship. That's the only part. i Okay. So you're so close because R. O. S. Rights of survivorship. But what is J. T. W.
00:11:37
Speaker
J is joint joint. I don't know. a tea Okay, joint tenants. was our Thank you. I don't they weren't gonna get that one. No. Yeah. They're trying real hard and so that so it's actually a ah real property concept called joint tenancy. Here's a good question. Do we have joint tenancy in Texas? No.
00:11:58
Speaker
Sarah! Do you actually know that? or she does I bet she does. Oh, I actually did know that. Okay, is it because of Lori's videos that doesn't exist in Texas? Oh, yeah, ah it's on your webinar, so we have to like hear you do it every time. She's slowly absorbing all the information. Every time we... Right. We don't have that in Texas, and that's actually one of the... hit because I'm in the walls. You thought that was Jordan.
00:12:29
Speaker
No, she's, her office is right there when she's in the office. No, when she's working in the home. Which is not today. Not today. So yes, no, so this is important because I I don't know the answer to this, but I don't know if there's other states that don't recognize joint tendency, because it's super, super common in most states.
Texas Property Laws and Alternatives
00:12:50
Speaker
But joint tendency is like if a married couple buys a home and one of them dies, it automatically goes to a survivor. And that is one of the biggest things that frankly pisses people off in Texas to find out. And it's actually one of the biggest mistakes people make when a spouse passes away.
00:13:09
Speaker
And they stay in the home and they've got bank accounts that automatically go to each other, their beneficiaries on life insurance or all of that. and they don't realize that their home, there's not a clear title to the home because Texas doesn't recognize this automatic right of survivorship. So there has to be something. There are ways to make it work that way. You can have a separate agreement that is subsequently filed called a right of survivorship. You can do a trust, you can do a transfer and death deed or odd, but yes, that's an important one that comes up.
00:13:45
Speaker
What did you say, Cynthia? Oh, I just said Todd. Yeah. Todd. Todd. Yes. So as far as overall jargon and so forth,
00:13:57
Speaker
What do you, like what legal jargon do you find that we deal with that because I am able to seamlessly and effortlessly communicate at a fifth grade level that I don't use when i'm communicating to people, but internally it's like, don't ever use these expressions with people because they won't make sense.
00:14:19
Speaker
I mean like RLT. RLT could be one. What does RLT stand for?
00:14:28
Speaker
Intervivalist trust. It isn't an interest. Revocable living trust. Yeah. What is TT stand for?
00:14:38
Speaker
Estimatory trust. Estimatory trust. Oh, I'm so sorry, Sarah. You actually knew that. Did you know that? Well, yeah, because she's like, I should have all the automations for that. Here's a good test. What is that? Because this will throw everybody off in our in our firm. What does CYA stand for?
00:14:59
Speaker
It depends. but Outside of birch law, what does it stand for? so so Inside birch law, what does it stand for? sarah oh be assets i I don't know. I don't know why I whispered that. I so good i don't know either.
00:15:24
Speaker
That's great. I think she's afraid she's at home so she doesn't want to curse in front of her dog. Yeah. Yeah. She could learn bad epic. She could learn some bad words. She was walking on her hind legs earlier. I can't. So something that came on recently, I don't know. So something that came up recently is something internally that we refer to is ancillary documents. And I've tried to make sure that nobody, nobody refers to that to clients because clients aren't going to understand what ancillary documents are. I did not know though until last year that after two years of working at Birch Law that Sarah too did not know what ancillary documents were. So Sam, what are ancillary documents in the context of the state planning?
00:16:17
Speaker
They are documents like your power of attorneys, um disposition of remains, documents like that. So not your will or trust document, but everything else that I did. Ancillary to a will or a trust. yeah Yes? Yes. I'm over here like thumbs up, like yes. Sam, how long have you worked here? Almost three years.
00:16:47
Speaker
Like I know what ancillary, like if you say go get the ancillary documents, I know what they are, but I've just realized now that I don't know what they're worth. Lori, that is not a commonly used word word. Like, you know what it is. I know what it means. We know that it's like supporting or like documents that are their subsidiaries of other things. But people don't know what that means. When we refer to one of our conference rooms as the OG conference room, what does OG stand for?
00:17:18
Speaker
Original gangster. Yeah, that's what it means Or it could typically be short for like original like you wanna OG original. Oh, okay. It's original just the word or no. Yeah and so Just to speak a little bit in Sarah terms. I want this KPI stem for In Sarah terms because she likes all the corporate speech. I know this one. Oh, so listeners can't know that. um
00:17:54
Speaker
They're not listeners, they're fans. They're not friends. We're not social relationships. That's dangerous. Sarah loves corporate lingo. I don't. So what does KPI stand for? It stands for key performance indicators.
00:18:16
Speaker
Can you speak up a little bit? You're a little quiet. Can you do that again? and Key. Performance. Indicators. I feel like you got quieter with every word, but you know just project. What does P and P stand for?
00:18:37
Speaker
like I want to say everything else but the actual um stands for policies and procedures hold on we need to revisit that what do you mean everything else like um it's fine like you so you know how like license plates have like three letters at the beginning i'll always come up with like an acronym for like the first word that comes to mind so you say pnp and my immediate thought is like Well, I can't say it. You can cut this out. Sarah, are you being inappropriate?
Corporate and Wealthy Client Jargon
00:19:22
Speaker
Is that what you're really, is that what you're really thinking when we say PNP? Well, like when you put on PNP, yeah, you know me. Sarah, what do you want from your spelling?
00:19:38
Speaker
um miss spelling What about, I've got a good one. I've got a good one. What about SOP? I was going to say that. I thought it could be scope of work or statement of, no. I'm thinking of something else. Yes. Standing standard operating procedures. Yeah. I need that here. Okay. Um, Sarah oh ACV.
00:20:08
Speaker
Average case value. and Good job. At least you know how to do your job. um This is one in fairness that I don't know off the top of my head, unless I look at it. But we do use this, and it is part of corporate lexicon that Sarah loves.
00:20:33
Speaker
SKU, S-K-U.
00:20:39
Speaker
Anyone, anyone, dealer, something, something. You know, right? Is the last one.
00:20:49
Speaker
It doesn't. I don't know. I don't really. I just because we probably are. OK, it's not probably my fault. Stock keeping unit, which what does that mean? It's like, you know, at the store, whenever there's the barcode, that's how they keep count of stock and they scan it.
00:21:07
Speaker
It goes out, but if you're like old mom and pop shops, they manually count every piece of inventory, no you know? Did you see like the scanners that they have at Target and stuff now where they just like put it over the clothes as they're walking and it like inventories it? But they don't have to scan each barcode. Isn't that weird? How does it like, weird? How does it work with that? Like if there's like a rack of clothes, they just scan it this way and it knows like how many- Did you say a Kroger? No, I say Target. Oh. She said a Target. I was about to say, I'm very confused. We're very confused. Kroger.
00:21:38
Speaker
Not a sponsor. and um you know you No, No. But Target, we'd love you to be a sponsor. um yeah Say T and K. Yeah. They're nowhere near you. Target, Kroger, like they don't come. Did you just say T and K? T and K. Oh, I was like, Sam. It's New Zealand for and. Yeah. Right. All right, so Sinteel. Stop.
00:22:07
Speaker
Yes, I don't have that much connection. Not that we're on track at all here, but or not did you have some things you want to talk about as far as ah estate planning jargon and or acronyms? Oh, are there some things that we typically don't do that I just want to went to quiz you on? Well, because it's like for uber wealthy people who want to hide their millions of billions of dollars.
00:22:32
Speaker
Most folks don't come to us because we focus on the masses. We focus on everyday people from all walks of life who want the time and attention that the biggest law firms reserve for their highest net worth clients. Okay. Well, you're not making this one anymore.
00:22:49
Speaker
that
00:22:54
Speaker
If only I could get everybody else at the office to just be able to say things like that as effortless as as I just did.
00:23:02
Speaker
I can say it. I just don't interact with clients often. Nor does Sarah or people. All right. So what do you got for me? Correct. Okay. Let's start with one. What's a GST? ah It's a Generation Skipping Transfer Tax. Or just Generation Skipping Trust.
00:23:27
Speaker
Well, but the Generation Skipping Trust has to do with preserving the Generation Skipping Transfer Tax. Would any of you like to explain what that is? No. The Generation Skipping Transfer Tax. Do you know what that is? Do you know what skipping a generation is? Well, I know what skipping a generation is. There's actually an additional tax that you can be assessed and the like the estate tax and tax laws can change like next year it's gonna sunset. We'll see what they decide to do. They're not gonna do anything until the election, but it has to do with an additional tax if you skip a generation. So if you go straight to like grandkids or so forth instead of your own kids. Can you imagine? Anyway, go ahead. You know what Sarah, um
00:24:25
Speaker
If I adopt a kid, I can choose to like, not give them $20, but give their kid $20. She was crazy. That would be $20. By the way, there'd be no tax on that. Yeah, because we don't have that much money. um What is a DAPT? D-A-P-T. D-A-P-T. I don't domestic.
00:24:54
Speaker
huh DAPT, I don't know. domestic asset a Domestic asset protection trust. It's when there's a non-citizen and you want to make sure that they qualify for the unlimited marital exemption. so And the way that you make that happen is in order to create the trust. This goes back to what I was saying earlier with a bypass or a marital or an AB b trust.
00:25:16
Speaker
you have to pick a a citizen trustee for it. So it has to be a person or a corporate trustee that is in the U.S. in order to qualify for the unlimited marital exemption. Yeah, another thing that it's used for is to where you can make sure that the assets stay in the family. So I'll keep it within the family. So you're if you get a divorce, your spouse doesn't take that. Yeah, sure, you can do that. Good luck.
00:25:45
Speaker
Good luck. Okay. um We do S and&Ts sometimes. Oh, well, so the correct way to say this is a supplemental needs trust, but the more colloquial way to refer to it as a special needs trust.
Special Needs and Life Insurance Trusts
00:26:02
Speaker
And the reason why this is important is because if you have somebody who is receiving government aid or benefits that is need-based, you don't want to make them a beneficiary of a trust directly because that will disqualify them from an a um aid. So a supplemental needs trust, commonly referred to as a special needs trust, is where you've set it up to where the distributions are not for the typical HIMS standard. Oh, that would be a good one, HIMS, H-E-M-S.
00:26:32
Speaker
health education maintenance and support that it goes for because that's meant to take care of their basic needs, which is what the aid is for. But the supplemental needs trust is written in a way so that it's only for the needs that aren't met by their aid, so it doesn't disqualify them.
00:26:50
Speaker
Yeah. And that's another piece. Um, if there's anybody that is a PNC, a potential new client to virtual that they come to us and they're like, Hey, and they start describing some things we will be like, can we talk about it a little bit more, get more information? And then we decide if that's something that we feel like we have the expertise in versus just like going for it when we have no business going for it. And typically whenever we do that, we have trusted attorneys that we can hand you over to.
00:27:22
Speaker
Yes, absolutely. All right, what's another one? I'm getting scared. You're getting scared? Yeah. um What's a slat? Oh.
00:27:42
Speaker
I don't know what the acronym is. T is trust. Yes. so yes Spousal Lifetime Access access Trust. Oh, yeah. and Well, you you you rich people that want to limit what your spouse can do. You have fun with this. We've got firms to refer you to. One of my favorite ones is a cupid just because of the way that it sounds. You all are probably too young to remember the game, the Atari game, you were where
00:28:18
Speaker
It would be like a little funny guy and it had like a pyramid that you would change colors and all of that. No. That's a qualified personal residence trust. Yes. How many more are these? are going to Just the last one. What is an eyelet?
00:28:40
Speaker
ah an irrevocable life insurance trust. So this is a way to take life insurance proceeds outside of the calculation for your estate tax and helps offset that. The estate tax exemption this year, by the way, it's over 13 million. What is the official? Yeah, it's a hefty one. What's the official, which Sarah's like, ooh, I'm dangerously close. ah I know.
00:29:10
Speaker
like one sender So don't die this year, Sarah. 13.61 million. So if you're, this is federal. Now in some states they have a state inheritance tax, but that's about as untaxen as you can get. So we don't have that here. But if your estate is below 13.61 million, Sarah, and you die this year, there will be no taxes assessed on the inheritance.
00:29:39
Speaker
That's good, right? So you can leave Kona 20 bucks. Yeah. i mean Okay. Okay. Okay. It's good, but not really relevant to you. I guess you could say, and I mean, I'm just guessing because I'm guessing only because I don't think you'll buy this. Thank you. I mean, it is October, so chances are low. Oh,
00:30:02
Speaker
Wait a minute. stop Wait a damn minute, Sarah, because you know that more people die in December than any than any other time of the year. But more shadowing. You've done more shadowing. We've done the research here. Yes. um But that is going to sunset, by the way. And I guess this concludes our... Which means it's going to end.
00:30:30
Speaker
yummy portion of the of the podcast where I'm yeah, I guess I'm done. So I think Sam and Sarah, do you have or slara?
00:30:42
Speaker
Swag? Swag? I'm a little afraid of the things that I see. That's okay. Are the first thing you posted? Do you want me to address that? The question? Oh, yes. I like that one.
00:31:01
Speaker
All right, so I am part of this collective, this cult, this group, cult of his organization, called How to Manage a Small Law Firm. And R. John Robbins is the Svengali of the organization. And his personal mantra is Taye Estuya. And that's actually what he named his only child, Taye Estuya. But it's actually an acronym.
00:31:30
Speaker
Four, take all your excuses and shove them up your ass. I've been in a real tie history mood lately. Yeah. So there you go. So now let's segue into Sam and Sarah. Hit it. I'm scared. All right. All right. All right. We purposely didn't tell you what they were, so you'd be surprised. but for I need you to pronounce them first.
00:31:57
Speaker
Okay, yeah, we'll do that. The first one on our list is dinkwad, just D-I-N-K-W-A-D. It's dual income, no kids with a dog.
00:32:08
Speaker
All right. Okay. Okay. I mean, I've ive been called a dink before, but that obviously was before kids. Right. ah The next one is from Phineas and Furved.
00:32:22
Speaker
from what? Phineas and Fur. It's a cartoon. Great show. Shout out to Dr. Doofenshmirtz. Oh, you're going to like this one then. Love Muffin. I know what this is. Which is the League of Villainous Evil Doers, medically united for frightening investments and nordiness. It's an organization dedicated to promoting evil. Love Muffin. Love Muffin.
00:32:50
Speaker
I don't think you understand. There was like a time when we just binged that you two years ago. That's a good show. ah Next one we got is Homo. Happiness is missing out. I don't know if I can say this. but Why?
00:33:09
Speaker
i just think you can You're going to reveal something about yourself. Just remember your parents are probably the same. Yeah. I'm a dad. I ain't a home. I am not a lawyer. So can I ask where you'll want to do your research? Your very okay internet.
00:33:34
Speaker
yeah yeah Is it that the like the antithesis of the very premise of this podcast? Well, some of them we do come up with our own. These ones, not these ones, but Yeah, I can't wait for you all to get to the next one. Is that Sarah? Yeah, no. Man, this one's too blonde.
00:33:57
Speaker
it T-O-O-T-B-L-A-N. Thrown out on the bass pass like a nincompoop. Sam, what the f*** is this?
00:34:09
Speaker
You're gonna have to be yourself. It's apparently an unofficial baseball stat acronym. I need somebody to tell me what it stands for again because that was hard to hear. Thrown out on the base paths like a nincompoop. Okay. I don't know enough about baseball. And this made the final cut is what you're saying? Yeah.
00:34:33
Speaker
What was Well, this is it. um This was a lot harder to find acronyms than we thought it would be. Are you assuming they have any sort of discernment where they actually edit things out? and yeah we know glory Do you know how how intense they get about, well, we need to do our podcast research. We need to have our podcast meetings. I would hope that they would be using that time where they could be helping clients in a more productive manner. And if let's say they had a much longer list and they pared it down to these, I would say,
00:35:12
Speaker
Whatever, but this if this was it, guys, do better. It was harder than we thought it would be to find these. A lot of them just weren't funny. did Did I hear you say you made it harder than it had to be? You broke up. Did he say that again? Did I just hear that you said that you made it harder than it had to be?
00:35:37
Speaker
No, it was harder than we thought it would be. It's funny. No, I think you said you made it harder than it had to be. Harder than it had to be. Okay. Sure. Yeah. All right. Next. Okay. Next one is, I think, personally, your favorite. Is it uquatata and tuif? Whose favorite? You said your favorite. I know. That was sarcastic. No, I didn't know if you were saying, like, Lori's favorite. Yeah, Lori's favorite. Oh, yeah. Okay. Yeah. That's our podcast name.
00:36:06
Speaker
So um say it. One of us knows what we are talking about. Wow. Let Sarah say it. Yeah, you say it, Sarah. It's going to be mean to me. Sorry. It's one of us knows what they're talking about. And the other one is you. Thank you. What she said. And I want you to know that this is only from my perspective, because how many episodes deep are we? And and I think everybody knows that Sam and Sarah don't have any idea what they're Another quick question for whoever typed this out. What does the N stand for?
00:36:47
Speaker
Sarah? That looks like a typo. Maybe that's why I couldn't see it. It tripped me up. I was reading it as I went. I think that's a typo. Hey, i got I got a joke for you. Yeah. Yeah. Oh, how does this go?
00:37:06
Speaker
like ah minister and Iman and a rabbit walk into a bar and the rabbit says, I think I'm a typo. ah That's not how that goes at all. I was about to ask, you were like, are you a missing rabbi? But rabbit, I get it. That's good. And the rabbit says, I think I'm a typo. I totally messed that up, but you get the point. No, god it's good. It was really good.
00:37:39
Speaker
Okay, um, the next we got another one. Oh, all right. This one isn't what you think it is. I don't think anything's I've no idea what the hell this is. It's for when you want to know the temperature outside. What's the Fahrenheit?
00:37:56
Speaker
Well, Sarah, nobody else sees what we're seeing. So can you explain what? I don't even know. Is this an acronym? I don't know what this is. WTF. So it's what the Fahrenheit. Oh, I was looking at the next one. What's the Fahrenheit? What's the Fahrenheit? That's not what WTF.
00:38:15
Speaker
what can i guess on the next one yes i think i know where we get Before we get to that, so have you all seen like the text thread? This is from like a long time ago, where some boomer didn't understand what l lol meant. And so she like texted her granddaughter or no her daughter and said, Grandma passed away L-O-L and her daughter's like, what are you, like, how could you say that? Like, do you know what L-O-L means? And she's like, does it mean lots of love? Oh, no, Sam. What I'm saying is you will deliver bad news or you will say something very self-deprecating, L-O-L. I'm like, lots of talk. That actually is how Sam would tell you that your grandma died.
00:39:02
Speaker
Because Sam is the only person I know, yeah couple listen to this, sam is that only Sam is the only person I know who types nervous laughter. Which is so funny because I don't do it anywhere else besides this office. but Besides at work? Yeah. and i need try like for One of the things we have everybody do yearly is to share their three five one three five year old five year goals personally financially. We should do five year old goals. Oh, we're not going to touch that. um And Sam talking like pouring her heart out about what she wants.
00:39:52
Speaker
Because Sam Acton, that was a perfect example. What did you write to your employer in this goals summary? You just said an example of that. Yeah, probably that, like, get a DLL, go through therapy, LOL. Pay off debt, LOL. Yeah. Does Paul listen to this? I don't know. Okay. I, if they do. Yeah, hi, Paul. Love you. Hi, Paul, LOL.
00:40:22
Speaker
No, I mean it. What's next? I don't know how to say this one. It's a zero and then an up arrow. That's not a zero. That's a zero. Sorry, an O. It's O cubed.
00:40:36
Speaker
Oh, qe what can I guess I'll probably be wrong. Does this mean like out of office? Yeah. Oh, good job. I was I was very like it's not. Oh, I was like, oh, to the third. Oh, time of three. I'm like out of office because you say, oh, okay.
00:40:57
Speaker
So to start to wrap things up, I I did not ask for clarification on this. I really have no idea what this next list is. I don't understand. Yeah. So you two don't give us some background. What the heck is this? I found them on this random legal flash. It was a dot org website. So I was like, yeah, things legit. Dot org. Is that your interpretation of what that means? Dot org.
The Credibility of .org Websites
00:41:26
Speaker
What do you mean?
00:41:27
Speaker
Like dot .org means it's legit. Yeah. All right. Proceed. Anyways. ah So. It's getting to know you, Sarah. Yeah. So looks into. Oh, she had to go. It's false it's fine. We're back. Well, I need a time out. Sarah.
00:41:57
Speaker
Oh no. Do you, do you feel like this podcast is like the only time that you're living in your true self? I mean, no, not, not the only time. Okay. Give me an example of another time when you feel like you're living in your true self. Like at work or outside of work. I mean, just in general, just in general, LLL.
00:42:27
Speaker
Uh, that's top. Like I, I don't feel like it's any other time. This is the only time every week that you are like a fully formed Sarah. I don't know. Like the full Sarah ness for the rest of the work week. I don't think I know what that means. I feel like you're more,
00:42:57
Speaker
silly goofy outside of it and you try to be more like serious buttoned up put together during the work week and it's really like it gives me whiplash sometimes like i love it whenever you're yourself though because it's real good it's a real great time i'm all about it uh thank you it is really great it's it's all a compliment but like you're a different person in this one hour every week than you are any other time, and I would venture to guess any other time outside of the office. Huh. It's like you know you're on camera. Do you know what it is? You're talking. Oh. Because you don't talk any other time. So rude. Yeah, usually you try to not. OK, anyway, all right, so time in.
00:43:49
Speaker
Time in. So the first thing we have on our list from the official dot.org website is Kate. Um, I just thought this was funny for some reason. It just stands for client about to explode.
00:44:04
Speaker
Okay. Okay. Where did you find something?
00:44:11
Speaker
I need to see if I can find it. Thank you. Because I don't know why we've gone this long without using this because I feel like we've got lots of Kate's. Well.
00:44:25
Speaker
Instead of saying like, there's such a care and there's such a Kate. Oh my gosh. Hey y'all, I got a Kate on the phone. On hold Kate. Yeah, I just feel like we could definitely use that.
00:44:40
Speaker
Okay. So share with that morning and agenda nine these other, yeah, these other two, I want to know. Yeah.
00:44:52
Speaker
ah yeah I need you to stop laughing because you're in my office. giggle Okay. Um, accidentally picked up sales. Cole.
00:45:04
Speaker
that's but Is that your life, Sam? ah yeah but You know what? Just own what you're good at and stop trying to dip your toe in another pool. heaven glow unless what i talk and Just harmony,
00:45:22
Speaker
will you? You said not to harmony. You said not to harmony. I'm going to tell you one, stop harmony. It's the last one. The last one, I don't know why it was on this list, but it's, it's Ethan. Embarrassing. Embarrassing stain in lap. I don't know why it was on the list, but wait, wait, it's E S I N embarrassing stain in like, oh, right. It should be probably on where's the L.
00:45:57
Speaker
It says wait, I don't understand. Wait, like you' but you're like, there's no L. You are ruining this. and That's what the website said. I'm so sorry. There's this is illegal. This is legal jargon. Oh, that's kind of crazy acronym. Yes, I am. And it means what? Embarrassing the typepingne in lab. Is it a rabbit? I'm probably a typo. Yeah. itpo And they just have never caught it.
00:46:26
Speaker
Well, the L ah and the N are a good, like, you know, few keys apart. ah They should have felt that one. Somebody should have caught that in the proofread. I can't believe. Oh, there's all these other ones from the Kate site. There's. OK, there's the accident. Is that is this to say one? Oh, yeah. Embarrassing state in lab.
00:46:55
Speaker
Yeah, E-S-I-N. You know what, I know why you didn't pick up on this. This is a pretty big deal. C-L-E-C-D-I-T-W. C-L-E-C-D-I-T-W. Two weeks. um So y'all know how in like November, Lori is just at her computer a lot and there's just a lot of videos playing.
00:47:17
Speaker
And she's like, no, you can't come in here. I need to make sure I watch for this code. It's because she's getting her CLEs in. They're due the month of your birth. You have to have them all. You have to have them done the last day of your birth month. Yeah, you have to have it done by the last day. So if you know, we're way before November and I'm wait i'm done. I even have carry over hours. Yeah, I like your PTO. It carries over.
00:47:46
Speaker
Sarah, I'm kind of sad you didn't do the, the W, the with odd to, why does this always happen the day before vacation? Yeah, that's a pretty good one. Oh, hold on. Hold on. Lori DFPB defacto pro bono. That just means you're not billing your client. That just means you're, you're not. Defacto pro bono is a problem that we had with the previous attorney at this office Yeah, it just means you didn't bill when you were supposed so i need to. And you were given the milk away. Nope. Not one bit. It's just the truth. Dim the facts, Sarah.
00:48:32
Speaker
ah like ah This is not our volunteer time. This is not our volunteer time. Okay, so when you keep Kate and accidentally picked up sales call,
00:48:46
Speaker
Yeah. All right. So anyway. Okay. There's one on here that I know was purposefully um excluded. Yeah. I'm so sorry, Sam. Called client by wrong name. CCDWN.
00:49:05
Speaker
does that Did do that? Because I feel like somebody by their dead mother's name.
00:49:14
Speaker
okay Oh, that's bad. Sam! That's so bad.
00:49:25
Speaker
Sam! Because was it like an executor and we're handling the probate for the mall? Yeah, and I looked at the title of the case. I wasn't handling the probate case. That's why I said I'm really sorry for freaking out. I think I was helping with some follow up and I was just trying to quick fire them out and it just, it just backfired.
00:49:43
Speaker
so quick And how did that go over? Um, I immediately sent another email saying, I'm so sorry, extra name. And then she just never punched. so oh It's only happened once. So at least who's that? I guess. That's a pretty good track record. yeah let's you get That could be a whole episode on all the different names that people have called us. And I actually think Grant,
00:50:13
Speaker
our, one of our case managers has suffered the brunt of this, the worst, which I don't know why, but he's been called Glenn. What else has he been called? Why don't we started a listener hearing? I think the most random one was, didn't somebody call him Mitchell?
00:50:36
Speaker
You know what? He looks like a Mitchell.
00:50:39
Speaker
I feel like the worst happened. Otherwise, like Jordan kept getting Mr. Fox. I got that the other day. you got a Mr. Anderson. Yeah. Somebody came in and they're like, Oh my God, I'm so sorry. I thought you were a guy. And I was like, you didn't have to tell me that. Thank you. Did you say I am? but play student I was like, how we get that all the time. Um, I've gotten him. That was from, um, redacted name here.
00:51:07
Speaker
A client called him Jim? Okay. No, called Jim. Oh, you Jim. yeah That's different. Okay. Um, but don't we have a list for like the end of your pocket yet? Um, Lori, you got called Larry. Yeah. E 360. Why is that so funny? Uh, the only one I have for grant on here is Chris. Chris. Yeah. And then Gabby.
00:51:35
Speaker
far Really? Yeah, she's got a Mr. Gabriel, Gabby with a B-Y instead of just a B-A-B-I. That's fair. You spelt Gabby wrong. You did j G-A-A-I-B. So you And then Gabriel, so G-A-B-R-I-L-L-E.
00:52:05
Speaker
So we probably had no docs tracking to be honest. But nobody, nobody ever gets sentia incorrect. No, never. Ever since I stopped directly talking to clients regularly. But has anybody ever gotten butt slot instead of boat law? Yeah, we have.
00:52:29
Speaker
we work on That was like, that was a voicemail to text that it did itself. But slot. Yeah. It's another reason why the robots aren't ready to replace us. Because that's how it translated. And that's, that's not even necessarily the best part of that whole ah voice text translation. But I do think but slot for birch law was Pretty good, pretty good. But anyway, ah the point being that there's a lot of um legal jargon and acronyms and things that don't make sense. And it's one reason why it's important to make sure that you're ah trying to bring this all back home here, um that you go to a qualified professional law firm to help navigate these um these complicated matters for you to put them into, I don't know, fifth grade,
00:53:26
Speaker
level of understanding, but to be able to explain them to you so that you know what you're actually getting.
Conclusion and Listener Engagement
00:53:32
Speaker
Thanks for listening. And just to cover all our bases about what you just heard, I'm sorry and you're welcome. Make sure you subscribe so you never miss an episode and tell your friends about us. We do webinars and live events.
00:53:48
Speaker
The best way to stay up to date is to follow us on Instagram, Facebook, TikTok, and YouTube. Links are in the show notes. If there's a topic you'd like us to cover, maybe you have a question you'd like us to answer, or maybe you just wanna say hi, hit the link in the show notes or go to birch-law.com forward slash podcast and fill out the contact form.
00:54:17
Speaker
much better. Yeah, I thought that had a lot of energy.