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10/5/2008 3:30:03 PM EDT
If I filed my form 1 using my full name (middle name included) do I have to engrave it with my middle name?
10/5/2008 5:51:21 PM EDT
[#1]
No.  You can use an acceptable abbreviation:

Homer James Simpson Trust = H.J. Simpson Trust
10/5/2008 6:24:06 PM EDT
[#2]
Thanks
10/5/2008 7:37:00 PM EDT
[#3]
I never knew homers middle name. excellent!
i tagged just for future reference.,
thanks for the info on the engraving.
10/6/2008 4:41:07 AM EDT
[#4]

Quoted:
No.  You can use an acceptable abbreviation:

Homer James Simpson Trust = H.J. Simpson Trust

You don't even need to add the periods after the abbreviations. You can just engrave:

The Homer James Simpson Revokable Living Trust = HJ Simpson Trust
10/6/2008 5:46:04 AM EDT
[#5]
Homer's middle name is "Jay"
10/6/2008 3:53:06 PM EDT
[#6]
Revocable Living Trust can be  abreviated as "RLT"
10/6/2008 4:13:01 PM EDT
[#7]
Does the "RLT" need to be engraved if it is registered to a Revocable Living Trust? Or can it read H J Simpson Trust if it really is Homer J Simpson Revocable Living Trust?
10/6/2008 5:16:49 PM EDT
[#8]

Quoted:
Does the "RLT" need to be engraved if it is registered to a Revocable Living Trust? Or can it read H J Simpson Trust if it really is Homer J Simpson Revocable Living Trust?

It can read "H J Simpson Trust". In fact, that is my recommendation.

BATFE regs allow "generally recognized abbreviations". In my opinion, "RLT" is not a generally recognized abbreviation -- i.e., ask 100 people at random what RLT stands for, and 99.9 will have no idea. They know what a "Co." is, but to most folks "RLT" sounds like this week's special at Wendy's, or a high-performance Dodge Charger.

On the other hand, a trust is a trust. "Revokable Living" is a descriptive term that tells you how the trust was structured, but it adds no relevant information. It's sorta like the sex, age or cultural heritage of an individual. For an individual registration of an NFA item, you are not required to engrave, "HJ Simpson, a 46-year-old French-American Male" ... thus both "Revokable Living" and "RLT" add irrelevant information while not meeting the intent or standards of the engraving.

As always, Your Mileage May Vary.
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