WEALTH MANAGEMENT GLOSSARY

A Shares

ADRS

Abatement

Accrued Income

Accrued Interest

Active Trust

Administrative Provisions

Administrator

Administrator Cum Testamento Annexo (Also Known As Administrator CTA)

Administrator Cum Testamento Annexo De Bonis Non (Also Known As Administrator CTA)

Administrator With The Will Annexed

Agency

American Depository Receipts

Amortization

Annual Gift Tax Exclusion

Annuity

Apportionment

Appraisal

Asset

Attorney In Fact

Authenticated Copy

The reduction of a gift under a will due to an insufficiency of assets to satisfy all gifts and legal obligations. The general rule is that all gifts of the same class will abate proportionately, unless otherwise provided.