WEALTH MANAGEMENT GLOSSARY

DTC

Death Taxes

Deduction

Defeasible

Deferred Annuity

Defined Contribution Plan

Depreciation

Direct Skip

Disbursement

Discount Broker

Discretionary Account

Dispositive Provisions

Distribution

Diversification

Dividend

Domicile

Donee/Donor

Dow Jones Industrial Average

Duration

The provisions of a will or trust agreement relating to the disposition and distribution of the property in the trust or estate; to be distinguished from the administrative provisions, which relate to the handling of the property while it is in the hands of the executor or trustee.