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Wealth Management Glossary

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A
A Shares
ADRS
Abatement
Accrued Income
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Current TermAdministrative 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
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Apportionment
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Attorney In Fact
Authenticated Copy
Administrative Provisions
Provisions in a will or trust agreement setting forth the duties and powers of the executor, or the trustee, regarding the care and management of the property. To be distinguished from the depositive provisions which address how property is to be disposed or distributed at the end of the trust or estate period.

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