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Wealth Management Glossary

C Corporation Call Option Call Provision Capital Gain Or Loss (Also Realized Gains/Losses) Certificate Of Deposit Chinese Wall Claim Against An Estate Codicil Collateralized Mortgage Obligation (CMO) Commercial Paper Common Stock Common Trust Fund Community Property Complex Trust Conservator Contest Of A Will Convertible Bond Corporate Bonds Cost Basis Or Tax Cost Coupon Rate Credit Shelter Trust Current Yield (Or Yield To Market) Custodian-To-Custodian Transfer (IRA) Cyclical Stocks

Claim Against An Estate Refers to a charge against an estate to settle an agreement or an outstanding obligation (as in the case of bills unpaid at the time of death).

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