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Wealth Management Glossary

Tangible Personal Property Tax-Deferred Investments Testamentary Trust Testate Throwback Rule Title Totten Trust Trade Date Tranches Trust Trust Agreement Trust Fund Trust Inter Vivos Trustee

Trust A legal, fiduciary relationship in which an individual or institution (the trustee) holds legal title to property with the responsibility for keeping or managing this property for the benefit of another person or beneficiary.

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