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

Also known as a bypass or exemption equivalent trust. A trust designed to provide benefits to a surviving spouse and increased shelter from estate taxes for the estate.