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

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.