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WEALTH MANAGEMENT GLOSSARY

Alphabetical Listing

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 Fund

Property held in trust. This term originally applied only to money held in trust, but is frequently used when referring to all property held in trust.

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