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Financial terms in "Estate Planning"

1. Identity Theft

2. malpractice

3. Private Securities Litigation Reform Act of 1995

4. Special needs trust

5. Administration

6. non-arm's length transaction

7. adjudication

8. non-compete agreement

9. assign

10. Investment Advisors Act of 1940

11. GST exemption

12. Litigate

13. Uniform Commercial Code

14. Board Certified In Estate Planning (BCE)

15. settle

16. forex deal

17. proof

18. void

19. National Association of Certified Valuation Analysts (NACVA)

20. Confirmation

21. restrictive covenant

22. Insider Trading and Securities Fraud Enforcement Act of 1988

23. null and void

24. contingent remainder

25. party

26. foundation

27. condition

28. Mello-Roos

29. supplemental agreement

30. Hush Money

31. tacit

32. compulsory arbitration

33. adhesion contract

34. contractual liability

35. self-dealing

36. Testamentary

37. Financial And Operational Combined Uniform Single Report (FOCUS REPORT)

38. moral suasion

39. Revocable trust

40. commercial frustration

41. legatee

42. terminal year

43. named beneficiary

44. stockholder derivative suit

45. Investor Protection Act

46. Cost Accounting Standards Board (CASB)

47. Article 9

48. bona fide

49. Shareholder Communications Improvement Act

50. assignment of rents

51. liable

52. rescission

53. Series 39

54. letters patent

55. series 22

56. International Capital Market Association (ICMA)

57. instrument

58. statute

59. revocation

60. disclaimer trust

61. Taft-Hartley Act of 1947

62. Chief Security Officer (CSO)

63. severalty

64. disciplinary layoff

65. income

66. fiduciary abuse

67. Judgment

68. Division of Corporate Finance

69. Estate tax exemption amount

70. drag-along right

71. Generation-skipping transfer tax

72. LLP

73. remainder interest

74. disclaimer of opinion

75. McCarran-Ferguson Act of 1945

76. Statement of Financial Accounting Standards

77. replevin

78. immediate beneficiary

79. legal age

80. Counterclaim

81. entitlements

82. Terms of a trust

83. Chartered Financial Consultant

84. securities attorneys

85. Chapter 13

86. Securities Law Enforcement Remedies Act of 1990

87. Living Trust

88. easement

89. officer

90. Uniform Prudent Investor Act (UPIA)

91. charitable remainder trust

92. donee

93. trade through rule

94. unclaimed property

95. Thrift Administration Review Program

96. Federal Financial Institutions Examination Council (FFIEC)

97. specified investment flow-through trust (SIFT)

98. registration approval

99. execution

100. Lilly Ledbetter Fair Pay Act

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Definition / Meaning of

Insurer Insolvency Exclusion

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9. Health Savings Account (HSA)
10. Stowers Doctrine

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