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Financial terms in "Estate Planning"

1. condition

2. Qualified domestic trust

3. commercial frustration

4. bankruptcy estate

5. series 22

6. Uniform Prudent Investor Act (UPIA)

7. Deed

8. confidentiality agreement

9. intellectual property

10. statute of limitations

11. Ontario Securities Commission (OSC)

12. Electronic Funds Transfer Act

13. severalty

14. grantor retained annuity trust (GRAT)

15. Securities Industry Committee on Arbitration (SICA)

16. grantor trust rules

17. property

18. Financial Institutions Reform, Recovery, And Enforcement Act Of 1989 (FIRREA)

19. bequeath

20. donee

21. Certified Financial Planner

22. CIC

23. codicil

24. rider

25. A-B trust planning

26. crummey trust

27. Series 39

28. assignee

29. distributable net income (DNI)

30. discretionary

31. Foreign Corrupt Practices Act (FCPA)

32. Canadian Investor Protection Fund (CIPF)

33. exemption trust

34. Internal Revenue Bulletin (IRB)

35. heir

36. Thrift Financial Report

37. net estate

38. contingent annuity

39. embezzle

40. statute

41. National Securities Markets Improvement Act Of 1996 (NSMIA)

42. garnishing

43. Office of Compliance Inspections and Examinations (OCIE)

44. Rescind

45. ADV form

46. notice

47. non-compete agreement

48. totten trust

49. Unified credit

50. conformed copy

51. penalty

52. Escrow

53. fair price provision

54. remainder man

55. Caveat Emptor

56. Hush Money

57. state administrator

58. assign

59. coercive incentive

60. Financial Crimes Enforcement Network (FinCEN)

61. settle

62. New Mexico State Investment Office Trust

63. holdback

64. libel

65. assignability

66. adjusted gross estate

67. medical support withholding

68. Gold Reserve Act Of 1934

69. infringement

70. bona fide

71. Terms of a trust

72. 5 by 5 power in trust

73. proxy directive

74. nonjudicial foreclosure

75. adjudication

76. endowment

77. National Association of Estate Planners and Councils (NAEPC)

78. ironclad

79. personal representative

80. Certified Financial Divorce Practitioner (CFDP)

81. generation-skipping trust

82. Hawley-Smoot Tariff Act

83. community income

84. involuntary trust

85. International Banking Act of 1978

86. Clear Title

87. abeyance

88. marital-deduction trust

89. due process

90. Consideration

91. international harmonization

92. Ratify

93. Probate tax

94. ceteris paribus

95. Confirmation

96. Gramm-Leach-Bliley Act of 1999 (GLBA)

97. proposal

98. closed union

99. accept

100. arm's length transaction

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Definition / Meaning of

Contractors Professional Liability Insurance

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6. Common Shares
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9. Retired Directors Liability Policies
10. Absolute Exclusions

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