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Financial terms in "Estate Planning"

1. independent executor

2. commercial frustration

3. Caveat Emptor

4. named fiduciary

5. NYSE Regulation

7. causa mortis

8. Consideration

9. fiduciary risk

11. certificate

12. incident of ownership

13. NASD Dispute Resolution, Inc.

14. Investor Protection Act

15. specified investment flow-through trust (SIFT)

17. Life Estate

18. Clear Title

19. Will

21. Board Certified In Estate Planning (BCE)

22. Securities Investor Protection Act of 1970

23. discretionary trust

24. Department of the Treasury

25. non-compete agreement

29. charitable remainder trust

30. conformed copy

31. Securities and Exchange Commission rules

33. Canadian Securities Administrators (CSA)

34. Certificate of Title

35. speculative position limits

37. mortgage lien

38. brochure rule

39. mutual will

40. contractual liability

45. Fair Trade Act

47. corporate resolution

48. European Covered Bond Council (ECBC)

50. Hawley-Smoot Tariff Act

51. confidentiality agreement

53. community income

54. Chartered Investment Council

55. conservator

56. liquidated damages

57. quiet title

58. coercive incentive

59. Prudent Investor Act

63. Certified Divorce Financial Analyst (CDFA)

64. fixed income clearing corporation (FICC)

65. legal monopoly

68. contract for deed

70. Probate tax

71. Ontario Securities Commission (OSC)

73. contract sale

74. exemption trust

77. incorporated

78. basket clause

79. Boilerplate

83. beneficiary

84. de jure corporation

85. Major Fraud Act of 1989

86. acknowledge

87. Interest of a beneficiary

88. corporate charter

89. Counterclaim

90. letter of last instructions

92. Statement of Financial Accounting Standards

93. Chartered Trust and Estate Planner

94. DBA

98. per stirpes

100. Federal Financial Institutions Examination Council (FFIEC)

Note: Maximum 100 records reached. Please narrow your search.

Featured term of the day

Definition / Meaning of

Covenant Not To Sue

Categories: Insurance,

removed

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