Trust Department Administration and Operations

Covers every aspect of setting up a trust department, day-to-day administration, asset management, operations, marketing, and internal management.

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ISBN: 9780820517544
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The most up-to-date management tool for the trust professional.A procedural manual, training guide and idea source. Filled with techniques proven successful in Mr. Whitney’s 20 years in thetrust business.

Covers every aspect of setting up a trust department, day-to-day administration, asset management, operations, marketing,and internal management.

  •   Acceptance and administration of virtually every type of trust
  •   Personal and corporate trust business
  •   Concepts of investment, tax and property management
  •   Cost accounting and profitability
  •   Trust compensation
  •   With organizational charts, checklists and examples

    First published in 1981.

    2 Volumes; Looseleaf; updated with revisions biannually.

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