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Estate, Gift & Trust Law Books
Access comprehensive resources on estate, gift and trust law for estate planning, wealth management and more.
3 results
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View DetailsTrust Department Management Manual
Publisher: LexisNexis SheshunoffThis essential guide provides the "nuts and bolts" for a more profitable trust operation. Clear guidelines and step-by-step explanations demonstrate how to better manage a trust department by using proven techniques, methods, and tools.Starting from $ 2,333.00
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View DetailsTrust Department Policies and Procedures
Publisher: LexisNexis SheshunoffIn the wake of the financial crisis, banking regulators stepped up their scrutiny of how banks manage risk in their institutions. Policies and procedures are perhaps the most important risk management tool available to executives and managers -- including trust officers -- in financial institutions. For that reason, regulators have increased their scrutiny of bank policies and procedures, with special attention to how thorough, current, and effective they are.Starting from $ 737.00
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View DetailsTrust Services Audit Manual
Publisher: LexisNexis SheshunoffMichael J. Craw covers all aspects of audit programs for the trust services department: minimum requirements for internal and external audit programs, identification of board and management responsibilities, establishing and implementing a range of audit programs, executing internal audit programs, performing risk assessments and risk-based audits, and ensuring independence and competence.Starting from $ 2,333.00
