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Publisher: Matthew Bender Elite Products
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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 the trust business.
Covers every aspect of setting up a trust department, day-to-day administration, asset management, operations, marketing, and internal management.
First published in 1981.
2 Volumes; loose-leaf; updated with revisions biannually.
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