Trust Department Administration and Operations

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ISBN: 9780820517544
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ISBN: 9780327168584
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ISBN: 9780327168584
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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.

  •   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.

  • Authors / Contributors