PUBLICATIONS MENU
To place an order for any of the following publications, please complete and submit a Publications Order Form
Trust Policy Manual
The Trust Policy Manual incorporates revisions resulting from new laws and regulations. Considered among the most comprehensive manuals of trust policies available, this publication is utilized nationwide and often recommended by industry regulators. Download at www.thebankstore.com in Microsoft Word format to enable company-specific tailoring.
$250 Member / $395 Non-Member
Trust Operations and Procedures Manual
This manual is an abundant source of
methods, guidelines and approaches to basic functions of trust
departments. It addresses areas such as acceptance, administration
and closing of accounts, investment supervision, collective
investment funds, mineral and real estate properties and
accounting, stocks and securities, data processing, accounting
and trust records, insurance coverage, accounting controls, audit
standards and record retention. In doing so, it takes into
account recent legislative and regulatory developments.
Download at www.thebankstore.com in Microsoft Word format to enable company-specific tailoring.
$250 Member / $395 Non-Member
Trust Compliance Checklist
The Trust Compliance Checklist is a concise and easy reference
to the requirements for trust department compliance with applicable
laws, including Gramm-Leach-Bliley Act, the
Sarbanes-Oxley Act, the Patriot Act, the Texas Uniform Prudent
Investor Act and the Texas Uniform Principal and Income Act,
and more! It should help: establish a uniform system for
creating and managing trust departments’ compliance
programs; conserve trust department human and financial
resources; expedite the exam process, thereby reducing chargeable
exam hours; and allow for better communication between
the compliance officer and the examiner for ongoing supervision
of trust activities. Download at www.thebankstore.com in Microsoft Word format to enable company-specific tailoring.
Member $175 / Non-Member $295
Texas Trust & Probate Codes
These publications are handy desk references containing all of
the revisions through the regular session of the Texas
Legislature.
Texas Trust Code - Member $40/Non-Member $70
Texas Probate Code - Member $45/Non-Member $80
UPIA Handbook
The UPIA Handbook is designed to offer quick, practical reference
to trustees living with the Texas Uniform Prudent Investor
Act and the Texas Uniform Principal and Income Act. The publication
offers statutory reference to the language of both Acts
along with related commentary by the National Conference of
Commissioners on Uniform State Laws (NCCUSL) and the
Texas State Bar, respectively. The publication also offers additional
implementation considerations for various elements of the
Acts as well as reference to policies from the Trust Policy
Manual. Download at www.thebankstore.com in PDF format to facilitate easy
access to desired content. Every trustee needs one!
Member $175 / Nonmember $295
Fiduciary Glossary
Every office needs one of these comprehensive glossaries! It provides an exceptional collection of clearly-worded
definitions for over 1500 trust and financial services terms. This
handy reference is a must for any personnel new to the trust business
and can be a lifesaver for trust veterans brushing up on
unique terms. It also is a great idea for commercial banking partners
or industry service providers who can benefit from a better
understanding of trust terms. So affordable, you can purchase
multiple copies. Order today!
Member $30 / Nonmember $50
For more information, contact Ashlee Castetter:
512-472-7391
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