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 departmentsí 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
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
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: