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News & Headlines

Banks Are Here to Help

1/18/2019
Banks are your partners, through good times and bad. With the partial government shutdown affecting thousands of government employees, many banks are proactively reaching out to customers and offering various forms of assistance. Here are examples:

CFPB Seeks Clear Authority to Supervise for MLA Compliance

1/18/2019
The Consumer Financial Protection Bureau yesterday called on Congress to grant the bureau clear authority to supervise for Military Lending Act compliance.

Morris Morgan Named OCC’s Chief Operating Officer

1/17/2019
The Office of the Comptroller of the Currency today announced Morris Morgan as its new Senior Deputy Comptroller and Chief Operating Officer.

FHFA Raises Threshold for FHLB Community Bank Membership Status

1/17/2019
The Federal Housing Finance Agency is raising the asset threshold used to determine whether a Federal Home Loan Bank member is considered a “community financial institution.”

Upcoming Events

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  • February 7 2019
    2019 Changes and Trends Affecting Special Needs Trusts 02/07/2019 The 15th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language and resources.

    Click here for more information and to register.

    Questions: Contact at (512) 472-7391.

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  • February 21 2019
    Complete Fundamentals 02/21/2019 The introductory seminar combines elements from the prior Trust Fundamentals, Estate Fundamentals, and Investment Fundamentals programs into an efficient two-day format. This cost-effective seminar is perfect for newcomers to the trust field, internal auditors, administrative assistants, business development officers, and anyone with a desire to understand “the basics.”

    Download the Registration Form

    Questions: Contact Ashlee Bennett at e-mail or call (512) 472-7391.

    TRST

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  • February 28 2019
    Real Estate, Oil & Gas Conference 02/28/2019 This two-day event offers a unique, tailored opportunity for asset management professionals. It provides a full day of presentations on the latest topics in the areas of real estate and oil and gas, respectively. Speakers will address timely topics in an evolving area of trust.

    o Real Estate Managers
    o Mineral Managers
    o Landmen
    o Those new to real estate or oil and gas

    Download the Registration Form

    Questions: Contact Ashlee Bennett at e-mail or call (512) 472-7391.

    TRST

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  • April 17 2019
    2019 Wealth Management & Trust Conference 04/17/2019 The annual Wealth Management & Trust Conference is a must for wealth management and trust professionals throughout Texas and neighboring states. Featuring top-notch speakers and materials, continuing education credit (CTFA, CLE, CPE) and valuable networking opportunities, the event is worth every penny.

    Questions: Contact at (512) 472-7391.

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  • July 21 2019
    Texas Trust School 07/21/2019 Our widely recognized annual school provides an introduction to all facets of trust. The program will establish a foundation of the functional areas of trust; provide requirements of state and federal law; identify key considerations for estate planning and the management of tax issues; and offer insight for all areas of asset management. The Texas Trust School has been developed for trust personnel who are new to the business from college, law school, commercial banking and other business activities. The event will be held concurrently with the Graduate Trust School to enable valuable networking and information-sharing with other trust professionals.

    Questions: Contact at (512) 472-7391.

    TRST

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  • July 21 2019
    Texas Graduate Trust School 07/21/2019 Our Graduate Trust School is a comprehensive, intermediate course designed to provide formerTrust School students and other trust professionals with a logical next step in their professional development. It also provides quality education and valuable continuing education on a range of fiduciary issues including account administration, fiduciary law, tax and estate planning, investment management and leadership preparedness. The curriculum reflects a broad spectrum of topics consistent with CTFA methodology.

    Questions: Contact at (512) 472-7391.

    TRST

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