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News & Headlines

OCC Issues Rule to Clarify Permissible Interest on Transferred Loans

5/29/2020
The OCC today finalized a rule to clarify that when a national bank or savings association sells, assigns, or otherwise transfers a loan, interest permissible before the transfer continues to be permissible after the transfer.

OCC Finalizes CRA Rule

5/20/2020
The Office of the Comptroller of the Currency today released a final rule strengthening and modernizing the agency’s regulations under the Community Reinvestment Act .

OCC Issues Bulletin on COVID-19 and Annual Meetings

5/12/2020
The OCC issued a bulletin in response to inquiries from banks that are considering changes to the date, time or location of their annual meetings as a result of stay-at-home and similar orders and potential health concerns.

Regulators Issue Guidance on Credit Risk Review Systems

5/9/2020
The financial regulators today issued the “Interagency Guidance on Credit Risk Review Systems.”

UPDATE

Given the current health concerns and unknown future environment, TBA has made the decision not to conduct our Wealth Management and Trust Annual Conference scheduled for next month (April 29 – May 1). At this point in time, it is our intention to reschedule the Conference for later this year and we have been working very closely with the Westin Galleria to create a new plan for the Conference. As soon as we are able to do so, we will notify you of the confirmed dates for the Annual Conference. In the meantime, please know that TBA and your Wealth Management & Trust Division are still open for business – we are just doing business a little differently – so please do not hesitate to reach out to us if there is anything with which we may assist you.

Upcoming Events

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  • July 26 2020
    Texas Trust School 07/26/2020 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.

    Download Registration Form

    Questions: Contact at (512) 472-7391.

    TRST

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  • July 26 2020
    Texas Graduate Trust School 07/26/2020 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.

    Download Registration Form

    Questions: Contact at (512) 472-7391.

    TRST

    Add to Calendar