The first session offers a comprehensive overview on trusts — addressing terminology, administration, fiduciary and agency services, assets and ownership and taxation and regulation. The second session focuses on the basics of estate planning, management and settlement, and also offers an easy-to-understand review of trust investments — terminology, investment objectives, asset allocation...
Trust & Estate Fundamentals Highlights:
• Fiduciary and Agency Services
• Trust Administration
• Assets and Ownership
• Management and Regulation
• Fiduciary Wealth Transfer Taxation
• Terminology & Acronyms
• Aspects & Benefits of estate planning
• Identify the documents to estate planning
• Estate management and settlement
Investment Fundamentals Highlights:
• Basic Investments
• Non-traditional Investments
• Asset Allocation
• Determining Investment Objectives
• Investment Terminology
• Process of Portfolio Management
In today's environment, directors are under increased pressure from regulators, shareholders and customers to ensure the bank is in good shape. This 3 part web series provides directors the tools and knowledge to carry out their duties while offering the flexibility of participating at their own pace or in a group setting. Each session is 2 hours presented by experienced industry expert, Randy Pople. Mr. Pople is a C...
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 understa...
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
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 sta...
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.
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 considerat...