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CFPB Requests Public Comment on TILA-RESPA Integrated Disclosures Rule Assessment

11/20/2019
The Bureau is requesting public comment on its plans to conduct an assessment of the Truth in Lending Act and the Real Estate Settlement Procedures Act of 1974 Integrated Disclosure Rule and certain related amendments.

Federal Bank Regulatory Agencies Finalize Rule to Update Calculation of Counterparty Credit Risk for

11/20/2019
Three federal bank regulatory agencies on Tuesday jointly announced a final rule updating how certain banking organizations are required to measure counterparty credit risk for derivative contracts under their regulatory capital rules.

Federal Bank Regulatory Agencies Issue Final Rule on Treatment of High Volatility Commercial Real Es

11/20/2019
Three federal bank regulatory agencies finalized a rule to modify the treatment of high volatility commercial real estate exposures as required by the Economic Growth, Regulatory Relief and Consumer Protection Act.

Agencies Finalize Changes to Supplementary Leverage Ratio as Required by Economic Growth, Regulatory

11/20/2019
The federal bank regulatory agencies have finalized changes to a capital requirement for banking organizations predominantly engaged in custodial activities, as required by the EGRRCPA.

Upcoming Events

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February 6 2020
Complete Fundamentals 02/06/2020 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.”

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

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February 13 2020
2020 Changes and Trends Affecting Special Needs Trusts 02/13/2020 The 16th 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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April 29 2020
2020 Wealth Management & Trust Conference 04/29/2020 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, MCLE, CFP, CPE) and valuable networking opportunities, the event is worth every penny.

Questions: Contact at (512) 472-7391.
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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.

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Questions: Contact at (512) 472-7391.

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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.

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Questions: Contact at (512) 472-7391.

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