Insights – Pendleton Square Trust

Media Podcast

Building a Trust Company: A Discussion with Betsy Brown

A Frazer Rice Podcast 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 In this episode, we talk about: Betsy’s background at larger…

Betsy BrownMay 4, 2023

Media Podcast

A Positive Attitude and a Grateful Heart

PODCAST - THE WOW FACTOR 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 is the Founder and Chief Executive Officer of Pendleton…

Betsy BrownApril 26, 2023

Blog Estate Planning

THE 2023 HECKERLING INSTITUTE ON ESTATE PLANNING: KEY TAKEAWAYS

The Heckerling Institute on Estate Planning recently reconvened in-person in Orlando, Florida after two years…

Derek ChurchMarch 16, 2023

Blog Estate Planning

Copyright Protection: Estate Planning Considerations for Music Industry Professionals

Over the past century, the music industry has revolutionized Nashville, Tennessee, accounting for over 43,000…

adminFebruary 24, 2023

Blog

The Generation-Skipping Transfer (GST) Tax Explained

Financially savvy high net worth individuals are becoming increasingly interested in intergenerational planning to protect…

adminFebruary 16, 2023

Blog Estate Planning News

Reflections and Resolutions

In 2022, we saw market volatility, geopolitical unrest and widespread uncertainty. As families emerged from…

Betsy BrownDecember 29, 2022

Blog

Please Pass Grandma’s Will: Discussing Estate Plans over Thanksgiving

Thanksgiving is an occasion when family members of all generations come together, share a meal,…

Betsy BrownNovember 3, 2022

Blog Trust

The Gift That Keeps on Giving: Charitable Trust Administration

Families establish trusts for a wide variety of reasons, including for credit protection, asset management,…

adminSeptember 8, 2022

News

Pendleton Square Trust Company, LLC Expands in the Atlanta

Pendleton Square Trust Company, LLC Expands in the Atlanta and Georgia Markets with the Opening…

Betsy BrownAugust 22, 2022

Blog Trust

The Professional’s Guide to Directed Trustees

One of the most common questions we hear from financial planners, investment advisors, and estate…

adminJune 30, 2022

Blog Trust

New Legislation Strengthens Tennessee’s Modernized Trust Approach

The 2022 legislative session resulted in several key updates to Tennessee’s Uniform Trust Code, primarily…

adminJune 1, 2022

Blog Trust

Beneficiary Best Practices: Trust Distribution Requests

Trust beneficiaries are often granted with the power to request distributions of trust income or…

Matthew DonaldsonApril 18, 2022

Blog Estate Planning

5 Estate Plan Questions for Advisors to Ask Clients

For financial advisors, industry success is the constant quest to provide value for clients and…

Frazer RiceMarch 31, 2022

Blog Estate Planning

What Would Dolly Do Regarding Financial Affairs?

Dolly Parton has juggled the roles of singer, songwriter, philanthropist, entrepreneur and businesswoman for over…

Betsy BrownJanuary 20, 2022

Blog Estate Planning

The Final Countdown to 2022

As we transition into the homestretch of 2021, high-net-worth families face a level of legislative…

Frazer RiceNovember 8, 2021

Blog Estate Planning

WHAT’S YOUR NEXT STRATEGIC MOVE

Utilize our annual Estate Planning Checklist. As we approach year-end, now is the opportune time…

Betsy BrownOctober 20, 2021

Blog

UPDATED SUMMER READING LIST

There is still time to fit in some summer reading before the onset of fall…

Betsy BrownAugust 18, 2021

Blog

GRANTOR VS. NON-GRANTOR TRUSTS

During tax season, one of the most common questions we hear is: “what is the…

Abby JansenJuly 3, 2021

Blog

LESSONS FROM DAD

During the quarantine last spring I cleaned out boxes and files. I discovered stacks of…

Betsy BrownJune 30, 2021

IS YOUR FINANCIAL LIFE ONLINE?

The Tennessee legislature passed a law that became effective July 1, 2016, that you should…

Betsy BrownJune 30, 2021

Blog

MAKING CHOICES NOW ABOUT OUR LATER YEARS: REVOCABLE LIVING TRUSTS

Some of us may be able to manage our affairs through our later years. That…

Betsy BrownJune 30, 2021

Trust

ARE TRUSTS STILL IMPORTANT?

With very few estates now being subject to an estate tax, is there still a…

Betsy BrownJune 30, 2021

Trust

‘TIS THE SEASON (TO UPDATE YOUR WILL)

One of the best gifts you can give your loved ones is updating your will,…

Betsy BrownJune 30, 2021

The Tennessee Advantage

TENNESSEE IS A TOP STATE FOR SELF-SETTLED ASSET PROTECTION TRUSTS

With the passage of the Tennessee Investment Services Act in 2007, Tennessee was placed on…

Derek ChurchJune 30, 2021

Independent Trustee

WHAT DOES A TRUSTEE DO?

While the chief goal of a trustee is to execute the grantor’s wishes, this must…

Derek ChurchJune 30, 2021

Trust

TENNESSEE CONFIRMS POSITION AS TOP TRUST SITUS WITH NEW LEGISLATION

This week, the Tennessee Governor signed into law HB1186/SB0896 making various updates and improvements to…

Derek ChurchMay 30, 2021

Independent Trustee

THE TRUSTEE FEE MYSTERY EXPLAINED

As families and advisors evaluate their corporate trustee options, we are often asked, “what goes…

Derek ChurchMay 30, 2021

Estate Planning

THE “NEW YORK TIMES” APPROACH TO UPDATING YOUR ESTATE PLAN

It is a common adage that the only occasions when you should find your name…

Frazer RiceApril 30, 2021

Wealth

SHARING THE WEALTH: 5 REASONS TRUSTS ARE MORE RELEVANT THAN EVER

In the past, trusts were generally structured with a focus on tax consequences and preserving…

Derek ChurchApril 30, 2021

Estate Planning

ESTATE PLANNING CHECKLIST

As we enter a fresh new year, one of the best ways to feel truly…

Elizabeth HickmanMarch 30, 2021

Blog

FAMILY COHESION: LESSONS FROM LITTLE HOUSE ON THE PRAIRIE

Thanksgiving is one of my favorite times of the year, when we have the opportunity…

Betsy BrownMarch 30, 2021

Tennessee Jurisdiction

TENNESSEE JURISDICTION A POPULAR OPTION FOR SLAT PLANNING

With 2021 on the horizon, Spousal Lifetime Access Trusts (SLATs) have become a popular estate…

Derek ChurchFebruary 24, 2021

Independent Trustee

WORKING WITH AN INDEPENDENT TRUST COMPANY: AN ELEMENT OF RIA GROWTH

By collaboratively working with an independent trust company in service to common clients, independent RIAs…

Derek ChurchFebruary 20, 2021

Tennessee Jurisdiction

TENNESSEE JURISDICTION ATTRACTING ATTENTION FROM MULTINATIONAL FAMILIES

As the world becomes more interconnected, global families of wealth find their ties to the…

Derek ChurchJanuary 30, 2021

Trust

THE TRUSTEE FEE MYSTERY EXPLAINED

We are often asked, “what goes into a trustee fee?” From a historical perspective, bank…

Derek ChurchJanuary 30, 2021

Blog

PLEASE PASS THE STORIES

AT YOUR HOLIDAY TABLE, PLEASE PASS THE STORIES Some people love the holidays because it’s…

Betsy BrownDecember 30, 2020

Trust

SUCCESSOR TRUSTEES: WHY IT’S IMPORTANT TO CHOOSE THE RIGHT ONE FOR YOUR FAMILY

A growing number of families are considering trusts as part of their estate plans. When…

Betsy BrownDecember 30, 2020

COUNTDOWN TO END OF YEAR

What should you think about between now and the end of the year? December 31,…

Derek ChurchNovember 30, 2020

WHY FAMILIES WITH TRUSTS SHOULD CARE ABOUT THE KAESTNER TRUST CASE

It’s being called the most significant trust taxation case in decades. In North Carolina Department of…

Derek ChurchNovember 30, 2020

The Tennessee Advantage

THE TENNESSEE ADVANTAGE: DIRECTED TRUST AND SPECIAL PURPOSE ENTITIES

Establishing, building and safeguarding a family’s legacy requires the coordination of experts and flexible tools.…

Frazer RiceOctober 30, 2020

DEAR TRUSTEE … A LETTER OF WISHES ADDS HEART AND SPIRIT TO YOUR TRUST DOCUMENT

A Letter of Wishes is an informal document that can accompany your trust document to…

Derek ChurchOctober 30, 2020

PENDLETON SQUARE’S COMMITMENT TO EXCELLENCE: SERVING OUR FAMILIES & TRUSTED ADVISORS DURING THE COVID-19 PANDEMIC

Responsiveness and communication have always been important in our industry. Now, during COVID-19, they are…

Betsy BrownSeptember 30, 2020

Trust

PORTRAIT OF A GREAT TRUSTEE

One of the most important decisions when creating a trust is the selection of the…

Derek ChurchSeptember 30, 2020

Trust

A PRIMER ON TRUST TAX RETURNS

One of the many duties of trust administration is ensuring that trust tax returns and…

Derek ChurchAugust 30, 2020

EXPLORE WHAT YOU CAN CONTROL

To Our Families and Advisors: Pendleton Square’s role is to be a conduit to peace…

Betsy BrownAugust 30, 2020

Blog

THE PERFECT GIFTS FOR YOUR 18-YEAR-OLD

Legally, your 18-year-old’s birthday is a big milestone. They are now recognized as an adult…

Betsy BrownAugust 30, 2020

Estate Planning

3 IMPORTANT TRUST & ESTATE PLANNING TAKEAWAYS FROM THE 2020 HECKERLING CONFERENCE

The Heckerling Institute on Estate Planning conference held annually in January provides an ideal opportunity…

Derek ChurchJuly 30, 2020

Blog

EASING THE EXECUTOR’S BURDEN

THE ROLE OF AGENT TO AN EXECUTOR If you’ve ever agreed to serve as an…

Elizabeth HickmanJuly 30, 2020

Independent Trustee

SEVEN REASONS TO USE AN INDEPENDENT CORPORATE TRUSTEE

1. EXPERIENCE. You’ll gain the advantage of years of experience. Because they administer trusts on…

Derek ChurchJune 30, 2020

Blog

SECURE ACT AND STRETCH IRAS: WELCOME TO THE NEW, NEW NORMAL

By now most professionals involved in managing a client’s wealth, estate or taxes are aware…

Derek ChurchJune 30, 2020

Independent Trustee

3 WAYS AN INDEPENDENT TRUST COMPANY CAN MAKE THE ESTATE ADMINISTRATION PROCESS SMOOTHER

For families who are grieving over the loss of a loved one, a skilled, independent…

Derek ChurchMay 30, 2020

Blog

HOW TO KEEP A FAMILY VACATION HOME IN THE FAMILY

The fast-paced society that we live in today makes it harder and harder to find…

Betsy BrownMay 30, 2020

Trust

WHY NOW IS A GREAT TIME FOR FAMILY BUSINESS OWNERS TO FORM A DYNASTY TRUST TO PROTECT THEIR WEALTH

Business owners who have successfully built a business over the years are often concerned with…

Derek ChurchApril 30, 2020

The Tennessee Advantage

THE SAVINGS POTENTIAL OF TENNESSEE COMMUNITY PROPERTY TRUSTS

Since 2010, a tax avoidance technique has existed in Tennessee that is becoming more and…

Derek ChurchApril 30, 2020

Trust

CHOOSE YOUR EXECUTOR WITH YOUR HEAD AND NOT YOUR HEART

REASONS TO CONSIDER A “CORPORATE EXECUTOR” INSTEAD OF/IN ADDITION TO FAMILY AND FRIENDS Almost instinctively,…

Derek ChurchApril 30, 2020

Wealth

IS YOUR GIVING BRINGING YOU JOY?

One concern we hear from our philanthropic clients is that they are simply not receiving…

Betsy BrownMarch 30, 2020

Independent Trustee

WHY AN INDEPENDENT TRUSTEE MAY BE THE BEST OF BOTH WORLDS

Selecting the appropriate trustee for your family may be as important as creating the trust…

Derek ChurchMarch 30, 2020

Independent Trustee

THINGS TO CONSIDER BEFORE AGREEING TO SERVE AS AN INDIVIDUAL TRUSTEE

When the grantor of a trust selects a trustee, the grantor often names a family…

Derek ChurchFebruary 20, 2020

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