The Corporate Transparency Act (“CTA”) takes effect on January 1, 2024. The CTA seeks to…
Jake PoulakisSeptember 22, 2023
SAFEGUARDING YOUR CHILD’S TRANSITION TO ADULTHOOD WITH KEY FINANCIAL AND LEGAL CONSIDERATIONS The transition from…
Abby JansenSeptember 12, 2023
As the tax cuts and jobs act (TCJA) provisions approach expiration, it is crucial for…
Hugh BrownAugust 1, 2023
The Volunteer State consistently stands out as one of the leading choices for establishing and…
Betsy BrownJuly 14, 2023
Once again, the Tennessee legislature passed into law several updates to the Tennessee Trust Code,…
Derek ChurchJuly 3, 2023
In this episode, we talk about: Betsy’s background at larger institutions and the entrepreneur “bug”…
Betsy BrownMay 4, 2023
Betsy is the Founder and Chief Executive Officer of Pendleton Square Trust Company and serves…
Betsy BrownApril 26, 2023
The Heckerling Institute on Estate Planning recently reconvened in-person in Orlando, Florida after two years…
Derek ChurchMarch 16, 2023
Over the past century, the music industry has revolutionized Nashville, Tennessee, accounting for over 43,000…
adminFebruary 24, 2023
Financially savvy high net worth individuals are becoming increasingly interested in intergenerational planning to protect…
adminFebruary 16, 2023
In 2022, we saw market volatility, geopolitical unrest and widespread uncertainty. As families emerged from…
Betsy BrownDecember 29, 2022
Thanksgiving is an occasion when family members of all generations come together, share a meal,…
Betsy BrownNovember 3, 2022
Families establish trusts for a wide variety of reasons, including for credit protection, asset management,…
adminSeptember 8, 2022
Pendleton Square Trust Company, LLC Expands in the Atlanta and Georgia Markets with the Opening…
Betsy BrownAugust 22, 2022
One of the most common questions we hear from financial planners, investment advisors, and estate…
adminJune 30, 2022
The 2022 legislative session resulted in several key updates to Tennessee’s Uniform Trust Code, primarily…
adminJune 1, 2022
Trust beneficiaries are often granted with the power to request distributions of trust income or…
Matthew DonaldsonApril 18, 2022
For financial advisors, industry success is the constant quest to provide value for clients and…
Frazer RiceMarch 31, 2022
Dolly Parton has juggled the roles of singer, songwriter, philanthropist, entrepreneur and businesswoman for over…
Betsy BrownJanuary 20, 2022
As we transition into the homestretch of 2021, high-net-worth families face a level of legislative…
Frazer RiceNovember 8, 2021
Utilize our annual Estate Planning Checklist. As we approach year-end, now is the opportune time…
Betsy BrownOctober 20, 2021
There is still time to fit in some summer reading before the onset of fall…
Betsy BrownAugust 18, 2021
During tax season, one of the most common questions we hear is: “what is the…
Abby JansenJuly 3, 2021
During the quarantine last spring I cleaned out boxes and files. I discovered stacks of…
Betsy BrownJune 30, 2021
The Tennessee legislature passed a law that became effective July 1, 2016, that you should…
Betsy BrownJune 30, 2021
With the passage of the Tennessee Investment Services Act in 2007, Tennessee was placed on…
Derek ChurchJune 30, 2021
While the chief goal of a trustee is to execute the grantor’s wishes, this must…
Derek ChurchJune 30, 2021
This week, the Tennessee Governor signed into law HB1186/SB0896 making various updates and improvements to…
Derek ChurchMay 30, 2021
As families and advisors evaluate their corporate trustee options, we are often asked, “what goes…
Derek ChurchMay 30, 2021
It is a common adage that the only occasions when you should find your name…
Frazer RiceApril 30, 2021
In the past, trusts were generally structured with a focus on tax consequences and preserving…
Derek ChurchApril 30, 2021
Thanksgiving is one of my favorite times of the year, when we have the opportunity…
Betsy BrownMarch 30, 2021
With 2021 on the horizon, Spousal Lifetime Access Trusts (SLATs) have become a popular estate…
Derek ChurchFebruary 24, 2021
By collaboratively working with an independent trust company in service to common clients, independent RIAs…
Derek ChurchFebruary 20, 2021
As the world becomes more interconnected, global families of wealth find their ties to the…
Derek ChurchJanuary 30, 2021
We are often asked, “what goes into a trustee fee?” From a historical perspective, bank…
Derek ChurchJanuary 30, 2021
AT YOUR HOLIDAY TABLE, PLEASE PASS THE STORIES Some people love the holidays because it’s…
Betsy BrownDecember 30, 2020
A growing number of families are considering trusts as part of their estate plans. When…
Betsy BrownDecember 30, 2020
What should you think about between now and the end of the year? December 31,…
Derek ChurchNovember 30, 2020
It’s being called the most significant trust taxation case in decades. In North Carolina Department of…
Derek ChurchNovember 30, 2020
Establishing, building and safeguarding a family’s legacy requires the coordination of experts and flexible tools.…
Frazer RiceOctober 30, 2020
A Letter of Wishes is an informal document that can accompany your trust document to…
Derek ChurchOctober 30, 2020
Responsiveness and communication have always been important in our industry. Now, during COVID-19, they are…
Betsy BrownSeptember 30, 2020
One of the most important decisions when creating a trust is the selection of the…
Derek ChurchSeptember 30, 2020
One of the many duties of trust administration is ensuring that trust tax returns and…
Derek ChurchAugust 30, 2020
To Our Families and Advisors: Pendleton Square’s role is to be a conduit to peace…
Betsy BrownAugust 30, 2020
Legally, your 18-year-old’s birthday is a big milestone. They are now recognized as an adult…
Betsy BrownAugust 30, 2020
The Heckerling Institute on Estate Planning conference held annually in January provides an ideal opportunity…
Derek ChurchJuly 30, 2020
THE ROLE OF AGENT TO AN EXECUTOR If you’ve ever agreed to serve as an…
Elizabeth HickmanJuly 30, 2020
1. EXPERIENCE. You’ll gain the advantage of years of experience. Because they administer trusts on…
Derek ChurchJune 30, 2020
By now most professionals involved in managing a client’s wealth, estate or taxes are aware…
Derek ChurchJune 30, 2020
For families who are grieving over the loss of a loved one, a skilled, independent…
Derek ChurchMay 30, 2020
The fast-paced society that we live in today makes it harder and harder to find…
Betsy BrownMay 30, 2020
Business owners who have successfully built a business over the years are often concerned with…
Derek ChurchApril 30, 2020
Since 2010, a tax avoidance technique has existed in Tennessee that is becoming more and…
Derek ChurchApril 30, 2020
REASONS TO CONSIDER A “CORPORATE EXECUTOR” INSTEAD OF/IN ADDITION TO FAMILY AND FRIENDS Almost instinctively,…
Derek ChurchApril 30, 2020
One concern we hear from our philanthropic clients is that they are simply not receiving…
Betsy BrownMarch 30, 2020
Selecting the appropriate trustee for your family may be as important as creating the trust…
Derek ChurchMarch 30, 2020
When the grantor of a trust selects a trustee, the grantor often names a family…
Derek ChurchFebruary 20, 2020
