Entities

Pendleton Square Trust Company

Pendleton Square Trust Company

Nickname
Pendleton Square
Entity Type
Industry
Location
Founding Date
2015

Pendleton Square is a chartered trust company providing independent, non-investment trustee administration and advisory services to families. It works closely with the family’s trusted investment advisor, estate planning attorney, and tax advisor to form a strategic partnership and conflict-free focus on the unique needs of the family. The company has deep expertise in both traditional and non-traditional assets, such as closely-held businesses and real estate.

SERVICES


Trust Administration

  • Revocable living trusts
  • Marital and credit shelter trusts
  • Irrevocable grantor trusts
  • Charitable trusts
  • Asset protection trusts
  • Community property trusts
  • Grantor-retained annuity trusts (GRATs)
  • Qualified personal residence trusts (QPRTs)
  • Generation-skipping and dynasty trusts
  • Qualified domestic trusts (QDOTs)
  • Irrevocable life insurance trusts
  • Tennessee Incomplete-gift Non-Grantor Trust (“TING”) 
  • Community Property Trust


Estate Administration

  • Administering the estate per the terms of the will
  • Paying bills, bequests, and distributions
  • Managing special assets such as real property, collections, LLCs, family businesses or partnership interests
  • Maintaining estate records and a complete account of the administration
  • Coordinating with your attorney and other professional advisors
  • Keeping beneficiaries regularly updated

Private Foundation Administration

  • Charitable goal setting
  • Giving strategy
  • Research gifting opportunities
  • Governance structure and board composition
  • Succession planning
  • Next-generation philanthropy
  • Manage grant process
  • Due diligence on grantees
  • Verification of tax status
  • Correspondence
  • Cash management with investment advisor
  • Reporting
  • Tax Return oversight
  • Materials for annual board meeting
  • Online grant applications


Pendleton Square Roles

  • Trustee
  • Co-Trustee
  • Executor
  • Co-executor
  • Agent