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Pinion Trust

Your Trust – Your Choice
Because Personal Trusts don’t always fit the mold.

Pinion is a Professional Individual Personal Trustee in Delaware, providing a smart alternative solution available to attorneys, financial advisors, corporate trust providers…and directly to clients.

The name, Pinion, recalls the feathers of a bird’s wing responsible for the freedom of flight. The freedom to choose the way trusts are administered is Pinion’s mission.

Pinion understands that personal trusts and the families associated with them often have unique and complex needs that require innovative and flexible solutions.

A Service Built Around What’s Important to You

Pinion cares about what’s important to you. We understand that each family’s circumstances and values are different…and we tailor our services to meet your family’s needs. It’s a relationship that begins when you pick up the phone.

  • Personal attention…Dedicated to each client’s specific needs
  • Reliability and stability…Over 30 years of “trust” experience and expertise
  • Flexibility…Equipped to administer trusts that many others would not or could not
  • Unbiased guidance…Not subject to family or other pressures
  • Responsive communication…Accessible, proactive, consistent client attention
  • Built-in succession…A support team and succession plan is in place
  • Reasonable Fees…Fewer internal costs allow for attractive fees

Expert Personal Trust Management in the Nation’s Best Trust Environment

Pinion is helmed by Theresa L. Hughes MBA, CTFA, AEP®. With over 30 years in the trust business, she has accumulated the kind of expertise and perspective that enables her to handle a wide variety of trusts, often with unique and complex needs that require innovative and flexible solutions. For many good reasons, in affiliation with Santora CPA Group, Pinion has chosen Delaware, a state with trust laws that are known to be among the most favorable in the country for trust creation and administration.

Delaware laws permit the separation of trustee powers, such as administration, investment management, and discretionary distribution duties, allowing the creator of a trust and their beneficiaries maximum flexibility in the management of their trust.  Engaging an administrative trustee in Delaware with the ability and experience in personal trust management is essential to a successful trust plan.

If you have a need to fill the duties of Trust Protector, Discretionary Distribution Adviser, Designated Representative, or Investment Direction Adviser, Talon Fiduciary Solutions, a Santora CPA Group Company, now provides an alternative for these roles within Delaware Directed Trusts. Contact talon@piniondelaware.com for more information.

Get in Touch with Pinion

About Theresa L. Hughes

Theresa has worked in the trust industry in a variety of capacities over her career. A third of her career has been as a Chief Fiduciary Officer for several trust companies. She is highly knowledgeable about trust administration and about Delaware trusts in particular.  Theresa is currently accepting appointments as a professional individual Delaware directed trustee.  You can view her LinkedIn profile at: www.linkedin.com/in/thughes-indivttee

“My career in the personal trust business has spanned over three decades. In my role as Chief Fiduciary Officer with several substantial trust companies, I honed my knowledge and skills, preparing me to serve as a highly qualified individual personal trustee. In this role, I offer an alternative to corporate or family member trustees, bringing a unique combination of expertise, dedication, empathy, and openness to serve my clients in ways that best fit their specific needs.”

TO REACH THERESA DIRECTLY:

Theresa L. Hughes, MBA, CTFA, AEP®
220 Continental Drive, Suite 112
Newark, DE 19713

trust@piniondelaware.com
302-224-5168 (Direct)
302-354-3244 (Mobile)
302-737-3362 (Fax)

Talon Fiduciary Solutions

A Santora CPA Group Company

Talon is ready to serve in many of the fiduciary and non-fiduciary roles commonly present in Delaware Directed Trusts. Including:

  • Trust Protector
    In conjunction with the other interested parties named in a Trust, Talon will remove and appoint Trustees, amend the administrative and tax provisions, and perform other duties as outlined in the Trust Agreement.
  • Designated Representative
    When serving as Designated Representative, Talon will receive notifications and accountings on behalf of a class of beneficiaries and will represent and bind the beneficiaries in accordance with the terms of the Trust Agreement.
  • Discretionary Distribution Advisor
    Talon will work directly with beneficiaries to determine if a distribution request is appropriate and will approve, partially approve, or decline the distribution in accordance with the dispositive provisions of the Trust.
  • Investment Direction Advisor
    In a limited capacity, Talon will direct the Trustee to act on behalf of the Trust with investment matters and work with financial advisors to implement investment strategies for the Trust.
  • Tax Advisor
    Talon may be appointed by the Trust or other instrument to handle the collection of tax documents, processing of tax payments, and/or prepare federal and state tax returns.
  • Power of Attorney
    When a person cannot find a suitable, trusted individual to handle sensitive matters and make important decisions, Talon may be able to step in and serve as Power of Attorney.
  • LLC Manager
    Talon may serve as sole or joint manager for LLCs in many jurisdictions.  Services range from annual meetings to regular involvement in decision making.

Utilizing Talon Fiduciary Solutions to serve in these roles can alleviate the stress and conflict that may arise when a friend or family member takes on these responsibilities. Please contact talon@piniondelaware.com to explore these solutions.

What Our Clients Say...

Over the last decade, I have entrusted the administration of dozens of my clients’ trusts to Theresa Hughes. Not only has she provided excellent Delaware-centered trust administration, my clients consistently receive attentive, professional, and thoughtful service. Now that Theresa has developed her own brand in Pinion, the clients she has worked with in the past have virtually all migrated back to her as their Delaware Trustee.

Louis W. Pierro, Esq. Founding Partner, Pierro, Connor & Strauss, LLC

We found Theresa Hughes after being referred to her through our estate planning lawyer. As we were completing our trust and estate planning, we determined Delaware trusts would provide the best place of administration for our trusts. Navigating the trust process was challenging to our family. Theresa guided us through the process, and we were able to achieve our funding goal and the eventual sale of our family business entities. We value Theresa’s experience and expertise as she continues to administer our trusts.

L.R., New York

Our attorney referred us to Theresa Hughes in late 2018 as we were transitioning our existing trust to Delaware. Theresa worked with us to accept our trust as quickly as possible while ensuring that all documentation for the transition was in order. Since Theresa has been our trustee, she has provided excellent service to us and our investment advisors. Her communication, responsiveness, clarity in educating us, and care taken with each and every transaction have been exceptional, and we couldn't ask for anything more.

R and S, California