STC News & Updates
August 10, 2016
Market Review: August 2016
Read the latest review on the Southeastern Trust Market Update.
July 13, 2016
Market Review: July 2016
Read the latest review on the Southeastern Trust Market Update.
June 7, 2016
Market Review: June 2016
Read the latest review on the Southeastern Trust Market Update.
April 22, 2016
TN Trust Law Updates
A recent vote by the Tennessee Legislature impacts how banks process funds connected to the account of a deceased individual.
April 4, 2016
STC Sponsors 2016 It Takes a Village Conference
Southeastern Trust sponsored this year's 2016 Southeast Tennessee’s aging conference, It Takes a Village, held at Concord Baptist Church in Chattanooga. The event brings together professionals in the aging field, caregivers, seniors and planning boomers around topics such as medicare, elder abuse, and estate planning. This year's keynote speaker for the conference was Social Worker of the Year recipient Amy Boulware.
March 2, 2016
Southeastern Trust is Key Sponsor for NCBA Elder and Special Needs Symposium
Southeastern Trust was the Platinum Sponsor for this year's 20th Annual Elder and Special Needs Law Symposium. The event, organized by the North Carolina Bar Association Foundation, brings together Special Needs and Elder Law Attorneys as part of their continuing legal education on the most pressing issues facing seniors and special needs clients.
Learn more about the symposium.
January 28, 2016
Trust Officer Robert Fell Joins Southeastern Trust Team
Robert Fell has joined Southeastern Trust with 17 years of Trust and Estate Planning Experience. "Robert is a proven leader in the field within the Atlanta market," said Bart Rolen. "His vast knowledge of trusts and investments, plus his high level of quality service will serve our clients well."
Robert holds a J.D. from the University of Mississippi and studied law at Cambridge University in England. He earned his bachelor’s degree in History and English from the University of South Alabama.
He is located at Atlantic Capital Bank, Terminus 100, 3280 Peachtree Rd. in Buckhead and can be reached at [email protected] or (404)995-6095.
Read the official press release.
January 22, 2016
Southeastern Trust Announces New Special Needs Pooled Trust
Southeastern Trust Company has announced the establishment of a new special needs pooled trust, “Friends of Special Children (FOSC) Tennessee Pooled Trust” in partnership with Friends of Special Children, a 501(c)(3), non-profit organization. Southeastern Trust will manage the client and beneficiary financial assets as the Operating Trustee for the pooled trust. The new pooled trust option for people with disabilities and their loved ones offers financial oversight and guidance, long-range planning strategies, compassionate and individualized care management, and specialized trust management services.
Read the official press release.
December 14, 2015
Southeastern Trust Sponsors Albany ARC Special Presentation
Southeastern Trust recently sponsored a special presentation for the Albany ARC with attorney Paul Black of Brannon + Black, LLC. Mr. Black addressed topics such as the proper use of special needs trusts, classes of benefits available to those with special needs, and the potential for alternatives to special needs trusts under the ABLE Act. The Albany ARC is the largest chapter of the ARC of Georgia. Southeastern Trust serves as the operating trustee of The ARC of Georgia Pooled Trust ( www.arcgatrust.org ).
October 30, 2015
Trust Team Exhibits at Stetson's Special Needs Conference
Southeastern Trust's professionals recently exhibited at the National Conference for Special Needs Trusts. The conference is celebrating 17 years of providing in-depth review into issues with creating, administering, and monitoring special needs trusts. Nationally recognized speakers presented on basic and advanced topics for a variety of professionals in the special needs arena.
Our team at Southeastern Trust is equipped to help you answer your Special Needs Trust questions specifically. Learn more about our work with Special Needs Trusts and how we can help you.
October 2, 2015
Q3 Market Review
Read the latest review on the Southeastern Trust Market Update.
September 23, 2015
Tennessee Pooled Trust Announced
On September 17th, at the All About Children fundraising dinner and auction benefiting Signal Centers, a program in Tennessee that helps those with disabilities strive to reach lifelong independence, Southeastern Trust announced a partnership with Friends of Special Children to create a Tennessee Pooled Trust.
The trust will allow special needs individuals in Tennessee who receive public benefits to keep their benefits in the event they receive funds from a settlement or inheritance. The settlement or inheritance is placed in a sub-account within the pooled trust and the trustee has discretion over disbursements. The trustee discretion allows the special needs beneficiary to continue receiving their benefits while using the trust funds for their supplemental needs.
The Tennessee Pooled Trust will help those with special needs maintain critical government benefits and is a great estate planning tool for those with special needs children or relatives.
May 12, 2015
FSG Bank Ranks in Top 15 for Trust Revenue Growth
Bank Director magazine released its Q2 issue, recognizing FSG Bank Trust, now Southeastern Trust Company, for earning #14 in the nation in the publication's Trust Revenue Growth ranking. Southeastern Trust was the top ranking in the state of Tennessee as well.
See the Bank Director article.
May 12, 2015
New Portfolio Manager Joins STC Team
Kristin Bell joins Southeastern Trust Company, a division of Atlantic Capital, as vice president and portfolio manager. Kristin has more than seventeen years of experience in investment related analysis, trading, and portfolio management, including roles at Unum Group, Wachovia Bank, and Fidelity Investments.
She spent the last 13 years on Unum Group's fixed income investment team responsible for analysis and trading recommendations for a variety of fixed income asset classes. She started her tenure in private placement bonds and then moved to the public bond desk where she has been the analyst responsible for $2 billion of investment grade and high yield corporate bonds. While at Unum, Kristin pioneered Unum’s entry into investing in affordable housing tax credits in 2010, and more recently added over $700 million municipal bonds to her areas of coverage. Prior to her time at Unum, Kristin managed trust and high net worth client accounts at Wachovia Bank in NC and traded equities at Fidelity Investments in NH.
Kristin holds a B.A. from Wheaton College in Psychology and the Chartered Financial Analyst designation (CFA). She has previously served on the board of St. Peter’s Episcopal School and as Treasurer for the Thrasher School PTA Executive Board.
April 16, 2015
STC Showcases Special Needs Trust Experience in New Orleans
Southeastern Trust traveled to New Orleans to exhibit at the Special Needs Alliance 2015 Spring Meeting, a conference advising attorneys from around the nation on planning for those with special needs. The Special Needs Alliance is a national non-profit organization of attorneys committed to helping individuals with disabilities, their families and the professionals who serve them.
Read more about STC's work with Special Needs Trusts.
March 27, 2015
STC Demos at Special Needs Planners Conference
Southeastern Trust was an exhibitor at the 2015 annual conference for the Academy of Special Needs Planners in Charlotte, NC. See more information on STC's work with Special Needs Trusts.
February 11, 2015
STC Trust Officer Presents at Special Needs Trust Seminar
STC Trust Officer, Teresa Whitton, CFP®, CTFA, presented at the Special Needs Trusts seminar co-sponsored by the Elder Law Section of the State Bar of Georgia and the Institute of Continuing Legal Education in Georgia. Mrs. Whitton spoke on the Arc of Georgia Pooled Trust, or which Southeastern Trust Company serves as the Operating Trustee.
For more information on the Arc of Georgia Pooled Trust, call 423-668-3072 or visit arcgatrust.org.
