Prior to joining Cumberland Trust, she worked for eight years in Special Education for the Williamson County School District. Lindsay has a wealth of experience in customer service and provider relations in the healthcare field as well as teaching and communications. Sara Kate Nash joined Cumberland Trust as a Trust Officer in Estate Administration in 2022. Danielle holds a bachelors degree in Business Administration from Columbia International University in Columbia, South Carolina. Riley holds a B.S. Prior to joining Cumberland Trust, Owen was a Trust Associate with Pendleton Square Trust Company in Nashville, Tennessee. Interpretation Appeal Application. what lottery has the best odds in ontario; dora dolphin birthday; shooting rest for hunting; cool military callsigns; A series of fortunate events July 20, 2020. Laura Hawken joined Cumberland Trust in 2019. Previously, she worked for seven years as a Registered Sales Assistant with a financial advisory firm. She specializes in delivering a range of customized trust solutions to best serve each client. Assistant Vice President & Account Transfer Manager. Wealth Advisors Trust Co. trustee fee schedule rests on hourly, fixed and percentage of assets. Learn more to protect yourself and avoid falling victim. Natalicia holds a degree in Finance with a minor in Accounting from Western Michigan University in Kalamazoo, Michigan. What are Tennessee Community Property Trusts. Previously, Susan worked as an Engagement Officer for Cumberland Trust, providing direct support to the Business Development team by initiating and developing new Trust opportunities and prospective client relationships, while also working internally to onboard new accounts. Thats about where vanilla Commonwealth trusts start, Jim McMackin, who runs the companys marketing, told me. All rights reserved. SCAM ALERT: Phone scams requesting money have been reported. As a Business Development Officer, Bob focuses on building relationships with financial advisors, attorneys, and tax professionals throughout the state of Florida. Additionally, he is a member of Estate Planning Council of Middle Tennessee and active member of the University of Tennessee, Knoxville Alumni Association. How Can I Protect My 401(k)? Plan, preserve, and protect your legacy for generationstocome. degree in Sociology and minor in Psychology from the University of Southern Illinois-Edwardsville. Previously, Alex was the Powerlifting Coach for the Northern Illinois Special Olympics Team for two years. Previously, he worked as a conflict analyst with Pillsbury Winthrop Shaw Pittman. Jody Hines serves as Vice President and Trust Officer in the Personal Trust Administration department. Before joining Cumberland Trust, Tenisha worked as a paralegal for the Law Office of Rob McKinney. Fees for managing smaller trusts aren't calculated by percentage because it could eat up a lot of the trust funds. Bonnie Parrish joined Cumberland Trust in 2017. Previously, Helina worked in the banking industry, with experience in data analysis and documenting accounts. Originally from New York state, Bob holds a Bachelor of Science degree in Engineering from Rochester Institute of Technology. An avid supporter of the visual and performing arts, Mr. Presley has served as board member, vice-chair, and treasurer for the Nashville Symphony; board member and finance committee member for Cheekwood; board member, vice-chair, and head of public arts for Nashville for the Metro Arts Commission; and currently as board member of the Arts & Business Council. A qualified executor must have good business sense, understand the complexities of the various laws of taxation and administration that apply to an estate, provide detailed record keeping, and provide timely and consistent communication. Lindsay Phillips joined Cumberland Trust as a Trust Specialist in 2022. Robert focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. Eloise Schroer joined Cumberland Trust as a Trust Specialist in 2022. Before joining the Cumberland Trust team, Jared worked as an associate attorney at Hagan Law Group, PLLC in the practice areas of business law, property law, and estate planning. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. Site by Circa Creative Studios, Conveniently Headquartered in Trust-Friendly Tennessee. They may be a parent with a large life insurance policy who wants to guarantee that their children are provided for without receiving a large sum of cash all at once. Rebecca holds a B.A. Previously, Lou Anne served as Director of the State Advocacy Resource Center of the American Medical Association, where she represented the AMA before the highest levels of state political and medical organizations. in Communication Studies with an emphasis in Public Communications from Marshall University in Huntington, West Virginia. Site by Circa Creative Studios, Specialized Knowledge and Focused Administration. Susan Smith joined the Cumberland Trust team in Atlanta in 2017 to help service the ever-growing Georgia market. in Political Science and Economics from the University of Tennessee and a Paralegal Certificate from the National Institute of Paralegal Training in Atlanta. At an annual fee of 75 basis points, this suggests that a trust really needs to have more than around $533,000 in it to earn out that $4,000 minimum fee. A Certified Trust and Fiduciary Advisor (CTFA), Lisa holds a Bachelor of Arts and Science degree in interdisciplinary studies from the University of Missouri. Building Connected Insurance Offerings Starts With Customer-Focused Innovation, Model Portfolio & SMA Strategists Selection Guide, The 2022 TAMP GROWTH SUMMIT | RECEIVE 1.5 HRS CE CREDIT, 2022 America's Most Advisor Friendly Trust Companies, America's Best Trust Technology Buyers Guide 2021-2022. Conveniently Headquartered in Trust-Friendly Tennessee. Specialties: "Consistently, Cumberland County Playhouse presents the best musical theater offerings you're likely to find outside of NYC." - Broadway World One of the top professional theaters in rural America, Cumberland County Playhouse in Crossville, TN produces an exciting, diverse lineup of musicals, plays and concerts presented in year-round repertory. Previously, she served as a Trust Specialist in administration and as she developed relationships there, Lindsay discovered that what she enjoys most is speaking with clients and interacting with them more personally on a daily basis. With a connected team of 120+ experts at your service in 10 offices nationwide. Previously, she practiced estate planning and probate law in Cincinnati, Ohio, working closely with the trust department of a local bank. Fee Schedule Search SearchMenu Departments A - C Animal Services Board of Commissioners Board of Elections Budget Division Child Support Community Development Community Transportation Program Cooperative Extension County Attorney County Administration Crown Complex D - I Emergency Services Employee Wellness Engineering Financial Services She retired her real estate license after serving the Franklin, Tennessee community for twelve years. In this role, Sara Kate works with the Estate Administration team to support families and professional advisors in the administration of estates and administrative trusts. Sharon is a registered CPA in Arkansas and is licensed to practice law in both Arkansas and Tennessee. Permits, Applications & Fees | cumberlandme Home Home About Cumberland Departments Active Living 55 + Mission Book Delivery Service Community Resources Cumberland Area Rides (CAR) Durable Medical Equipment Handy Helpers Mornings With Friends Property Tax Assistance Service Request Vendor List Vendor Referral Volunteer Application Administration in Communications and English from Hope College in Holland, Michigan. Heather Savage is Senior Vice President and Business Development Officer based out of Cumberland Trusts Knoxville office. Alex has three years of banking experience prior to joining Cumberland Trust, most recently working at First Tennessee Bank. He received a J.D. In this role, she works closely with clients and their families, along with their legal, financial, and tax professional advisors. $3.00 will be charged for each distribution . Comprehensive trust administration, education, and proactive client service for your family. in finance from Auburn University. $20. Since 1750, the Recorder of Deeds has maintained a permanent public record of deeds and documents related to the development, transfer, and encumbrance of real estate in Cumberland County. Ryan earned a Bachelor of Business Administration degree (B.B.A.) in International Studies and French from Rhodes College in Memphis. Current beneficiaries are entitled to receive current income or principal distributions from the trust either at the discretion of the trustee or as required by the terms of the document. Helina received a B.A. High-touch administration for those needing additional support. Prior to joining Cumberland Trust in 2021, Lisa was a senior director and business manager with TIAA, working with their private asset management group. Prior to joining Cumberland Trust, he was a Financial Consultant at Fidelity Investments in Chesterfield, Missouri. Working with us, you will get to know our team of talented, compassionate, and committed individuals who are active in their communities and passionate about taking care of our clients. 2021 Cumberland Trust. Danielle is currently pursuing an MBA with a concentration in Finance. He received his J.D. In her current role as Chief Strategy Officer, Lori oversees all marketing, strategy, and corporate initiatives and works in the development, planning, and management of various strategic initiatives aimed at reaching current and new target audiences. In this role, Lisa focuses on building relationships with external advisors (including financial advisors, attorneys, and accountants), individuals and families through personalized trust and estate services. He is licensed to practice law in Tennessee. Cumberland Town Hall, 290 Tuttle Road, Cumberland, ME 04021, (207) 829-5559 Email Us Hours: Monday-Wednesday: 8am-5pm, Thursday: 8am-6pm, Friday: CLOSED. No fee. In this role, Zandra provides direct support to the business development team. Vice President & Director, Legal, Senior Fiduciary Counsel. Charitable trusts can have tax benefits for philanthropic families or individuals who wish to donate to charitable organizations. in Advertising and Public Relations from the University of Arkansas. Even though a 1% or 2% annual fee doesn't seem like much, tax-free municipal bonds yield less than 5%, so a management fee can easily gobble up 20% of the return. Sarah holds a bachelors degree in Finance from Washington State University. Diseo y fabricacin de reactores y equipo cientfico y de laboratorio We are located in one of the most trust-friendly states, giving our clients and their assets access to very favorable trust laws. Outside of work, Sarah enjoys spending time with friends and family. Layla Hebert joined the Cumberland Trusts legal team in 2021 and serves as Fiduciary Counsel. C. Runcie Clements, IV joined Cumberland Trust and Investment Company in 2002 and serves as Chief Legal Officer and General Counsel. Estate and post-mortem trust administration to honor, support, and carry out your wishes. Since our relationship managers do not have sales goals and have a manageable number of accounts, they are able to develop long-term relationships with their clients and regularly communicate with them, as needed. In this role, Dan works closely with external and internal auditors, while managing a team focused on Fiduciary Compliance, Corporate Compliance, Regulatory Compliance, Audit, and Account Transfer. from Indiana University Maurer School of Law and is licensed to practice law in Tennessee. She also manages a growing team of Special Assets Administration professionals providing specialized administration of these complex trust assets. He advises the company on trust and estate administration, special assets administration, fiduciary compliance and corporate governance matters. County of Cumberland, Pennsylvania. Prior to joining Cumberland Trust, she worked as an elementary and middle school teacher for more than 20 years in Philadelphia, Nashville, and Pegram. She serves as a Business Development Associate overseeing the onboarding of new business opportunities. We work closely with attorneys and financial advisors who have established estate plans and investment objectives for their long-standing clients. Lou Anne earned a B.A. Dudley holds a B.A. High-touch administration for those needing additional support. (with honors) from the University of Arkansas, Little Rock. She enjoys welcoming clients and guests, making them feel comfortable and at ease. The Tennessee asset protection trust is available to anyone in the country as long as a qualified trustee is a resident of Tennessee or a Tennessee-based trust institution. Deed Of Trust. Leslie is a member of the Tennessee Bar Association and is licensed to practice law in Tennessee. However, if non-routine or extraordinary services . The Cumberland Land Trust is a private, non-profit, charitable, conservation organization run by a dedicated group of volunteers. Some wills can establish trusts for asset protection purposes or determine guardianship of minor children in the event of both parents death. Prior to joining Cumberland Trust, Jeiman served as Treasury Management Officer for Capital Bank. Previously, while attending law school, he served as a law clerk to the Honorable Judge Kathleen N. Gomes in Division 1 of the Shelby County Probate Court. in History of Art and Architecture from the University of Reading in England. Its never as simple as just lining up the fees, says Mike Flinn, a Phoenix-based trust consultant. High-touch administration for those needing additional support. He holds a B.S. In these roles, Robin helped families find solutions to support their loved ones diagnosed with dementia and Alzheimers disease. Caitlyn serves as a Trust Officer, focusing on the day-to-day administration of Special Needs Trust (SNT) relationships. Andrea has extensive experience in financial planning, account management, and trust administration and management. Plan, preserve, and protect your legacy for generationstocome. 1725.4) effective january 1, 2017: appeal from summary criminal conviction (includes $5 automation fee) $ 48: petition for appeal nunc pro tunc (includes $5 automation fee) $ 48 Jennie Renwick joined Cumberland Trust in 2021 and serves as a Vice President and Trust Officer. in Finance from the Middle Tennessee State University. An Atlanta native, Susan is involved in the community as an active member of the Junior League of Atlanta. She also leads strategic initiatives aimed at supporting market growth and commitment to client service, oversees the companys long-term planning goals, and advises on legal fiduciary and corporate governance matters. Kailey McCann joined Cumberland Trust as a Business Development Associate in 2022. Prior to joining Cumberland, he also worked as a law clerk for Stites and Harbison, PLLC in Franklin, Tennessee. The Trust Advisor realizes that this is not a comprehensive list of all firms. Trusted relationships are at the heart of what we do. Elsie Bennett joined the Cumberland Trust team in 2015. Outside of work, he is an avid sports fan and enjoys reading, hiking, exercising, and spending time with friends and family. Prior to joining Cumberland Trust, she worked at both HSBC and Merrill Lynch in their offices in the UK, Malta, and the UAE. Here she provided comprehensive investment management and trust services, while representing individuals and families in Texas and Louisiana. Our relationship managers provide a high level of communication and responsiveness for the clients we serve. She oversees the Special Needs Trust Administration department and manages a growing team of trust officers, administrators, and specialists focused on providing excellent client service. Elly Hutchings joined the Cumberland Trust team in 2015. This person has built an asset base and wants to ensure that those assets are distributed according to their wishes. in Business Administration from Middle Tennessee State University, with minors in Economics and Finance. in Psychology from Sewanee: The University of the South in Sewanee, Tennessee and an M.B.A. from Concordia University in San Antonio, Texas. The announcement comes as Cumberland Trust recently reached $5 billion in assets under administration. Find local administrative orders and rules. This legislation allows all of the trust creators top advisors to be involved in the trust management. She is a Fellow in Charitable Estate Planning from the Institute of Charitable Estate Planning. Provide regular disbursements to someone who is unable to manage large sums ofmoney. At death, a revocable trust designates a successor trustee and outlines distribution of the trusts assets. He has held internships with Davos Investment Group, performing macroeconomic and market research; as well as Vault Investment Properties, working with real estate investment. Carla Hale joined Cumberland Trust in 2009. Katrina holds a B.S.B.A (magna cum laude) in Marketing with a minor in Hospitality from the University of Central Florida. Prior to joining the legal team, Caroline worked as a Trust Officer in the estates administration department overseeing administration of estate and administrative trust accounts. Alex holds a B.A. Expert guidance, proactive education, and hands on services to support you, your family, your assets, and your estate. Caitlyn A. Lovell joined the Cumberland Trust team in 2019. Helina works with the compliance department to help ensure that accounts are opened and documented correctly. She has also worked with the Cardinal Basketball Officials Association officiating high school basketball. Prior to joining Cumberland Trust, Robin served in multiple roles over six years with Brookdale Senior Living, Inc., including, Senior Living Advisor, RTA Specialist, Connection Center Supervisor, and Quality Assurance Specialist. He received his J.D. If you would like to discuss Cumberland Trusts services, were here to help. During her time at U.S. Trust, she assisted families with multi-generational financial planning, credit needs and overall wealth management services. Whatever happens, says Kathy Roberts, the CEO of Santa Fe Trust, small accounts shouldnt be loss leaders. Prior to her role on the business development team, Elsie was a Trust Administrator, focusing on the day-to-day administration of personal trust relationships for clients needing extra support. Cumberland Trust & Investment Co. is a privately controlled organization and a par See more Address Multiple locations Size Small Founded 2001 CEO Joseph K. Presley Type Company - Private Revenue $5M to $10M Industry Investing Companies Website https://cumberlandtrust.com Similar companies See what companies are similar to Cumberland Trust * Preservation fee added to every recorded . Companies like Wealth Advisors Trust, Advisory Trust and Santa Fe Trust, cater exclusively to investment advisors looking for a place to refer their clients who need to open a trust. Elsie currently serves as a Business Development Associate in Atlanta, assisting in the onboarding of new trust and estate accounts for families and their professional advisors. Accountability. Alex holds a B.S. As Vice President and Manager, Business Development Associate, Carla oversees the onboarding of new business in the Nashville area while managing a team of engagement officers. In this role, Douglas works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. 2021 Cumberland Trust. She assists in the onboarding of new Cumberland Trust clients and their advisors, providing attentive support during times of change. Prior to joining Cumberland Trust, Mr. Presley served as Senior Vice President and Head of Personal Trust Services for SunTrust Bank where he presided over the personal trust administration, estate settlement, tax, trust real estate, sales, and endowment/foundations divisions. He received his J.D. Other important documents to consider when drafting a will include power of attorney(s). As Corporate Strategy Officer, Jessica develops the framework and plans to support long-term strategic initiatives for Cumberland Trust. Decanting is a process whereby assets from an irrevocable trust are moved to a new irrevocable trust with updated provisions. All rights reserved. She has also served as a trust officer in personal trust administration, administering trusts for high-net-worth individuals and families. $10. $25.00. Mary Elizabeth holds a Bachelor of Business Administration (BBA) degree in Finance and a secondary degree in Music Business from Belmont University in Nashville. 40 Burton Hills Boulevard Suite 300, Nashville, TN 37215-6292. Plans for recording must have a scheduled appointment. The grantor retains rights over the trust and may change or revoke the trust at any time. Impartiality. Phillip assists in the administration of post-mortem estates and works with clients and beneficiaries to understand the steps of the estate process. in Sociology from Middle Tennessee State University (cum laude) with minors in Global Studies and Business Administration. , passed in 2002, encourages the use of modern portfolio theory in managing trust assets and defines how trust investment management may be delegated to an investment manager. Shelby holds a B.S. As Vice President, Trust Officer, and Administration Manager, she is responsible for high net worth personal trust relationship management and account administration. Prior to joining Cumberland Trust, Lauren worked at Franklin Synergy Bank as a Trust and Wealth Management Associate providing support to financial advisors with client onboarding and relationship management. Amanda is active in the community as an event and herd photographer for Saddle Up! He holds a B.B.A. The grantor has ultimate control in setting up the trust: which assets will be transferred into trust, who will serve as trustee while he or she is living and after his or her death, and how the trust property will be administered during or after his or her lifetime. He received a J.D. 36-2000 (42 pa.c.s.a. He specializes in guiding high-net-worth individuals and families through the administration and management of personal trusts and foundations. Amanda received a B.A. Asha holds a B.S. in Business Administration from the University of Tennessee, Knoxville and was awarded a J.D. Additionally, she is a member and past board member of Le Bonheur Club and is active with the Down Syndrome Association of Memphis and the Mid-South and SRVS Kids & Families. Prior to joining Cumberland Trust, Haley completed an AmeriCorp term with Harpeth Conservancy. Charitable trusts can have tax benefits for philanthropic families or individuals who wish to donate to charitable organizations. Menu viscount royal caravan. Cumberland Trust has provided professional, comprehensive estate settlement services for many years throughout the geographic regions where we serve. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. She is also a graduate of the Commercial Banking Executive Program at the University of Virginia Darden School of Business. Meg is licensed to practice law in Tennessee. Yes, we have a team that focuses on the administration of illiquid assets held in trust. If the account has securities or assets, other than Trust Department sponsored mutual funds the fee will be $3.32 per quarter for each security or asset. Jessica Kopperud joined the Cumberland Trust team in 2018. The upshot is that by concentrating on high-end clients, a white-glove firm like Northern Trust can build a lot of sizzle into its steak, even though the cost per dollar of AUM is comparable to what bare-bones vendors charge. When I needed to indefinitely postpone my move, they kept all the information about how much furniture I had on . 7A-307(a)(2a). Natalicia serves as a Assistant Vice President and Special Assets Officer, working with unique, illiquid, and hard-to-value assets held in trust. The resolution next moves to the Democratic-majority Senate. She received her J.D. McGarrity has more than 16 years of experience in the financial services industry. Prior to joining Cumberland Trust, Heather worked for 11 years at medSR, creating and overseeing their human resources and administrative functions. Matt focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. Cumberland Trust Education Administration and distributions Record-keeping and reporting Premier client service Conveniently Headquartered in Trust-Friendly Tennessee With a connected team of 120+ experts at your service in 10 offices nationwide. Over the past several decades, many states have worked to update trust legislation. Our mission is to preserve the natural resources of Cumberland for present and future generations by preserving land for open space. Other companies that start at that level include New Hampshire Trust and Georgia-based Reliance Trust. Previously, Stephen served as Fiduciary Counsel and Special Assets Officerreviewing and preparing documents and working with unique, illiquid, and hard-to-value assets held in trust. Donna Wooden brings an extensive background in customer support, project coordination, and office administration to the estate team. With Cumberland Trust serving as an unbiased, third-party executor, co-executor, trustee, or co- trustee, care and attention will be at the forefront as we work to understand the estate plan. Quarterly fee of $15.30 per account. Outside of work, Avery enjoys volunteering as an assistant basketball coach. Ryan Russell joined Cumberland Trust as a Trust Officer in 2022. Meet Our Estate and Post-Mortem Trust Administration Experts, Conveniently Headquartered in Trust-Friendly Tennessee. How Can They Provide Better Service to Families? Working with us, you will get to know our team of talented, compassionate, and committed individuals who are active in their communities and passionate about taking care of our clients.
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