From checking and savings products to business loans . Accountability. Additionally, she serves as a member of the St. Louis Estate Planning Council. 633 Chestnut Street She assists in the onboarding of new Cumberland Trust clients and their advisors, providing attentive support during times of change. Advises family on tax laws and implications. Newly contributed or acquired assets do not include assets acquired by the sale, transfer, exchange, or otherwise of the amount of trust property on which fees were previously assessed." G.S. Together, she and the Special Needs Trust Administration team support families and individuals with Special Needs and collaborate with their financial, legal, and tax advisors. Sharons primary responsibilities involve reviewing and preparing documents and considering tax, legal and other compliance issues with regard to Cumberland Trust and its clients. As with the TISA, this act requires that the trustee is a Tennessee resident or trust company. in Business Administration from Middle Tennessee State University, with a major in Finance. Growth Permit - Application. Our team works in conjunction with any external property managers. A thoughtful estate plan is one of the best gifts you can leave to your family and loved ones. Previously, Millie worked in the interior design industry where she specialized in developing interior design solutions and delivering superior client service. The Admissions Office is open Monday through Friday from 8am to 4:30pm CST. Previously, Haley worked as a trust specialist in the Distinctive Care Division, specializing in providing assistance to trust officers and administrators, and focusing on supporting clients with special needs. Whether you're just getting started or expanding to serve more customers in our Tennessee communities, we'll make sure you've got the banking support required for success. Katrina focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Lauren holds a bachelors degree in Business Administration with a concentration in Marketing from the University of Tennessee at Martin. Elizabeth holds a B.A. Caroline serves as a board member of the YWCA of Nashville and Middle Tennessee. Prior to joining Cumberland Trust, Elizabeth practiced as a contract attorney with Legility, LLC. Meet Our Estate and Post-Mortem Trust Administration Experts, 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. We work closely with attorneys and financial advisors who have established estate plans and investment objectives for their long-standing clients. Impact Fee for Recreational Facilities & Open Space Impact Fee Ordinance. How Can I Protect My 401(k)? In many cases, the principal of the trust is distributed to remainder beneficiaries. Diseo y fabricacin de reactores y equipo cientfico y de laboratorio In the event of the grantors incapacity, a revocable trust also dictates who will manage the trust and financial affairs, which could prevent the need for competency hearings and court proceedings to appoint a conservator or guardian of the assets. Working with your legal, financial, and tax advisors, we will ensure that assets are collected and properly administered; any obligations are satisfied; and property is distributed to or for the benefit of your heirs. How Can They Provide Better Service to Families? Assistant Vice President & Marketing Manager. What is new at CU Senior Vice President, Special Counsel & Chief Regulatory Compliance Officer. Shannon McGarrity joined the Cumberland Trust team in 2022 as Senior Vice President and Managing Director in Business Development. Alexbeganat Cumberland Trust workingon the legal team and then transitioned to the administration of trust accounts. A lack of planning during life can leave familieswhile grappling with griefnavigating the probate system, inheritance taxes, and other complex issues. Douglas is a member of the Young Alumni Council and Gordon Ford College of Business Associates at Western Kentucky University. Jennie holds a B.S. As a trust administrator, Donna collaborates with legal, financial, and tax professionals to ensure all aspects of an estate are given careful attention. 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. In this role, Kailey provides direct support to the business development team, assisting with ongoing development and onboarding of new and prospective Cumberland Trust clients and their professional advisors. What are Tennessee Community Property Trusts. In his role, Jody administers personal trusts, providing responsive service to our clients and their external advisors. Sara Kate Nash joined Cumberland Trust as a Trust Officer in Estate Administration in 2022. in Business/Management from the University of Phoenix. Trusted relationships are at the heart of what we do. As a collaborative member of the Personal Trust Administration team, Lauren provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. In her role as Assistant Vice President & Trust Officer, Jeiman works with clients on their day-to-day needs while also keeping in mind long-term trust management objectives. High-touch administration for those needing additional support. Previously, Rene held the role of Senior Vice President and Managing Director, Corporate Development, working with our business development team to manage our growth throughout the country and implementing strategic initiatives. Prior to joining Cumberland Trust, she practiced as an associate attorney with a bankruptcy firm. Learn more to protect yourself and avoid falling victim. Site by. 2017 TheTrustAdvisor.com, One thing we discovered: if you just want a no-frills account, Flinn adds, its probably going to cost at least $3,000 a year. She has also worked for more than 24 years in the financial services industry, including roles as Vice President and Manager of Private Client Services at First Tennessee Bank and as a Financial Advisor with Heidtke & Company. She is also a past board member of The Bobby Dodd Institute, a nonprofit that helps individuals living with a disability succeed at work, in the community and in life. Lindsay has a wealth of experience in customer service and provider relations in the healthcare field as well as teaching and communications. Prior to Cumberland Trust, April worked at SunTrust Bank (now Truist) as a Trust Advisor, as well as a Closely-Held Business Asset Manager, where she managed a portfolio of privately-held assets owned in trusts or other structures where SunTrust had a fiduciary capacity. If more than one of the foregoing fees could apply to a given Trust Custody Account, the highest applicable fee will apply. As Corporate Strategy Officer, Jessica develops the framework and plans to support long-term strategic initiatives for Cumberland Trust. Definition of a Corporate Trustee We are compassionate and diplomatic when dealing with complex family relationships. Some firms work strictly from a rate card. Prior to joining Cumberland Trust, she was a Trust Officer at First Tennessee providing account and administration support to families in the areas of personal trust, employee benefits, and investment management. Vice President & Manager, Business Development Associate. In his role as Vice President and Fiduciary Counsel, Stephen reviews and drafts documents relating to trust and estate accounts. in Business Administration from Belmont University (magna cum laude). He focuses on connecting Florida individuals and families and their professional advisors with high caliber, directed trust administration services. Rachel holds a B.A. It also reduces capital gains tax implications after the death of one spouse. Our relationship managers provide a high level of communication and responsiveness for the clients we serve. Heather received a B.A. The Playhouse celebrates its 50th . Danielle holds a bachelors degree in Business Administration from Columbia International University in Columbia, South Carolina. Establishing a trust is not merely a plan to minimize taxes. Prior to joining Cumberland Trust, she worked in telecommunications and has previous experience in accounts payable, accounts receivable, payroll and taxes. Katrina holds a B.S.B.A (magna cum laude) in Marketing with a minor in Hospitality from the University of Central Florida. Jodi Monroe joined Cumberland Trust in 2013. She focuses on being responsive, attentive, and understanding to build relationships with the clients and families she serves. Before that, she was Vice President in the Custody Income Operations department (Global Securities Services) at Deutsche Bank/State Street in Nashville. Tenisha received her masters degree from Ohio University and B.S. 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 DURING THIS TIME, the county clerk's OFFICE HAS BEEN RELOCATED TO 1760 S MAIN ST (old progressive savings bank) and they are Open 8 am - 5 pm, mon - fri. Michelle holds a bachelors degree in Education from Aquinas College. 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. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. Beth is a Certified Mediator and licensed to practice law in Tennessee. in Economics from Smith College in Northampton, Massachusetts. and was a founding member of the organizations Family Council. Donna Wooden brings an extensive background in customer support, project coordination, and office administration to the estate team. Our team is experienced in handling specialized trusts, illiquid assets, and navigating complex family dynamics with diplomacy and respect. He received a J.D. The Uniform Trust Code, passed in 2004, provides a comprehensive set of laws that allow a trust to be administered very efficiently and effectively. She is a Certified Trust and Fiduciary Advisor (CTFA) and has completed Cannons Trust School program. We focus solely on trust and estate administration so that financial advisors, accountants, and attorneys can focus on what they do best. All rights reserved. Others on our list (Advisory Trust, Reliance, Saturna, New Hampshire Trust) justify their minimums at lower levels. In this role, Ryan works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. Kimberly holds a B.A. Jeiman Dosky joined Cumberland Trusts Administration team in 2016. As a directed trustee, we do not offer investment management services; therefore, we do not compete with financial. He also leads training initiatives to support Cumberland Trusts growing administration team as they serve clients. Her past experience also includes positions in the legal field as a Docketing Assistant in Intellectual Property at Kilpatrick Townsend, LLP and as a Legal Assistant in Intellectual Property at Morris, Manning & Martin, LLP. Contact Us; Quick Links. At Cumberlands start, Michelle, a Trust Officer, helped to establish the open architecture platform that focuses on helping families and forming partnerships with advisors. in Communications and English from Hope College in Holland, Michigan. He also holds a Six Sigma Yellow Belt certification. All rights reserved. Rates effective: June 28, 2013. from Quinnipiac University School of Law in Hamden, Connecticut. Our Cumberland Trust Family is Here to Take Care of Yours Trusted relationships are at the heart of what we do. She assists with various tasks related to real estate; oil, mineral, gas interests; LLC interests and other special assets for Cumberland Trusts clients. Its never as simple as just lining up the fees, says Mike Flinn, a Phoenix-based trust consultant. She is a Fellow in Charitable Estate Planning from the Institute of Charitable Estate Planning. Lorena has years of experience in multiple specialty areas of trust administration and currently serves as Assistant Vice President and Trust Officer in Special Needs Trust Administration. Personal Trust Administration This definitive guide on cost efficient trustee fees will pull back the curtains on what corporate trustees do and how they charge their fees. EMAIL. Earlier in her career, Lou Anne worked in the Cook County States Attorney Office in Chicago as an Assistant States Attorney and Prosecutor in the Appellate Division and then in the Abuse and Neglect Division of Juvenile Court. Prior to joining Cumberland Trust, she served as the trust administration team lead at the Bank of Jackson Hole, Wyoming. Of all of the apartment complexes I have lived in and seen, this is definitely one of the best. Previously, Leslie served as a trust officer, overseeing trust account management and administration. She was awarded the Certified Trust and Financial Advisor designation (CTFA) and is a graduate of Cannon Trust School, through Cannon Financial Institute. During her time at U.S. Trust, she assisted families with multi-generational financial planning, credit needs and overall wealth management services. Caroline is a member of the Tennessee Bar Association, Nashville Bar Association, and the Estate Planning Council of Middle Tennessee. in Advertising and Public Relations from the University of Arkansas. Prior to joining Cumberland Trust, Jennie was Director of Client Strategy and Product Development at Trilliant Health. Robert focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. We work closely with attorneys and financial advisors who have established estate plans and investment objectives for their long-standing clients. Lindsay earned a B.A. Outside of work, he is an avid sports fan and enjoys reading, hiking, exercising, and spending time with friends and family. Additionally, she has worked with Life Crisis Services and the Incarnate Word Hospital. She is a graduate of Southern Trust School in Mobile, Alabama and has earned her Certified Trust and Financial Advisor designation (CTFA). , passed in 2004, provides a comprehensive set of laws that allow a trust to be administered very efficiently and effectively. 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. Provide regular disbursements to someone who is unable to manage large sums ofmoney. How Can They Provide Better Service to Families? Senior Vice President & Business Development Officer. in Accounting from Manhattanville College in New York. She received her J.D. Blattmachr says low-end players can use technology to better serve the mass market. Judy serves as Vice President and Trust Officer on the estate administration team. in Finance and Economics from Lipscomb University and is a graduate of Southern Trust School. Additionally, she mentors trust officers and their teams, building connections between Cumberland Trusts relationship managers, external advisors, and clients. 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. Cumberland, OH. She specializes in estate and post-mortem trust administration, especially those involving complicated family structures and tax issues. Tennessee is one of only three states that allow community property trusts. Previously, Lori served as Senior Vice President and Managing Director of Corporate Strategy. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. Prior to joining Cumberland Trust, Douglas worked as a State & Local Tax Associate at KPMG LLP in Indianapolis, Indiana. Lou Anne earned a B.A. Vice President & Director, Legal, Senior Fiduciary Counsel. Explore North Carolina's counties for court services and information, such as courthouse locations, jury service, contacts, and more. Rebecca Halvorson joined Cumberland Trust in 2010. Her experience includes developing and leading an internal middle office team to support attorneys, wealth management advisors and clients with the onboarding and funding of new trust and estate accounts and relationships. In this role, Ashley provides direct support to the business development team, assisting with ongoing development and onboarding of new and prospective Cumberland Trust clients and their advisors. Caitlyn holds a B.S. Just another site. Site by. All rights reserved. OUR TRUST PHILOSOPHY What We Do Independent Trust and Estate Administration Expert guidance, proactive education, and hands on services to support you, your family, your assets, and your estate. Use This Bucket Approach From Morningstar, IRS Offers New Rules on Deadline for Using Retirement Forfeitures, Billionaire Investor Bill Gross Rips Absurd CNBC Over Cathie Wood, Automatic 401(k) Enrollment Could Be Coming Soon, House Votes to Overturn Rule Allowing ESG Investing in Retirement Plans, Markets Are Trying to Figure Out What to Anchor to, Strategist Says, Why European Stocks are Currently Outperforming US Stocks, Bond King Jeffrey Gundlach Prepares for Recession 2023. The Trust Advisor realizes that this is not a comprehensive list of all firms. She specializes in relationship building with families and their financial, legal, and tax advisors. She is involved in the community supporting children in the foster care system and she previously fostered a child in her home for about 2 years until they were adopted. She earned an MBA and B.S. Beth focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Join a community who will help you rise and reach your greatest potential. Before joining Cumberland Trust, Nathan worked as a Senior Consultant with Financial Industry Technical Services. Brianna McCray joined Cumberland Trust as a Trust Specialist in 2021. Prior to joining Cumberland Trust, Elly served as Deputy Finance Director for a Nashville mayoral campaign and prior to that as a director of a prison re-entry program in Texas. Previously, Elsie worked at Mom and Pop Records assisting with artist management and as a youth specialist at the YWCAs Girls, Inc. program. Outside of work, Matt has enjoyed coaching youth golf and basketball, and is an avid Indianapolis Colts and Cincinnati Reds fan. . Prior to joining Cumberland Trust, Dan was Vice President and Audit Supervisor of Internal Audit for Reliance Trust Company/Fidelity National Information Services, Inc. (FIS). Leslie is a member of the Tennessee Bar Association and is licensed to practice law in Tennessee. Please consult the institution directly to confirm costs. He has also worked in a private legal practice in the areas of estate planning, taxation, real estate, and general business. At Cumberland Trust, we work in collaboration with a familys chosen team of professional advisors. Vice President, Director of Human Resources. Hannah Kimbrough serves as a Trust Officer in Personal Trust Administration. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. His focus is on ensuring clients receive the supplemental care and support they need in a timely, professional, and friendly manner. Prior to joining Cumberland Trust, Lauren worked as a Brokerage Client Specialist with Wells Fargo Advisors. Advises family on tax laws and implications. Outside of work, Brianna has enjoyed volunteering at Atlanta Ronald McDonald House where she helped provide meals to patients and families in residence. Prior to joining Cumberland Trust, Runcie was the Charitable Giving Counsel for the American Cancer Society where he advised nationwide staff on legal and tax issues in the areas of planned giving, outright gifts, and other charitable giving arrangements. As Cumberland Trust grew, Michelle developed the blueprint for expansion into regional markets and she worked to open our nine regional offices. (Includes checks, in-person withdrawals, or other electronic means) includes: Overdraft Fee - Assessed when an item is paid Returned Item Fee - Assessed when an item is returned. He currently coaches for the Nashville Predators youth hockey teams. Senior Vice President & Managing Director, Tax. Until further notice, the original 1905 portion of the old courthouse is CLOSED to the public due to the current structural integrity of the Building. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. Sara Speidel joined the administration team at Cumberland Trust in 2007. This legislation allows all of the trust creators top advisors to be involved in the trust management. 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. She was awarded the Certified Trust and Financial Advisor designation (CTFA) and is a graduate of Cannon Trust School, through Cannon Financial Institute. in History of Art and Architecture from the University of Reading in England. Roberts previous experience also includes roles at LegacyTree Foundation and Regions Bank. No cost to post a project to get multiple bids in hours to compare before hiring. Jennie holds a B.S. 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 As a collaborative member of the Special Needs Trust Administration team, Robin provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. from Baylor University in Waco, Texas. Please contact the Admissions Office at 615-547-1246 locally or 800-467-0562 to speak with your Enrollment Specialist or email admissions@cumberland.edu. Phillip assists in the administration of post-mortem estates and works with clients and beneficiaries to understand the steps of the estate process. Fee Schedule Fee Schedule The Recorder's Office accepts the following payment methods: Checks* - Checks should be made payable to "Recorder of Deeds". Senior Vice President & Managing Director, Tax Administration. Gina St. Charles joined Cumberland Trust in 2007 and works with over 350 CPAs to coordinate the preparation and filing of trust tax returns with the IRS and state revenue departments. She received a B.B.A. She is responsible for overseeing the development team and its new trust opportunities. She currently volunteers with CASA, which advocates for children who are in the foster care system seeking permanent homes. in International Studies, with honors, from Miami University in Oxford, Ohio. in Psychology and Sociology from Western Kentucky University. It all depends on the size of account theyre courting and what makes economic sense, Christopher Holtby, president of Wealth Advisors Trust Company, told me. Prior to joining Cumberland, he also worked as a law clerk for Stites and Harbison, PLLC in Franklin, Tennessee. Thats really the minimum anyone can comfortably charge. Vice President & Director, Personal Trust Administration. Elizabeth Kaegi joined the Cumberland Trust legal team in 2021 and serves as Fiduciary Counsel. , 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. Meg started her career with Cumberland Trust in 2011 as a Trust Officer with the Special Needs Administration team and later transitioned to the role of Assistant Fiduciary Counsel. Sara Kate is licensed to practice law in Tennessee. in Spanish from Southern Methodist University in Dallas, Texas. Bonnies previous experience also includes roles at JP Morgan Chase and Deutsche Bank. Greg received a Business Administration degree, with minors in Organizational Management and Health Promotions from Aurora University, Aurora, Illinois. Melissa Murray joined the Cumberland Trust Special Needs Trust Administration team in 2021. She is a member of the National Trust Real Estate Association (NTREA), as well as the National Trust Closely Held Business Association (NTCHBA). McGarrity has more than 16 years of experience in the financial services industry. She develops and implements marketing initiatives for Cumberland Trusts ten offices. Leslie Malkiewicz joined the Cumberland Trust team in 2014. Greg Sauers joined Cumberland Trust as a Trust Administrator in 2020. Either way, its good to know what the market value of trust services. As a collaborative member of the Personal Trust Administration team, Katelynn provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. Elizabeth is licensed to practice law in Tennessee and Kentucky. 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. Danielle Croteau joined Cumberland Trust as a Trust Specialist in 2022. He holds a B.S. An outside scholarship may cover the access fee only if the scholarship provider submits to the Office of Financial Aid a written statement that stipulates the scholarship . Natalicia holds a degree in Finance with a minor in Accounting from Western Michigan University in Kalamazoo, Michigan. 2021 Cumberland Trust. in Music Business from Belmont University. As a collaborative member of the Personal Trust Administration team, Bonnie provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Knowledge and experience to navigate complex, hard-to-value, illiquid assets. She enjoys welcoming clients and guests, making them feel comfortable and at ease. 40 Burton Hills Boulevard Suite 300, Nashville, TN 37215-6292. $10.00. She focuses on helping clients needing extra support through the coordination of distinctive care services. and MBA from the University of Memphis. 21061 and act no. Dudleys experience includes working as Senior Vice President at First American National Bank. Senior Vice President & Managing Director, Trust Administration. $20. Previously, she worked in the legal industry as a paralegal, specializing in estate planning, estate administration and corporate law. There's still a fair amount of mystery surrounding exactly whats baked into each of those basis points. Tennessee continues to distinguish itself as a desirable state for trusts, and new legislation maintains this advantage. Financial advisors, accountants, and attorneys need a collaborative, non-competitive trust solution for their clients. While in law school, she developed a passion for estate planning during her time in the Homer A. Jones, Jr. Wills Clinic.
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