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Source: Websites and telephone interviews. Lindsay has a wealth of experience in customer service and provider relations in the healthcare field as well as teaching and communications. She enjoys volunteering with animal rescue organizations and supporting various charities to help fight against animal cruelty. Industry Financial Services Revenue $2.0M Employees 121 Founded in 2001 Headquarters Nashville, TN Website cumberlandtrust.com Organization Type Private Is This Your Company? Prior to joining Cumberland Trust, Jeiman served as Treasury Management Officer for Capital Bank. Kailey McCann joined Cumberland Trust as a Business Development Associate in 2022. Alex is licensed to practice law in Tennessee. Impartiality. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. 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. Cumberland County - Tennessee. Outside of work, he enjoys volunteering with the North American Versatile Hunting Dog Association (NAVHDA). Amanda Laginess joined the Cumberland Trust team in 2020. He assists with various tasks related to real estate; oil, mineral, gas interests; LLC interests and other special assets for Cumberland Trusts clients. SCAM ALERT: Phone scams requesting money have been reported. Sloan received her B.A. Our relationship managers provide a high level of communication and responsiveness for the clients we serve. President, Chief Operating Officer & Corporate Counsel. Over the past several decades, many states have worked to update trust legislation. Jennie focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Claim This Company Page Cumberland Trust Hiring Stephen received a B.S. Assistant Vice President & Account Transfer Manager. At death, a revocable trust designates a successor trustee and outlines distribution of the trusts assets. Before joining Cumberland Trust, Tenisha worked as a paralegal for the Law Office of Rob McKinney. As a Trust Administrator and collaborative member of the Personal Trust Administration team, Mary Elizabeth provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Before that, she was Vice President in the Custody Income Operations department (Global Securities Services) at Deutsche Bank/State Street in Nashville. Additionally, she serves as a member of the St. Louis Estate Planning Council. Wealth Advisors Trust Co. trustee fee schedule rests on hourly, fixed and percentage of assets. Matt Skeens joined Cumberland Trust as a Trust Administrator in 2022. in Psychology from Agnes Scott College in Decatur, Georgia. She studied abroad at the University of London through Biederman Entertainment and Media Law Institute. 2022 Orphans' Court Calendar (pdf) 2022 Full Court Calendar (pdf) Rules. Jodi Monroe joined Cumberland Trust in 2013. He also leads training initiatives to support Cumberland Trusts growing administration team as they serve clients. BBB File Opened: 2/19/2004. from the University of Florida School of Law. Do you want to learn more about personalized trust and estate services? Blattmachr says low-end players can use technology to better serve the mass market. By comparison, Wealth Advisors Trusts scale earns out at a slightly higher level ($800,000 in the account), which indicates that its platform is built to support a somewhat more affluent clientele. Her previous experience includes working in the investment banking division of JP Morgan in the firms New York, Hong Kong, and Sydney, Australia offices and then in the managerial roles of Vice President and Senior Client Manager for JP Morgans Private Client Group in New York. and Bachelor of Civil Law from the Louisiana State University Paul M. Hebert Law Center. Melissa Murray joined the Cumberland Trust Special Needs Trust Administration team in 2021. There's still a fair amount of mystery surrounding exactly whats baked into each of those basis points. Previously, Millie worked in the interior design industry where she specialized in developing interior design solutions and delivering superior client service. Vice President & Director, Special Assets. Sharon received a B.S. in Music Business from Belmont University. Previously, Matt Co-Chaired the Paul E. Skeens Scramble for HELP, a golf event that helped raise proceeds for scholarships for need-based, learning-disabled students at Marshall University. She has particular expertise in tax and estate planning involving real estate, closely held business entities and planning for a family member with a disability (Special Needs Planning). Tim is a graduate of the American Bankers Association Trust School where he earned the Certified Trust and Financial Advisor (CTFA) designation. $10.00. How Can They Provide Better Service to Families? What is a Directed Trustee? Jennie Menzie joined Cumberland Trust in 2012 and serves as President, Chief Operating Officer, and Corporate Counsel. Eleanor Claiborne joined the Cumberland Trust team in 2012 and works in corporate strategy, events, and marketing. really really smart guy in Math). As Vice President, Trust Officer and Manager in personal trust administration, Jared leads a team of personal trust relationship managers and specializes in guiding high-net-worth clients and their professional advisors through the administration of personal trusts. Saving forretirementmay soon be mandatory with employers automatically enrolling new hires into plans when eligible. Beth focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Previously, Helina worked in the banking industry, with experience in data analysis and documenting accounts. The Cumberland Land Trust is a private, non-profit, charitable, conservation organization run by a dedicated group of volunteers. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. A Trustee doesn't have to be a person - you can appoint a bank or professional wealth management company as Trustee if you want to. As a trust administrator, Donna collaborates with legal, financial, and tax professionals to ensure all aspects of an estate are given careful attention. Previously, Mrs. Selinger served as the Assistant Director of Development at St. Paul Christian Academy and prior to that as the Interim Development Director at Belle Meade Plantation. In this role, Owen works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. Prior to joining Cumberland Trust, he was a Financial Consultant at Fidelity Investments in Chesterfield, Missouri. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. in Finance from Tennessee Technological University. Corporate Secretary, Senior Vice President & Managing Director, Compliance and Audit. Plan, preserve, and protect your legacy for generationstocome. She also has experience working in personal trust administration with clients requiring senior care and special care services. As a directed trustee, we do not offer investment management services; therefore, we do not compete with financial. Decanting is a process whereby assets from an irrevocable trust are moved to a new irrevocable trust with updated provisions. in Political Science from the University of Tennessee at Chattanooga and a J.D. Hannah is a graduate of Eastern Illinois University where she received a B.S. Beth is a Certified Mediator and licensed to practice law in Tennessee. In his role as Vice President and Fiduciary Counsel, Stephen reviews and drafts documents relating to trust and estate accounts. 36-2000 (42 pa.c.s.a. in Business Administration from the University of Tennessee, Knoxville and was awarded a J.D. Lindsay Hardin joined the Cumberland Trust team in 2015. Owen holds a bachelors degree in Economics from The University of the South in Sewanee, Tennessee. from Southwestern Law School in Los Angeles. Provide for the management of assets while a person is still living and govern how assets will be distributed upondeath. In this role, Matt works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. , passed in 2007, allows the creator of a trust to place assets in a Tennessee Investment Services Trust, also known as a self-settled or asset protection trust, to protect them from future lawsuits, creditors, and other predators. She is dedicated to expanding our presence in the Georgia market by developing relationships with professional advisors within the local estate planning community and their clients. Site by. But beyond that level, technology keeps improving and letting efficient trust companies bring down their overall cost proposition. Provide for the management of an individuals assets should he or she becomeincapacitated. Previously, Greg worked in human resources and in youth sports. Site by Circa Creative Studios, Conveniently Headquartered in Trust-Friendly Tennessee. Douglas Kirkpatrick joined Cumberland Trust in 2009. She serves as Assistant Vice President and Trust Officer. Stephen holds a bachelors degree in Managerial Economics with a concentration in Business Economics from the University of California, Davis. All rights reserved. in finance from Auburn University. Our team is experienced in handling specialized trusts, illiquid assets, and navigating complex family dynamics with diplomacy and respect. in Business Administration from Middle Tennessee State University, with minors in Economics and Finance. , passed in 2010, creates benefits for trusts owned by spouses, including providing equal ownership of property and the sharing of appreciation and income. Prior to joining Cumberland Trust, Lauren worked as a Brokerage Client Specialist with Wells Fargo Advisors. She focuses on topics related to family governance structures, succession planning, and working with a corporate trustee. stickman swing cool math; ufc gym plantation; how to send certified mail with return receipt; bronwydd house porth history Douglas is a member of the Young Alumni Council and Gordon Ford College of Business Associates at Western Kentucky University. Rachel holds a B.A. The grantor does not have to be significantly wealthy or have a large number of properties or assets. Previously, he worked in the music industry for eight yearsspecializing in song licensing and royalty administration with Capitol Christian Music Group (formerly EMI) and Music Services. The Tennessee Community Property Trust Act. Advisors and estate plannersmay reproduce this survey uponrequest. Each relationship manager is part of a team, so there will always be someone available who is familiar with the account. Prior to joining Cumberland Trust, Bonnie was a Retirement Plan Co-Implementation Manager at The Retirement Plan Company, LLC where she managed an implementation team and handled trading requests for client 401ks and Required Minimum Distributions. Heather Logan joined Cumberland Trust in 2022 as Vice President, Director of Human Resources. She is a Certified Trust and Financial Advisor (CTFA) and has completed Cannons Trust School program. Prior to joining Cumberland Trust, Emily worked at a holistic wellness center working with client families. Haley holds a degree in environment and sustainability with a minor in political science from Sewanee: The University of the South in Sewanee, Tennessee. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. Leslie Malkiewicz joined the Cumberland Trust team in 2014. With a connected team of 120+ experts at your service in 10 offices nationwide. Trusts offer an excellent way to plan for the future. Matt holds a B.A. Additionally, she has experience as a sales assistant for a local stock brokerage firm where she was Series 7 and 66 licensed. Outside of work, he enjoys volunteering with the Cystic Fibrosis Foundation, traveling, and playing pickleball. Stephen Crofford joined Cumberland Trust in 2016. Assistant Vice President & Compliance Officer. He currently coaches for the Nashville Predators youth hockey teams. Impact Fee for Recreational Facilities & Open Space Impact Fee Ordinance. Control is non-issue. in Business Administration from Middle Tennessee State University. Since the company's founding in 2001, it has grown to more than 120 employees, serving. Bonnie Parrish joined Cumberland Trust in 2017. Meet Our Personal Trust Administration Team, Conveniently Headquartered in Trust-Friendly Tennessee. Remainder beneficiaries are those beneficiaries that succeed the interest of the current beneficiaries. He focuses on being responsive, attentive, and understanding to build relationships with the clients and families he serves. She assists in the onboarding of new Cumberland Trust clients and their advisors, providing attentive support during times of change. During her time at Sewanee, she was also a Sustainability Fellow. Previously, he worked as a conflict analyst with Pillsbury Winthrop Shaw Pittman. Prior to joining Cumberland Trust, Katelynn worked for several years in Operations within the financial industry. She earned an MBA and B.S. in Taxation from the University of Florida Levin College of Law. 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. Account minimums tend to be relatively lowWealth Advisors Trust and Santa Fe Trust can theoretically start a trust with as little as $1but expenses can be a little higher to cover the fixed cost of administering these tiny trusts. . Here she provided comprehensive investment management and trust services, while representing individuals and families in Texas and Louisiana. 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. Before joining Cumberland Trust, Nathan worked as a Senior Consultant with Financial Industry Technical Services. The resulting team of experts then works together to provide the beneficiary with care and expertise, ensuring optimal management and administration of the trustorestate. One of our co-founders is a former insurance actuary (e.g. Stephen Granberg joined the Cumberland Trust Special Asset Administration team in 2022 as a Special Assets Administrator. Homeless Trust Fund Fee $5.00 Assignment of Tax Sale Certificate First page $40.00 Each additional page $10.00 Homeless Trust Fund Fee $5.00 Bill of Sale First page $30.00 Each additional page $10.00 Homeless Trust Fund Fee $5.00 Cancellation of Mortgage Each recording $20.00 Homeless Trust Fund Fee $5.00 Certificate of Incorporation Leslie is a member of the Tennessee Bar Association and is licensed to practice law in Tennessee. Douglas holds a B.A. 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. This person, group of people, or institution benefits from the trust, eventually receiving some or all of the property placed in the trust. 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). Prior to joining Cumberland Trust, Heather worked for 11 years at medSR, creating and overseeing their human resources and administrative functions. He has completed Cannon Trust School I. Our mission is to preserve the natural resources of Cumberland for present and future generations by preserving land for open space. McGarrity has more than 16 years of experience in the financial services industry. Dan Jernigan serves as Corporate Secretary, Senior Vice President, and Managing Director of Compliance and Audits for Cumberland Trust. Trusted relationships are at the heart of what we do. She is a part of the Young Leaders Council, Class 74. She also studied abroad at the University of Aberdeen in Scotland. Mr. Presley holds a B.A. Prior to joining Cumberland Trust, she worked for Larson Juhl as a customer service team leader. 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.