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Prior to joining Cumberland Trust, Millie served as an Associate Wealth Advisor at Truxton Trust, providing sophisticated and personalized wealth management services. Stephen received a B.S. One of the resulting benefits. To make sure your institution is included or excludedin theJuly 2nd editionof this survey please let us know. With 15 years of experience in the financial and banking industry, Jeiman brings a high level of expertise to her clients. Heather received a B.A. in Education with Majors in Kinesiology and Criminology from The University of Tennessee, Knoxville. Cumberland Trust has grown to $5.6 billion in assets under administration and the company continues to deepen its reach in regional markets with additional offices located in Atlanta, Austin . Ensure that assets such as a family business are leftundivided. In the community, Caitlyn sings Alto 2 for Vox Grata Womens Choir and has been a Board Member of the Tennessee Pride Chamber since 2021. He advises the company on trust and estate administration, special assets administration, fiduciary compliance and corporate governance matters. Advises family on tax laws and implications. 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. Assistant Vice President & Compliance Officer. Laylas background also includes experience in utilities regulation while conducting legal research and writing for the Louisiana Public Service Commission. This person has built an asset base and wants to ensure that those assets are distributed according to their wishes. CAREERS & OUR CULTURE Joseph K. Presley Her background also includes experience in federal and state contract management, and insurance defense litigation. Rene received her B.A. with a concentration in Business Transactions from the University of Tennessee College of Law (magna cum laude). Bob and his wife Jodi have two adult sons, and they live in the Fort Myers, Florida area. She is a Certified Trust and Financial Advisor (CTFA) and has completed Cannons Trust School program. Natalicia has been a member of the National Associate of Realtors and Greater Nashville Realtors Association since 2017. Conveniently Headquartered in Trust-Friendly Tennessee. Senior Vice President & Managing Director, Tax. Prior to joining Cumberland Trust, Susan served as a Presentation Specialist at SunTrust Bank, where she was dedicated to content development and messaging strategy for commercial client services. Tuition and Fees. The Tennessee Community Property Trust Act. As with the TISA, this act requires that the trustee is a Tennessee resident or trust company. Donna Wooden brings an extensive background in customer support, project coordination, and office administration to the estate team. In this role, Robert works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. She enjoys volunteering with animal rescue organizations and supporting various charities to help fight against animal cruelty. In this role, Shannon leads the companys business development team as they connect individuals, families and their financial, legal, and tax advisors with Cumberland Trusts high caliber trust and estate administration services. Knowledge and experience to navigate complex, hard-to-value, illiquid assets. Prior to joining Cumberland Trust, Katelynn worked for several years in Operations within the financial industry. Additionally, he manages a growing team of personal trust officers, administrators, and specialists. 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. His focus is on ensuring clients receive the supplemental care and support they need in a timely, professional, and friendly manner. Previously, Zandra worked in retail management. Provide regular disbursements to someone who is unable to manage large sums ofmoney. Outside of work, Millie enjoys reading, hiking, traveling, and spending time with friends and family. Chase Caldwell serves as Assistant Secretary, Assistant Vice President, and Director of Finance for Cumberland Trust. She has also taught Money Matters classes at the Boys & Girls Club of Lansing in Lansing, Michigan. in Business Administration from Middle Tennessee State University, with a major in Finance. Carla Hale joined Cumberland Trust in 2009. These corporate trustees can charge an annual fee of 0.5% to 2% of the trust's assets, in addition to requiring a minimum. Shelly graduated cum laude from the Fredric G. Levin College of Law at the University of Florida, where she also served as an editor of the Law Review. Alexbeganat Cumberland Trust workingon the legal team and then transitioned to the administration of trust accounts. As an independent trust company, we focus on trust and estate administration services, while collaborating withyou. Prior to joining Cumberland Trust, she practiced as an associate attorney with a bankruptcy firm. Rachel holds a B.A. Trusts offer an excellent way to plan for the future. I'm Worried About How Inflation Will Affect My Retirement Savings. Dudley holds a B.A. Prior to joining Cumberland Trust, she worked for eight years in Special Education for the Williamson County School District. 2021 Cumberland Trust. Saving forretirementmay soon be mandatory with employers automatically enrolling new hires into plans when eligible. Other companies that start at that level include New Hampshire Trust and Georgia-based Reliance Trust. She also manages a growing team of Special Assets Administration professionals providing specialized administration of these complex trust assets. Previously, Debbie led the Special Needs Trust team unit at Arden Trust Company in Phoenix, Arizona. Kimberly holds a B.A. As Assistant Vice President and Trust Officer in the personal trust division, she is focused on providing a high level of responsiveness and attention to her clients. Plan, preserve, and protect your legacy for generationstocome. In this role, Matt works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. Throughout her time at Belmont, she held internships focusing on account and business management. 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. Beth focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. C. Runcie Clements, IV joined Cumberland Trust and Investment Company in 2002 and serves as Chief Legal Officer and General Counsel. He holds a B.S. The grantor does not have to be significantly wealthy or have a large number of properties or assets. Site by, New Legislation Maintains Tennessees Status as a Leading Trust-Friendly State. "Northern Trust in Delaware charges a reasonable, competitive fee and in return provides comprehensive services to our directed trust clients backed by more than 120 years of experience as a fiduciary, Lindley told me. Eleanor Claiborne joined the Cumberland Trust team in 2012 and works in corporate strategy, events, and marketing. He also holds a Six Sigma Yellow Belt certification. While attending college, she held various internships in sales and marketing. in Education from Middle Tennessee State University and a Paralegal Certification from Southeastern Paralegal Institute in Nashville, Tennessee. Andrew earned a B.S. Harriet received a B.S. High-touch administration for those needing additional support. It's time to rise at Cumberland University We believe your college experience should be intensely personal, intellectually challenging, and full of meaningful moments. 30 reviews of Moyer & Sons Moving & Storage "My family has been using Moyer & Sons since my folks moved to DC a little less than thirty years ago. Lori Thoeny joined Cumberland Trust in 2008 after working more than 15 years in the brokerage industry. Zandra serves as a Senior Business Development Associate. There is no worry that we will be influenced to favor one beneficiary over another. Instead, a trust helps to ensure your assetsthe ones that youve worked so hard to buildare distributed in the time frame and manner you desire. Prior to that, she held an integral role as manager within Cumberland Trusts Personal Trust Administration team, with a specialized focus on relationships with high-net-worth families. Debbie joined Cumberland Trust in 2021. Provide income for the trust creator during their lifetime with the remainder left to a charity orinstitution. For example, Santa Fe Trust accepts very small accounts, but according to its published fee scale it will still charge them at least $4,000 a year. Yes, we have a team that focuses on the administration of illiquid assets held in trust. Vice President & Business Development Officer. in Business Administration from Middle Tennessee State University. Mr. Presley holds a B.A. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. Wendy Maynard joined the Cumberland Trust Asset Transfer team in 2021 as an Asset Transfer Specialist. Posted: February 26, 2021. Jodi Monroe joined Cumberland Trust in 2013. The resolution next moves to the Democratic-majority Senate. In this role, she works with the compliance department to ensure that new accounts are properly documented and opened correctly. All rights reserved. All rights reserved. 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. He focuses on being responsive, attentive, and understanding to build relationships with the clients and families he serves. For many families, naming a corporate executor, co-executor, trustee, or co-trustee is preferable to burdening a family member with such a role. She earned a J.D. 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 Harriet White joined the Cumberland Trust team in 2012. Mr. Presley is a licensed attorney and Certified Trust and Financial Advisor (CTFA). Bonnie Parrish joined Cumberland Trust in 2017. Prior, Beth served as Vice President and In-House Counsel for a nationwide franchise. In this role, Owen works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. Republic Centre, Suite 1540 Previously, Alex was the Powerlifting Coach for the Northern Illinois Special Olympics Team for two years. Site by Circa Creative Studios. cumberland trust fee schedule. Phone: 717.240.6100. Susan serves as Corporate Strategy and Marketing Officer, supporting Cumberland Trusts growth and nationwide reach through content creation, media relations, and the development, planning, and management of various strategic initiatives aimed at reaching current and new target audiences. in Political Economy from Sweet Briar College in Sweet Briar, Virginia. Mary Elizabeth holds a Bachelor of Business Administration (BBA) degree in Finance and a secondary degree in Music Business from Belmont University in Nashville. Blattmachr says low-end players can use technology to better serve the mass market. in Public Relations with a Minor in Marketing from Belmont University. All rights reserved. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. As a Business Development Officer, Bob focuses on building relationships with financial advisors, attorneys, and tax professionals throughout the state of Florida. Site by, The Collaborative Directed Trustee/Financial Advisory Relationship. Families can feel assured knowing their loved ones will be looked after when theyre gone, and that their legacy will have a lasting impact. The Grantor is the creator of the trust. We balance any requests against the interest of both the current income and remainder beneficiaries. Just as each life and family is unique, so is each estate left behind. He has also worked in a private legal practice in the areas of estate planning, taxation, real estate, and general business. Once you start drilling down into the basis points, it becomes pretty clear that different firms really do different things, he added. Debbie has 32 years of experience in the trusts and estates industry. All rights reserved. Previously, Carla worked in Cumberland Trusts personal trust administration and tax divisions. Meg Cressman joined the Cumberland Trust team in 2022 as Vice President, Compliance and Audit Officer. 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. 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. in International Studies and French from Rhodes College in Memphis. She has eight years of customer service experience. All rights reserved. She received her J.D. from the University of Kentucky College of Law in Lexington, Kentucky. As Vice President, Trust Officer, and Manager in personal trust administration, she is responsible for working with high-net-worth individuals and families on trust account management and administration. Download the Fee Schedule Personal Trusts - Continual Administration ANNUAL FEE: Based on fair market value of trust assets 0.60% of the first $1,000,000 0.50% of the next $1,000,001 - $2,000,000 0.35% of the next $2,000,001 - $5,000,000 Negotiable over $5,000,000 Minimum Fee: $3,000 Trust Settlements - Outright Distribution in Business Administration from Hanover College in Hanover, Indiana. 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. He received his J.D. Jennie holds a B.S. As Assistant Vice President and Compliance Officer, Harriet ensures that accounts are opened or closed and documented accurately. While theyre a valuable component of estate planning, trusts offer more than simply a way to disburse assets upon death or minimize paying taxes. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. Layla has extensive experience in due diligence, contracting, and compliance. Dan holds a B.S. Beth holds a bachelors degree in Mass Communications with minors in Political Science and English from Middle Tennessee State University. Eloise Schroer joined Cumberland Trust as a Trust Specialist in 2022. NO CASH REFUNDS. Prior to joining Cumberland Trust, Jodi worked for 20 years in the banking industry, with 12 years in management, business development, and lending. Specialized expertise combined with care and compassion for your family. 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. in Economics from Smith College in Northampton, Massachusetts. Previously, Evelyn worked in the banking industry, with experience in audit management, commercial relationship management, and credit analysis. She is a member and past board member of the Financial Planning Association of Greater Memphis and a member of the Memphis Estate Planning Council. . in Business Administration from Middle Tennessee State University, with minors in Economics and Finance. Provide for the management of assets while a person is still living and govern how assets will be distributed upondeath. Diseo y fabricacin de reactores y equipo cientfico y de laboratorio Fees and Fines. On the legal team, as Vice President and Fiduciary Counsel, Caroline reviews and drafts documents relating to trust and estate accounts. Katelynn Novak joined Cumberland Trust as a Trust Specialist in 2021. The grantor also specifies the purpose of the trust: if the trust may be altered (and by whom), powers given to the trustee, and when disbursements are to be made. We typically apply the Total Rate of Return concept so that both current and future beneficiaries interests are considered. In this role, Millie works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. Fee Schedule - Effective July 2021. Vice President & Trust Officer, Administration Manager. Senior Vice President & Managing Director, Business Development. from the University of Arkansas School of Law and holds her LL.M. Previously, she served as an engagement officer, onboarding new trust and estate clients and acting as an internal liaison between the Business Development, Administration, and Estate departments to smoothly transition new client accounts onto our platform. While attending college, she served as a member of the executive student government and assisted University Admissions in the recruitment of prospective students. Contact Us; Quick Links. As a member of the Personal Trust Administration team specializing in Distinctive Care, Andrew provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Additionally, she has worked with Life Crisis Services and the Incarnate Word Hospital. 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. 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. in Political Science from the University of Tennessee, Knoxville and was awarded a J.D. and MBA from the University of Memphis. in Music Business from Belmont University. Plan, preserve, and protect your legacy for generationstocome. Our trustee fee schedule forces us to be effective and mindful. Judy Johnson began working as part of the Cumberland Trust team in 2011, with over 50 years of experience in estate planning and probate in numerous law offices in both Illinois and in Tennessee. In her role as Assistant Vice President and Trust Officer, Katrina works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. She enjoys welcoming clients and guests, making them feel comfortable and at ease. 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 She assists in the onboarding of new Cumberland Trust clients and their advisors, providing attentive support during times of change. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. In these instances, planning for the unimaginable may help avoid unnecessary guilt and stress and relieve caregivers of decision-making burdens during unexpected medical emergencies. 2022 Holiday Trash & Recycling Schedule | 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 Dan Jernigan serves as Corporate Secretary, Senior Vice President, and Managing Director of Compliance and Audits for Cumberland Trust. The trustee is held to strict fiduciary standards in order to ensure that they can only use assets from the trust property for the beneficiaries, not for their own benefit. in Music Business from Belmont University. He is past President of the following organizations: the Estate Planning Council of Nashville, the Tennessee Bankers Association Trust Division, and the Planned Giving Council of Nashville. 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 Cumberland Trust, she served as the founding Director of Operations for a Middle Tennessee anti-human trafficking nonprofit organization. Dudley Selinger has been a part of the Cumberland Trust team since 2013. He also works with the compliance department to help ensure that accounts are opened and documented accurately. She has also served as a trust officer in personal trust administration, administering trusts for high-net-worth individuals and families. Previously, Dayton worked in Tuscaloosa, Alabama for Hawkeye Oil and Gas, Inc., a small oil and gas exploration company involved in coal bed methane and other conventional operations in the Black Warrior Basin of Alabama. Shannon McGarrity joined the Cumberland Trust team in 2022 as Senior Vice President and Managing Director in Business Development. Hitting the sweet spot is part art, part science, he explains. 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. Prior to joining Cumberland Trust, she worked as a Branch Manager with SunTrust Bank in Nashville, TN. Laura holds a Bachelor of Social Work from the University of Mississippi and a Master of Social Work from St. Louis University. When asked to present a benchmark, he estimated that a relatively bare-bones Peak Trust account might charge 50 basis points a year or an annual minimum of $3,500. Prior to joining Cumberland Trust, Jeiman served as Treasury Management Officer for Capital Bank. Comprehensive trust administration, education, and proactive client service for your family. Vice President & Director, Legal, Senior Fiduciary Counsel. Rachel now leads the Estate Administration department, which administers trusts and estates of various sizes and complexity throughout the southeast. Clerk's fee 301 & 145 Technology trust fund fee, 106 transfer fee, 212 58.1-3314 (2) Grantee tax, 039 58.1-806 Virginia outdoors Foundation-035: Quit Claim Deed $27.00 or Based on Consideration. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. 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. 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. It also reduces capital gains tax implications after the death of one spouse. Mr. Clements heads up a legal team, made up of attorneys, compliance officers, and specialists. She focuses on being responsive, attentive, and understanding to build relationships with the clients and families she serves. in Advertising and Public Relations from the University of Arkansas. 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. He has completed Cannon Trust School I. This person, group of people, or institution benefits from the trust, eventually receiving some or all of the property placed in the trust. In this role, she reviews and drafts documents relating to incoming and transferring trusts. cumberland trust fee schedule. Years in Business: 22. Business Started: 1/1/2001. Rachel Fuqua joined the Estate Administration team as a Trust Officer in 2015. Previously, Shelby held positions at a nationwide mortgage lender and with a Nashville real estate team. from Baylor University in Waco, Texas. Additionally, he is on the Board of Directors of the Center for Living and Learning and on the Advisory Board for Men of Valor. His experience also includes positions as Hockey Operations Associate and Assistant Youth Hockey Instructor for the New York Rangers. What are the potential benefits and protections offered byatrust? As a directed trustee, we do not offer investment management services; therefore, we do not compete with financial. $10.00. cumberland trust fee schedule 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. Practical Variance Appeal Application. If youre like many individuals this time of year, youre starting the year off by creating a list, Working with an attorney to determine what estate planning documents best fit your and your familys needs is, In a revocable or living trust, the trust creator retains rights over the trust, including the ability to. Additionally, she is on the board of the Juvenile Diabetes Research Foundation. Senior Vice President, Special Counsel & Chief Regulatory Compliance Officer. by | Jun 10, 2022 | durham university sports and societies | northstar refrigerator reviews | Jun 10, 2022 | durham university sports and societies | northstar refrigerator reviews Site by. Provide for the management of an individuals assets should he or she becomeincapacitated. from Belmont University College of Law in Nashville. She was awarded a J.D. Jennie Renwick joined Cumberland Trust in 2021 and serves as a Vice President and Trust Officer. First Federal Bank is here to support our local businesses with a complete range of commercial banking products. from Vanderbilt School of Law and holds a Masters in Taxation (LL.M.) 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. Estate and post-mortem trust administration to honor, support, and carry out your wishes. In this role, Ryan works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. Beth is a Certified Mediator and licensed to practice law in Tennessee. Elly Hutchings joined the Cumberland Trust team in 2015. Prior to joining Cumberland Trust, she worked at both HSBC and Merrill Lynch in their offices in the UK, Malta, and the UAE. Prior to joining Cumberland Trust, Sharon spent 16 years as an estate tax attorney with the Internal Revenue Service, where she examined federal estate and gift tax returns and ensured compliance with tax law. in Political Science from Vanderbilt University and his J.D. Previously, Sloan was with Polo Ralph Lauren Corporation for 14 years, serving in many capacities, including Director of Operations for the company. (with honors) from the University of Arkansas, Little Rock. 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. Just another site. Sharons primary responsibilities involve reviewing and preparing documents and considering tax, legal and other compliance issues with regard to Cumberland Trust and its clients. Previously, she served as Treasurer at Fort Vancouver TV. Prior to joining Cumberland Trust, Jennie served as Vice President at Thompson & Associates, focused on charitable estate planning, Assistant General Counsel of WebMD Envoy, Senior Tax Consultant at Arthur Andersen, and practicing attorney at Waller Lansden Dortch & Davis. Outside of work, Katelynn enjoys volunteering at local animal shelters. Lisa has been recognized for her work and accomplishments in the trusts and estates industry. 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. Naturally, its going to cost extra if the trust company also manages the underlying assets. Site by Circa Creative Studios. No fee. Other important documents to consider when drafting a will include power of attorney(s). She serves as Assistant Vice President and Trust Officer. Shelby holds a B.S. from the Nashville School of Law.