Prior to her career with Cumberland Trust, Lorena worked with children and families as a nanny and au pair. in Spanish from Southern Methodist University in Dallas, Texas. West Virginia Housing Fund Fee, in addition to any excise tax imposed on property transfers. 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. Alexbeganat Cumberland Trust workingon the legal team and then transitioned to the administration of trust accounts. She develops and implements marketing initiatives for Cumberland Trusts ten offices. Douglas Kirkpatrick joined Cumberland Trust in 2009. Rebecca is a native of Memphis and remains involved in the community. 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. No cost to post a project to get multiple bids in hours to compare before hiring. Site by Circa Creative Studios, Conveniently Headquartered in Trust-Friendly Tennessee. It really does depend on what the client wants us to provide, he says. Services are intended to be all-inclusive. Caroline received a B.A. Chattanooga, TN 37450, Chief Development Officer & Executive Director of Regional Markets, CTFA, Senior Vice President & Business Development Officer, 1000 Ridgeway Loop RoadSuite 105Memphis, TN 38120, Senior Vice President & Managing Director, Corporate Development, 40 Burton Hills BoulevardSuite 300, Burton Hills IVNashville, TN 37215. in Art with a minor in Psychology from West Georgia University in Carrollton, Georgia. Estate and post-mortem trust administration to honor, support, and carry out your wishes. Currently, Michelle manages the business development team, who work in Cumberland Trusts headquarters and in each of its regional offices. Chase holds a Bachelors degree in Finance from the University of Tennessee at Chattanooga. At Cumberland Trust, we work in collaboration with a familys chosen team of professional advisors. 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 . Millie holds a B.A. Jennie holds a B.S. Ms. Kirkpatrick is a sustaining member of the Junior League of Nashville, former president of the Harding Academy Parent Association, and has served on the board for Nashville Childrens Theater. Since the company's founding in 2001, it has grown to more than 120 employees, serving. She specializes in relationship building with families and their financial, legal, and tax advisors. Prior to joining Cumberland Trust, Jennie was Director of Client Strategy and Product Development at Trilliant Health. We are compassionate and diplomatic when dealing with complex family relationships. Request Information Schedule A Visit You're ready for this. Under an agency trustee service agreement, the individual trustee, private or professional, has control over all trust administration and trust accounting. . She received a J.D. 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. Lorena specializes in building relationships with her clients through regular communication, care, and understanding. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. This document allows the trust creator or grantor to place selected assets in trust. 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 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. 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. from Belmont University College of Law in Nashville. Prior to joining Cumberland Trust, Jodi worked for 20 years in the banking industry, with 12 years in management, business development, and lending. 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. An estate or post-mortem trust must be administered carefully, often considering a broad range of assets, specific wishes of the testator, and unique personalities of the beneficiaries. We dont take a trust that isnt going to be profitable, she told me. When I needed to indefinitely postpone my move, they kept all the information about how much furniture I had on . Elly Hutchings joined the Cumberland Trust team in 2015. in Psychology and Sociology from Western Kentucky University. Previously, he worked in the financial solutions industry. Previously, Eleanor worked as an intern for The Frist Centers development department and in the development and finance division of Christies New York. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. Fee Schedule | Cumberland Federal Bank SCAM ALERT: Phone scams requesting money have been reported. 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. She received a J.D. As Corporate Strategy Officer, Jessica develops the framework and plans to support long-term strategic initiatives for Cumberland Trust. Ryan earned a Bachelor of Business Administration degree (B.B.A.) Phone: 717.240.6100. 2021 Cumberland Trust. Agency trust fee schedules are unique as they fall under agency trustee services. Please consult the institution directly to confirm costs. Her duties include coordinating the purchase and sale of properties held in trust, analyzing appraisals and inspections, overseeing the management of special assets owned in trust, and navigating complicated situations to provide excellent client service to families that have special assets in their trust portfolios. from the University of Illinois, Champaign-Urbana, IL where she majored in Economics. Lindsay earned a B.A. Highway Opening Permit Application. His focus is on ensuring clients receive the supplemental care and support they need in a timely, professional, and friendly manner. Danielle is currently pursuing an MBA with a concentration in Finance. Control is non-issue. Just as each life and family is unique, so is each estate left behind. Meg Cressman joined the Cumberland Trust team in 2022 as Vice President, Compliance and Audit Officer. Haley Tucker joined the Cumberland Trust team in 2019. 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. 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. 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. Prior to joining Cumberland Trust, she practiced as an associate attorney with a bankruptcy firm. from the University of Memphis Cecil C. Humphreys School of Law. 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. High-touch administration for those needing additional support. Specialized expertise combined with care and compassion for your family. Caroline Mitchell joined Cumberland Trust in 2019. Leslie is a member of the Tennessee Bar Association and is licensed to practice law in Tennessee. Lindsay holds a Bachelor of Music in Music Therapy with a Minor in Psychology from the Berklee College of Music in Boston, Massachusetts. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. 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. Jared Lynd joined Cumberland Trust in 2017. Wherever fees go, he says, there are going to be a lot more entrants in the trust service business.. from Vanderbilt University. What is a Directed Trustee? Adriana holds a B.A. Sara Kate Nash joined Cumberland Trust as a Trust Officer in Estate Administration in 2022. All rights reserved. Charitable trusts can have tax benefits for philanthropic families or individuals who wish to donate to charitable organizations. What are Tennessee Community Property Trusts. 7A-307(a)(2a). Meg holds an A.B. from Purdue University Global. Hannah is a graduate of Eastern Illinois University where she received a B.S. Some firms work strictly from a rate card. Prior to joining Cumberland, he also worked as a law clerk for Stites and Harbison, PLLC in Franklin, Tennessee. Owen Lovell joined Cumberland Trust as a Trust Administrator in 2022. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. Agency Trustee Fees | Wealth Advisors Trust Company in Political Science from the University of Tennessee at Chattanooga and a J.D. This fee is not to be assessed on assets for which the gross-value fee was Prior to joining Cumberland Trust, Millie served as an Associate Wealth Advisor at Truxton Trust, providing sophisticated and personalized wealth management services. Jennie Renwick joined Cumberland Trust in 2021 and serves as a Vice President and Trust Officer. It also reduces capital gains tax implications after the death of one spouse. really really smart guy in Math). Andrew is an avid hockey enthusiast. She also works with the compliance department to help ensure that accounts are opened and documented accurately. He holds a B.S. Prior to joining Cumberland Trust, Ryan worked for litigation firmshandling cases involving complex commercial litigation, bankruptcy, and personal injury. Personal Trust Administration - Cumberland Trust 2021 Cumberland Trust. Vice President & Director, Special Assets. in Education from Middle Tennessee State University and a Paralegal Certification from Southeastern Paralegal Institute in Nashville, Tennessee. Business Started Locally: 1 Stated fees are for services provided by Cumberland County and does not include any additional fees that may be charged . Cumberland County - Tennessee Rene has worked for more than 20 years in the financial services industry and for the past 15 years specifically with trusts focusing on endowments, foundations, and personal trusts. (Really big clients get institutional-strength discounts. Republic Centre, Suite 1540 A corporate executor, with many on-staff professionals, is always available. Andrew earned a B.S. Laura holds a Bachelor of Social Work from the University of Mississippi and a Master of Social Work from St. Louis University. Elizabeth is licensed to practice law in Tennessee and Kentucky. Prior to joining Cumberland Trust, Douglas worked as a State & Local Tax Associate at KPMG LLP in Indianapolis, Indiana. Advisors and estate plannersmay reproduce this survey uponrequest. In this role, Kim supports a team of relationship managers and focuses on providing responsive and attentive service to clients. Heather develops relationships with individuals, families, and their professional advisors in North Carolina, South Carolina, and East Tennessee. Outside of work, Bonnie enjoys volunteering at Grace Works and One Generation Away. Interpretation Appeal Application - Fillable. Senior Vice President, Special Counsel & Chief Regulatory Compliance Officer. 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. 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. cumberland trust fee schedule - chamberlainfunding.com Jeiman earned a Bachelors degree in Business and Technology from the University of Connecticut. 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. High-touch administration for those needing additional support. For many families, naming a corporate executor, co-executor, trustee, or co-trustee is preferable to burdening a family member with such a role. Cumberland County | North Carolina Judicial Branch - NCcourts Alex holds a B.S. The resulting team of experts then works together to provide the beneficiary with care and expertise, ensuring optimal management and administration of the trustorestate. Register of Wills The primary function of the Register is to determine whether documents offered for probate should be admitted to the official record. He advises the company on trust and estate administration, special assets administration, fiduciary compliance and corporate governance matters. Bonnie Parrish joined Cumberland Trust in 2017. Debbie has 32 years of experience in the trusts and estates industry. In this role, Hannah administers personal trust accounts. 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. Matters of Trust | Home | nashvillepost.com She received her J.D. A native of Missouri, Lisa works to expand Cumberland Trusts presence in the Midwest region. Diseo y fabricacin de reactores y equipo cientfico y de laboratorio Our team works in conjunction with any external property managers. Our team is experienced in handling specialized trusts, illiquid assets, and navigating complex family dynamics with diplomacy and respect. Harriet White joined the Cumberland Trust team in 2012. Prior to joining Cumberland Trust, Layla held the role of contract drafting, review, and negotiation for Vanderbilt University Medical Center as well as experience in due diligence contract review for healthcare companies anticipating mergers and acquisitions. All rights reserved. Bonnies previous experience also includes roles at JP Morgan Chase and Deutsche Bank. Lindsay Phillips joined Cumberland Trust as a Trust Specialist in 2022. 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. In this role, she works closely with external and internal auditors, while focusing on Fiduciary Compliance, Corporate Compliance, and Regulatory Compliance. Eleanor Claiborne joined the Cumberland Trust team in 2012 and works in corporate strategy, events, and marketing. 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. While shell take on a tiny trust if the grantor insists, she warns that advisors should recognize that the trust company will pass on the cost of running it and sometimes it just doesnt make sense. $3.00 will be charged for each distribution . Tuition and Fees - Cumberland University , 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. While $3,000 happens to be what Advisory Trust charges on the low end, it does seem to be an informal sweet spot within the trust industry. 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. Rene received her B.A. Jared received a B.S. The Trust Advisor realizes that this is not a comprehensive list of all firms. Site by. We're here to help guide you through this process and discuss your future at Cumberland University. Our Cumberland Trust Family is Here to Take Care of Yours Trusted relationships are at the heart of what we do. He also leads training initiatives to support Cumberland Trusts growing administration team as they serve clients. from the University of Tennessee College of Law. 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. Haley holds a degree in environment and sustainability with a minor in political science from Sewanee: The University of the South in Sewanee, Tennessee. Vice President & Director, Special Asset Administration. clerk of court's fee bill adopted pursuant to 42 pa.c.s.a. Sara Speidel joined the administration team at Cumberland Trust in 2007. Chris is a chartered Financial Analyst (CFA) and Certified Trust and Financial Advisor (CTFA). Tennessee continues to distinguish itself as a desirable state for trusts, and new legislation maintains this advantage. She earned a J.D. So that provides a floor on what people can offer.. Ourso College of Business. Jessica serves on the board of The Womens Fund, an endowment fund within The Community Foundation of Middle Tennessee. Posted: February 26, 2021. At Cumberlands start, Michelle, a Trust Officer, helped to establish the open architecture platform that focuses on helping families and forming partnerships with advisors. The access fee is considered a cash fee, therefore institutional aid and outside scholarships are not allowed to be used as payment. Debbie holds an Executive J.D. It's time to rise at Cumberland University We believe your college experience should be intensely personal, intellectually challenging, and full of meaningful moments. 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. 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. Prior to joining Cumberland Trust, he worked as a Portfolio Property Manager at Metropolitan Property Management. As with the TISA, this act requires that the trustee is a Tennessee resident or trust company. Dudleys experience includes working as Senior Vice President at First American National Bank. There's still a fair amount of mystery surrounding exactly whats baked into each of those basis points. Prior to joining Cumberland Trust, she worked as an elementary and middle school teacher for more than 20 years in Philadelphia, Nashville, and Pegram. While attending college, she interned with a commercial real estate investment firm. 2021 Cumberland Trust. Dudley Selinger has been a part of the Cumberland Trust team since 2013. She earned an MBA and B.S. Rachel is involved with the Pencil Foundation for Metro Nashville Public Schools literacy program, where she works with elementary students to help them improve their reading comprehension and writing skills. Claim This Company Page Cumberland Trust Hiring Telephone: (703) 528-7994 Email: TrustServices@Presidential.com . 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. The grantor retains rights over the trust and may change or revoke the trust at any time. Blattmachr says low-end players can use technology to better serve the mass market. in Economics from Sewanee: The University of the South in Sewanee, Tennessee. 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. The Tennessee Investment Services Act, 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. Outside of work, he enjoys volunteering with the Cystic Fibrosis Foundation, traveling, and playing pickleball. She builds client relationships by providing proactive, high quality service to clients and their legal, financial, and tax advisors. Chris has many years of experience in relationship management and trust account administration and has specialized in serving high net worth individuals and families. A corporate executor or co-executor can be especially helpful when modern family dynamics may be involved. Meredith focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Tennessee is one of only three states that allow community property trusts. Sloan received her B.A. in Finance and Economics from Lipscomb University and is a graduate of Southern Trust School. This legislation allows all of the trust creators top advisors to be involved in the trust management. $25.00. Beth focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. 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. from Vanderbilt School of Law and holds a Masters in Taxation (LL.M.) Subscribe to receive Cumberland Trust news, resources and insights in your inbox. from the Indiana University Robert H. McKinney School of Law in Indianapolis, Indiana. Estate and Post-Mortem Trust Administration - Cumberland Trust Vice President & Director, Special Needs Trust Administration. in Economics and Finance from Baylor University in Waco, Texas. 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. Plan, preserve, and protect your legacy for generationstocome. PDF Recording Fees - Cumberland County Clerk's Office Prior to joining Cumberland Trust, she served as the trust administration team lead at the Bank of Jackson Hole, Wyoming. from Western Kentucky University in Bowling Green, Kentucky. Elizabeth Kaegi joined the Cumberland Trust legal team in 2021 and serves as Fiduciary Counsel. from the Nashville School of Law. Provide for the management of an individuals assets should he or she becomeincapacitated. Recording Fees - North Carolina Association of Registers of Deeds Katrina holds a B.S.B.A (magna cum laude) in Marketing with a minor in Hospitality from the University of Central Florida. Permits, Applications & Fees - Cumberland, Maine

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