She received a B.A. Asha holds a B.S. degree in Corporate Finance from the University of Alabama. Prior to joining Cumberland Trust, Sloan worked for more than 14 years as a Private Banker and Assistant Vice President with U.S. Trust Private Wealth Management in Nashville, TN. Outside of work, Millie enjoys reading, hiking, traveling, and spending time with friends and family. Mary Elizabeth Carothers joined Cumberland Trust in 2021. Helina works with the compliance department to help ensure that accounts are opened and documented correctly. In her role as Trust Officer, Amanda works with individuals and families, providing service and attention to the day-to-day needs of personal trust clients. Haley Tucker joined the Cumberland Trust team in 2019. Before that, she was Vice President in the Custody Income Operations department (Global Securities Services) at Deutsche Bank/State Street in Nashville. and Morris, Manning & Martin, LLP. Specialized expertise combined with care and compassion for your family. NOTE:Accuracy is not guaranteed. 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. No fee. Alex Walker joined the Cumberland Trust administration team in in 2017. Senior Vice President, Special Counsel & Chief Regulatory Compliance Officer. The Tennessee asset protection trust is available to anyone in the country as long as a qualified trustee is a resident of Tennessee or a Tennessee-based trust institution. Caroline L. H. Bradshaw joined the Cumberland Trust team in 2007. What are the potential benefits and protections offered byatrust? Ensure that estate taxes are minimized as much aspossible. from Belmont University College of Law. Charitable trusts can have tax benefits for philanthropic families or individuals who wish to donate to charitable organizations. It also reduces capital gains tax implications after the death of one spouse. degrees in Finance and Management from Lipscomb University. in Advertising and Public Relations from the University of Arkansas. 1725.4) effective january 1, 2017: appeal from summary criminal conviction (includes $5 automation fee) $ 48: petition for appeal nunc pro tunc (includes $5 automation fee) $ 48 Hannah Kimbrough serves as a Trust Officer in Personal Trust Administration. Stephen Granberg joined the Cumberland Trust Special Asset Administration team in 2022 as a Special Assets Administrator. Location of This Business. He specializes in guiding high-net-worth individuals and families through the administration and management of personal trusts and foundations. Cumberland Trust acts as a truly independent trust company. She is a Certified Trust and Fiduciary Advisor (CTFA) and has completed Cannons Trust School program. in Business Administration from Belmont University (magna cum laude). 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. She focuses on helping clients needing extra support through the coordination of distinctive care services. The Tennessee asset protection trust is available to anyone in the country as long as a qualified trustee is a resident of Tennessee or a Tennessee-based trust institution. Owen focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. Before joining Cumberland Trust, Tenisha worked as a paralegal for the Law Office of Rob McKinney. Lorena holds an Associate degree in Business from Nashville State Community College. His experience also includes positions as Hockey Operations Associate and Assistant Youth Hockey Instructor for the New York Rangers. Cumberland, OH. Plumbing Permit Application. I'm Worried About How Inflation Will Affect My Retirement Savings. In this role, Beth works with the Estate Administration team to support families and professional advisors in the administration of estates and administrative trusts. Vice President & Director, Estate Administration. in Business Administration and Economics from Rhodes College in Memphis and an M.B.A. in Finance and Marketing from Indiana University. Kim holds a B.S. 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. Carla Hale joined Cumberland Trust in 2009. From checking and savings products to business loans . Prior to joining Cumberland Trust, he worked as a Portfolio Property Manager at Metropolitan Property Management. Melissa Murray joined the Cumberland Trust Special Needs Trust Administration team in 2021. As Vice President and Trust Officer, Sara manages personal trust relationships. Chris is a chartered Financial Analyst (CFA) and Certified Trust and Financial Advisor (CTFA). cumberland trust fee schedule. She assists with various tasks related to real estate; oil, mineral, gas interests; LLC interests and other special assets for Cumberland Trusts clients. In his leisure time Tim enjoys reading and crafting heirloom, hardwood rocking chairs for adults and children. Her background also includes experience in federal and state contract management, and insurance defense litigation. Thats about where vanilla Commonwealth trusts start, Jim McMackin, who runs the companys marketing, told me. Military discharge certified copy as authorized. Robert Ottinger joined Cumberland Trust as a Trust Administrator in 2021. . 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. Posted: February 26, 2021. David Shetler joined the Cumberland Trust team in 2020. Lisa Tesar is a vice president and business development officer based in Cumberland Trusts St. Louis office. He focuses on being responsive, attentive, and understanding to build relationships with the clients and families he serves. Previously, Elsie worked at Mom and Pop Records assisting with artist management and as a youth specialist at the YWCAs Girls, Inc. program. Practical Variance Appeal Application. . Cumberland Trust has provided professional, comprehensive estate settlement services for many years throughout the geographic regions where we serve. Additionally, he is a member of Estate Planning Council of Middle Tennessee and active member of the University of Tennessee, Knoxville Alumni Association. We dont take a trust that isnt going to be profitable, she told me. Please consult the institution directly to confirm costs. The Tennessee Community Property Act of 2010 can benefit families nationwide. Contact Us; Quick Links. As Vice President, Director, and Senior Fiduciary Counsel, Leslie reviews and drafts documents relating to trust accounts. Prior to joining Cumberland Trust, Haley completed an AmeriCorp term with Harpeth Conservancy. Robin also has more than 10 years of experience in sales and customer service and retention with the USA Today Network (Gannett Company, Inc.) as a Sales & Retention Supervisor. Amanda Laginess joined the Cumberland Trust team in 2020. The grantor does not have to be significantly wealthy or have a large number of properties or assets. from the University of Memphis Cecil C. Humphreys School of Law. 21061 and act no. and MBA from the University of Memphis. Sara Kate focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Shelby Carpenter began work at Cumberland Trust in 2016. Rebecca has participated in the Memphis Business Journal Table of Experts panel conversations. Charitable trusts can have tax benefits for philanthropic families or individuals who wish to donate to charitable organizations. Specialized expertise combined with care and compassion for your family. Decanting is a process whereby assets from an irrevocable trust are moved to a new irrevocable trust with updated provisions. He holds a B.B.A. Wendy Maynard joined the Cumberland Trust Asset Transfer team in 2021 as an Asset Transfer Specialist. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. She continues to volunteer with the Harpeth Conservancy working on the Tennessee rivers. All deeds of conveyance, (with or without a plat), trust deed, fixture filing or security agreement concerning real estate. How Can I Protect My 401(k)? 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 in Finance and Economics from Lipscomb University and is a graduate of Southern Trust School. 2022 Orphans' Court Calendar (pdf) 2022 Full Court Calendar (pdf) Rules. Outside of work, Stephen enjoys supporting charitable organizations that help raise funds for various non-profits, such as the USO. Wealth Advisors Trust Co. trustee fee schedule rests on hourly, fixed and percentage of assets. As Assistant Vice President and Trust Officer, Kimberly is responsible for personal trust administration and relationship management, providing attentive service to clients and their legal, financial, and tax advisors. He currently coaches for the Nashville Predators youth hockey teams. 19 reviews of Cumberland Park Apartments "I lived in Cumberland Park for approximately 7 months during an internship. The upshot is that by concentrating on high-end clients, a white-glove firm like Northern Trust can build a lot of sizzle into its steak, even though the cost per dollar of AUM is comparable to what bare-bones vendors charge. In this role, Owen 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. Show all. Prior to joining Cumberland Trust, she worked at both HSBC and Merrill Lynch in their offices in the UK, Malta, and the UAE. in Corporate Management and Marketing from Lipscomb 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. April Drennan joined Cumberland Trust in 2019. . One of the resulting benefits. As a directed trustee, we do not offer investment management services; therefore, we do not compete with financial. Previously, Chris served as Senior Vice President, Managing Director, and Head of Administration. Assistant Vice President & Account Transfer Manager. 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.