Sharon received a B.S. He also leads training initiatives to support Cumberland Trusts growing administration team as they serve clients. Prior to joining Cumberland Trust, Gina spent nine years with Merrill Lynch Insurance Group focusing on estate planning through life insurance. in Business Administration from the University of Tennessee, Knoxville and was awarded a J.D. She is based in Austin and frequents the Dallas and Houston markets, connecting Texas individuals and families with high caliber trust and estate administration services. Cumberland, OH. Haley Tucker joined the Cumberland Trust team in 2019. Prior to joining Cumberland Trust, Elizabeth practiced as a contract attorney with Legility, LLC. 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. Knowledge and experience to navigate complex, hard-to-value, illiquid assets. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. Previously, she worked for seven years as a Registered Sales Assistant with a financial advisory firm. We're here to help guide you through this process and discuss your future at Cumberland University. In this role, Hannah administers personal trust accounts. Over the past several decades, many states have worked to update trust legislation. Heather received a B.A. She received her Masters degree in Management from Embry-Riddle Aeronautical University. Cumberland County - Tennessee. What are Tennessee Community Property Trusts. Alex has three years of banking experience prior to joining Cumberland Trust, most recently working at First Tennessee Bank. 120+ dedicated, trusted experts to serve your family, support your team, and ensure your lasting legacy. The Playhouse celebrates its 50th . Previously, Zandra worked in retail management. She focuses on being responsive, attentive, and understanding to build relationships with the clients and families she serves. Kim Kochamba joined the Cumberland Trust Special Needs Trust Administration team in 2023 as a Trust Specialist. 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. Dudley holds a B.A. 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. 1 Courthouse Square Carlisle, PA 17013. Site by. 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. How Can They Provide Better Service to Families. from Southwestern Law School in Los Angeles. in Accounting. Meredith Harville joined Cumberland Trust as a Trust Administrator in 2021. Our relationship managers provide a high level of communication and responsiveness for the clients we serve. Senior Vice President & Managing Director, Business Development. Leslie earned a B.A. He focuses on being responsive, attentive, and understanding to build relationships with the clients and families he serves. Debbie joined Cumberland Trust in 2021. 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. Advises family on tax laws and implications. 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. Andrea has extensive experience in financial planning, account management, and trust administration and management. Lindsay has a wealth of experience in customer service and provider relations in the healthcare field as well as teaching and communications. 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. To contact us, click here. One of the resulting benefits. Elizabeth holds a B.A. 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. High-touch administration for those needing additional support. Avery holds a B.S. Site by, The Collaborative Directed Trustee/Financial Advisory Relationship. NOTE:Accuracy is not guaranteed. Prior to joining Cumberland Trust, Brianna worked as a Business Assistant at a dental practice. Laura Hawken joined Cumberland Trust in 2019. in Accounting from Manhattanville College in New York. For 35+ pages, please contact the County Clerk's office at (304) 264-1927. Prior to joining Cumberland Trust, Millie served as an Associate Wealth Advisor at Truxton Trust, providing sophisticated and personalized wealth management services. Plat or Map. Prior to joining Cumberland Trust, Jeiman served as Treasury Management Officer for Capital Bank. Expert guidance, proactive education, and hands on services to support you, your family, your assets, and your estate. Prior to joining Cumberland Trust in 2021, Lisa was a senior director and business manager with TIAA, working with their private asset management group. If an individual is named to settle your estate, that person could become sick, injured, or have other personal or business interests interfere at a time when his or her presence is crucial. Katrina Martin joined the Cumberland Trust team in 2020. We work closely with attorneys and financial advisors who have established estate plans and investment objectives for their long-standing clients. in Finance from The University of Memphis. Before joining Cumberland Trust, Nathan worked as a Senior Consultant with Financial Industry Technical Services. Personal Trust Administration Its expensive to be a fiduciary, Blattmachr acknowledged in our conversation. Stephen received a B.S. Creating a trust can protect your assets and make sure those assets are managed for the benefit of your children or loved ones. County of Cumberland, Pennsylvania. overpaid mortgage interest refund. in Business Administration from Middle Tennessee State University. degree in Corporate Finance from the University of Alabama. Credit Solution Experts Incorporated offers quality business credit building services, which includes an easy step-by-step system designed for helping clients build their business credit effortlessly. She is a graduate of Southern Trust School in Mobile, Alabama and has earned her Certified Trust and Financial Advisor designation (CTFA). As a directed trustee, we do not offer investment management services; therefore, we do not compete with financial. LOCATIONS NEAR ME Resources and Insights A corporate executors actions are subject to periodic reviews, not only by the beneficiaries but also by independent auditors and regulatory examiners. Prior to joining Cumberland Trust, he was a Financial Consultant at Fidelity Investments in Chesterfield, Missouri. Robin McNeil joined Cumberland Trust as a Trust Specialist in 2022. Dan holds a B.S. Others on our list (Advisory Trust, Reliance, Saturna, New Hampshire Trust) justify their minimums at lower levels. Throughout her time at Belmont, she held internships focusing on account and business management. Its never as simple as just lining up the fees, says Mike Flinn, a Phoenix-based trust consultant. 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. Joseph K. Presley is Chairman and CEO of Cumberland Trust and has supported its commitment to client service, development, and market growth since he joined the company in 2001. 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. Over her tenure at Cumberland, she has gained a broad knowledge of the trust industry and has worked with a variety of trust types and circumstances. Prior to joining Cumberland Trust, he worked as the Amateur Hockey and Fan Development Coordinator for the Nashville Predators. in Education from Middle Tennessee State University and a Paralegal Certification from Southeastern Paralegal Institute in Nashville, Tennessee. stickman swing cool math; ufc gym plantation; how to send certified mail with return receipt; bronwydd house porth history realized gains on the sale of any and all trust assets. in Sociology from Middle Tennessee State University (cum laude) with minors in Global Studies and Business Administration. He also works with the compliance department to help ensure that accounts are opened and documented accurately. Previously, she practiced Entertainment Law and Labor and Employment Litigation. Lorena specializes in building relationships with her clients through regular communication, care, and understanding. Caroline Mitchell joined Cumberland Trust in 2019. All rights reserved. Prior to joining Cumberland Trust, Heather worked as Vice President and Trust Officer in the Knoxville area for GreenBank, serving as a relationship manager for trusts, agencies, IRAs, endowments and other institutional accounts throughout East Tennessee and Southern Kentucky. As Vice President of Corporate Development, Douglas works to expand Cumberland Trusts relationships with families and advisors in the Nashville region. fremont hospital deaths; what happened to tropical tidbits; chris herren speaking fee; boracay braids cultural appropriation; cumberland trust fee schedule. 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. During her time at Sewanee, she was also a Sustainability Fellow. in Financial Management & Financial Planning from Western Kentucky University (Summa Cum Laude). Many matters that used to require a court to resolve may now be resolved by agreement among the beneficiaries. Cumberland Trust has provided professional, comprehensive estate settlement services for many years throughout the geographic regions where we serve. Chris has many years of experience in relationship management and trust account administration and has specialized in serving high net worth individuals and families. She received her J.D. Phillip holds a Bachelors degree in Business Administration with a concentration in Business Management from the University of Mississippi. He focuses on being responsive, attentive, and understanding to build relationships with the clients and families he serves. Jennie Menzie joined Cumberland Trust in 2012 and serves as President, Chief Operating Officer, and Corporate Counsel. Previously, Millie worked in the interior design industry where she specialized in developing interior design solutions and delivering superior client service. Jennie holds a B.S. EMAIL. in Taxation from the University of Florida Levin College of Law. A beneficiary can be a person or an institution. West Virginia Housing Fund Fee, in addition to any excise tax imposed on property transfers. The Tennessee Community Property Trust Act. We are located in one of the most trust-friendly states, giving our clients and their assets access to very favorable trust laws. Laura holds a Bachelor of Social Work from the University of Mississippi and a Master of Social Work from St. Louis University. Robert Ottinger joined Cumberland Trust as a Trust Administrator in 2021. All rights reserved. Gina holds a B.S. Site by Circa Creative Studios, Conveniently Headquartered in Trust-Friendly Tennessee. in Political Science from Northwestern University. Senior Vice President & Managing Director, Tax. Alex holds a B.A. Some of the advantages of a corporate executor include: Establishing an estate plan is essential and can provide you and your family with security and peace of mind for the future.Estate planning is not one-size-fits-all and varies in complexity depending on individual needs. As Assistant Vice President and Trust Officer, Melissa supports our beneficiaries with special needs, and focuses on providing responsive and attentive service to clients and their financial, legal, and tax professional advisors. As Vice President, Trust Officer, and Administration Manager, she is responsible for high net worth personal trust relationship management and account administration. Elizabeth Kaegi joined the Cumberland Trust legal team in 2021 and serves as Fiduciary Counsel. Plan, preserve, and protect your legacy for generationstocome. Her background also includes experience in federal and state contract management, and insurance defense litigation. Lisa brings a wealth of experience to the Cumberland Trust team. 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. 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. Additionally, he is on the Board of Directors of the Center for Living and Learning and on the Advisory Board for Men of Valor. Jodi Monroe joined Cumberland Trust in 2013. Tim is a graduate of the American Bankers Association Trust School where he earned the Certified Trust and Financial Advisor (CTFA) designation. Hannah Kimbrough serves as a Trust Officer in Personal Trust Administration. Site by Circa Creative Studios. Sara Kate focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Previously, she served for ten years as a paralegal and raised her three, now grown, children. But there are a lot of vendors out there that are happy to offload the investment responsibilities and knock a bit off their fees in return. in Business Administration from Hanover College in Hanover, Indiana. For many families, naming a corporate executor, co-executor, trustee, or co-trustee is preferable to burdening a family member with such a role. Heather develops relationships with individuals, families, and their professional advisors in North Carolina, South Carolina, and East Tennessee.
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