He is licensed to practice law in Tennessee. 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. Danielle holds a bachelors degree in Business Administration from Columbia International University in Columbia, South Carolina. One of our co-founders is a former insurance actuary (e.g. Building Connected Insurance Offerings Starts With Customer-Focused Innovation, Model Portfolio & SMA Strategists Selection Guide, The 2022 TAMP GROWTH SUMMIT | RECEIVE 1.5 HRS CE CREDIT, 2022 America's Most Advisor Friendly Trust Companies, America's Best Trust Technology Buyers Guide 2021-2022. Jared is a member of the Tennessee Bar Association and is active with the Estate Planning and Probate Section. Tennessee continues to distinguish itself as a desirable state for trusts, and new legislation maintains this advantage. ", Maybe $2,500, he conceded. 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. Vice President & Director, Estate Administration. Outside of work, Katelynn enjoys volunteering at local animal shelters. Douglas holds a B.A. Natalicia Hosseinzadeh joined the Cumberland Trust team in 2018. Alex holds a B.S. Helina received a B.A. Chris is a chartered Financial Analyst (CFA) and Certified Trust and Financial Advisor (CTFA). Jessica holds a B.S in Marketing from Indiana University and an MBA from Belmont Universitys Massey Graduate School of Business. While attending college, she served as a member of the executive student government and assisted University Admissions in the recruitment of prospective students. April holds a B.S. Heather Savage is Senior Vice President and Business Development Officer based out of Cumberland Trusts Knoxville office. Thats about where vanilla Commonwealth trusts start, Jim McMackin, who runs the companys marketing, told me. Zandra Ribas joined the Cumberland Trust team in 2019. She is a graduate of Southern Trust School in Mobile, Alabama and has earned her Certified Trust and Financial Advisor designation (CTFA). Subscribe to receive Cumberland Trust news, resources and insights in your inbox. Prior to joining Cumberland Trust, Laura worked at Blakeford At Home as a Care Manager and Executive Director, providing older adults with information, services, and guidance to maintain the highest level of independence in their home. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. With a connected team of 120+ experts at your service in 10 offices nationwide. Prior to joining Cumberland Trust, she practiced as an associate attorney with a bankruptcy firm. Ensure that government assistance continues while the basic level of care is supplemented for a child with specialneeds. She enjoys volunteering with animal rescue organizations and supporting various charities to help fight against animal cruelty. Previously, Carla worked in Cumberland Trusts personal trust administration and tax divisions. In his leisure time Tim enjoys reading and crafting heirloom, hardwood rocking chairs for adults and children. Elizabeth holds a B.A. All rights reserved. Senior Vice President & Managing Director, Business Development. So that provides a floor on what people can offer.. 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. in Advertising Management with a Minor in Organizational Leadership from Michigan State University. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. Rebecca is a native of Memphis and remains involved in the community. He is licensed to practice law in Tennessee. Prior to joining Cumberland Trust, she worked as a Branch Manager with SunTrust Bank in Nashville, TN. David holds a bachelors degree in economics with a minor in business finance from Sewanee: The University of the South, Sewanee, Tennessee. Prior to joining Cumberland Trust, Meredith worked for over five years with Nike, Inc. in their Tennessee offices. In addition to providing the unique expertise required for estate and post-mortem trust administration, we appreciate the importance of expressing compassion, understanding, and consideration toward your family members during a particularly emotional time. At an annual fee of 75 basis points, this suggests that a trust really needs to have more than around $533,000 in it to earn out that $4,000 minimum fee. in Political Science from Northwestern University. $3.00 will be charged for each distribution . 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. 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. With a connected team of 120+ experts at your service in 10 offices nationwide. Provide a measure of protection when beneficiaries may lack the maturity or expertise to manage their ownaffairs. Cumberland Town Hall, 290 Tuttle Road, Cumberland, ME 04021, (207) 829-5559 Email Us Hours: Monday-Wednesday: 8am-5pm, Thursday: 8am-6pm, Friday: CLOSED. Trust Fee Schedule. Please consult the institution directly to confirm costs. McGarrity earned a B.S. in Art History with a minor in French from Sewanee: The University of the South in Sewanee, Tennessee. Lori holds a B.A. Senior Vice President & Business Development Officer. Birth certificate certified copy. Bonnies previous experience also includes roles at JP Morgan Chase and Deutsche Bank. Mr. Presley is a licensed attorney and Certified Trust and Financial Advisor (CTFA). Site by Circa Creative Studios. Wendy Maynard joined the Cumberland Trust Asset Transfer team in 2021 as an Asset Transfer Specialist. Our team is experienced in handling specialized trusts, illiquid assets, and navigating complex family dynamics with diplomacy and respect. We're here to help guide you through this process and discuss your future at Cumberland University. She assists in the onboarding of new Cumberland Trust clients and their advisors, providing attentive support during times of change. Prior to joining Cumberland Trust, he held corporate accounting positions at internet start-ups and Fortune 500 companies. Interpretation Appeal Application. 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. Posted on . As Vice President & Director of Special Asset Administration, April works in ongoing administration of special assets held in trust, such as commercial or residential real estate; closely-held business interests; mineral, oil, and gas interests; and promissory notes. As Assistant Vice President and Compliance Officer, Harriet ensures that accounts are opened or closed and documented accurately. With a connected team of 120+ experts at your service in 10 offices nationwide. Matt focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. Each time they were early or on time, fast, and provided excellent service. Zandra studied International Development at Sewanee: The University of the South in Sewanee, Tennessee and Economics at Roanoke College in Salem, Virginia. 1 Stated fees are for services provided by Cumberland County and does not include any additional fees that may be charged . She focuses on providing premier and attentive service to our clients and families with special needs. Estate and post-mortem trust administration to honor, support, and carry out your wishes. As a collaborative member of the Personal Trust Administration team, Greg provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Prior to joining Cumberland Trust, Shelly founded The Donaldson Law Firm following experience at other firms including Lefkoff, Duncan, Grimes, McSwain & Hass, P.C. The trustee services offered by an individual trustee mirror those offered by a corporate trustee. Lindsay also has previous experience working as a Music Therapist with a variety of individualsranging from babies in the NICU, children and adults with Special Needs, Seniors, and persons in hospice care. Asha holds a B.S. Prior to joining Cumberland Trust, Gina spent nine years with Merrill Lynch Insurance Group focusing on estate planning through life insurance. Provide for the management of assets while a person is still living and govern how assets will be distributed upondeath. Avery Oaks joined Cumberland Trust as a Trust Officer in 2022. Previously, Ashley worked for Newt Gingrichs 2012 presidential campaign. in Education from Middle Tennessee State University and a Paralegal Certification from Southeastern Paralegal Institute in Nashville, Tennessee. Helina works with the compliance department to help ensure that accounts are opened and documented correctly. in Advertising and Public Relations from the University of Arkansas. 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. Use This Bucket Approach From Morningstar, IRS Offers New Rules on Deadline for Using Retirement Forfeitures, Billionaire Investor Bill Gross Rips Absurd CNBC Over Cathie Wood, Automatic 401(k) Enrollment Could Be Coming Soon, House Votes to Overturn Rule Allowing ESG Investing in Retirement Plans, Markets Are Trying to Figure Out What to Anchor to, Strategist Says, Why European Stocks are Currently Outperforming US Stocks, Bond King Jeffrey Gundlach Prepares for Recession 2023. 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 Our mission is to preserve the natural resources of Cumberland for present and future generations by preserving land for open space. As Vice President and Director of the Special Assets team, Dayton works primarily in the evaluation and ongoing administration of special assets, including mineral, oil and gas interests, commercial and residential real estate, closely held business interests, agricultural and rural real estate, timber properties and promissory notes. She received a B.B.A. Previously, Elly served as a trust officer in Cumberland Trusts Nashville headquarters, administering trust relationships and providing direct client support. Some select this option to avoid a lengthy probate process and protect the privacy of the grantor and beneficiaries of the trust. 7A-307(a)(2a). Previously, she worked as a Teller, then Personal Banker and Assistant Manager in consumer banking at Bank of America, then with Private Wealth Management at U.S. Trust, and on the Commercial Banking Team at Bank of America. Navigating trust and estate services can feel overwhelming, especially in times of loss or change. Layla received a B.S. Meg is licensed to practice law in Tennessee. Greg Sauers joined Cumberland Trust as a Trust Administrator in 2020. Prior to joining Cumberland Trust, Bob had an extensive career in asset management, financial consulting, retirement planning, and branch management with Fidelity Investments and Charles Schwab & Company. Sara received a B.A. Request Information Schedule A Visit You're ready for this. Prior to joining Cumberland Trust, she worked at both HSBC and Merrill Lynch in their offices in the UK, Malta, and the UAE. Control is non-issue. 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. To make sure your institution is included or excludedin theJuly 2nd editionof this survey please let us know. This fee is not to be assessed on assets for which the gross-value fee was , 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. Our Cumberland Trust Family is Here to Take Care of Yours Trusted relationships are at the heart of what we do. Rene received her B.A. Prior to joining Cumberland Trust, Ryan worked for litigation firmshandling cases involving complex commercial litigation, bankruptcy, and personal injury. Robin studied Business Administration at Draughons Junior College of Business in Paducah, KY. Helina Mekuria joined Cumberland Trust in 2018. She also managed the Private Client Services department at Advisory Trust Company in Phoenix, Arizona, and as a senior private client fiduciary advisor cultivated relationships with advisors, administrative support staff, and other professionals while working at their office location in Wilmington, Delaware. Outside of work, Avery enjoys volunteering as an assistant basketball coach. 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. Tim McCoy joined Cumberland Trust in 2022 as a Trust Officer on the Special Needs Trust Administration team. Before joining Cumberland Trust, Tenisha worked as a paralegal for the Law Office of Rob McKinney. in Finance with a concentration in Entrepreneurship from the University of Tennessee, Knoxville. Advises family on tax laws and implications. in Sociology from Middle Tennessee State University (cum laude) with minors in Global Studies and Business Administration. All rights reserved. Here she provided comprehensive investment management and trust services, while representing individuals and families in Texas and Louisiana. Mike Flinn from Advisory Trust and Douglas Blattmachr of Peak Trust agree that the cost of fiduciary compliance and routine service probably isnt going any lower than around $3,000 per trust any time soon, especially given the current trend toward higher regulation. Specialized Knowledge and Focused Administration, Conveniently Headquartered in Trust-Friendly Tennessee. She is a member of the Society of Trust & Estate Practitioners and earned Financial Planning Certificates 1, 2, and 3 from the Chartered Insurance Institute in the UK. Currently, Michelle manages the business development team, who work in Cumberland Trusts headquarters and in each of its regional offices. 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. However, if non-routine or extraordinary services . She holds a B.B.A. from Belmont University College of Law in Nashville. Tennessee is one of only three states that allow community property trusts. Bob and his wife Jodi have two adult sons, and they live in the Fort Myers, Florida area. Site by Circa Creative Studios, 40 Burton Hills Blvd #300, Nashville, TN 37215, USA, 633 Chestnut St, Chattanooga, TN 37450, USA, 334 Ebenezer Rd, Knoxville, TN 37923, USA, 1000 Ridgeway Loop Rd #105, Memphis, TN 38120, USA. She is licensed to practice law in Illinois. Owen Lovell joined Cumberland Trust as a Trust Administrator in 2022. Advises family on tax laws and implications. Our team works in conjunction with any external property managers. Contact Us; Quick Links. Caitlyn serves as a Trust Officer, focusing on the day-to-day administration of Special Needs Trust (SNT) relationships. Expert guidance, proactive education, and hands on services to support you, your family, your assets, and your estate. 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 is a graduate of Cannon Financial Institutes Trust School and has been awarded the Certified Trust and Financial Advisor (CTFA) designation. Tuition and Fees. Douglas earned a B.S. Kathy Roberts of Santa Fe Trust agrees. Prior to joining Cumberland Trust, Heather worked for 11 years at medSR, creating and overseeing their human resources and administrative functions. in International Studies, with honors, from Miami University in Oxford, Ohio. As Trust Officer in personal trust administration, Laura focuses on providing a high quality of service to clients. 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, 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. The Cumberland Land Trust is a private, non-profit, charitable, conservation organization run by a dedicated group of volunteers. 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. Judy serves as Vice President and Trust Officer on the estate administration team. As Assistant Vice President and Trust Officer in Personal Trust Administration, Lauren works with clients on day-to-day needs while also focusing on longer-term trust administration goals. Layla has extensive experience in due diligence, contracting, and compliance. from Western Kentucky University in Bowling Green, Kentucky. Prior to joining Cumberland Trust, Lauren worked as a Brokerage Client Specialist with Wells Fargo Advisors. 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. Alex Gillott has been with Cumberland Trust since 2013. EMAIL. Cumberland Trust acts as a truly independent trust company. in Business Administration from Middle Tennessee State University, with minors in Economics and Finance. in Political Economy from Sweet Briar College in Sweet Briar, Virginia. Accountability. in International Studies and French from Rhodes College in Memphis. Phillip assists in the administration of post-mortem estates and works with clients and beneficiaries to understand the steps of the estate process. She earned an MBA and B.S. Senior Vice President & Managing Director, Operations/Technology. Prior to joining Cumberland Trust, Chase worked at Bellhops in Chattanooga as a Business Analyst. Lorena holds an Associate degree in Business from Nashville State Community College. We are not investment advisors and focus our efforts solely on trust and estate administration. 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. Jared Lynd joined Cumberland Trust in 2017. In her role, Shelly connects individuals, families and their financial, legal, and tax advisors with Cumberland Trusts high caliber trust and estate administration services. Kim holds a B.S. Tennessee - Cumberland Trust Tennessee Chattanooga Main Office 633 Chestnut Street Republic Centre, Suite 1540 Chattanooga, TN 37450 P: 423.664.9747 F: 423.634.0887 Michelle Diamond Chief Development Officer & Executive Director of Regional Markets Ashley Fischer Business Development Associate Knoxville Main Office 334 Ebenezer Road

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