In his role as Vice President and Fiduciary Counsel, Stephen reviews and drafts documents relating to trust and estate accounts. Outside of work, Stephen enjoys supporting charitable organizations that help raise funds for various non-profits, such as the USO. Previously, Chris served as Senior Vice President, Managing Director, and Head of Administration. 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. (with honors) from the University of Arkansas, Little Rock. 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. Clerk's Fee, Transfer Fee, Open Space Preservation Fee. Prior to Cumberland Trust, Asha served as Director of Implementations at Emdeon, where she managed teams responsible for implementing direct claims connections with healthcare companies. Posted on . Bonnie holds B.S. Natalicia serves as a Assistant Vice President and Special Assets Officer, working with unique, illiquid, and hard-to-value assets held in trust. She is a member of the National Trust Real Estate Association (NTREA), as well as the National Trust Closely Held Business Association (NTCHBA). Douglas holds a B.A. Elsie holds a B.A. Before joining Cumberland Trust, Nathan worked as a Senior Consultant with Financial Industry Technical Services. They may be a parent with a large life insurance policy who wants to guarantee that their children are provided for without receiving a large sum of cash all at once. 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. In this role, Robert works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. 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. Stephen Crofford joined Cumberland Trust in 2016. She also works with the compliance department to help ensure that accounts are opened and documented accurately. in Finance from The University of Memphis. Douglas Kirkpatrick joined Cumberland Trust in 2009. As Senior Vice President and Managing Director in Corporate Development, she cultivates relationships, working with families and advisors to deliver a full range of trust services. Additionally, she serves as a member of the St. Louis Estate Planning Council. Plat or Map. Alex focuses on providing careful and attentive trust administration, specializing in distinctive care services. Comprehensive trust administration, education, and proactive client service for your family. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. 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 Asha Nivison joined Cumberland Trust in 2012. Prior to joining Cumberland Trust, Brianna worked as a Business Assistant at a dental practice. One of the resulting benefits. We are located in one of the most trust-friendly states, giving our clients and their assets access to very favorable trust laws. from Indiana University Maurer School of Law and is licensed to practice law in Tennessee. Andrew Serpico joined Cumberland Trust as a Trust Specialist in 2021. She retired her real estate license after serving the Franklin, Tennessee community for twelve years. Other high-end trust companies argue that at this level, its pointless to advertise your fees because high-net-worth clients and their advisors are happy to pay for the service. Its never as simple as just lining up the fees, says Mike Flinn, a Phoenix-based trust consultant. All other documents. Amanda Laginess joined the Cumberland Trust team in 2020. McGarrity earned a B.S. A thoughtful estate plan is one of the best gifts you can leave to your family and loved ones. Previously, he worked in the financial solutions industry. Early on, she developed the Special Needs Trust group, serving the needs of client family members with disabilities. Her experience includes developing and leading an internal middle office team to support attorneys, wealth management advisors and clients with the onboarding and funding of new trust and estate accounts and relationships. Andrew earned a B.S. Provide for the management of an individuals assets should he or she becomeincapacitated. Site by, The Collaborative Directed Trustee/Financial Advisory Relationship. in Business Administration with an emphasis in Accounting from Berea College in Berea, Kentucky. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. cumberland trust fee schedule Prior to joining Cumberland Trust, Wendy worked for 28 years as a licensed insurance agent for Buschbach Insurance Agency in Illinois. All rights reserved. Emily holds a B.S. Natalicia holds a degree in Finance with a minor in Accounting from Western Michigan University in Kalamazoo, Michigan. Fees and Fines. We typically apply the Total Rate of Return concept so that both current and future beneficiaries interests are considered. Charitable trusts can have tax benefits for philanthropic families or individuals who wish to donate to charitable organizations. Some vendors refused to participate in the survey because they either work on an a la carte basis (Peak Trust) or figure out what to charge once they see the trust paperwork (Commonwealth Trust). in Art History with a minor in French from Sewanee: The University of the South in Sewanee, Tennessee. from Belmont University College of Law in Nashville. David Shetler joined the Cumberland Trust team in 2020. June 3, 2022 . Jennie Renwick joined Cumberland Trust in 2021 and serves as a Vice President and Trust Officer. Cumberland Trust has provided professional, comprehensive estate settlement services for many years throughout the geographic regions where we serve. In this role, she works with the compliance department to ensure that new accounts are properly documented and opened correctly. 19 reviews of Cumberland Park Apartments "I lived in Cumberland Park for approximately 7 months during an internship. The trustee services offered by an individual trustee mirror those offered by a corporate trustee. Other companies that start at that level include New Hampshire Trust and Georgia-based Reliance Trust. She has eight years of customer service experience. As a collaborative member of the Special Needs Trust Administration team, Brianna provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Site by Circa Creative Studios. Her past experience also includes positions in the legal field as a Docketing Assistant in Intellectual Property at Kilpatrick Townsend, LLP and as a Legal Assistant in Intellectual Property at Morris, Manning & Martin, LLP. in Sociology from Middle Tennessee State University (cum laude) with minors in Global Studies and Business Administration. Avery holds a B.S. Additional fees may apply for special services. He assists with various tasks related to real estate; oil, mineral, gas interests; LLC interests and other special assets for Cumberland Trusts clients. She was awarded a J.D. Vice President, Director of Human Resources. really really smart guy in Math). Heather Logan joined Cumberland Trust in 2022 as Vice President, Director of Human Resources. Kimberly holds a B.A. A corporate executors actions are subject to periodic reviews, not only by the beneficiaries but also by independent auditors and regulatory examiners. No fee. Typically, the grantor is named as the primary beneficiary during his or her lifetime and may also act as his or her own trustee. Blattmachr says low-end players can use technology to better serve the mass market. His previous experience also includes serving as an Assistant Property Manager/Property Accountant at Avison Young and as a Customer Service Representative at Wilson Bank & Trust. Caitlyn holds a B.S. 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. Shelly Donaldson serves as the Vice President and Business Development Officer based in Cumberland Trusts Atlanta office. Prior to joining Cumberland Trust, she worked for eight years in Special Education for the Williamson County School District. Fee Schedule - Effective July 2021. This document allows the trust creator or grantor to place selected assets in trust. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. Previously, David interned at Valmont Investments and ECOM USA working with real estate and commodities. Prior to joining Cumberland Trust, she served as the trust administration team lead at the Bank of Jackson Hole, Wyoming. Navigating trust and estate services can feel overwhelming, especially in times of loss or change. Previously, Elsie worked at Mom and Pop Records assisting with artist management and as a youth specialist at the YWCAs Girls, Inc. program. For many families, naming a corporate executor, co-executor, trustee, or co-trustee is preferable to burdening a family member with such a role. He holds a B.B.A. Meg holds an A.B. Beth Lee joined Cumberland Trust as a Trust Officer in Estate Administration in 2022. Prior to joining Cumberland Trust, she worked in telecommunications and has previous experience in accounts payable, accounts receivable, payroll and taxes. Mr. Presley holds a B.A. (magna cum laude) in Public Relations and a B.S. 7A-307(a)(2a). Previously, Alex was the Powerlifting Coach for the Northern Illinois Special Olympics Team for two years. Lou Anne Wolfson joined Cumberland Trust in 2013. , 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. It all depends on the size of account they're courting and what makes economic sense, Christopher Holtby, president of Wealth Advisors Trust Company, told me. LOCATIONS NEAR ME Resources and Insights She received her J.D. Sloan received her B.A. 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 is responsible for overseeing the development team and its new trust opportunities. She earned an MBA and B.S. $20.00. Laura Hawken joined Cumberland Trust in 2019. Credit cards - Credit card payments are being processed through Value Payment Systems (VPS). Caroline received a B.A. in Education from Middle Tennessee State University and a Paralegal Certification from Southeastern Paralegal Institute in Nashville, Tennessee. from the University of Memphis Cecil C. Humphreys School of Law. Jeiman Dosky joined Cumberland Trusts Administration team in 2016. Lorena holds an Associate degree in Business from Nashville State Community College. His focus is on ensuring clients receive the supplemental care and support they need in a timely, professional, and friendly manner. Caroline previously served as an Assistant Vice President and Trust Advisor at SunTrust administering trusts and managing high net worth client relationships. Caroline Mitchell joined Cumberland Trust in 2019. Some select this option to avoid a lengthy probate process and protect the privacy of the grantor and beneficiaries of the trust. Alex is the Vice President and Director of Cumberland Trusts personal trust administration division. Jody Hines serves as Vice President and Trust Officer in the Personal Trust Administration department. Outside of work, Millie enjoys reading, hiking, traveling, and spending time with friends and family. We are not investment advisors and focus our efforts solely on trust and estate administration. In this role, she reviews and drafts documents relating to incoming and transferring trusts. Each relationship manager is part of a team, so there will always be someone available who is familiar with the account. Site by. Kailey earned a B.A. in Family and Consumer Sciences from the University of Georgia. The Grantor is the creator of the trust. A Trustee doesn't have to be a person - you can appoint a bank or professional wealth management company as Trustee if you want to. 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. His experience also includes positions as Hockey Operations Associate and Assistant Youth Hockey Instructor for the New York Rangers. Prior to joining Cumberland Trust, Haley completed an AmeriCorp term with Harpeth Conservancy. Alex Gillott has been with Cumberland Trust since 2013. Prior to joining Cumberland Trust, Katelynn worked for several years in Operations within the financial industry. by | Jun 10, 2022 | durham university sports and societies | northstar refrigerator reviews | Jun 10, 2022 | durham university sports and societies | northstar refrigerator reviews Tennessee is one of only three states that allow community property trusts. degrees in Finance and Management from Lipscomb University. Prior to joining Cumberland Trust, Heather worked for 11 years at medSR, creating and overseeing their human resources and administrative functions. Trust Advisors - Private Trust Company: Planning, Administration & More We are compassionate and diplomatic when dealing with complex family relationships. Previously, she managed grantor and decedent trust administration teams with Edward Jones. 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 in Corporate Management and Marketing from Lipscomb University. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. 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. 1 Courthouse Square Carlisle, PA 17013. Prior to joining Cumberland Trust, she was a Trust Officer at First Tennessee providing account and administration support to families in the areas of personal trust, employee benefits, and investment management. Papers for birth certificate in another county one year or more after birth. Responsibilities. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. He currently coaches for the Nashville Predators youth hockey teams. From checking and savings products to business loans . He manages accounts day-to-day financials, while additionally assisting our Fiduciary Compliance Committee. Runcie is a licensed attorney and CPA. In this role, Beth works with the Estate Administration team to support families and professional advisors in the administration of estates and administrative trusts. Whatever happens, says Kathy Roberts, the CEO of Santa Fe Trust, small accounts shouldnt be loss leaders. Before joining Cumberland Trust, Tenisha worked as a paralegal for the Law Office of Rob McKinney. Previously, Debbie led the Special Needs Trust team unit at Arden Trust Company in Phoenix, Arizona. 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. Robert Ottinger joined Cumberland Trust as a Trust Administrator in 2021. Impact Fee for Recreational Facilities & Open Space Impact Fee Ordinance. Senior Vice President & Director, Business Continuity & Information Security. Caroline 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. Republic Centre, Suite 1540 Previously, Leslie served as a trust officer, overseeing trust account management and administration. Rebecca has participated in the Memphis Business Journal Table of Experts panel conversations. Katelynn holds a B.S. He holds a B.S. Learn more to protect yourself and avoid falling victim. in Finance from the Middle Tennessee State University. clerk of court's fee bill adopted pursuant to 42 pa.c.s.a. Additionally, she is on the board of the Juvenile Diabetes Research Foundation. 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. She assists with various tasks related to real estate; oil, mineral, gas interests; LLC interests and other special assets for Cumberland Trusts clients. Eloise holds a bachelors degree in International Global Studies with a minor in French from Sewanee: The University of the South. Trusts offer an excellent way to plan for the future. Beth is a Certified Mediator and licensed to practice law in Tennessee. Based on the west coast of Florida, Bob regularly frequents the major markets across the state. Owen holds a bachelors degree in Economics from The University of the South in Sewanee, Tennessee. Donna Wooden brings an extensive background in customer support, project coordination, and office administration to the estate team. from Southwestern Law School in Los Angeles. 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. Jody joined the Cumberland Trust team in 2010. LOCATIONS NEAR ME Resources and Insights 2022 New Year's Resolutions in Psychology from Sewanee: The University of the South in Sewanee, Tennessee and an M.B.A. from Concordia University in San Antonio, Texas. . The beneficiaries of the trust must be clearly identified or ascertainable. Layla has extensive experience in due diligence, contracting, and compliance. Brianna studied Business Administration at Georgia State University. Dudley Selinger has been a part of the Cumberland Trust team since 2013. Previously, Sloan was with Polo Ralph Lauren Corporation for 14 years, serving in many capacities, including Director of Operations for the company. and MBA from the University of Memphis. 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 . Previously, he served as Vice President of business development for a regional trust company in western New York. What are Tennessee Community Property Trusts. $10 (register may waive for person over 62 years old) Birth certificate after one year or more for same county, with one certified copy. One of the resulting benefits. in Accounting (cum laude) and a J.D. Saving forretirementmay soon be mandatory with employers automatically enrolling new hires into plans when eligible. Previously, she served as Treasurer at Fort Vancouver TV. It is our duty to treat all beneficiaries objectively and impartially. In her role, Shelly connects individuals, families and their financial, legal, and tax advisors with Cumberland Trusts high caliber trust and estate administration services. She specializes in relationship building with families and their financial, legal, and tax advisors. The trustee is responsible for managing and administering the trust and strictly adhering to the terms of the trust as well as applicable state law in performing its duties. Katrina holds a B.S.B.A (magna cum laude) in Marketing with a minor in Hospitality from the University of Central Florida. Trusted relationships are at the heart of what we do. Caroline is a regular speaker for industry events nationwide and has been a guest of the Wealth Matters radio show. Knowledge and experience to navigate complex, hard-to-value, illiquid assets. 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. The trustee must be legally competent to accept the trust property he or she is to manage. 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. Rachel holds a B.A. For a client with that kind of wealth, the $20,000 translates into at most 40 basis points a yearpretty low by industry standards. Rebecca holds a B.A. Danielle holds a bachelors degree in Business Administration from Columbia International University in Columbia, South Carolina. Zandra serves as a Senior Business Development Associate. Kim Kochamba joined the Cumberland Trust Special Needs Trust Administration team in 2023 as a Trust Specialist. At Cumberland Trust, we work in collaboration with a familys chosen team of professional advisors. As a member of the Personal Trust Administration team specializing in Distinctive Care, Lindsay provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. The Tennessee Community Property Trust Act. All rights reserved. Site by Circa Creative Studios. Lou Anne earned 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. In this role, Douglas works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. Rene Frederiksen joined Cumberland Trust 2015. Prior to joining Cumberland Trust, she worked as a leader of the Activities Department at Abes Garden Alzheimers and Memory Care Center. Homeless Trust Fund Fee $5.00 Assignment of Tax Sale Certificate First page $40.00 Each additional page $10.00 Homeless Trust Fund Fee $5.00 Bill of Sale First page $30.00 Each additional page $10.00 Homeless Trust Fund Fee $5.00 Cancellation of Mortgage Each recording $20.00 Homeless Trust Fund Fee $5.00 Certificate of Incorporation Cumberland Trust has provided professional, comprehensive estate settlement services for many years throughout the geographic regions where we serve. The resolution next moves to the Democratic-majority Senate. Prior to joining Cumberland Trust in 2021, Lisa was a senior director and business manager with TIAA, working with their private asset management group.
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