Provide for the management of assets while a person is still living and govern how assets will be distributed upondeath. He holds a B.B.A. What are the potential benefits and protections offered byatrust? Early on, she developed the Special Needs Trust group, serving the needs of client family members with disabilities. Kim Kochamba joined the Cumberland Trust Special Needs Trust Administration team in 2023 as a Trust Specialist. 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 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. 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. CAREERS & OUR CULTURE Joseph K. Presley Its never as simple as just lining up the fees, says Mike Flinn, a Phoenix-based trust consultant. Prior to joining Cumberland Trust, Millie served as an Associate Wealth Advisor at Truxton Trust, providing sophisticated and personalized wealth management services. Jennie Menzie joined Cumberland Trust in 2012 and serves as President, Chief Operating Officer, and Corporate Counsel. fremont hospital deaths; what happened to tropical tidbits; chris herren speaking fee; boracay braids cultural appropriation; cumberland trust fee schedule. She is a graduate of Cannon Financial Institutes Trust School and has been awarded the Certified Trust and Financial Advisor (CTFA) designation. All rights reserved. He has completed Cannon Trust School I. realized gains on the sale of any and all trust assets. in Corporate Management and Marketing from Lipscomb University. 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. McGarrity earned a B.S. As a collaborative member of the Personal Trust Administration team, Lauren provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Depending on your needs, establishing a revocable living trust is another option your attorney might recommend as part of your estate plan. 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. She is a Fellow in Charitable Estate Planning from the Institute of Charitable Estate Planning. She serves as a Business Development Associate overseeing the onboarding of new business opportunities. 633 Chestnut Street He has also worked in a private legal practice in the areas of estate planning, taxation, real estate, and general business. Natalicia serves as a Assistant Vice President and Special Assets Officer, working with unique, illiquid, and hard-to-value assets held in trust. Using the directed trust framework, professional advisors are named, often by the family or beneficiaries, to handle specific duties and responsibilities based on that individuals specialty. The place is well-maintained and the pools are absolutely beautiful. As a directed trustee, we do not offer investment management services; therefore, we do not compete with financial. 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. In this role, Zandra provides direct support to the business development team. In this role, Millie works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. Site by. No products in the cart. Help beneficiaries avoid the unnecessary expenses ofprobate. Previously, Sloan was with Polo Ralph Lauren Corporation for 14 years, serving in many capacities, including Director of Operations for the company. Safe Deposit Box Rental . FEE SCHEDULE Effective 7/1/22 * All permits and plan review fees included + Additional fees apply as needed for additional inspections # All fees based upon valuation shall be calculated using a signed contract for work. Trust Advisors - Private Trust Company: Planning, Administration & More Alexbeganat Cumberland Trust workingon the legal team and then transitioned to the administration of trust accounts. 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. There is a 2.25% convenience fee with a minimum fee of $2.50 per transaction to the filer As Peak Trust founder Douglas Blattmachr told me, its pointless to advertise how much a generic offering would cost when the fact is that at this level, one size fits none. Vice President & Manager, Business Development Associate. 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. As a collaborative member of the Personal Trust Administration team, Katelynn provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Overview. Prior to joining Cumberland Trust, Katelynn worked for several years in Operations within the financial industry. Previously, Millie worked in the interior design industry where she specialized in developing interior design solutions and delivering superior client service. Avery holds a B.S. She is responsible for overseeing the development team and its new trust opportunities. Assistant Vice President & Account Transfer Manager. from Nashville School of Law. (with honors) from the University of Arkansas, Little Rock. No. David serves as a Special Assets Officer, working with unique, illiquid, and hard-to-value assets held in trust. Assistant Vice President & Marketing Manager. We are compassionate and diplomatic when dealing with complex family relationships. He focuses on connecting Florida individuals and families and their professional advisors with high caliber, directed trust administration services. Preservation fee is $1.00 per page for pages 1-9, $2.00 per page for pages 10-19, $3.00 per page for pages 20-29, $4 per page for pages 30-34. A corporate executor, with many on-staff professionals, is always available. In these instances, planning for the unimaginable may help avoid unnecessary guilt and stress and relieve caregivers of decision-making burdens during unexpected medical emergencies. She joined the Cumberland Trust team in 2001, at the firms founding. With 15 years of experience in the financial and banking industry, Jeiman brings a high level of expertise to her clients. He is a member of the American Association of Petroleum Landmen, a licensed affiliate broker with the State of Tennessee, and a member of the National Trust Real Estate Association (NTREA). Jared has extensive experience working with family offices and in the administration of complex trust assets, including inherited Individual Retirement Accounts (IRAs). Elly received a B.S. She develops and implements marketing initiatives for Cumberland Trusts ten offices. If the account has securities or assets, other than Trust Department sponsored mutual funds the fee will be $3.32 per quarter for each security or asset. Outside of work, Bonnie enjoys volunteering at Grace Works and One Generation Away. Eloise holds a bachelors degree in International Global Studies with a minor in French from Sewanee: The University of the South. As a collaborative member of the Special Needs Trust Administration team, Robin provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Yes, we have a team dedicated to the administration of Special Needs Trusts. Growth Permit - Application. Previously, Ashley worked for Newt Gingrichs 2012 presidential campaign. In this role, Dan works closely with external and internal auditors, while managing a team focused on Fiduciary Compliance, Corporate Compliance, Regulatory Compliance, Audit, and Account Transfer. 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. The Grantor is the creator of the trust. . Site by, The Collaborative Directed Trustee/Financial Advisory Relationship. in Political Economy from Sweet Briar College in Sweet Briar, Virginia. She is a member of the National Trust Real Estate Association (NTREA), as well as the National Trust Closely Held Business Association (NTCHBA). Rachel holds a B.A. Rene received her B.A. 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. In her role, Shelly connects individuals, families and their financial, legal, and tax advisors with Cumberland Trusts high caliber trust and estate administration services. As Vice President and Trust Officer, Sara manages personal trust relationships. She is also a past board member of The Bobby Dodd Institute, a nonprofit that helps individuals living with a disability succeed at work, in the community and in life. This person, group of people, or institution benefits from the trust, eventually receiving some or all of the property placed in the trust. in Business Administration from Hanover College in Hanover, Indiana. Source: Websites and telephone interviews. 19 reviews of Cumberland Park Apartments "I lived in Cumberland Park for approximately 7 months during an internship. 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 builds client relationships by providing proactive, high quality service to clients and their legal, financial, and tax advisors. She has also worked with the Cardinal Basketball Officials Association officiating high school basketball. Outside of work, Stephen enjoys supporting charitable organizations that help raise funds for various non-profits, such as the USO. Lori holds a B.A. As Vice President, Trust Officer, and Administration Manager, Dudley is responsible for relationship management and account administration, with a focus on high-net-worth families and their needs. Rebecca holds a B.A. She received her J.D. Adriana Sosa joined the Cumberland Trust Asset Transfer team in 2021 as an Asset Transfer Specialist. Owen holds a bachelors degree in Economics from The University of the South in Sewanee, Tennessee. Prior to joining Cumberland Trust, she worked for Larson Juhl as a customer service team leader. 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. Prior to joining Cumberland Trust, Bonnie was a Retirement Plan Co-Implementation Manager at The Retirement Plan Company, LLC where she managed an implementation team and handled trading requests for client 401ks and Required Minimum Distributions. So that provides a floor on what people can offer.. Bid Notifications. Prior to joining Cumberland Trust, Gina spent nine years with Merrill Lynch Insurance Group focusing on estate planning through life insurance. The resulting team of experts then works together to provide the beneficiary with care and expertise, ensuring optimal management and administration of the trustorestate. A corporate executor or co-executor can be especially helpful when modern family dynamics may be involved. Bob and his wife Jodi have two adult sons, and they live in the Fort Myers, Florida area. Yes, each of our clients has a primary relationship with a dedicated trust officer or administrator. Robert holds a B.S. As Vice President of Corporate Development, Douglas works to expand Cumberland Trusts relationships with families and advisors in the Nashville region. As Vice President, Trust Officer, and Administration Manager, she is responsible for high net worth personal trust relationship management and account administration. There is no worry that we will be influenced to favor one beneficiary over another. Shelly has been a practicing attorney for most of her career and has 14+ years of experience in estate planning, tax and corporate lawspecializing in estate planning for high-net-worth clients and families. It's time to rise at Cumberland University We believe your college experience should be intensely personal, intellectually challenging, and full of meaningful moments. She received a professional certification in software programming from The University of Texas at Austin. Definition of a Corporate Trustee She is a member and past board member of the Financial Planning Association of Greater Memphis and a member of the Memphis Estate Planning Council. 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. 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. 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. Prior to joining Cumberland Trust, she worked as a Customer Service Representative with State Farm. Rachel Fuqua joined the Estate Administration team as a Trust Officer in 2015. Site by Circa Creative Studios, Specialized Knowledge and Focused Administration. Matt holds a B.A. How Can I Protect My 401(k)? Site by. While in law school, she developed a passion for estate planning during her time in the Homer A. Jones, Jr. Wills Clinic. Prior to joining Cumberland Trust, Elizabeth practiced as a contract attorney with Legility, LLC. in Political Science from Vanderbilt University and his J.D. Caitlyn holds a B.S. 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. She continues to volunteer with the Harpeth Conservancy working on the Tennessee rivers. in Finance from The University of Memphis. Jessica serves on the board of The Womens Fund, an endowment fund within The Community Foundation of Middle Tennessee. Chase Caldwell serves as Assistant Secretary, Assistant Vice President, and Director of Finance for Cumberland Trust. Rebeccas previous experience includes working as a Management Consultant for Ernst & Young, a Financial Analyst, and then Managing Director of Investor Relations and Corporate Contributions for FedEx. He is a Certified Trust and Financial Advisor (CTFA) and has completed Cannons Trust School program. Site by, The Collaborative Directed Trustee/Financial Advisory Relationship. Choosing Cumberland Trust provides the peace of mind that comes from knowing you will have a qualified, caring, and independent corporate executor or trustee. in Education from Middle Tennessee State University and a Paralegal Certification from Southeastern Paralegal Institute in Nashville, Tennessee. Andrea has extensive experience in financial planning, account management, and trust administration and management. Roberts previous experience also includes roles at LegacyTree Foundation and Regions Bank. Additionally, she is a member and past board member of Le Bonheur Club and is active with the Down Syndrome Association of Memphis and the Mid-South and SRVS Kids & Families. in Advertising Management with a Minor in Organizational Leadership from Michigan State University. from Belmont University College of Law. Senior Vice President & Business Development Officer. She is licensed to practice law in Arkansas and Tennessee. She currently volunteers with CASA, which advocates for children who are in the foster care system seeking permanent homes. Comprehensive trust administration, education, and proactive client service for your family. Interpretation Appeal Application. Prior, Meg practiced as an Associate Attorney at Goodman Callahan Blackstone, PLLC, handling Estate Administration and Probate. Our premier services support families when they need it most, providing guidance, education, peace of mind, respect, and understanding. Rates effective: June 28, 2013. Greg received a Business Administration degree, with minors in Organizational Management and Health Promotions from Aurora University, Aurora, Illinois. Cumberland Trust acts as a truly independent trust company. She also studied abroad at the University of Aberdeen in Scotland. Constant availability. The announcement comes as Cumberland Trust recently reached $5 billion in assets under administration. Previously, Elly served as a trust officer in Cumberland Trusts Nashville headquarters, administering trust relationships and providing direct client support. Lorena Suarez joined the Cumberland Trust administration team in 2014. Prior to joining Cumberland Trust, Shelly founded The Donaldson Law Firm following experience at other firms including Lefkoff, Duncan, Grimes, McSwain & Hass, P.C. To contact us, click here. Telephone: (703) 528-7994 Email: TrustServices@Presidential.com . Some wills can establish trusts for asset protection purposes or determine guardianship of minor children in the event of both parents death. Nathan Hyde joined the Cumberland Trust team in 2002 and serves as Senior Vice President and Director, Business Continuity and Information Security. Responsibilities. Jodi Monroe joined Cumberland Trust in 2013. Susan earned a B.A. with a focus on comparative law and human rights from Regent University School of Law in Virginia Beach, Virginia. Agency trust fee schedules are unique as they fall under agency trustee services. from Quinnipiac University School of Law in Hamden, Connecticut. All rights reserved. She is also a graduate of the Commercial Banking Executive Program at the University of Virginia Darden School of Business. We will be expanding coverage; please also include any other services offered such as investment management, special purpose trusts, HSAs, etc. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. Elly Hutchings joined the Cumberland Trust team in 2015. Outside of work, Ryan enjoys volunteering at the St. Philip Legal Clinic in Franklin, TN. Prior to joining Cumberland Trust, Jeiman served as Treasury Management Officer for Capital Bank. The trustee services offered by an individual trustee mirror those offered by a corporate trustee. Military discharge certified copy as authorized. 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 Finance from the Middle Tennessee State University. Take time to consult with a team of trusted professional advisors (e.g., attorney, financial advisor, CPA) and carefully consider the best options for you and your family. Caroline also serves as the business development liaison, representing Cumberland externally and working closely with the Business Development team in evaluating new business opportunities. in Taxation from the University of Florida Levin College of Law. in Accounting. Debbie is a Certified Trust and Financial Advisor (CTFA), graduate of the Cannon Trust School, through Cannon Financial Institute, and has received the Chartered Special Needs Consultant (ChSNC) Designation. from the Cumberland School of Law at Samford University in Birmingham, Alabama. Prior to joining Cumberland Trust, Robin served in multiple roles over six years with Brookdale Senior Living, Inc., including, Senior Living Advisor, RTA Specialist, Connection Center Supervisor, and Quality Assurance Specialist. Of all of the apartment complexes I have lived in and seen, this is definitely one of the best. In her role, Jennie manages the companys day-to-day operations while driving Cumberland Trusts vision for the future. She serves as Senior Vice President and Managing Director of Tax Administration. Industry Financial Services Revenue $2.0M Employees 121 Founded in 2001 Headquarters Nashville, TN Website cumberlandtrust.com Organization Type Private Is This Your Company? Specialized expertise combined with care and compassion for your family. 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. In this role, Robert works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. 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. We understand that flexibility and choice are important when it comes to selecting an investment manager. He assisted the senators staff in the drafting of legislative documents, helped prepare for Senate Appropriation Committee meetings, and learned about the legislative process from behind the scenes. Site by Circa Creative Studios. Hannah is a graduate of Eastern Illinois University where she received a B.S.

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