The resulting team of experts then works together to provide the beneficiary with care and expertise, ensuring optimal management and administration of the trustorestate. in Political Science from Vanderbilt University and his J.D. Senior Vice President & Managing Director, Trust Administration, Vice President & Director, Personal Trust Administration, Vice President & Trust Officer, Administration Manager. Prior to joining Cumberland Trust, Jodi worked for 20 years in the banking industry, with 12 years in management, business development, and lending. 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. in Corporate Management and Marketing from Lipscomb University. 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. Phillip holds a Bachelors degree in Business Administration with a concentration in Business Management from the University of Mississippi. in Spanish from Southern Methodist University in Dallas, Texas. Here she provided comprehensive investment management and trust services, while representing individuals and families in Texas and Louisiana. Find Cumberland Commercial Lease Amendment lawyers in Rhode Island to hire. He also works with the compliance department to help ensure that accounts are opened and documented accurately. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. 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. All rights reserved. Before joining Cumberland Trust, Tenisha worked as a paralegal for the Law Office of Rob McKinney. Beth holds a bachelors degree in Mass Communications with minors in Political Science and English from Middle Tennessee State University. In this role, Chase focuses on Cumberland Trusts corporate operations. Some wills can establish trusts for asset protection purposes or determine guardianship of minor children in the event of both parents death. The Tennessee Community Property Trust Act. Posted on . He received a J.D. He received his J.D. As a directed trustee, we do not offer investment management services; therefore, we do not compete with financial. As a collaborative member of the Personal Trust Administration team, Bonnie provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Its expensive to be a fiduciary, Blattmachr acknowledged in our conversation. She has particular expertise in tax and estate planning involving real estate, closely held business entities and planning for a family member with a disability (Special Needs Planning). Please consult the institution directly to confirm costs. She also holds an MBA from Bethel University in McKenzie, Tennessee. 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. in Communication Studies with an emphasis in Public Communications from Marshall University in Huntington, West Virginia. Chris has many years of experience in relationship management and trust account administration and has specialized in serving high net worth individuals and families. Jennie Renwick joined Cumberland Trust in 2021 and serves as a Vice President and Trust Officer. Robert Ottinger joined Cumberland Trust as a Trust Administrator in 2021. It really does depend on what the client wants us to provide, he says. in Finance from the Middle Tennessee State University. Additionally, she handles special projects for the compliance team. 1 Courthouse Square Carlisle, PA 17013. 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. Previously, Bonnie worked on Cumberland Trusts Operations team. In this role, Riley works with the asset transfer team, helping to ensure that new accounts arrive to Cumberland Trust smoothly and efficiently. All rights reserved. Rachel is involved with the Pencil Foundation for Metro Nashville Public Schools literacy program, where she works with elementary students to help them improve their reading comprehension and writing skills. Mary Elizabeth Carothers joined Cumberland Trust in 2021. 2022 Holiday Trash & Recycling Schedule | 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 Subscribe to receive Cumberland Trust news, resources and insights in your inbox. cumberland trust fee schedule. With it, you can use a trust company with trustee fees on your terms. Depending on your needs, establishing a revocable living trust is another option your attorney might recommend as part of your estate plan. Additionally, at Belmont, Mary Elizabeth was involved in many organizations, assisting with the recruitment of new students, and maintaining the schools relationship with alumni and board members. She earned an MBA and B.S. Industry Financial Services Revenue $2.0M Employees 121 Founded in 2001 Headquarters Nashville, TN Website cumberlandtrust.com Organization Type Private Is This Your Company? Life Insurance Funded Plans Base Fee: $200.00 (where primary duty is to act as trustee for insurance policies). Previously, Millie worked in the interior design industry where she specialized in developing interior design solutions and delivering superior client service. 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. Susan serves as Corporate Strategy and Marketing Officer, supporting Cumberland Trusts growth and nationwide reach through content creation, media relations, and the development, planning, and management of various strategic initiatives aimed at reaching current and new target audiences. The grantor does not have to be significantly wealthy or have a large number of properties or assets. 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. 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. Account minimums tend to be relatively lowWealth Advisors Trust and Santa Fe Trust can theoretically start a trust with as little as $1but expenses can be a little higher to cover the fixed cost of administering these tiny trusts. Sloan received her B.A. He received his 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. Rebecca holds a B.A. Helina works with the compliance department to help ensure that accounts are opened and documented correctly. clerk of court's fee bill adopted pursuant to 42 pa.c.s.a. Previously, he worked in the financial solutions industry. Outside of work, Sarah enjoys spending time with friends and family. Site by. in Finance from Tennessee Technological University. Some of these accomplishments include winning the TIAA Excellence Award, serving as a TIAA Emerging Leader, on the Diversity and Inclusion Council and as a corporate United Way liaison. Plan, preserve, and protect your legacy for generationstocome. We understand that flexibility and choice are important when it comes to selecting an investment manager. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. from the Nashville School of Law. 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 Business/Management from the University of Phoenix. Vice President & Manager, Business Development Associate. This includes supervising staff, promoting The Wilds, scheduling activities, creating programs/tours, maintaining camp, following safety protocols and all other activities. She is a part of the Young Leaders Council, Class 74. Additionally, she has experience working with Cumberland Trusts legal team. Alex is the Vice President and Director of Cumberland Trusts personal trust administration division. How Can They Provide Better Service to Families? Site by Circa Creative Studios, Conveniently Headquartered in Trust-Friendly Tennessee. We work closely with attorneys and financial advisors who have established estate plans and investment objectives for their long-standing clients. from Indiana University Maurer School of Law and is licensed to practice law in Tennessee. Fee Schedule Fee Schedule The Recorder's Office accepts the following payment methods: Checks* - Checks should be made payable to "Recorder of Deeds". With a connected team of 120+ experts at your service in 10 offices nationwide. Outside of work, Katelynn enjoys volunteering at local animal shelters. Lorena holds an Associate degree in Business from Nashville State Community College. Previously, she worked in the legal industry as a paralegal, specializing in estate planning, estate administration and corporate law. 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. Plans for recording must have a scheduled appointment. Trusts offer an excellent way to plan for the future. 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. 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. (with honors) from the University of Arkansas, Little Rock. She is a member of the Knoxville Estate Planning Council and the Institute of Certified Bankers. 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.

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