Tenisha specializes in providing attentive and professional service to her clients. She oversees the Special Needs Trust Administration department and manages a growing team of trust officers, administrators, and specialists focused on providing excellent client service. 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. Owen holds a bachelors degree in Economics from The University of the South in Sewanee, Tennessee. Our team is experienced in handling specialized trusts, illiquid assets, and navigating complex family dynamics with diplomacy and respect. 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 Business Administration from Belmont University (magna cum laude). Debbie Schultz is Vice President and Director of Special Needs Trust Administration at Cumberland Trust. Bonnie holds B.S. She has eight years of customer service experience. Helina received a B.A. Previously, Alex was the Powerlifting Coach for the Northern Illinois Special Olympics Team for two years. Specialized knowledge. Caroline serves as a board member of the YWCA of Nashville and Middle Tennessee. Site by, The Collaborative Directed Trustee/Financial Advisory Relationship. Her previous experience includes working in the investment banking division of JP Morgan in the firms New York, Hong Kong, and Sydney, Australia offices and then in the managerial roles of Vice President and Senior Client Manager for JP Morgans Private Client Group in New York. in Finance and Economics from Lipscomb University and is a graduate of Southern Trust School. Sharon Winkler joined Cumberland Trust in 2007 and serves as Senior Vice President, Special Counsel, Chief Regulatory Compliance Officer. West Virginia Housing Fund Fee, in addition to any excise tax imposed on property transfers. Most of the people I talked to say the cost of running a trust has already gone about as low as it can go. 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. Highway Opening Permit Application. 120+ dedicated, trusted experts to serve your family, support your team, and ensure your lasting legacy. from Belmont University College of Law. Previously, he served as Regional Sales Manager at Scottrade/TD Ameritrade. As a directed trustee, we do not offer investment management services; therefore, we do not compete with financial. Zandra studied International Development at Sewanee: The University of the South in Sewanee, Tennessee and Economics at Roanoke College in Salem, Virginia. (magna cum laude) in Public Relations and a B.S. The resulting team of experts then works together to provide the beneficiary with care and expertise, ensuring optimal management and administration of the trustorestate. 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. With a connected team of 120+ experts at your service in 10 offices nationwide. Prior to joining Cumberland Trust, Millie served as an Associate Wealth Advisor at Truxton Trust, providing sophisticated and personalized wealth management services. Natalicia has been a member of the National Associate of Realtors and Greater Nashville Realtors Association since 2017. She was awarded the Certified Trust and Financial Advisor designation (CTFA) and is a graduate of Cannon Trust School, through Cannon Financial Institute. Business Started Locally: She focuses on being responsive, attentive, and understanding to build relationships with the clients and families she serves. Previously, she worked for seven years as a Registered Sales Assistant with a financial advisory firm. At Cumberland Trust, we work in collaboration with a familys chosen team of professional advisors. 2021 Cumberland Trust. Alexbeganat Cumberland Trust workingon the legal team and then transitioned to the administration of trust accounts. 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. Helina works with the compliance department to help ensure that accounts are opened and documented correctly. Rates effective: June 28, 2013. 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. Previously, David interned at Valmont Investments and ECOM USA working with real estate and commodities. In these roles, Robin helped families find solutions to support their loved ones diagnosed with dementia and Alzheimers disease. Posted: February 26, 2021. from the University of Illinois, Champaign-Urbana, IL where she majored in Economics. 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). As a collaborative member of the Personal Trust Administration team, Danielle provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. This person, group of people, or institution benefits from the trust, eventually receiving some or all of the property placed in the trust. June 3, 2022 . and Morris, Manning & Martin, LLP. All rights reserved. 3 x 5 - $20.00 3 x 10 - $35.00 5 x 10 - $50.00 10 x 10 . from Southwestern Law School in Los Angeles. Thats really the minimum anyone can comfortably charge. Provide income for the trust creator during their lifetime with the remainder left to a charity orinstitution. 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. Meet Our Estate and Post-Mortem Trust Administration Experts, Conveniently Headquartered in Trust-Friendly Tennessee. Before that, she was Vice President in the Custody Income Operations department (Global Securities Services) at Deutsche Bank/State Street in Nashville. Download the Fee Schedule Personal Trusts - Continual Administration ANNUAL FEE: Based on fair market value of trust assets 0.60% of the first $1,000,000 0.50% of the next $1,000,001 - $2,000,000 0.35% of the next $2,000,001 - $5,000,000 Negotiable over $5,000,000 Minimum Fee: $3,000 Trust Settlements - Outright Distribution All rights reserved. from the University of Kentucky College of Law in Lexington, Kentucky. Vice President & Director, Estate Administration. Provide a measure of protection when beneficiaries may lack the maturity or expertise to manage their ownaffairs. Robert Ottinger joined Cumberland Trust as a Trust Administrator in 2021. In this role, Zandra provides direct support to the business development team. Adriana holds a B.A. His duties include coordinating the purchase and disposition of trust held properties, ordering and analyzing appraisals and overseeing the management of special assets and properties held in trust. "Northern Trust in Delaware charges a reasonable, competitive fee and in return provides comprehensive services to our directed trust clients backed by more than 120 years of experience as a fiduciary, Lindley told me. In this role, Andrea works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. Other important documents to consider when drafting a will include power of attorney(s). in Music Business from Belmont University. Jody joined the Cumberland Trust team in 2010. As Trust Officer in personal trust administration, Laura focuses on providing a high quality of service to clients. She received a B.B.A. Greg received a Business Administration degree, with minors in Organizational Management and Health Promotions from Aurora University, Aurora, Illinois. Prior to joining Cumberland Trust, she worked for Larson Juhl as a customer service team leader. He is licensed to practice law in Tennessee. Gina St. Charles joined Cumberland Trust in 2007 and works with over 350 CPAs to coordinate the preparation and filing of trust tax returns with the IRS and state revenue departments. Debbie joined Cumberland Trust in 2021. Wherever fees go, he says, there are going to be a lot more entrants in the trust service business.. Papers for birth certificate in another county one year or more after birth. Site by Circa Creative Studios. Growth Permit Application - Fillable. In this role, Avery works with the Estate Administration team to support families and professional advisors in the administration of estates and administrative trusts. For questions or to schedule an appointment, please call 717-240-6345 or email regofwills@cumberlandcountypa.gov. Lou Anne earned a B.A. Brianna studied Business Administration at Georgia State University. Other companies that start at that level include New Hampshire Trust and Georgia-based Reliance Trust. Military discharge certified copy as authorized. Accountability. Charitable trusts can have tax benefits for philanthropic families or individuals who wish to donate to charitable organizations. Sara Kate is licensed to practice law in Tennessee. 2021 Cumberland Trust. Lindsay earned a B.A. Once a Northern Trust account grows beyond $30 million, the company will only charge 5 basis points: $500 a year per $1 million.). Corporate Secretary, Senior Vice President & Managing Director, Compliance and Audit. Senior Vice President, Special Counsel & Chief Regulatory Compliance Officer. She builds client relationships by providing proactive, high quality service to clients and their legal, financial, and tax advisors. As Vice President and Trust Officer, Sara manages personal trust relationships. Carla received a B.A. He received his J.D. Kimberly holds a B.A. Kailey McCann joined Cumberland Trust as a Business Development Associate in 2022. Charitable trusts can have tax benefits for philanthropic families or individuals who wish to donate to charitable organizations. She also has experience working in personal trust administration with clients requiring senior care and special care services. Sara Speidel joined the administration team at Cumberland Trust in 2007. 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. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. Estate and post-mortem trust administration to honor, support, and carry out your wishes. in Education from Middle Tennessee State University and a Paralegal Certification from Southeastern Paralegal Institute in Nashville, Tennessee. 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. While attending college, she interned with a commercial real estate investment firm. ", Maybe $2,500, he conceded. In this role, Riley works with the asset transfer team, helping to ensure that new accounts arrive to Cumberland Trust smoothly and efficiently. cumberland trust fee schedule. She received her J.D. Heather received a B.A. The grantor has ultimate control in setting up the trust: which assets will be transferred into trust, who will serve as trustee while he or she is living and after his or her death, and how the trust property will be administered during or after his or her lifetime. Previously, Bonnie worked on Cumberland Trusts Operations team. We are compassionate and diplomatic when dealing with complex family relationships. She also holds an MBA from Bethel University in McKenzie, Tennessee. Rene received her B.A. Provide for the management of assets while a person is still living and govern how assets will be distributed upondeath. She retired her real estate license after serving the Franklin, Tennessee community for twelve years. . She focuses on helping clients needing extra support through the coordination of distinctive care services. Meg is licensed to practice law in Tennessee. Sara Kate holds a B.A in Journalism and English with a minor in French from Indiana University Bloomington. Leslie earned a B.A. Plan, preserve, and protect your legacy for generationstocome. As a Business Development Officer, Bob focuses on building relationships with financial advisors, attorneys, and tax professionals throughout the state of Florida. The Tennessee Community Property Trust Act, passed in 2010, creates benefits for trusts owned by spouses, including providing equal ownership of property and the sharing of appreciation and income. Prior to joining Cumberland Trust, Jessica worked in sales and marketing for 13 years helping small and mid-sized business owners realize their business goals. Previously, Helina worked in the banking industry, with experience in data analysis and documenting accounts. Bob Carville joined the Cumberland Trust team in 2022. Conveniently Headquartered in Trust-Friendly Tennessee. Ryan Russell joined Cumberland Trust as a Trust Officer in 2022. in Sociology from Middle Tennessee State University (cum laude) with minors in Global Studies and Business Administration. Beth holds a bachelors degree in Mass Communications with minors in Political Science and English from Middle Tennessee State University. All rights reserved. The Trust Advisor realizes that this is not a comprehensive list of all firms. Specialized expertise combined with care and compassion for your family. in Spanish from Southern Methodist University in Dallas, Texas. Prior to joining Cumberland Trust, she worked as a leader of the Activities Department at Abes Garden Alzheimers and Memory Care Center. 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 Uniform Trust Code, passed in 2004, provides a comprehensive set of laws that allow a trust to be administered very efficiently and effectively. 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. Full-Time. Join a community who will help you rise and reach your greatest potential. We will be expanding coverage; please also include any other services offered such as investment management, special purpose trusts, HSAs, etc. She earned an MBA and B.S. While attending college, she held various internships in sales and marketing. Tenisha Clausi joined the Cumberland Trust team in 2013. in Political Economy from Sweet Briar College in Sweet Briar, Virginia. High-touch administration for those needing additional support. in Business Administration and Economics from Rhodes College in Memphis and an M.B.A. in Finance and Marketing from Indiana University. 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. in Communications and English from Hope College in Holland, Michigan. Previously, he worked as a conflict analyst with Pillsbury Winthrop Shaw Pittman. launchpad classlink nmusd; cantonese text to speech; 15 second tv commercial script examples We balance any requests against the interest of both the current income and remainder beneficiaries. High-touch administration for those needing additional support. Previously, she practiced Entertainment Law and Labor and Employment Litigation. Assistant Vice President & Account Transfer Manager. with a concentration in Business Transactions from the University of Tennessee College of Law (magna cum laude). An avid supporter of the visual and performing arts, Mr. Presley has served as board member, vice-chair, and treasurer for the Nashville Symphony; board member and finance committee member for Cheekwood; board member, vice-chair, and head of public arts for Nashville for the Metro Arts Commission; and currently as board member of the Arts & Business Council. from Western Kentucky University in Bowling Green, Kentucky. in Corporate Management and Marketing from Lipscomb University. 2021 Cumberland Trust. Previously, she served as Vice President, Trust Advisor at SunTrust Investment Co. handling Trust Administration for their private wealth management department. in Psychology from Sewanee: The University of the South in Sewanee, Tennessee and an M.B.A. from Concordia University in San Antonio, Texas. In her role as Trust Officer, Amanda works with individuals and families, providing service and attention to the day-to-day needs of personal trust clients. 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. The resulting team of experts then works together to provide the beneficiary with care and expertise, ensuring optimal management and administration of the trustorestate. Outside of work, Brianna has enjoyed volunteering at Atlanta Ronald McDonald House where she helped provide meals to patients and families in residence. Comprehensive trust administration, education, and proactive client service for your family. Industry Financial Services Revenue $2.0M Employees 121 Founded in 2001 Headquarters Nashville, TN Website cumberlandtrust.com Organization Type Private Is This Your Company? Additionally, she has experience working with Cumberland Trusts legal team. Source: Websites and telephone interviews. , passed in 2010, creates benefits for trusts owned by spouses, including providing equal ownership of property and the sharing of appreciation and income. cumberland trust fee schedule. Beth is a Certified Mediator and licensed to practice law in Tennessee. Meg started her career with Cumberland Trust in 2011 as a Trust Officer with the Special Needs Administration team and later transitioned to the role of Assistant Fiduciary Counsel. Michelle is a regular speaker for industry-related events nationwide, and she has been published in The Tennessean. Assistant Secretary, Assistant Vice President & Director of Finance. 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. Prior to joining Cumberland Trust, Rene was Vice President and Trust Advisor with SunTrust Bank and prior to that she was Director of Planned Giving for the YMCA of Middle Tennessee. 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. Laura Hawken joined Cumberland Trust in 2019. degree in Accounting from Asbury University in Wilmore, Kentucky. As Cumberland Trust grew, Michelle developed the blueprint for expansion into regional markets and she worked to open our nine regional offices. She received a professional certification in software programming from The University of Texas at Austin. As an independent trust company, we focus on trust and estate administration services, while collaborating withyou. Robin McNeil joined Cumberland Trust as a Trust Specialist in 2022. 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. 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. Judy Johnson began working as part of the Cumberland Trust team in 2011, with over 50 years of experience in estate planning and probate in numerous law offices in both Illinois and in Tennessee. Matt focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. During her time at Sewanee, she was also a Sustainability Fellow. $10.00. degree in Corporate Finance from the University of Alabama. 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. DURING THIS TIME, the county clerk's OFFICE HAS BEEN RELOCATED TO 1760 S MAIN ST (old progressive savings bank) and they are Open 8 am - 5 pm, mon - fri. He also works with the compliance department to help ensure that accounts are opened and documented accurately. This document allows the trust creator or grantor to place selected assets in trust. Naturally, its going to cost extra if the trust company also manages the underlying assets. She was awarded a J.D. Our advisor-friendly commitment to independent trust and estate administration allows financial advisors, estate planning attorneys, and accountants to provide their expertise, while we focus on performing our fiduciary duty and taking care of our mutual clients. Sarah holds a bachelors degree in Finance from Washington State University. In this role, Kailey provides direct support to the business development team, assisting with ongoing development and onboarding of new and prospective Cumberland Trust clients and their professional advisors. Tim is a graduate of the American Bankers Association Trust School where he earned the Certified Trust and Financial Advisor (CTFA) designation. in Business Administration from the University of Tennessee, Knoxville and was awarded a J.D. in Communication with a focus in Public Relations from Florida State University. 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.

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