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. Cumberland County - Tennessee. What is a Directed Trustee? Please contact the Admissions Office at 615-547-1246 locally or 800-467-0562 to speak with your Enrollment Specialist or email admissions@cumberland.edu. Additionally, she handles special projects for the compliance team. Practical Variance Appeal Application. Elizabeth holds a B.A. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. Previously, she managed grantor and decedent trust administration teams with Edward Jones. To find out where the sizzle hits the steak for various types of trust company, The Trust Advisor conducted a survey below of what theyre charging. He specializes in guiding high-net-worth individuals and families through the administration and management of personal trusts and foundations. All deeds of conveyance, (with or without a plat), trust deed, fixture filing or security agreement concerning real estate. Previously, Shelby held positions at a nationwide mortgage lender and with a Nashville real estate team. She was awarded a J.D. Andrew Serpico joined Cumberland Trust as a Trust Specialist in 2021. Rene received her B.A. Phone: 717.240.6100. 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. She received her J.D. Working alongside your chosen team of financial, legal, and tax advisors, we provide experienced trust and estate administration, compassionate hands-on service, guidance, and support through lifes transitions. $10 (register may waive for person over 62 years old) Birth certificate after one year or more for same county, with one certified copy. The Grantor is the creator of the trust. Responsibilities. Prior to joining Cumberland Trust, Shelly founded The Donaldson Law Firm following experience at other firms including Lefkoff, Duncan, Grimes, McSwain & Hass, P.C. Plan, preserve, and protect your legacy for generationstocome. Danielle holds a bachelors degree in Business Administration from Columbia International University in Columbia, South Carolina. Our team is experienced in handling specialized trusts, illiquid assets, and navigating complex family dynamics with diplomacy and respect. He focuses on being responsive, attentive, and understanding to build relationships with the clients and families he serves. This person has built an asset base and wants to ensure that those assets are distributed according to their wishes. 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. For a client with that kind of wealth, the $20,000 translates into at most 40 basis points a yearpretty low by industry standards. She holds a B.B.A. Caroline holds a B.A. Caitlyn A. Lovell joined the Cumberland Trust team in 2019. Elsie holds a B.A. Prior to joining Cumberland Trust, he worked as a Portfolio Property Manager at Metropolitan Property Management. 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. Zandra serves as a Senior Business Development Associate. As a directed trustee, we do not offer investment management services; therefore, we do not compete with financial. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. Charitable trusts can have tax benefits for philanthropic families or individuals who wish to donate to charitable organizations. Life Insurance Funded Plans Base Fee: $200.00 (where primary duty is to act as trustee for insurance policies). Prior to joining Cumberland Trust, she worked as a leader of the Activities Department at Abes Garden Alzheimers and Memory Care Center. Prior to joining Cumberland Trust, she held positions at Farmington Mortgage and Franklin Synergy Bank. As Vice President and Trust Officer, Sara manages personal trust relationships. Rachel Fuqua joined the Estate Administration team as a Trust Officer in 2015. He received his J.D. For 35+ pages, please contact the County Clerk's office at (304) 264-1927. Previously, she practiced Entertainment Law and Labor and Employment Litigation. An estate or post-mortem trust must be administered carefully, often considering a broad range of assets, specific wishes of the testator, and unique personalities of the beneficiaries. in Business Administration from the University of Tennessee, Knoxville and was awarded a J.D. Advises family on tax laws and implications. All rights reserved. Tenisha specializes in providing attentive and professional service to her clients. We focus solely on trust and estate administration so that financial advisors, accountants, and attorneys can focus on what they do best. SCAM ALERT: Phone scams requesting money have been reported. 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. Sara Speidel joined the administration team at Cumberland Trust in 2007. Robert focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. 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. Debbie has 32 years of experience in the trusts and estates industry. Senior Vice President & Director, Business Continuity & Information Security. 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. Working with your legal, financial, and tax advisors, we will ensure that assets are collected and properly administered; any obligations are satisfied; and property is distributed to or for the benefit of your heirs. Plan, preserve, and protect your legacy for generationstocome. Previously, Evelyn worked in the banking industry, with experience in audit management, commercial relationship management, and credit analysis. Additionally, she mentors trust officers and their teams, building connections between Cumberland Trusts relationship managers, external advisors, and clients. Sloan Shell joined Cumberland Trust in 2015. In this role, Sarah collaborates with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. Michelle Femino joined Cumberland Trust as a Trust Specialist in 2022. 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. cumberland trust fee schedule. Previously, Eleanor worked as an intern for The Frist Centers development department and in the development and finance division of Christies New York. He manages accounts day-to-day financials, while additionally assisting our Fiduciary Compliance Committee. In her role, Shelly connects individuals, families and their financial, legal, and tax advisors with Cumberland Trusts high caliber trust and estate administration services. Michelle holds a B.A. 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. Trust Fee Schedule. Caroline Mitchell joined Cumberland Trust in 2019. 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. As a collaborative member of the Personal Trust Administration team, Eloise provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Haley holds a degree in environment and sustainability with a minor in political science from Sewanee: The University of the South in Sewanee, Tennessee. Mr. Presley is a licensed attorney and Certified Trust and Financial Advisor (CTFA). Senior Vice President & Managing Director, Tax. Greg received a Business Administration degree, with minors in Organizational Management and Health Promotions from Aurora University, Aurora, Illinois. Owen holds a bachelors degree in Economics from The University of the South in Sewanee, Tennessee. Source: Websites and telephone interviews. Prior to joining Cumberland, he also worked as a law clerk for Stites and Harbison, PLLC in Franklin, Tennessee. 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. Gina holds a B.S. Clerk's Fee, Transfer Fee, Open Space Preservation Fee. Yes, we have a team dedicated to the administration of Special Needs Trusts. We will be expanding coverage; please also include any other services offered such as investment management, special purpose trusts, HSAs, etc. Matt Skeens joined Cumberland Trust as a Trust Administrator in 2022. really really smart guy in Math). In this role, Beth works with the Estate Administration team to support families and professional advisors in the administration of estates and administrative trusts. We are located in one of the most trust-friendly states, giving our clients and their assets access to very favorable trust laws. For many families, naming a corporate executor, co-executor, trustee, or co-trustee is preferable to burdening a family member with such a role. Based in Nashville, TN, Cumberland Trust is a small finance company with only 121 employees and an annual revenue of $2.0M. Previously, Mr. Presley served as Chairman, President, and CEO and as President and Chief Operating Officer of Cumberland Trust. Sara Kate holds a B.A in Journalism and English with a minor in French from Indiana University Bloomington. Rachel now leads the Estate Administration department, which administers trusts and estates of various sizes and complexity throughout the southeast. 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. Elly received a B.S. Sara Kate is licensed to practice law in Tennessee. A corporate executor or co-executor can be especially helpful when modern family dynamics may be involved. Prior to joining Cumberland Trust, Jeiman served as Treasury Management Officer for Capital Bank. , passed in 2004, provides a comprehensive set of laws that allow a trust to be administered very efficiently and effectively. from the University of Memphis Cecil C. Humphreys School of Law. He holds a B.S. from Vanderbilt School of Law and holds a Masters in Taxation (LL.M.) Prior to that, she held an integral role as manager within Cumberland Trusts Personal Trust Administration team, with a specialized focus on relationships with high-net-worth families. She serves as Assistant Vice President and Trust Officer. Lindsay has a wealth of experience in customer service and provider relations in the healthcare field as well as teaching and communications. An estate or post-mortem trust must be administered carefully, often considering a broad range of assets, specific wishes of the testator, and unique personalities of the beneficiaries. Prior to joining Cumberland Trust, Avery was an associate attorney at Brazil Clark, PLLC and worked as an Investment Advisor at Valor Financial Services. 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 this role, Andrea works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. Trustee fees are the payments that'll be made to your appointed Trustee in exchange for the service they'll provide as they fulfill their duties in the role. Andrea Higgins joined Cumberland Trust as a Trust Officer in 2022. April Drennan joined Cumberland Trust in 2019. Site by Circa Creative Studios. April holds a B.S. Alex has three years of banking experience prior to joining Cumberland Trust, most recently working at First Tennessee Bank. Helina works with the compliance department to help ensure that accounts are opened and documented correctly. Previously, he worked in the music industry for eight yearsspecializing in song licensing and royalty administration with Capitol Christian Music Group (formerly EMI) and Music Services. To contact us, click here. Prior to joining Cumberland Trust, Lauren worked at Franklin Synergy Bank as a Trust and Wealth Management Associate providing support to financial advisors with client onboarding and relationship management. Additionally, she has experience as a sales assistant for a local stock brokerage firm where she was Series 7 and 66 licensed. Outside of work, Bonnie enjoys volunteering at Grace Works and One Generation Away. Through collaboration with our Trust and Estate Administration team members, she provides a high level of expertise to her clients. Tennessee has long been a friendly state to trusts, thanks to its favorable tax laws and its adoption of a handful of important asset protection legislation: The Prudent Investor Act, 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. 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. In this role, Millie works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. When I needed to indefinitely postpone my move, they kept all the information about how much furniture I had on . in Art History with a minor in French from Sewanee: The University of the South in Sewanee, Tennessee. Chris is a chartered Financial Analyst (CFA) and Certified Trust and Financial Advisor (CTFA). He has completed Cannon Trust School I. We work closely with attorneys and financial advisors who have established estate plans and investment objectives for their long-standing clients. Mr. Clements heads up a legal team, made up of attorneys, compliance officers, and specialists. degree in Accounting from Asbury University in Wilmore, Kentucky. and M.Ed in Special Education from the College of Charleston. Additionally, she is a member of the Estate Planning Council of Middle Tennessee. Please email recorder@cumberlandcountypa.gov or call 717.240.6370 to schedule an appointment. Choosing Cumberland Trust provides the peace of mind that comes from knowing you will have a qualified, caring, and independent corporate executor or trustee. Thats about where vanilla Commonwealth trusts start, Jim McMackin, who runs the companys marketing, told me. Phillip assists in the administration of post-mortem estates and works with clients and beneficiaries to understand the steps of the estate process. In this role, Douglas works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. The Uniform Trust Code, passed in 2004, provides a comprehensive set of laws that allow a trust to be administered very efficiently and effectively. 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. 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 Charitable trusts can have tax benefits for philanthropic families or individuals who wish to donate to charitable organizations. Interpretation Appeal Application - Fillable. Senior Vice President & Business Development Officer. West Virginia Housing Fund Fee, in addition to any excise tax imposed on property transfers. Avery Oaks joined Cumberland Trust as a Trust Officer in 2022. He holds a B.B.A. As a Trust Officer, Emily provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. We dont take a trust that isnt going to be profitable, she told me. Prior to joining Cumberland Trust, Adriana worked as an Account Manager in the direct mail industry, managing the status of accounts and supporting client relationships. Provide a measure of protection when beneficiaries may lack the maturity or expertise to manage their ownaffairs. Jared Lynd joined Cumberland Trust in 2017. Some wills can establish trusts for asset protection purposes or determine guardianship of minor children in the event of both parents death. He also leads training initiatives to support Cumberland Trusts growing administration team as they serve clients. She also manages a growing team of Special Assets Administration professionals providing specialized administration of these complex trust assets. Ashley is a Nashville native and earned a B.S. Prior to joining Cumberland Trust, Elly served as Deputy Finance Director for a Nashville mayoral campaign and prior to that as a director of a prison re-entry program in Texas. Douglas is a member of the Young Alumni Council and Gordon Ford College of Business Associates at Western Kentucky University. in Economics from Sewanee: The University of the South in Sewanee, Tennessee. 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. 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. from Belmont University College of Law in Nashville. Prior to joining Cumberland Trust, Heather worked for 11 years at medSR, creating and overseeing their human resources and administrative functions. in Business Administration from Middle Tennessee State University, with minors in Economics and Finance. Blattmachr says low-end players can use technology to better serve the mass market. McGarrity has more than 16 years of experience in the financial services industry. in American Studies from the University of Tennessee (summa cum laude). Senior Vice President & Managing Director, Trust Administration. Lauren Bargo joined Cumberland Trust as a Trust Specialist in 2022. Elizabeth is licensed to practice law in Tennessee and Kentucky. 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). She also leads strategic initiatives aimed at supporting market growth and commitment to client service, oversees the companys long-term planning goals, and advises on legal fiduciary and corporate governance matters. Posted: February 26, 2021. A corporate executor, with many on-staff professionals, is always available. She enjoys volunteering with animal rescue organizations and supporting various charities to help fight against animal cruelty. One of our co-founders is a former insurance actuary (e.g. in Family and Consumer Sciences from the University of Georgia. Site by Circa Creative Studios. Newly contributed or acquired assets do not include assets acquired by the sale, transfer, exchange, or otherwise of the amount of trust property on which fees were previously assessed." G.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. Personal Trust Administration 1/1/2022 Register of Wills Fee Schedule (pdf) Court Calendar. In these roles, Robin helped families find solutions to support their loved ones diagnosed with dementia and Alzheimers disease. A beneficiary can be a person or an institution. If more than one of the foregoing fees could apply to a given Trust Custody Account, the highest applicable fee will apply. Rene Frederiksen joined Cumberland Trust 2015. The Tennessee asset protection trust is available to anyone in the country as long as a qualified trustee is a resident of Tennessee or a Tennessee-based trust institution. 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. Republic Centre, Suite 1540 Assistant Vice President & Special Assets Officer. Constant availability. 36-2000 (42 pa.c.s.a. Previously, Millie worked in the interior design industry where she specialized in developing interior design solutions and delivering superior client service. Avery focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. Previously, she practiced estate planning and probate law in Cincinnati, Ohio, working closely with the trust department of a local bank. Show all. She is a Certified Trust and Financial Advisor (CTFA) and has completed Cannons Trust School program. All rights reserved. Our advisor-friendly commitment assures families receive superior service. 2021 Cumberland Trust. Agency trust fee schedules are unique as they fall under agency trustee services. In this role, Sara Kate works with the Estate Administration team to support families and professional advisors in the administration of estates and administrative trusts. in Political Science from the University of Tennessee at Chattanooga and a J.D. from the University of Tennessee College of Law. What Investors Need to Know about SECURE 2.0 Provisions, Need Help With Your Asset Allocation in Retirement? One of the resulting benefits. Previously, she worked in the legal industry as a paralegal, specializing in estate planning, estate administration and corporate law. Senior Vice President & Managing Director, Business Development. Leslie earned a B.A. It also reduces capital gains tax implications after the death of one spouse. Caitlyn holds a B.S. Cumberland Trust & Investment Co. is a privately controlled organization and a par See more Address Multiple locations Size Small Founded 2001 CEO Joseph K. Presley Type Company - Private Revenue $5M to $10M Industry Investing Companies Website https://cumberlandtrust.com Similar companies See what companies are similar to Cumberland Trust His focus is on ensuring clients receive the supplemental care and support they need in a timely, professional, and friendly manner. in International Studies, with honors, from Miami University in Oxford, Ohio. from Quinnipiac University School of Law in Hamden, Connecticut. All rights reserved. and MBA from the University of Memphis. Site by Circa Creative Studios. NOTE:Accuracy is not guaranteed. Stocks, after a few years of. Chris Buckley joined the Cumberland Trust team in 2006. While attending college, she interned with a commercial real estate investment firm. Estate and post-mortem trust administration to honor, support, and carry out your wishes. She is licensed to practice law in Arkansas and Tennessee. A corporate executors actions are subject to periodic reviews, not only by the beneficiaries but also by independent auditors and regulatory examiners. Bob and his wife Jodi have two adult sons, and they live in the Fort Myers, Florida area. There are very specific things that every trust has to do, and everything else is extra.. Previously, she worked for seven years as a Registered Sales Assistant with a financial advisory firm. Specialties: "Consistently, Cumberland County Playhouse presents the best musical theater offerings you're likely to find outside of NYC." - Broadway World One of the top professional theaters in rural America, Cumberland County Playhouse in Crossville, TN produces an exciting, diverse lineup of musicals, plays and concerts presented in year-round repertory. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. in Accounting from Manhattanville College in New York. Highway Opening Permit Application. Lauren holds a bachelors degree in Business Administration with a concentration in Marketing from the University of Tennessee at Martin. Early on, she developed the Special Needs Trust group, serving the needs of client family members with disabilities. Riley holds a B.S. Previously, he focused on the administration of life insurance trusts. 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. Bonnies previous experience also includes roles at JP Morgan Chase and Deutsche Bank.
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