Caroline is a regular speaker for industry events nationwide and has been a guest of the Wealth Matters radio show. . She received her J.D. Show all. Leslie is a member of the Tennessee Bar Association and is licensed to practice law in Tennessee. Rachel holds a B.A. Prior to joining Cumberland Trust, Mr. Presley served as Senior Vice President and Head of Personal Trust Services for SunTrust Bank where he presided over the personal trust administration, estate settlement, tax, trust real estate, sales, and endowment/foundations divisions. Ensure that government assistance continues while the basic level of care is supplemented for a child with specialneeds. Additionally, he manages a growing team of personal trust officers, administrators, and specialists. Over the past several decades, many states have worked to update trust legislation. Chris is a chartered Financial Analyst (CFA) and Certified Trust and Financial Advisor (CTFA). Cumberland Trust has provided professional, comprehensive estate settlement services for many years throughout the geographic regions where we serve. Tenisha received her masters degree from Ohio University and B.S. Elly received a B.S. Sharon is a registered CPA in Arkansas and is licensed to practice law in both Arkansas and Tennessee. Previously, Ashley worked for Newt Gingrichs 2012 presidential campaign. launchpad classlink nmusd; cantonese text to speech; 15 second tv commercial script examples David Shetler joined the Cumberland Trust team in 2020. Sarah focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. She was awarded the Certified Trust and Financial Advisor designation (CTFA) and is a graduate of Cannon Trust School, through Cannon Financial Institute. Michelle holds a B.A. 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. 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. 21061 and act no. High-touch administration for those needing additional support. 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. (magna cum laude) in Public Relations and a B.S. Until further notice, the original 1905 portion of the old courthouse is CLOSED to the public due to the current structural integrity of the Building. At Cumberlands start, Michelle, a Trust Officer, helped to establish the open architecture platform that focuses on helping families and forming partnerships with advisors. There is no worry that we will be influenced to favor one beneficiary over another. Previously, he worked as a conflict analyst with Pillsbury Winthrop Shaw Pittman. in Psychology from Agnes Scott College in Decatur, Georgia. She received her J.D. in Communications and English from Hope College in Holland, Michigan. Comprehensive trust administration, education, and proactive client service for your family. Senior Vice President & Managing Director, Business Development. For 35+ pages, please contact the County Clerk's office at (304) 264-1927. Adriana Sosa joined the Cumberland Trust Asset Transfer team in 2021 as an Asset Transfer Specialist. 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. Helina received a B.A. in Business Administration from Middle Tennessee State University, with a major in Finance. Asha Nivison joined Cumberland Trust in 2012. We provide continuity to ensure that beneficiaries have a reliable trustee and someone to turn to throughout the duration of the trust, Qualified personal residence trusts (QPRTs). Caroline L. H. Bradshaw joined the Cumberland Trust team in 2007. With a connected team of 120+ experts at your service in 10 offices nationwide. Tennessee continues to distinguish itself as a desirable state for trusts, and new legislation maintains this advantage. 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. Outside of work, Avery enjoys volunteering as an assistant basketball coach. Heather Savage is Senior Vice President and Business Development Officer based out of Cumberland Trusts Knoxville office. Heather Logan joined Cumberland Trust in 2022 as Vice President, Director of Human Resources. Roberts previous experience also includes roles at LegacyTree Foundation and Regions Bank. Lorena holds an Associate degree in Business from Nashville State Community College. 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. Sara Kate is licensed to practice law in Tennessee. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. She is dedicated to expanding our presence in the Georgia market by developing relationships with professional advisors within the local estate planning community and their clients. Jennie Renwick joined Cumberland Trust in 2021 and serves as a Vice President and Trust Officer. All rights reserved. Charitable trusts can have tax benefits for philanthropic families or individuals who wish to donate to charitable organizations. Zandra serves as a Senior Business Development Associate. All other documents. 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. Haley Tucker joined the Cumberland Trust team in 2019. Caroline previously served as an Assistant Vice President and Trust Advisor at SunTrust administering trusts and managing high net worth client relationships. Cumberland Trust has provided professional, comprehensive estate settlement services for many years throughout the geographic regions where we serve. Layla has extensive experience in due diligence, contracting, and compliance. Previously, Chris served as Senior Vice President, Managing Director, and Head of Administration. Asha holds a B.S. Avery focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. $10 (register may waive for person over 62 years old) Birth certificate after one year or more for same county, with one certified copy. Fee Schedule. cumberland trust fee schedulesan juan airport restaurants hours. in Family and Consumer Sciences from the University of Georgia. Previously, Eleanor worked as an intern for The Frist Centers development department and in the development and finance division of Christies New York. Andrea Higgins joined Cumberland Trust as a Trust Officer in 2022. The Trust owns the assets and Texas Bank manages the assets for the benefit of specified persons or organizations.TRUSTS UNDER AN AGREEMENT TRUSTS UNDER A WILLFirst $500,000 1.000%Next $500,000 0.800%Next $1,000,000 0.700%Amounts over $2,000,000 0.600%Minimum Fee $1,000LIFE INSURANCE TRUSTS Life Insurance Trusts are trusts that Additionally, she is a member of the Estate Planning Council of Middle Tennessee. Responsibilities. Outside of work, Sarah enjoys spending time with friends and family. Prior to joining Cumberland Trust, Sloan worked for more than 14 years as a Private Banker and Assistant Vice President with U.S. Trust Private Wealth Management in Nashville, TN. 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. Matt Skeens joined Cumberland Trust as a Trust Administrator in 2022. Vice President & Trust Officer, Administration Manager. Site by Circa Creative Studios. All rights reserved. Prior to joining Cumberland Trust, Haley completed an AmeriCorp term with Harpeth Conservancy. If more than one of the foregoing fees could apply to a given Trust Custody Account, the highest applicable fee will apply. He received his J.D. Industry Financial Services Revenue $2.0M Employees 121 Founded in 2001 Headquarters Nashville, TN Website cumberlandtrust.com Organization Type Private Is This Your Company? As Vice President of Corporate Development, Douglas works to expand Cumberland Trusts relationships with families and advisors in the Nashville region. Douglas holds a B.A. and Bachelor of Civil Law from the Louisiana State University Paul M. Hebert Law Center. A thoughtful estate plan is one of the best gifts you can leave to your family and loved ones. TRUST MANAGEMENT FEE MARKET VALUE OF ASSETS ANNUAL FEE First $1 Million 1.20% Next $4 Million .95% Next $5 Million .65% . 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. All rights reserved. Douglas Kirkpatrick joined Cumberland Trust in 2009. Creates engaging experiences that inspire conservation action. Additionally, she handles special projects for the compliance team. As a collaborative member of the Personal Trust Administration team, Greg provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. She received a B.B.A. This fee is not to be assessed on assets for which the gross-value fee was While shell take on a tiny trust if the grantor insists, she warns that advisors should recognize that the trust company will pass on the cost of running it and sometimes it just doesnt make sense. in Psychology and Sociology from Western Kentucky University. She focuses on topics related to family governance structures, succession planning, and working with a corporate trustee. 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. Additionally, he is on the Board of Directors of the Center for Living and Learning and on the Advisory Board for Men of Valor. She received her J.D. Brianna McCray joined Cumberland Trust as a Trust Specialist in 2021. Jared received a B.S. Prior to joining Cumberland Trust, she worked as a leader of the Activities Department at Abes Garden Alzheimers and Memory Care Center. The place is well-maintained and the pools are absolutely beautiful. Kailey McCann joined Cumberland Trust as a Business Development Associate in 2022. Prior to joining Cumberland Trust, he worked as a Senior Relationship Banker at Truist Bank.
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