In this role, Hannah administers personal trust accounts. Comprehensive trust administration, education, and proactive client service for your family. Rene received her B.A. Thats really the minimum anyone can comfortably charge. Through collaboration with our Trust and Estate Administration team members, she provides a high level of expertise to her clients. In this role, Millie works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. Lauren holds a bachelors in business administration and a MBA from the University of Mississippi. 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. Provide regular disbursements to someone who is unable to manage large sums ofmoney. Fees and Fines. Establishing a trust is not merely a plan to minimize taxes. Prior to law school, Jared served as a Supply Chain Analyst with General Electric. Prior to joining Cumberland Trust, Heather worked for 11 years at medSR, creating and overseeing their human resources and administrative functions. Earlier in her career, Lou Anne worked in the Cook County States Attorney Office in Chicago as an Assistant States Attorney and Prosecutor in the Appellate Division and then in the Abuse and Neglect Division of Juvenile Court. Previously, Evelyn worked in the banking industry, with experience in audit management, commercial relationship management, and credit analysis. , 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. Natalicia holds a degree in Finance with a minor in Accounting from Western Michigan University in Kalamazoo, Michigan. She received her J.D. 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. The resulting team of experts then works together to provide the beneficiary with care and expertise, ensuring optimal management and administration of the trustorestate. She also studied abroad at the University of Aberdeen in Scotland. What is a Directed Trustee? Matt holds a B.A. Laura holds a Bachelor of Social Work from the University of Mississippi and a Master of Social Work from St. Louis University. Previously, she served for ten years as a paralegal and raised her three, now grown, children. Caroline previously served as an Assistant Vice President and Trust Advisor at SunTrust administering trusts and managing high net worth client relationships. We are located in one of the most trust-friendly states, giving our clients and their assets access to very favorable trust laws. in finance from Auburn University. Typically, the grantor is named as the primary beneficiary during his or her lifetime and may also act as his or her own trustee. Sara Speidel joined the administration team at Cumberland Trust in 2007. Hannah is a graduate of Eastern Illinois University where she received a B.S. This includes supervising staff, promoting The Wilds, scheduling activities, creating programs/tours, maintaining camp, following safety protocols and all other activities. Is a Revocable, Living Trust Right for You? 30 reviews of Moyer & Sons Moving & Storage "My family has been using Moyer & Sons since my folks moved to DC a little less than thirty years ago. Elizabeth Kaegi joined the Cumberland Trust legal team in 2021 and serves as Fiduciary Counsel. This person, group of people, or institution benefits from the trust, eventually receiving some or all of the property placed in the trust. from the University of Tennessee College of Law. She has also taught Money Matters classes at the Boys & Girls Club of Lansing in Lansing, Michigan. Learn more to protect yourself and avoid falling victim. 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. Assistant Vice President & Marketing Manager. Site by, New Legislation Maintains Tennessees Status as a Leading Trust-Friendly State. Others decide what your client will pay when the business is placed on the table. Michelle holds a B.A. in Accounting. by | Jun 10, 2022 | durham university sports and societies | northstar refrigerator reviews | Jun 10, 2022 | durham university sports and societies | northstar refrigerator reviews so is each estate left behind. Find local administrative orders and rules. Sarah focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Jared has extensive experience working with family offices and in the administration of complex trust assets, including inherited Individual Retirement Accounts (IRAs). 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. We believe our relationship managers should be fully focused on their current clients. Elsie Bennett joined the Cumberland Trust team in 2015. Sharon received a B.S. Control is non-issue. Prior to joining Cumberland Trust, Owen was a Trust Associate with Pendleton Square Trust Company in Nashville, Tennessee. Personal Trust Administration In this role, Meredith works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. Plan, preserve, and protect your legacy for generationstocome. Interpretation Appeal Application - Fillable. CAREERS & OUR CULTURE Joseph K. Presley She enjoys cultivating relationships with her clients while creating and maintaining a plan for their trust that prudently meets their needs and ultimate goals. Previously, Dayton worked in Tuscaloosa, Alabama for Hawkeye Oil and Gas, Inc., a small oil and gas exploration company involved in coal bed methane and other conventional operations in the Black Warrior Basin of Alabama. 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. Elly received a B.S. 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. Alex is the Vice President and Director of Cumberland Trusts personal trust administration division. 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. Dayton received his B.A. Laylas background also includes experience in utilities regulation while conducting legal research and writing for the Louisiana Public Service Commission. 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. in Corporate Management and Marketing from Lipscomb University. A Certified Trust and Fiduciary Advisor (CTFA), Lisa holds a Bachelor of Arts and Science degree in interdisciplinary studies from the University of Missouri. Asha Nivison joined Cumberland Trust in 2012. Senior Vice President & Managing Director, Operations/Technology. He also leads training initiatives to support Cumberland Trusts growing administration team as they serve clients. Wherever fees go, he says, there are going to be a lot more entrants in the trust service business.. While attending college, she interned with a commercial real estate investment firm. As Vice President, Trust Officer, and Administration Manager, she is responsible for high net worth personal trust relationship management and account administration. from Indiana University Maurer School of Law and is licensed to practice law in Tennessee. Previously, Bonnie worked on Cumberland Trusts Operations team. Some of the advantages of a corporate executor include: Establishing an estate plan is essential and can provide you and your family with security and peace of mind for the future.Estate planning is not one-size-fits-all and varies in complexity depending on individual needs. Tim is a graduate of the American Bankers Association Trust School where he earned the Certified Trust and Financial Advisor (CTFA) designation. Fee Schedule - Effective July 2021. Outside of work, Sarah enjoys spending time with friends and family. 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 could mean naming current beneficiaries and then allowing for the inclusion of others born after the trusts inception. Jared received a B.S. 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. Previously, he worked in the financial solutions industry. An outside scholarship may cover the access fee only if the scholarship provider submits to the Office of Financial Aid a written statement that stipulates the scholarship . Site by, The Collaborative Directed Trustee/Financial Advisory Relationship. Our dedicated staff have the time and attention to make sure our mutual clients receive unmatched support, education, and care when they need it most. and Morris, Manning & Martin, LLP. Ryan Russell joined Cumberland Trust as a Trust Officer in 2022. Matt Skeens joined Cumberland Trust as a Trust Administrator in 2022. Whatever happens, says Kathy Roberts, the CEO of Santa Fe Trust, small accounts shouldnt be loss leaders. Fees for managing smaller trusts aren't calculated by percentage because it could eat up a lot of the trust funds. The Trust Advisor realizes that this is not a comprehensive list of all firms. Currently, Michelle manages the business development team, who work in Cumberland Trusts headquarters and in each of its regional offices. The access fee is considered a cash fee, therefore institutional aid and outside scholarships are not allowed to be used as payment. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. In fact, Lindsays will be the first friendly voice youll likely hear when you call Cumberland Trust. Prior to joining Cumberland Trust, Riley worked as an Operations Analyst at UBS Financial. Vice President & Director, Special Asset Administration. Douglas holds a B.A. Caitlyn holds a B.S. In this role, Avery works with the Estate Administration team to support families and professional advisors in the administration of estates and administrative trusts. Site by Circa Creative Studios, Conveniently Headquartered in Trust-Friendly Tennessee. Do you want to learn more about personalized trust and estate services? Naturally, its going to cost extra if the trust company also manages the underlying assets. Meredith focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Scott Martin, contributing editor, The Trust Advisor. In this role, she works with the compliance department to ensure that new accounts are properly documented and opened correctly. We work closely with attorneys and financial advisors who have established estate plans and investment objectives for their long-standing clients. It also reduces capital gains tax implications after the death of one spouse. Rachel holds a B.A. Previously, Mr. Presley served as Chairman, President, and CEO and as President and Chief Operating Officer of Cumberland Trust. Meredith graduated from Boise State University in Boise, Idaho with a bachelors degree in Business Administration. 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. Bob Carville joined the Cumberland Trust team in 2022. Ashley is a Nashville native and earned a B.S. in Economics from Smith College in Northampton, Massachusetts. Lauren holds a bachelors degree in Business Administration with a concentration in Marketing from the University of Tennessee at Martin. Clerk's fee 301 & 145 Technology trust fund fee, 106 transfer fee, 212 58.1-3314 (2) Grantee tax, 039 58.1-806 Virginia outdoors Foundation-035: Quit Claim Deed $27.00 or Based on Consideration. stickman swing cool math; ufc gym plantation; how to send certified mail with return receipt; bronwydd house porth history Conveniently Headquartered in Trust-Friendly Tennessee. As a member of the Personal Trust Administration team specializing in Distinctive Care, Lindsay provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Vice President & Director, Estate Administration. Source: Websites and telephone interviews. Shelly served on the Executive Committee of the Georgia Bar Association Fiduciary Law Section and was a past chair of the Atlanta Bar Estate Planning and Probate Section. Bonnies previous experience also includes roles at JP Morgan Chase and Deutsche Bank. in American Studies from the University of Tennessee (summa cum laude). As a trust administrator, Donna collaborates with legal, financial, and tax professionals to ensure all aspects of an estate are given careful attention. Choosing Cumberland Trust provides the peace of mind that comes from knowing you will have a qualified, caring, and independent corporate executor or trustee. Alexbeganat Cumberland Trust workingon the legal team and then transitioned to the administration of trust accounts. Rebecca Halvorson joined Cumberland Trust in 2010. All rights reserved. Alternatively, advance directives (e.g., a living will or do-not-resuscitate (DNR)) help guide the specific decisions of doctors and caregivers if you become incapacitated and incapable of expressing your wishes regarding your medical treatment. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. During her time at U.S. Trust, she assisted families with multi-generational financial planning, credit needs and overall wealth management services. Vice President & Trust Officer, Administration Manager. and was a founding member of the organizations Family Council. She holds a B.B.A. 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. Dudleys experience includes working as Senior Vice President at First American National Bank. Prior to joining Cumberland Trust, Shelly founded The Donaldson Law Firm following experience at other firms including Lefkoff, Duncan, Grimes, McSwain & Hass, P.C. With 15 years of experience in the financial and banking industry, Jeiman brings a high level of expertise to her clients. 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. Previously, Sloan was with Polo Ralph Lauren Corporation for 14 years, serving in many capacities, including Director of Operations for the company. in Accounting (cum laude) and a J.D. Comprehensive trust administration, education, and proactive client service for your family. degrees in Finance and Management from Lipscomb University. 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. Decanting is a process whereby assets from an irrevocable trust are moved to a new irrevocable trust with updated provisions. Please consult the institution directly to confirm costs. How Can They Provide Better Service to Families. Rene Frederiksen joined Cumberland Trust 2015. She specializes in relationship building with families and their financial, legal, and tax advisors. 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. Matt focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. Cumberland Trust has provided professional, comprehensive estate settlement services for many years throughout the geographic regions where we serve. Lori is also a graduate of Belmont Universitys Center for Executive Education in Financial Planning and has obtained CFP certification. Meredith Harville joined Cumberland Trust as a Trust Administrator in 2021. 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 Political Economy from Sweet Briar College in Sweet Briar, Virginia. Just another site. She received her J.D. 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. Lou Anne earned a B.A. Impartiality. In some cases, the creator of the trust may also name himself as co-trustee to be responsible in part for administering the trust. He manages accounts day-to-day financials, while additionally assisting our Fiduciary Compliance Committee. She also manages a growing team of Special Assets Administration professionals providing specialized administration of these complex trust assets. Prior to joining Cumberland Trust, he worked as a Senior Relationship Banker at Truist Bank. in Spanish from Southern Methodist University in Dallas, Texas. Nathan Hyde joined the Cumberland Trust team in 2002 and serves as Senior Vice President and Director, Business Continuity and Information Security. Previously, she worked in the legal industry as a paralegal, specializing in estate planning, estate administration and corporate law. 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. and Bachelor of Civil Law from the Louisiana State University Paul M. Hebert Law Center. from the Cumberland School of Law at Samford University in Birmingham, Alabama. Prior to joining Cumberland Trust, Dan was Vice President and Audit Supervisor of Internal Audit for Reliance Trust Company/Fidelity National Information Services, Inc. (FIS). LOCATIONS NEAR ME Resources and Insights As a Business Development Officer, Bob focuses on building relationships with financial advisors, attorneys, and tax professionals throughout the state of Florida. In this role, she works closely with clients and their families, along with their legal, financial, and tax professional advisors. Robin studied Business Administration at Draughons Junior College of Business in Paducah, KY. Helina Mekuria joined Cumberland Trust in 2018. 7A-307(a)(2a). Rachel Fuqua joined the Estate Administration team as a Trust Officer in 2015. Prior to joining Cumberland Trust, Gina spent nine years with Merrill Lynch Insurance Group focusing on estate planning through life insurance. Prior to joining the legal team, Caroline worked as a Trust Officer in the estates administration department overseeing administration of estate and administrative trust accounts. Previously, Eleanor worked as an intern for The Frist Centers development department and in the development and finance division of Christies New York. Estate and post-mortem trust administration to honor, support, and carry out your wishes. Riley holds a B.S. 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. First Federal Bank is here to support our local businesses with a complete range of commercial banking products. An essential planning tool, a will dictates distribution of your assets from your estate to surviving family members, friends, or favored charitable organizations. As a collaborative member of the Special Needs Trust Administration team, Michelle provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Natalicia Hosseinzadeh joined the Cumberland Trust team in 2018. She continues to volunteer with the Harpeth Conservancy working on the Tennessee rivers. Site by. Shannon McGarrity joined the Cumberland Trust team in 2022 as Senior Vice President and Managing Director in Business Development. She has also worked with the Cardinal Basketball Officials Association officiating high school basketball. Roberts previous experience also includes roles at LegacyTree Foundation and Regions Bank. Previously, she worked as a Teller, then Personal Banker and Assistant Manager in consumer banking at Bank of America, then with Private Wealth Management at U.S. Trust, and on the Commercial Banking Team at Bank of America. Other companies that start at that level include New Hampshire Trust and Georgia-based Reliance Trust. All rights reserved. Prior to Cumberland Trust, April worked at SunTrust Bank (now Truist) as a Trust Advisor, as well as a Closely-Held Business Asset Manager, where she managed a portfolio of privately-held assets owned in trusts or other structures where SunTrust had a fiduciary capacity. 1 Stated fees are for services provided by Cumberland County and does not include any additional fees that may be charged . Eloise Schroer joined Cumberland Trust as a Trust Specialist in 2022. County of Cumberland, Pennsylvania. During her time at Sewanee, she was also a Sustainability Fellow. Each relationship manager is part of a team, so there will always be someone available who is familiar with the account. Previously, she worked as a Trust Officer for Regions Bank in Knoxville and in Cincinnati, Ohio at Provident Bank in tax and trust accounting. clerk of court's fee bill adopted pursuant to 42 pa.c.s.a. in Finance and Economics from Lipscomb University and is a graduate of Southern Trust School. She earned a Master of Management degree from the Kellogg Graduate School of Management at Northwestern University. Avery Oaks joined Cumberland Trust as a Trust Officer in 2022. Prior to joining Cumberland Trust, Avery was an associate attorney at Brazil Clark, PLLC and worked as an Investment Advisor at Valor Financial Services. 19 reviews of Cumberland Park Apartments "I lived in Cumberland Park for approximately 7 months during an internship. Caroline serves as a board member of the YWCA of Nashville and Middle Tennessee. As with the TISA, this act requires that the trustee is a Tennessee resident or trust company. 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. She earned a J.D. Prior to joining Cumberland Trust, he was a Financial Consultant at Fidelity Investments in Chesterfield, Missouri. 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. 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. Brianna studied Business Administration at Georgia State University. Leslie is a member of the Tennessee Bar Association and is licensed to practice law in Tennessee. 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. No fee. Plan, preserve, and protect your legacy for generationstocome. in Sociology from Middle Tennessee State University (cum laude) with minors in Global Studies and Business Administration. in Business Administration from the University of Tennessee, Knoxville and was awarded a J.D. legislation was enacted in 2013 that encourages the use of trust advisors and trust protectors to assist in the management of a trust. She is a Fellow in Charitable Estate Planning from the Institute of Charitable Estate Planning. Our premier services support families when they need it most, providing guidance, education, peace of mind, respect, and understanding. 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.