in Business Administration from Middle Tennessee State University, with minors in Economics and Finance. As a student, Hannah played all four years on the Division 1 tennis team, and was captain for two years. COVID update: Cumberland Park Apartments has updated their hours and services. Jared is a member of the Tennessee Bar Association and is active with the Estate Planning and Probate Section. In this role, Sarah collaborates with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. Layla is licensed to practice law in Tennessee and Louisiana. Thats about where vanilla Commonwealth trusts start, Jim McMackin, who runs the companys marketing, told me. She is a member of the National Trust Real Estate Association (NTREA), as well as the National Trust Closely Held Business Association (NTCHBA). Sara Kate is licensed to practice law in 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. and Bachelor of Civil Law from the Louisiana State University Paul M. Hebert Law Center. As a collaborative member of the Personal Trust Administration team, Katelynn provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. While attending college, she interned with a commercial real estate investment firm. In his role, Jody administers personal trusts, providing responsive service to our clients and their external advisors. Previously, Chris served as Senior Vice President, Managing Director, and Head of Administration. We are compassionate and diplomatic when dealing with complex family relationships. This person, group of people, or institution benefits from the trust, eventually receiving some or all of the property placed in the trust. She also studied abroad at the University of Aberdeen in Scotland. Robert Ottinger joined Cumberland Trust as a Trust Administrator in 2021. Kailey McCann joined Cumberland Trust as a Business Development Associate in 2022. Rachel Fuqua joined the Estate Administration team as a Trust Officer in 2015. launchpad classlink nmusd; cantonese text to speech; 15 second tv commercial script examples Before that, she was Vice President in the Custody Income Operations department (Global Securities Services) at Deutsche Bank/State Street in Nashville. Rebecca holds a B.A. Michelle holds a B.A. 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. from Baylor University in Waco, Texas. If youre like many individuals this time of year, youre starting the year off by creating a list, Working with an attorney to determine what estate planning documents best fit your and your familys needs is, In a revocable or living trust, the trust creator retains rights over the trust, including the ability to. in Corporate Management and Marketing from Lipscomb University. Lauren Bargo joined Cumberland Trust as a Trust Specialist in 2022. Our team is experienced in handling specialized trusts, illiquid assets, and navigating complex family dynamics with diplomacy and respect. Under an agency trustee service agreement, the individual trustee, private or professional, has control over all trust administration and trust accounting. Please email recorder@cumberlandcountypa.gov or call 717.240.6370 to schedule an appointment. He currently coaches for the Nashville Predators youth hockey teams. NO CASH REFUNDS. Protect assets from future lawsuits, creditors, ordivorce. Vice President & Director, Special Needs 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. On the legal team, as Vice President and Fiduciary Counsel, Caroline reviews and drafts documents relating to trust and estate accounts. Additionally, he manages a growing team of personal trust officers, administrators, and specialists. In this role, Lisa focuses on building relationships with external advisors (including financial advisors, attorneys, and accountants), individuals and families through personalized trust and estate services. Rachel now leads the Estate Administration department, which administers trusts and estates of various sizes and complexity throughout the southeast. An Atlanta native, Susan is involved in the community as an active member of the Junior League of Atlanta. Saving forretirementmay soon be mandatory with employers automatically enrolling new hires into plans when eligible. Full-Time. from the University of Kentucky College of Law in Lexington, Kentucky. Do you want to learn more about personalized trust and estate services? Conveniently Headquartered in Trust-Friendly Tennessee. Previously, he worked as a conflict analyst with Pillsbury Winthrop Shaw Pittman. Beth holds a bachelors degree in Mass Communications with minors in Political Science and English from Middle Tennessee State University. She joined the Cumberland Trust team in 2001, at the firms founding. $25.00 per occurrence, maximum of 4 Overdraft and / or Returned Item Fees per day. Tenisha Clausi joined the Cumberland Trust team in 2013. He is a First Lieutenant in the U.S. Army JAG Corps, Reserve Component. 633 Chestnut Street Previously, Alex was the Powerlifting Coach for the Northern Illinois Special Olympics Team for two years. Previously, Bonnie worked on Cumberland Trusts Operations team. Caroline is a regular speaker for industry events nationwide and has been a guest of the Wealth Matters radio show. With it, you can use a trust company with trustee fees on your terms. Elizabeth holds a B.A. (Includes checks, in-person withdrawals, or other electronic means) includes: Overdraft Fee - Assessed when an item is paid Returned Item Fee - Assessed when an item is returned. Wherever fees go, he says, there are going to be a lot more entrants in the trust service business.. Harriet received a B.S. Debbie holds an Executive J.D. While $3,000 happens to be what Advisory Trust charges on the low end, it does seem to be an informal sweet spot within the trust industry. Financial advisors, accountants, and attorneys need a collaborative, non-competitive trust solution for their clients. Roberts previous experience also includes roles at LegacyTree Foundation and Regions Bank. Elly Hutchings joined the Cumberland Trust team in 2015. Specialized expertise combined with care and compassion for your family. Accountability. He also leads training initiatives to support Cumberland Trusts growing administration team as they serve clients. Debbie joined Cumberland Trust in 2021. 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. Andrea Higgins joined Cumberland Trust as a Trust Officer in 2022. Layla received a B.S. Some wills can establish trusts for asset protection purposes or determine guardianship of minor children in the event of both parents death. In this role, Millie works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. Previously, Elly served as a trust officer in Cumberland Trusts Nashville headquarters, administering trust relationships and providing direct client support. Gina holds a B.S. Senior Vice President & Managing Director, Corporate Development. Vice President & Director, Special Asset Administration. Plan, preserve, and protect your legacy for generationstocome. 2022 Orphans' Court Calendar (pdf) 2022 Full Court Calendar (pdf) Rules. from Indiana University Maurer School of Law and is licensed to practice law in Tennessee. Natalicia Hosseinzadeh joined the Cumberland Trust team in 2018. Blattmachr says low-end players can use technology to better serve the mass market. Chase Caldwell serves as Assistant Secretary, Assistant Vice President, and Director of Finance for Cumberland Trust. She enjoys welcoming clients and guests, making them feel comfortable and at ease. Elly received a B.S. 1725.4) effective january 1, 2017: appeal from summary criminal conviction (includes $5 automation fee) $ 48: petition for appeal nunc pro tunc (includes $5 automation fee) $ 48 Jared has extensive experience working with family offices and in the administration of complex trust assets, including inherited Individual Retirement Accounts (IRAs). 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. What is new at CU 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. In fact, Lindsays will be the first friendly voice youll likely hear when you call Cumberland Trust. Mr. Presley holds a B.A. She focuses on providing premier and attentive service to our clients and families with special needs. Assistant Vice President & Special Assets Officer. 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. in Financial Management & Financial Planning from Western Kentucky University (Summa Cum Laude). Prior to joining Cumberland Trust, she worked for Larson Juhl as a customer service team leader. Over her tenure at Cumberland, she has gained a broad knowledge of the trust industry and has worked with a variety of trust types and circumstances. 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. She was awarded a J.D. Comprehensive trust administration, education, and proactive client service for your family. Rachel is licensed to practice law in Tennessee. Trusts offer an excellent way to plan for the future. If more than one of the foregoing fees could apply to a given Trust Custody Account, the highest applicable fee will apply. 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 . Heather develops relationships with individuals, families, and their professional advisors in North Carolina, South Carolina, and East Tennessee. The trustee must be legally competent to accept the trust property he or she is to manage. TRUST MANAGEMENT FEE MARKET VALUE OF ASSETS ANNUAL FEE First $1 Million 1.20% Next $4 Million .95% Next $5 Million .65% . She continues to volunteer with the Harpeth Conservancy working on the Tennessee rivers. Additionally, she volunteers as a photographer for the Harpeth Conservancys renowned River Swing event. Adriana Sosa joined the Cumberland Trust Asset Transfer team in 2021 as an Asset Transfer Specialist. Previously, he focused on the administration of life insurance trusts. 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. Haley Tucker joined the Cumberland Trust team in 2019. 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. Andrea has extensive experience in financial planning, account management, and trust administration and management. Matt Skeens joined Cumberland Trust as a Trust Administrator in 2022. in Education from Middle Tennessee State University and a Paralegal Certification from Southeastern Paralegal Institute in Nashville, Tennessee. The Trust Advisor realizes that this is not a comprehensive list of all firms. Kailey earned a B.A. As a member of the Personal Trust Administration team specializing in Distinctive Care, Andrew provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. The Tennessee Community Property Act of 2010 can benefit families nationwide. realized gains on the sale of any and all trust assets. Since our relationship managers do not have sales goals and have a manageable number of accounts, they are able to develop long-term relationships with their clients and regularly communicate with them, as needed. 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. 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. As Senior Vice President and Managing Director of Trust Administration, Caroline is responsible for relationship management and account administration, with a focus on high-net-worth families and their needs. in Finance and Economics from Lipscomb University and is a graduate of Southern Trust School. Stephen Granberg joined the Cumberland Trust Special Asset Administration team in 2022 as a Special Assets Administrator. in Public Relations with a Minor in Marketing from Belmont University. Caroline Mitchell joined Cumberland Trust in 2019. Katrina focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Our Cumberland Trust Family is Here to Take Care of Yours Trusted relationships are at the heart of what we do. He received a J.D. For 35+ pages, please contact the County Clerk's office at (304) 264-1927. In this role, Ashley provides direct support to the business development team, assisting with ongoing development and onboarding of new and prospective Cumberland Trust clients and their advisors. He assists with various tasks related to real estate; oil, mineral, gas interests; LLC interests and other special assets for Cumberland Trusts clients. 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. Lorena has years of experience in multiple specialty areas of trust administration and currently serves as Assistant Vice President and Trust Officer in Special Needs Trust Administration. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. 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. $10. Fee Schedule. Throughout her time at Belmont, she held internships focusing on account and business management. In this role, Meredith works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. Outside of work, Ryan enjoys volunteering at the St. Philip Legal Clinic in Franklin, TN. Helina works with the compliance department to help ensure that accounts are opened and documented correctly. She received her J.D. Additionally, she has worked with Life Crisis Services and the Incarnate Word Hospital. Each relationship manager is part of a team, so there will always be someone available who is familiar with the account. The trustee is responsible for managing and administering the trust and strictly adhering to the terms of the trust as well as applicable state law in performing its duties. Site by, The Collaborative Directed Trustee/Financial Advisory Relationship. In his leisure time Tim enjoys reading and crafting heirloom, hardwood rocking chairs for adults and children. Site by. 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. Alex is the Vice President and Director of Cumberland Trusts personal trust administration division. what lottery has the best odds in ontario; dora dolphin birthday; shooting rest for hunting; cool military callsigns; A series of fortunate events July 20, 2020. Current beneficiaries are entitled to receive current income or principal distributions from the trust either at the discretion of the trustee or as required by the terms of the document. There's still a fair amount of mystery surrounding exactly whats baked into each of those basis points. Additionally, she has experience as a sales assistant for a local stock brokerage firm where she was Series 7 and 66 licensed. She received a B.A. Is a Revocable, Living Trust Right for You? Zandra Ribas joined the Cumberland Trust team in 2019. Meg 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. Please consult the institution directly to confirm costs. Caitlyn A. Lovell joined the Cumberland Trust team in 2019. Northern Trust doesnt publish its fee scale, but president Dan Lindley was kind enough to give The Trust Advisor a peek. Leslie is a member of the Tennessee Bar Association and is licensed to practice law in Tennessee. Amanda Laginess joined the Cumberland Trust team in 2020. Lindsay holds a Bachelor of Music in Music Therapy with a Minor in Psychology from the Berklee College of Music in Boston, Massachusetts. He is a member of the American Association of Petroleum Landmen, a licensed affiliate broker with the State of Tennessee, and a member of the National Trust Real Estate Association (NTREA). Instead, a trust helps to ensure your assetsthe ones that youve worked so hard to buildare distributed in the time frame and manner you desire. Vice President & Director, Estate Administration. As Vice President, Trust Officer and Manager in personal trust administration, Jared leads a team of personal trust relationship managers and specializes in guiding high-net-worth clients and their professional advisors through the administration of personal trusts. degree in Corporate Finance from the University of Alabama. Caroline serves as a board member of the YWCA of Nashville and Middle Tennessee. Prior to joining Cumberland Trust, Lauren worked as a Brokerage Client Specialist with Wells Fargo Advisors. Posted on . in International Studies and French from Rhodes College in Memphis. As Corporate Strategy Officer, Jessica develops the framework and plans to support long-term strategic initiatives for Cumberland Trust. In her role, Shelly connects individuals, families and their financial, legal, and tax advisors with Cumberland Trusts high caliber trust and estate administration services. 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. Rene Frederiksen joined Cumberland Trust 2015. Rene has worked for more than 20 years in the financial services industry and for the past 15 years specifically with trusts focusing on endowments, foundations, and personal trusts. In this role, she works closely with external and internal auditors, while focusing on Fiduciary Compliance, Corporate Compliance, and Regulatory Compliance. Our relationship managers provide a high level of communication and responsiveness for the clients we serve. Previously, Caitlyn worked as an associate manager at Tumi Inc. and, before that, as an Intern for House Representative Jim Cooper. We are not investment advisors and focus our efforts solely on trust and estate administration. Natalicia serves as a Assistant Vice President and Special Assets Officer, working with unique, illiquid, and hard-to-value assets held in trust. Hannah Kimbrough serves as a Trust Officer in Personal Trust Administration. and was a founding member of the organizations Family Council. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. Senior Vice President & Business Development Officer. 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. Senior Vice President & Managing Director, Trust Administration, Vice President & Director, Personal Trust Administration, Vice President & Trust Officer, Administration Manager. She focuses on being responsive, attentive, and understanding to build relationships with the clients and families she serves. Based in Nashville, TN, Cumberland Trust is a small finance company with only 121 employees and an annual revenue of $2.0M. April is also a graduate of ABA Trust School, as well as Cannons Unique and Hard to Value Assets School. Caroline is a member of the Tennessee Bar Association, Nashville Bar Association, and the Estate Planning Council of Middle Tennessee. 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. Multi-Participant Trust legislation was enacted in 2013 that encourages the use of trust advisors and trust protectors to assist in the management of a trust. Adriana holds a B.A. Evelyn Leonard joined the Cumberland Trust team in 2016 and works with the asset transfer team, helping to ensure that new accounts arrive to Cumberland Trust smoothly and efficiently. Previously, Lori served as Senior Vice President and Managing Director of Corporate Strategy. Ensure that government assistance continues while the basic level of care is supplemented for a child with specialneeds. Business Started Locally: High-touch administration for those needing additional support. Ensure that estate taxes are minimized as much aspossible. Senator Thad Cochran (Mississippi). Plumbing Permit Application. with a concentration in Business Transactions from the University of Tennessee College of Law (magna cum laude). It also reduces capital gains tax implications after the death of one spouse. in Psychology from Sewanee: The University of the South in Sewanee, Tennessee and an M.B.A. from Concordia University in San Antonio, Texas. Prior to joining Cumberland Trust, he held corporate accounting positions at internet start-ups and Fortune 500 companies. Outside of work, Bonnie enjoys volunteering at Grace Works and One Generation Away. David Shetler joined the Cumberland Trust team in 2020. In this role, she works with the compliance department to ensure that new accounts are properly documented and opened correctly. in Accounting. Bonnie Parrish joined Cumberland Trust in 2017. 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. $3.00 will be charged for each distribution . Lou Anne Wolfson joined Cumberland Trust in 2013. from Purdue University Global. Lindsay Phillips joined Cumberland Trust as a Trust Specialist in 2022. Provide for the management of assets while a person is still living and govern how assets will be distributed upondeath. She is licensed to practice law in Illinois. During her time at Sewanee, she was also a Sustainability Fellow. 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. 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. Previously, Evelyn worked in the banking industry, with experience in audit management, commercial relationship management, and credit analysis. 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. 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.
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