Katrina holds a B.S.B.A (magna cum laude) in Marketing with a minor in Hospitality from the University of Central Florida. 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 focuses on being responsive, attentive, and understanding to build relationships with the clients and families he serves. Cumberland County - Tennessee. Chase holds a Bachelors degree in Finance from the University of Tennessee at Chattanooga. from the University of Florida School of Law. Cumberland Trust has provided professional, comprehensive estate settlement services for many years throughout the geographic regions where we serve. West Virginia Housing Fund Fee, in addition to any excise tax imposed on property transfers. Laura Hawken joined Cumberland Trust in 2019. 2021 Cumberland Trust. Plan, preserve, and protect your legacy for generationstocome. Comprehensive trust administration, education, and proactive client service for your family. 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. Find Cumberland Commercial Lease Amendment lawyers in Rhode Island to hire. Previously, Eleanor worked as an intern for The Frist Centers development department and in the development and finance division of Christies New York. 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. Lauren Bargo joined Cumberland Trust as a Trust Specialist in 2022. She has also worked with the Cardinal Basketball Officials Association officiating high school basketball. 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. There are companies that charge small accounts less (Nevadas Summit Trust will go as low as $100 a year), but plenty start their fees at $4,000 and up. It also reduces capital gains tax implications after the death of one spouse. 36-2000 (42 pa.c.s.a. 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. stickman swing cool math; ufc gym plantation; how to send certified mail with return receipt; bronwydd house porth history Sara Kate Nash joined Cumberland Trust as a Trust Officer in Estate Administration in 2022. His experience also includes positions as Hockey Operations Associate and Assistant Youth Hockey Instructor for the New York Rangers. In this role, Chase focuses on Cumberland Trusts corporate operations. LOCATIONS NEAR ME Resources and Insights Tenisha received her masters degree from Ohio University and B.S. She also studied abroad at the University of Aberdeen in Scotland. Advisors and estate plannersmay reproduce this survey uponrequest. She develops and implements marketing initiatives for Cumberland Trusts ten offices. Jodi works in support of our Middle Tennessee market region, and specializes in providing responsive support to new clients and their financial, legal, and tax professional 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, Helina worked in the banking industry, with experience in data analysis and documenting accounts. Jodi Monroe joined Cumberland Trust in 2013. Jared is a member of the Tennessee Bar Association and is active with the Estate Planning and Probate Section. . Douglas Stratton joined Cumberland Trust as a Trust Officer in 2022. As Vice President and Director of the Special Assets team, Dayton works primarily in the evaluation and ongoing administration of special assets, including mineral, oil and gas interests, commercial and residential real estate, closely held business interests, agricultural and rural real estate, timber properties and promissory notes. She enjoys welcoming clients and guests, making them feel comfortable and at ease. In his leisure time Tim enjoys reading and crafting heirloom, hardwood rocking chairs for adults and children. Prior, Beth served as Vice President and In-House Counsel for a nationwide franchise. She supports the estate administration team, providing care and attention to estate and post-mortem trust clients. Each time they were early or on time, fast, and provided excellent service. Over the past several decades, many states have worked to update trust legislation. Michelle holds a B.A. Vice President, Director of Human Resources. Haley Tucker joined the Cumberland Trust team in 2019. So that provides a floor on what people can offer.. 19 reviews of Cumberland Park Apartments "I lived in Cumberland Park for approximately 7 months during an internship. He has twenty-four years of experience in banking, education, and trust administration. In addition, Dan has over 15 years of custody and trust operations experience from previous positions with State Street Bank and Reliance Trust Company. Source: Websites and telephone interviews. She is a graduate of Southern Trust School in Mobile, Alabama and has earned her Certified Trust and Financial Advisor designation (CTFA). Susan earned a B.A. Previously, he worked as a conflict analyst with Pillsbury Winthrop Shaw Pittman. Tuition and Fees. She has also served as a trust officer in personal trust administration, administering trusts for high-net-worth individuals and families. 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. He focuses on being responsive, attentive, and understanding to build relationships with the clients and families he serves. Control is non-issue. In her role, Jennie manages the companys day-to-day operations while driving Cumberland Trusts vision for the future. This definitive guide on cost efficient trustee fees will pull back the curtains on what corporate trustees do and how they charge their fees. He holds a B.S. Melissa Murray joined the Cumberland Trust Special Needs Trust Administration team in 2021. The resolution next moves to the Democratic-majority Senate. In these roles, Robin helped families find solutions to support their loved ones diagnosed with dementia and Alzheimers disease. Outside of work, Avery enjoys volunteering as an assistant basketball coach. 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. Hannah Kimbrough serves as a Trust Officer in Personal Trust Administration. Prior to joining Cumberland Trust, she worked for eight years in Special Education for the Williamson County School District. Its expensive to be a fiduciary, Blattmachr acknowledged in our conversation. Early on, she developed the Special Needs Trust group, serving the needs of client family members with disabilities. Greg Sauers joined Cumberland Trust as a Trust Administrator in 2020. Before joining the Cumberland Trust team, Jared worked as an associate attorney at Hagan Law Group, PLLC in the practice areas of business law, property law, and estate planning. Outside of work, Sarah enjoys spending time with friends and family. As Chief Fiduciary Officer, Chris oversees the day-to-day management of the entire Administration team, which includes Personal Trust Administration, Special Needs Trust Administration, and Estate Administration. Based in Nashville, TN, Cumberland Trust is a small finance company with only 121 employees and an annual revenue of $2.0M. Trust Advisors - Private Trust Company: Planning, Administration & More Site by Circa Creative Studios. Sharon is a registered CPA in Arkansas and is licensed to practice law in both Arkansas and Tennessee. Outside of work, Matt has enjoyed coaching youth golf and basketball, and is an avid Indianapolis Colts and Cincinnati Reds fan. As an independent trust company, we focus on trust and estate administration services, while collaborating withyou. Caitlyn A. Lovell joined the Cumberland Trust team in 2019. Kim holds a B.S. She received her Masters degree in Management from Embry-Riddle Aeronautical University. 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. Yes, we have a team that focuses on the administration of illiquid assets held in trust. All rights reserved. As a collaborative member of the Personal Trust Administration team, Bonnie provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Provide a measure of protection when beneficiaries may lack the maturity or expertise to manage their ownaffairs. Jennie focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. $12.00 for the first 5 pages, $1.00 for each additional page. Plan, preserve, and protect your legacy for generationstocome. Prior to joining Cumberland Trust, he was a Financial Consultant at Fidelity Investments in Chesterfield, Missouri. 2022 Holiday Trash & Recycling Schedule | cumberlandme Home Home About Cumberland Departments Active Living 55 + Mission Book Delivery Service Community Resources Cumberland Area Rides (CAR) Durable Medical Equipment Handy Helpers Mornings With Friends Property Tax Assistance Service Request Vendor List Vendor Referral Volunteer Application Matt focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. In this role, she reviews and drafts documents relating to incoming and transferring trusts. Additionally, she handles special projects for the compliance team. Additionally, she has experience as a sales assistant for a local stock brokerage firm where she was Series 7 and 66 licensed. in Business Administration from Auburn University. Prior to joining Cumberland Trust, Phillip worked as an intern on Capitol Hill for U.S. No products in the cart. Mr. Clements heads up a legal team, made up of attorneys, compliance officers, and specialists. Jennie Menzie joined Cumberland Trust in 2012 and serves as President, Chief Operating Officer, and Corporate Counsel.

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