Lindsay Hardin joined the Cumberland Trust team in 2015. 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 . from Nashville School of Law. All rights reserved. in Art with a minor in Psychology from West Georgia University in Carrollton, Georgia. 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. Caroline received a B.A. Her background also includes experience in federal and state contract management, and insurance defense litigation. overpaid mortgage interest refund. Plan, preserve, and protect your legacy for generationstocome. Rebecca Halvorson joined Cumberland Trust in 2010. Provide regular disbursements to someone who is unable to manage large sums ofmoney. Sloan Shell joined Cumberland Trust in 2015. In addition, Dan has over 15 years of custody and trust operations experience from previous positions with State Street Bank and Reliance Trust Company. Previously, she served as Treasurer at Fort Vancouver TV. Andrew is an avid hockey enthusiast. google hiring committee rejection rate. cumberland trust fee schedule. in Corporate Management and Marketing from Lipscomb University. 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. Prior to joining Cumberland Trust, Rene was Vice President and Trust Advisor with SunTrust Bank and prior to that she was Director of Planned Giving for the YMCA of Middle Tennessee. She is a member and past board member of the Financial Planning Association of Greater Memphis and a member of the Memphis Estate Planning Council. Our team works in conjunction with any external property managers. Emily Dye joined Cumberland Trust in 2019. 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. What is a Directed Trustee? Prior to joining Cumberland Trust, she worked at both HSBC and Merrill Lynch in their offices in the UK, Malta, and the UAE. Additionally, she handles special projects for the compliance team. She has also worked for more than 24 years in the financial services industry, including roles as Vice President and Manager of Private Client Services at First Tennessee Bank and as a Financial Advisor with Heidtke & Company. Originally from Lake McQueeney, Texas, as Vice President and Regional Development Officer Elly focuses on building relationships with legal, financial, and tax professionals throughout the state of Texas. Dan holds a B.S. Over the past several decades, many states have worked to update trust legislation. Elsie holds a B.A. Mr. Presley holds a B.A. from Purdue University Global. Leslie is a member of the Tennessee Bar Association and is licensed to practice law in Tennessee. She is a member of the Society of Trust & Estate Practitioners and earned Financial Planning Certificates 1, 2, and 3 from the Chartered Insurance Institute in the UK. Dudley Selinger has been a part of the Cumberland Trust team since 2013. His focus is on ensuring clients receive the supplemental care and support they need in a timely, professional, and friendly manner. Lori is also a graduate of Belmont Universitys Center for Executive Education in Financial Planning and has obtained CFP certification. Decanting is a process whereby assets from an irrevocable trust are moved to a new irrevocable trust with updated provisions. from the University of Memphis Cecil C. Humphreys School of Law. Sara Kate holds a B.A in Journalism and English with a minor in French from Indiana University Bloomington. in Finance from The University of Memphis. Kim holds a B.S. But beyond that level, technology keeps improving and letting efficient trust companies bring down their overall cost proposition. 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. Over the past several decades, many states have worked to update trust legislation. Jennie Menzie joined Cumberland Trust in 2012 and serves as President, Chief Operating Officer, and Corporate Counsel. This person has built an asset base and wants to ensure that those assets are distributed according to their wishes. At Cumberlands start, Michelle, a Trust Officer, helped to establish the open architecture platform that focuses on helping families and forming partnerships with advisors. All deeds of conveyance, (with or without a plat), trust deed, fixture filing or security agreement concerning real estate. As Vice President, Director, and Senior Fiduciary Counsel, Leslie reviews and drafts documents relating to trust accounts. Yes, we have a team dedicated to the administration of Special Needs Trusts. 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. unit 3: personal and business finance grade boundaries. Dan Jernigan serves as Corporate Secretary, Senior Vice President, and Managing Director of Compliance and Audits for Cumberland Trust. To contact us, click here. The place is well-maintained and the pools are absolutely beautiful. Prior to joining Cumberland Trust, Runcie was the Charitable Giving Counsel for the American Cancer Society where he advised nationwide staff on legal and tax issues in the areas of planned giving, outright gifts, and other charitable giving arrangements. There are companies that charge small accounts less (Nevada's Summit Trust will go as low as $100 a year), but plenty start their fees at $4,000 and up. from the University of Florida School of Law. When I needed to indefinitely postpone my move, they kept all the information about how much furniture I had on . In her role, Shelly connects individuals, families and their financial, legal, and tax advisors with Cumberland Trusts high caliber trust and estate administration services. Adriana Sosa joined the Cumberland Trust Asset Transfer team in 2021 as an Asset Transfer Specialist. Here she provided comprehensive investment management and trust services, while representing individuals and families in Texas and Louisiana. Other important documents to consider when drafting a will include power of attorney(s). At Cumberland Trust, we work in collaboration with a familys chosen team of professional advisors. Once a Northern Trust account grows beyond $30 million, the company will only charge 5 basis points: $500 a year per $1 million.). , passed in 2010, creates benefits for trusts owned by spouses, including providing equal ownership of property and the sharing of appreciation and income. Prior to joining Cumberland Trust, Sharon spent 16 years as an estate tax attorney with the Internal Revenue Service, where she examined federal estate and gift tax returns and ensured compliance with tax law. In this role, she works closely with external and internal auditors, while focusing on Fiduciary Compliance, Corporate Compliance, and Regulatory Compliance. High-touch administration for those needing additional support. Previously, Eleanor worked as an intern for The Frist Centers development department and in the development and finance division of Christies New York. 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. 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. Leslie Malkiewicz joined the Cumberland Trust team in 2014. Additionally, he is a member of Estate Planning Council of Middle Tennessee and active member of the University of Tennessee, Knoxville Alumni Association. 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. 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. Lauren holds a bachelors degree in Business Administration with a concentration in Marketing from the University of Tennessee at Martin. Prior to joining Cumberland Trust, Lauren worked as a Brokerage Client Specialist with Wells Fargo Advisors. Emily holds a B.S. As Vice President and Manager, Business Development Associate, Carla oversees the onboarding of new business in the Nashville area while managing a team of engagement officers. 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. 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. In this role, Chase focuses on Cumberland Trusts corporate operations. Danielle is currently pursuing an MBA with a concentration in Finance. Prior, Beth served as Vice President and In-House Counsel for a nationwide franchise. Beth focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Caitlyn A. Lovell joined the Cumberland Trust team in 2019. Posted on . Douglas Kirkpatrick joined Cumberland Trust in 2009. In this role, Stephen collaborates with a team working with unique, illiquid, and hard-to-value assets held in trust. Douglas is a member of the Young Alumni Council and Gordon Ford College of Business Associates at Western Kentucky University. She received her J.D. Provide income for the trust creator during their lifetime with the remainder left to a charity orinstitution. Plan, preserve, and protect your legacy for generationstocome. 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. Outside of work, Ryan enjoys volunteering at the St. Philip Legal Clinic in Franklin, TN. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. in Business Administration from Hanover College in Hanover, Indiana. The Grantor is the creator of the trust. As a collaborative member of the Special Needs Trust Administration team, Brianna provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Meredith Harville joined Cumberland Trust as a Trust Administrator in 2021. Mr. Presley is a licensed attorney and Certified Trust and Financial Advisor (CTFA). from Western Kentucky University in Bowling Green, Kentucky. On the legal team, as Vice President and Fiduciary Counsel, Caroline reviews and drafts documents relating to trust and estate accounts. Jennie focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. from the University of Tennessee College of Law. She is a member of the National Trust Real Estate Association (NTREA), as well as the National Trust Closely Held Business Association (NTCHBA). Plan, preserve, and protect your legacy for generationstocome. Donna Wooden brings an extensive background in customer support, project coordination, and office administration to the estate team. Caroline Mitchell joined Cumberland Trust in 2019. in Political Science from Colgate University. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. Register of Wills The primary function of the Register is to determine whether documents offered for probate should be admitted to the official record. Wealth Advisors Trust Co. trustee fee schedule rests on hourly, fixed and percentage of assets. Previously, Shelby held positions at a nationwide mortgage lender and with a Nashville real estate team. A healthcare or financial power of attorney can give the individual(s) you select the authority to make healthcare and financial decisions on your behalf in case you become incapacitated. She is licensed to practice law in Illinois. The trustee must be legally competent to accept the trust property he or she is to manage. While attending college, she held various internships in sales and marketing. In this role, Robert works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. She is a part of the Young Leaders Council, Class 74. Matt Skeens joined Cumberland Trust as a Trust Administrator in 2022. She received a J.D. Ashley Fischer joined Cumberland Trust as a Business Development Associate in 2021. The Uniform Trust Code, passed in 2004, provides a comprehensive set of laws that allow a trust to be administered very efficiently and effectively. Prior to joining Cumberland Trust, Jennie was Director of Client Strategy and Product Development at Trilliant Health. Caitlyn holds a B.S. The Cumberland Land Trust is a private, non-profit, charitable, conservation organization run by a dedicated group of volunteers. Prior to joining Cumberland Trust, Brianna worked as a Business Assistant at a dental practice. She specializes in relationship building with families and their financial, legal, and tax advisors. Vice President & Director, Legal, Senior Fiduciary Counsel. 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. She serves as Senior Vice President and Managing Director of Tax Administration. There is no worry that we will be influenced to favor one beneficiary over another. Early on, she developed the Special Needs Trust group, serving the needs of client family members with disabilities. Zandra Ribas joined the Cumberland Trust team in 2019. by | Jun 10, 2022 | durham university sports and societies | northstar refrigerator reviews | Jun 10, 2022 | durham university sports and societies | northstar refrigerator reviews I used them twice recently, moving to and from Pennsylvania. How Can I Protect My 401(k)? She has also served as a trust officer in personal trust administration, administering trusts for high-net-worth individuals and families. Stephen Crofford joined Cumberland Trust in 2016. She supports the estate administration team, providing care and attention to estate and post-mortem trust clients. * Preservation fee added to every recorded . Site by, The Collaborative Directed Trustee/Financial Advisory Relationship. 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. 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. 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. Jared Lynd joined Cumberland Trust in 2017. Millie holds a B.A. Advises family on tax laws and implications. 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.