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Through collaboration with our Trust and Estate Administration team members, she provides a high level of expertise to her clients. Senior Vice President & Business Development Officer. Prior to joining Cumberland Trust, Bonnie was a Retirement Plan Co-Implementation Manager at The Retirement Plan Company, LLC where she managed an implementation team and handled trading requests for client 401ks and Required Minimum Distributions. 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. Site by Circa Creative Studios, 40 Burton Hills Blvd #300, Nashville, TN 37215, USA, 633 Chestnut St, Chattanooga, TN 37450, USA, 334 Ebenezer Rd, Knoxville, TN 37923, USA, 1000 Ridgeway Loop Rd #105, Memphis, TN 38120, USA. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. Lindsay has a wealth of experience in customer service and provider relations in the healthcare field as well as teaching and communications. What is new at CU Northern Trust doesnt publish its fee scale, but president Dan Lindley was kind enough to give The Trust Advisor a peek. Cumberland County. Eloise Schroer joined Cumberland Trust as a Trust Specialist in 2022. Andrew earned a B.S. BBB File Opened: 2/19/2004. Plan, preserve, and protect your legacy for generationstocome. Homeless Trust Fund Fee $5.00 Assignment of Tax Sale Certificate First page $40.00 Each additional page $10.00 Homeless Trust Fund Fee $5.00 Bill of Sale First page $30.00 Each additional page $10.00 Homeless Trust Fund Fee $5.00 Cancellation of Mortgage Each recording $20.00 Homeless Trust Fund Fee $5.00 Certificate of Incorporation in Political Economy from Sweet Briar College in Sweet Briar, Virginia. Lorena Suarez joined the Cumberland Trust administration team in 2014. from the University of Florida School of Law. Lorena holds an Associate degree in Business from Nashville State Community College. Susan serves as Corporate Strategy and Marketing Officer, supporting Cumberland Trusts growth and nationwide reach through content creation, media relations, and the development, planning, and management of various strategic initiatives aimed at reaching current and new target audiences. In her current role as Chief Strategy Officer, Lori oversees all marketing, strategy, and corporate initiatives and works in the development, planning, and management of various strategic initiatives aimed at reaching current and new target audiences. 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. Site by Circa Creative Studios, Specialized Knowledge and Focused Administration. Sara Kate is licensed to practice law in Tennessee. Previously, he worked in the financial solutions industry. Katelynn Novak joined Cumberland Trust as a Trust Specialist in 2021. County of Cumberland, Pennsylvania. Cumberland County - Tennessee. Prior to joining Cumberland Trust, she worked for Larson Juhl as a customer service team leader. Tenisha received her masters degree from Ohio University and B.S. She holds a B.B.A. She has also served as a trust officer in personal trust administration, administering trusts for high-net-worth individuals and families. Jennie holds a B.S. Additionally, she has experience working with Cumberland Trusts legal team. in Public Relations with a Minor in Marketing from Belmont University. Shelly graduated cum laude from the Fredric G. Levin College of Law at the University of Florida, where she also served as an editor of the Law Review. Rebecca holds a B.A. Previously, Chris served as Senior Vice President, Managing Director, and Head of Administration. Prior to joining Cumberland Trust, Millie served as an Associate Wealth Advisor at Truxton Trust, providing sophisticated and personalized wealth management services. Jared is a member of the Tennessee Bar Association and is active with the Estate Planning and Probate Section. 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. Whatever happens, says Kathy Roberts, the CEO of Santa Fe Trust, small accounts shouldnt be loss leaders. FEE SCHEDULE Effective 7/1/22 * All permits and plan review fees included + Additional fees apply as needed for additional inspections # All fees based upon valuation shall be calculated using a signed contract for work. Haley holds a degree in environment and sustainability with a minor in political science from Sewanee: The University of the South in Sewanee, Tennessee. Prior to joining Cumberland Trust, she practiced as an associate attorney with a bankruptcy firm. Sharon received a B.S. He received his J.D. In this role, Kim supports a team of relationship managers and focuses on providing responsive and attentive service to clients. She develops and implements marketing initiatives for Cumberland Trusts ten offices. 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. in Political Science from the College of Charleston and serves on the Committee for Institutional Advancement for the Tennessee Performing Arts Center. She received a professional certification in software programming from The University of Texas at Austin. Outside of work, Bonnie enjoys volunteering at Grace Works and One Generation Away. In this role, she works with the compliance department to ensure that new accounts are properly documented and opened correctly. From checking and savings products to business loans . David Shetler joined the Cumberland Trust team in 2020. Prior to joining Cumberland Trust, Owen was a Trust Associate with Pendleton Square Trust Company in Nashville, Tennessee. Danielle Croteau joined Cumberland Trust as a Trust Specialist in 2022. How Can I Protect My 401(k)? 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. Our advisor-friendly commitment assures families receive superior service. She enjoys volunteering with animal rescue organizations and supporting various charities to help fight against animal cruelty. Prior, Beth served as Vice President and In-House Counsel for a nationwide franchise. from the University of Memphis Cecil C. Humphreys School of Law. Shelly has been a practicing attorney for most of her career and has 14+ years of experience in estate planning, tax and corporate lawspecializing in estate planning for high-net-worth clients and families. ", Maybe $2,500, he conceded. Navigating trust and estate services can feel overwhelming, especially in times of loss or change. Ms. Kirkpatrick is a sustaining member of the Junior League of Nashville, former president of the Harding Academy Parent Association, and has served on the board for Nashville Childrens Theater. 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. Location of This Business. Shelby holds a B.S. Expert guidance, proactive education, and hands on services to support you, your family, your assets, and your estate. Senior Vice President, Special Counsel & Chief Regulatory Compliance Officer. Prior to joining Cumberland Trust, Laura worked at Blakeford At Home as a Care Manager and Executive Director, providing older adults with information, services, and guidance to maintain the highest level of independence in their home. She is also a graduate of the Commercial Banking Executive Program at the University of Virginia Darden School of Business. Outside of work, he enjoys volunteering with the North American Versatile Hunting Dog Association (NAVHDA). The Grantor is the creator of the trust. 2021 Cumberland Trust. The trustee services offered by an individual trustee mirror those offered by a corporate trustee. Caroline Mitchell joined Cumberland Trust in 2019. Before joining Cumberland Trust, Nathan worked as a Senior Consultant with Financial Industry Technical Services. Clerk's Fee, Transfer Fee, Open Space Preservation Fee. Before that, she was Vice President in the Custody Income Operations department (Global Securities Services) at Deutsche Bank/State Street in Nashville. from the Cumberland School of Law at Samford University in Birmingham, Alabama. Assistant Vice President & Account Transfer Manager. Vice President & Business Development Officer. by | Jun 10, 2022 | durham university sports and societies | northstar refrigerator reviews | Jun 10, 2022 | durham university sports and societies | northstar refrigerator reviews One of the resulting benefits. 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. Previously, she served as Treasurer at Fort Vancouver TV. Melissa Murray joined the Cumberland Trust Special Needs Trust Administration team in 2021. Military discharge certified copy as authorized. Each time they were early or on time, fast, and provided excellent service. In the event of the grantors incapacity, a revocable trust also dictates who will manage the trust and financial affairs, which could prevent the need for competency hearings and court proceedings to appoint a conservator or guardian of the assets. 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. Home - Cumberland Trust We are a family-focused independent trust company. We are not investment advisors and focus our efforts solely on trust and estate administration. Jennie Renwick joined Cumberland Trust in 2021 and serves as a Vice President and Trust Officer. When I needed to indefinitely postpone my move, they kept all the information about how much furniture I had on . She has also worked with the Cardinal Basketball Officials Association officiating high school basketball. Kathy Roberts of Santa Fe Trust agrees. Tenisha Clausi joined the Cumberland Trust team in 2013. Robert holds a B.S. NOTE:Accuracy is not guaranteed. Greg Sauers joined Cumberland Trust as a Trust Administrator in 2020. As Assistant Vice President and Trust Officer in the personal trust division, she is focused on providing a high level of responsiveness and attention to her clients. TRUST MANAGEMENT FEE MARKET VALUE OF ASSETS ANNUAL FEE First $1 Million 1.20% Next $4 Million .95% Next $5 Million .65% . Prior to joining Cumberland Trust, she worked in telecommunications and has previous experience in accounts payable, accounts receivable, payroll and taxes. Jodi Monroe joined Cumberland Trust in 2013. . The Tennessee Investment Services Act, passed in 2007, allows the creator of a trust to place assets in a Tennessee Investment Services Trust, also known as a self-settled or asset protection trust, to protect them from future lawsuits, creditors, and other predators. in Finance from The University of Memphis. Most of the people I talked to say the cost of running a trust has already gone about as low as it can go. 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. 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. 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. The Tennessee Community Property Act of 2010 can benefit families nationwide. Provide regular disbursements to someone who is unable to manage large sums ofmoney. Prior to joining Cumberland Trust, Katelynn worked for several years in Operations within the financial industry. Prior to Cumberland Trust, Asha served as Director of Implementations at Emdeon, where she managed teams responsible for implementing direct claims connections with healthcare companies. and was a founding member of the organizations Family Council. Corporate Secretary, Senior Vice President & Managing Director, Compliance and Audit. Prior to joining Cumberland Trust, Adriana worked as an Account Manager in the direct mail industry, managing the status of accounts and supporting client relationships. 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. Account minimums tend to be relatively lowWealth Advisors Trust and Santa Fe Trust can theoretically start a trust with as little as $1but expenses can be a little higher to cover the fixed cost of administering these tiny trusts. Alex is the Vice President and Director of Cumberland Trusts personal trust administration division. 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. Shelly Donaldson serves as the Vice President and Business Development Officer based in Cumberland Trusts Atlanta office. Rates effective: June 28, 2013. 1 Stated fees are for services provided by Cumberland County and does not include any additional fees that may be charged . degree in Sociology and minor in Psychology from the University of Southern Illinois-Edwardsville. . She also studied abroad at the University of Aberdeen in Scotland. Lou Anne Wolfson joined Cumberland Trust in 2013. Prior to joining Cumberland Trust, Ryan worked for litigation firmshandling cases involving complex commercial litigation, bankruptcy, and personal injury. A beneficiary can be a person or an institution. As a Business Development Officer, Bob focuses on building relationships with financial advisors, attorneys, and tax professionals throughout the state of Florida. Alex holds a B.A. Leslie Malkiewicz joined the Cumberland Trust team in 2014. Previously, she served as Vice President, Trust Advisor at SunTrust Investment Co. handling Trust Administration for their private wealth management department. Katrina Martin joined the Cumberland Trust team in 2020. 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. 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. Take time to consult with a team of trusted professional advisors (e.g., attorney, financial advisor, CPA) and carefully consider the best options for you and your family. It is our duty to treat all beneficiaries objectively and impartially. Sarah focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. from the Indiana University Robert H. McKinney School of Law in Indianapolis, Indiana. in Family and Consumer Sciences from the University of Georgia. Sharons primary responsibilities involve reviewing and preparing documents and considering tax, legal and other compliance issues with regard to Cumberland Trust and its clients. Prior to joining Cumberland Trust, she worked as a Branch Manager with SunTrust Bank in Nashville, TN. Interpretation Appeal Application - Fillable. 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. Outside of work, Millie enjoys reading, hiking, traveling, and spending time with friends and family. Stocks, after a few years of. 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. from Belmont University College of Law in Nashville. Previously, Eleanor worked as an intern for The Frist Centers development department and in the development and finance division of Christies New York. In this role, Riley works with the asset transfer team, helping to ensure that new accounts arrive to Cumberland Trust smoothly and efficiently. Prior to joining Cumberland Trust, Melissa worked as a Trust Officer at Riverview Trust Company in Vancouver, Washington. Site by. Emily holds a B.S. Outside of work, Brianna has enjoyed volunteering at Atlanta Ronald McDonald House where she helped provide meals to patients and families in residence. in Political Science from the University of Tennessee, Knoxville and was awarded a J.D. 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. We typically apply the Total Rate of Return concept so that both current and future beneficiaries interests are considered. Tennessee is one of only three states that allow community property trusts. We are located in one of the most trust-friendly states, giving our clients and their assets access to very favorable trust laws. Avery focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. Owen Lovell joined Cumberland Trust as a Trust Administrator in 2022. Brianna studied Business Administration at Georgia State University. She retired her real estate license after serving the Franklin, Tennessee community for twelve years. She also holds an MBA from Bethel University in McKenzie, Tennessee. Douglas Kirkpatrick joined Cumberland Trust in 2009. All deeds of conveyance, (with or without a plat), trust deed, fixture filing or security agreement concerning real estate. 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. In this role, Meredith works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. First Federal Bank is here to support our local businesses with a complete range of commercial banking products. in Spanish from Southern Methodist University in Dallas, Texas. The Trust Advisor realizes that this is not a comprehensive list of all firms. Owen holds a bachelors degree in Economics from The University of the South in Sewanee, Tennessee. Jody joined the Cumberland Trust team in 2010. Sara Kate holds a B.A in Journalism and English with a minor in French from Indiana University Bloomington. Phillip Burnett joined the Estate Administration team as a Trust Administrator in 2018. In this role, Dan works closely with external and internal auditors, while managing a team focused on Fiduciary Compliance, Corporate Compliance, Regulatory Compliance, Audit, and Account Transfer. She specializes in delivering a range of customized trust solutions to best serve each client. All rights reserved. Shelby Carpenter began work at Cumberland Trust in 2016. In his role, Jody administers personal trusts, providing responsive service to our clients and their external advisors. Andrea Higgins joined Cumberland Trust as a Trust Officer in 2022. All rights reserved. Previously, she worked for seven years as a Registered Sales Assistant with a financial advisory firm. Rachel holds a B.A. Tennessee continues to distinguish itself as a desirable state for trusts, and new legislation maintains this advantage. Douglas holds a B.A. Cumberland Trust acts as a truly independent trust company. Her experience includes developing and leading an internal middle office team to support attorneys, wealth management advisors and clients with the onboarding and funding of new trust and estate accounts and relationships. The upshot is that by concentrating on high-end clients, a white-glove firm like Northern Trust can build a lot of sizzle into its steak, even though the cost per dollar of AUM is comparable to what bare-bones vendors charge. Heather Savage is Senior Vice President and Business Development Officer based out of Cumberland Trusts Knoxville office. She is a part of the Young Leaders Council, Class 74. Find local administrative orders and rules. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. Mike Flinn from Advisory Trust and Douglas Blattmachr of Peak Trust agree that the cost of fiduciary compliance and routine service probably isnt going any lower than around $3,000 per trust any time soon, especially given the current trend toward higher regulation. Prior to joining Cumberland Trust, she served as the founding Director of Operations for a Middle Tennessee anti-human trafficking nonprofit organization. She is involved in the community supporting children in the foster care system and she previously fostered a child in her home for about 2 years until they were adopted. 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. With a connected team of 120+ experts at your service in 10 offices nationwide. 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. 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. Each relationship manager is part of a team, so there will always be someone available who is familiar with the account. If more than one of the foregoing fees could apply to a given Trust Custody Account, the highest applicable fee will apply. We understand that flexibility and choice are important when it comes to selecting an investment manager. Blattmachr says low-end players can use technology to better serve the mass market. Prior to joining Cumberland Trust, Bob had an extensive career in asset management, financial consulting, retirement planning, and branch management with Fidelity Investments and Charles Schwab & Company. Avery Oaks joined Cumberland Trust as a Trust Officer in 2022. Heather develops relationships with individuals, families, and their professional advisors in North Carolina, South Carolina, and East Tennessee. cumberland trust fee schedulesan juan airport restaurants hours. We are not investment advisors and focus our efforts solely on trust and estate administration. What is a Directed Trustee? Andrea has extensive experience in financial planning, account management, and trust administration and management.
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