The Cumberland Land Trust is a private, non-profit, charitable, conservation organization run by a dedicated group of volunteers. Prior to joining Cumberland, he also worked as a law clerk for Stites and Harbison, PLLC in Franklin, Tennessee. Elsie Bennett joined the Cumberland Trust team in 2015. As Corporate Strategy Officer, Jessica develops the framework and plans to support long-term strategic initiatives for Cumberland Trust. All rights reserved. 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. Previously, Shelby held positions at a nationwide mortgage lender and with a Nashville real estate team. Prior to joining Cumberland Trust, Shelly founded The Donaldson Law Firm following experience at other firms including Lefkoff, Duncan, Grimes, McSwain & Hass, P.C. in Music Business from Belmont University. Caitlyn A. Lovell joined the Cumberland Trust team in 2019. In her role, Shelly connects individuals, families and their financial, legal, and tax advisors with Cumberland Trusts high caliber trust and estate administration services. Previously, she worked in the legal industry as a paralegal, specializing in estate planning, estate administration and corporate law. 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. Cumberland Trust Education Administration and distributions Record-keeping and reporting Premier client service Conveniently Headquartered in Trust-Friendly Tennessee With a connected team of 120+ experts at your service in 10 offices nationwide. Previously, Debbie led the Special Needs Trust team unit at Arden Trust Company in Phoenix, Arizona. 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. If more than one of the foregoing fees could apply to a given Trust Custody Account, the highest applicable fee will apply. She was awarded her J.D. Previously, Lori served as Senior Vice President and Managing Director of Corporate Strategy. A Trustee doesn't have to be a person - you can appoint a bank or professional wealth management company as Trustee if you want to. Prior to joining Cumberland Trust, Heather worked as Vice President and Trust Officer in the Knoxville area for GreenBank, serving as a relationship manager for trusts, agencies, IRAs, endowments and other institutional accounts throughout East Tennessee and Southern Kentucky. cumberland trust fee schedule Rebecca Halvorson joined Cumberland Trust in 2010. Either way, Christopher Holtby of Wealth Advisors Trust told me that theres always room for enthusiastic competitors. 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. Gina St. Charles joined Cumberland Trust in 2007 and works with over 350 CPAs to coordinate the preparation and filing of trust tax returns with the IRS and state revenue departments. Zandra studied International Development at Sewanee: The University of the South in Sewanee, Tennessee and Economics at Roanoke College in Salem, Virginia. Home - Cumberland Trust We are a family-focused independent trust company. Cumberland County. in Psychology and Sociology from Western Kentucky University. We are not investment advisors and focus our efforts solely on trust and estate administration. Prior to joining Cumberland Trust, he worked as a Portfolio Property Manager at Metropolitan Property Management. Telephone: (703) 528-7994 Email: TrustServices@Presidential.com . In addition to providing the unique expertise required for estate and post-mortem trust administration, we appreciate the importance of expressing compassion, understanding, and consideration toward your family members during a particularly emotional time. No products in the cart. A thoughtful estate plan is one of the best gifts you can leave to your family and loved ones. in Business Administration and Economics from Rhodes College in Memphis and an M.B.A. in Finance and Marketing from Indiana University. 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. Chase holds a Bachelors degree in Finance from the University of Tennessee at Chattanooga. Previously, David interned at Valmont Investments and ECOM USA working with real estate and commodities. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. Through collaboration with our Trust and Estate Administration team members, she provides a high level of expertise to her clients. She studied abroad at the University of London through Biederman Entertainment and Media Law Institute. Alex focuses on providing careful and attentive trust administration, specializing in distinctive care services. Runcie is a licensed attorney and CPA. in Art with a minor in Psychology from West Georgia University in Carrollton, Georgia. Newly contributed or acquired assets do not include assets acquired by the sale, transfer, exchange, or otherwise of the amount of trust property on which fees were previously assessed." G.S. Jody Hines serves as Vice President and Trust Officer in the Personal Trust Administration department. Tenisha Clausi joined the Cumberland Trust team in 2013. 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). Carla received a B.A. Fee Schedule Fee Schedule The Recorder's Office accepts the following payment methods: Checks* - Checks should be made payable to "Recorder of Deeds". Previously, Elsie worked at Mom and Pop Records assisting with artist management and as a youth specialist at the YWCAs Girls, Inc. program. Estate and post-mortem trust administration to honor, support, and carry out your wishes. Judy serves as Vice President and Trust Officer on the estate administration team. Outside of work, he is an avid sports fan and enjoys reading, hiking, exercising, and spending time with friends and family. Scott Martin, contributing editor, The Trust Advisor. Heather Logan joined Cumberland Trust in 2022 as Vice President, Director of Human Resources. Trust Fee Schedule. 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. 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. Additionally, he is a member of Estate Planning Council of Middle Tennessee and active member of the University of Tennessee, Knoxville Alumni Association. Kailey earned a B.A. It really does depend on what the client wants us to provide, he says. Previously, she served as Vice President, Trust Advisor at SunTrust Investment Co. handling Trust Administration for their private wealth management department. Prior to joining Cumberland Trust, she practiced as an associate attorney with a bankruptcy firm. Prior to joining Cumberland Trust, she worked at both HSBC and Merrill Lynch in their offices in the UK, Malta, and the UAE. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. Help beneficiaries avoid the unnecessary expenses ofprobate. Lori Thoeny joined Cumberland Trust in 2008 after working more than 15 years in the brokerage industry. She focuses on helping clients needing extra support through the coordination of distinctive care services. All rights reserved. For questions or to schedule an appointment, please call 717-240-6345 or email regofwills@cumberlandcountypa.gov. 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. Others decide what your client will pay when the business is placed on the table. Fees charged by outside investment managers are separate and apart from the fees payable under this schedule. Menu viscount royal caravan. in Education from Middle Tennessee State University and a Paralegal Certification from Southeastern Paralegal Institute in Nashville, Tennessee. 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. Helina works with the compliance department to help ensure that accounts are opened and documented correctly. Working with us, you will get to know our team of talented, compassionate, and committed individuals who are active in their communities and passionate about taking care of our clients. All rights reserved. Caitlyn serves as a Trust Officer, focusing on the day-to-day administration of Special Needs Trust (SNT) relationships. Dan holds a B.S. What are the potential benefits and protections offered byatrust? in Business/Management from the University of Phoenix. $20.00. Eleanor Claiborne joined the Cumberland Trust team in 2012 and works in corporate strategy, events, and marketing. She develops and implements marketing initiatives for Cumberland Trusts ten offices. Papers for birth certificate in another county one year or more after birth. Whether you're just getting started or expanding to serve more customers in our Tennessee communities, we'll make sure you've got the banking support required for success. 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. in Political Science from Colgate University. Constant availability. Creates engaging experiences that inspire conservation action. Saving forretirementmay soon be mandatory with employers automatically enrolling new hires into plans when eligible. Our team is experienced in handling specialized trusts, illiquid assets, and navigating complex family dynamics with diplomacy and respect. Kathy Roberts of Santa Fe Trust agrees. 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. Explore North Carolina's counties for court services and information, such as courthouse locations, jury service, contacts, and more. Previously, she practiced estate planning and probate law in Cincinnati, Ohio, working closely with the trust department of a local bank. Practical Variance Appeal Application. Shelby holds a B.S. 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. Rebecca holds a B.A. Outside of work, Stephen enjoys supporting charitable organizations that help raise funds for various non-profits, such as the USO. 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. She serves as Corporate Events and Strategy Associate, supporting the marketing and strategy teams in growing Cumberland Trusts reach across the country. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. As Vice President of Corporate Development, Douglas works to expand Cumberland Trusts relationships with families and advisors in the Nashville region. Jessica Kopperud joined the Cumberland Trust team in 2018. Previously, he served as Vice President of business development for a regional trust company in western New York. As Assistant Vice President and Trust Officer, Kimberly is responsible for personal trust administration and relationship management, providing attentive service to clients and their legal, financial, and tax advisors. He also holds a Six Sigma Yellow Belt certification. Posted: February 26, 2021. Before joining Cumberland Trust, Tenisha worked as a paralegal for the Law Office of Rob McKinney. He is a Certified Trust and Financial Advisor (CTFA) and has completed Cannons Trust School program. He has held internships with Davos Investment Group, performing macroeconomic and market research; as well as Vault Investment Properties, working with real estate investment. Credit cards - Credit card payments are being processed through Value Payment Systems (VPS). It also reduces capital gains tax implications after the death of one spouse. It is our duty to treat all beneficiaries objectively and impartially. In her role as Assistant Vice President & Trust Officer, Jeiman works with clients on their day-to-day needs while also keeping in mind long-term trust management objectives. So that provides a floor on what people can offer.. Prior to joining Cumberland Trust, Heather worked for 11 years at medSR, creating and overseeing their human resources and administrative functions. She was awarded the Certified Trust and Financial Advisor Designation (CTFA) and is a graduate of Cannon Trust School, through Cannon Financial Institute. Previously, Greg worked in human resources and in youth sports. Kim Kochamba joined the Cumberland Trust Special Needs Trust Administration team in 2023 as a Trust Specialist. Lindsay also has previous experience working as a Music Therapist with a variety of individualsranging from babies in the NICU, children and adults with Special Needs, Seniors, and persons in hospice care. Estate and post-mortem trust administration to honor, support, and carry out your wishes. from the University of Florida School of Law. We dont take a trust that isnt going to be profitable, she told me. in Finance from The University of Memphis. Specialized knowledge. Her duties include coordinating the purchase and sale of properties held in trust, analyzing appraisals and inspections, overseeing the management of special assets owned in trust, and navigating complicated situations to provide excellent client service to families that have special assets in their trust portfolios. Plumbing Permit Application. Riley holds a B.S. Meredith Harville joined Cumberland Trust as a Trust Administrator in 2021. Please consult the institution directly to confirm costs. Yes, we have a team that focuses on the administration of illiquid assets held in trust. 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. Its never as simple as just lining up the fees, says Mike Flinn, a Phoenix-based trust consultant. Zandra serves as a Senior Business Development Associate. First Federal Bank is here to support our local businesses with a complete range of commercial banking products. Definition of a Corporate Trustee Services are intended to be all-inclusive. Earlier in his career, he served as Assistant Vice President and Trust Officer and as an Operations Supervisor at Independence Trust Company. $25.00. Adriana Sosa joined the Cumberland Trust Asset Transfer team in 2021 as an Asset Transfer Specialist. Elsie currently serves as a Business Development Associate in Atlanta, assisting in the onboarding of new trust and estate accounts for families and their professional advisors. How Can They Provide Better Service to Families. We're here to help guide you through this process and discuss your future at Cumberland University. Some firms work strictly from a rate card. Beth focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. 1 Courthouse Square Carlisle, PA 17013. 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. Meg is licensed to practice law in Tennessee. In this role, Owen works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. Previously, Ashley worked for Newt Gingrichs 2012 presidential campaign. 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, Caitlyn worked as an associate manager at Tumi Inc. and, before that, as an Intern for House Representative Jim Cooper. We focus solely on trust and estate administration so that financial advisors, accountants, and attorneys can focus on what they do best. in Political Science from the University of Tennessee, Knoxville and was awarded a J.D. Cumberland Trust has provided professional, comprehensive estate settlement services for many years throughout the geographic regions where we serve. In this role, Meredith works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. As a trust administrator, Donna collaborates with legal, financial, and tax professionals to ensure all aspects of an estate are given careful attention. Some wills can establish trusts for asset protection purposes or determine guardianship of minor children in the event of both parents death. She received a B.A. Previously, she served as an engagement officer, onboarding new trust and estate clients and acting as an internal liaison between the Business Development, Administration, and Estate departments to smoothly transition new client accounts onto our platform. Previously, Millie worked in the interior design industry where she specialized in developing interior design solutions and delivering superior client service. All rights reserved. Lauren holds a bachelors degree in Business Administration with a concentration in Marketing from the University of Tennessee at Martin. in Accounting (cum laude) and a J.D. Haley Tucker joined the Cumberland Trust team in 2019. We work closely with attorneys and financial advisors who have established estate plans and investment objectives for their long-standing clients. Birth certificate certified copy. He focuses on being responsive, attentive, and understanding to build relationships with the clients and families he serves. 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. He focuses on connecting Florida individuals and families and their professional advisors with high caliber, directed trust administration services. She enjoys volunteering with animal rescue organizations and supporting various charities to help fight against animal cruelty. Comprehensive trust administration, education, and proactive client service for your family. To contact us, click here. Thats about where vanilla Commonwealth trusts start, Jim McMackin, who runs the companys marketing, told me. in Business Administration from Middle Tennessee State University, with a major in Finance. Financial advisors, accountants, and attorneys need a collaborative, non-competitive trust solution for their clients. Diseo y fabricacin de reactores y equipo cientfico y de laboratorio Additionally, she has worked with Life Crisis Services and the Incarnate Word Hospital. Previously, Alex was the Powerlifting Coach for the Northern Illinois Special Olympics Team for two years. She is a member of the Knoxville Estate Planning Council and the Institute of Certified Bankers. Previously, she worked for seven years as a Registered Sales Assistant with a financial advisory firm. Chris is a chartered Financial Analyst (CFA) and Certified Trust and Financial Advisor (CTFA). Joseph K. Presley is Chairman and CEO of Cumberland Trust and has supported its commitment to client service, development, and market growth since he joined the company in 2001. 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. Amanda is active in the community as an event and herd photographer for Saddle Up! Cumberland Trust has provided professional, comprehensive estate settlement services for many years throughout the geographic regions where we serve. Typically, the grantor is named as the primary beneficiary during his or her lifetime and may also act as his or her own trustee. In this role, Douglas works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. Sara Kate Nash joined Cumberland Trust as a Trust Officer in Estate Administration in 2022. Nathan Hyde joined the Cumberland Trust team in 2002 and serves as Senior Vice President and Director, Business Continuity and Information Security. The announcement comes as Cumberland Trust recently reached $5 billion in assets under administration. The trustee must be legally competent to accept the trust property he or she is to manage. In his role, Jody administers personal trusts, providing responsive service to our clients and their external advisors. As a Trust Administrator and collaborative member of the Personal Trust Administration team, Mary Elizabeth provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. She also has experience working in personal trust administration with clients requiring senior care and special care services. 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. 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. Prior to joining Cumberland Trust in 2021, Lisa was a senior director and business manager with TIAA, working with their private asset management group. Charitable trusts can have tax benefits for philanthropic families or individuals who wish to donate to charitable organizations. He assists with various tasks related to real estate; oil, mineral, gas interests; LLC interests and other special assets for Cumberland Trusts clients. There are very specific things that every trust has to do, and everything else is extra.. Over the past several decades, many states have worked to update trust legislation. NOTE:Accuracy is not guaranteed. Elly Hutchings joined the Cumberland Trust team in 2015. How Can They Provide Better Service to Families? Assistant Vice President & Marketing Manager. Millie Adams joined Cumberland Trust as a Trust Officer in 2022. Our relationship managers provide a high level of communication and responsiveness for the clients we serve. As a student, Hannah played all four years on the Division 1 tennis team, and was captain for two years. Prior to joining Cumberland Trust, she served as the trust administration team lead at the Bank of Jackson Hole, Wyoming. Specialized Knowledge and Focused Administration, Conveniently Headquartered in Trust-Friendly 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. An essential planning tool, a will dictates distribution of your assets from your estate to surviving family members, friends, or favored charitable organizations.