Brownsville Police Department Inmate List 2021, Articles C

Prior to joining Cumberland Trust, she was a Trust Officer at First Tennessee providing account and administration support to families in the areas of personal trust, employee benefits, and investment management. 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. Dudleys experience includes working as Senior Vice President at First American National Bank. Previously, Caitlyn worked as an associate manager at Tumi Inc. and, before that, as an Intern for House Representative Jim Cooper. 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. Cumberland County - Tennessee. As a directed trustee, we do not offer investment management services; therefore, we do not compete with financial. in Business Management (Deans list & OVC Commissioners Honor Roll). Previously, he focused on the administration of life insurance trusts. David Shetler joined the Cumberland Trust team in 2020. in Psychology from Sewanee: The University of the South in Sewanee, Tennessee and an M.B.A. from Concordia University in San Antonio, Texas. Additionally, he is on the Board of Directors of the Center for Living and Learning and on the Advisory Board for Men of Valor. Our team is experienced in handling specialized trusts, illiquid assets, and navigating complex family dynamics with diplomacy and respect. A corporate executor, with many on-staff professionals, is always available. Jennie Renwick joined Cumberland Trust in 2021 and serves as a Vice President and Trust Officer. in Communication from Salem College in Winston-Salem, North Carolina. Some wills can establish trusts for asset protection purposes or determine guardianship of minor children in the event of both parents death. Previously, Greg worked in human resources and in youth sports. in finance from Auburn University. All rights reserved. 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. Prior to joining Cumberland Trust, Jennie was Director of Client Strategy and Product Development at Trilliant Health. Leslie Malkiewicz joined the Cumberland Trust team in 2014. Bonnie Parrish joined Cumberland Trust in 2017. Some firms work strictly from a rate card. Melissa Murray joined the Cumberland Trust Special Needs Trust Administration team in 2021. Provide income for the trust creator during their lifetime with the remainder left to a charity orinstitution. 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. Outside of work, Katelynn enjoys volunteering at local animal shelters. $10.00. Robert focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. 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. 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. Additionally, she mentors trust officers and their teams, building connections between Cumberland Trusts relationship managers, external advisors, and clients. in Art with a minor in Psychology from West Georgia University in Carrollton, Georgia. Our dedicated staff have the time and attention to make sure our mutual clients receive unmatched support, education, and care when they need it most. 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, Mr. Presley served as Chairman, President, and CEO and as President and Chief Operating Officer of Cumberland Trust. Stephen received a B.S. Additionally, she has experience as a sales assistant for a local stock brokerage firm where she was Series 7 and 66 licensed. He also leads training initiatives to support Cumberland Trusts growing administration team as they serve clients. We are located in one of the most trust-friendly states, giving our clients and their assets access to very favorable trust laws. For many families, naming a corporate executor, co-executor, trustee, or co-trustee is preferable to burdening a family member with such a role. Our advisor-friendly commitment assures families receive superior service. 21061 and act no. Prior to joining Cumberland Trust, Douglas worked as a State & Local Tax Associate at KPMG LLP in Indianapolis, Indiana. The Tennessee Community Property Act of 2010 can benefit families nationwide. 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. Specialized Knowledge and Focused Administration, Conveniently Headquartered in Trust-Friendly Tennessee. 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. Assistant Vice President & Special Assets Officer. Quarterly fee of $15.30 per account. Previously, Susan worked as an Engagement Officer for Cumberland Trust, providing direct support to the Business Development team by initiating and developing new Trust opportunities and prospective client relationships, while also working internally to onboard new accounts. Phillip holds a Bachelors degree in Business Administration with a concentration in Business Management from the University of Mississippi. 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. 2021 Cumberland Trust. On the legal team, as Vice President and Fiduciary Counsel, Caroline reviews and drafts documents relating to trust and estate accounts. in Business Administration from Auburn University. Just another site. Dudley Selinger has been a part of the Cumberland Trust team since 2013. Explore North Carolina's counties for court services and information, such as courthouse locations, jury service, contacts, and more. Robin McNeil joined Cumberland Trust as a Trust Specialist in 2022. 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. Charitable trusts can have tax benefits for philanthropic families or individuals who wish to donate to charitable organizations. In this role, Avery works with the Estate Administration team to support families and professional advisors in the administration of estates and administrative trusts. We work closely with attorneys and financial advisors who have established estate plans and investment objectives for their long-standing clients. Matt holds a B.A. Plan, preserve, and protect your legacy for generationstocome. Full-Time. Our team is experienced in handling specialized trusts, illiquid assets, and navigating complex family dynamics with diplomacy and respect. Prior to joining Cumberland Trust, Susan served as a Presentation Specialist at SunTrust Bank, where she was dedicated to content development and messaging strategy for commercial client services. It also reduces capital gains tax implications after the death of one spouse. Lauren holds a bachelors in business administration and a MBA from the University of Mississippi. Outside of work, Matt has enjoyed coaching youth golf and basketball, and is an avid Indianapolis Colts and Cincinnati Reds fan. 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. Tim McCoy joined Cumberland Trust in 2022 as a Trust Officer on the Special Needs Trust Administration team. Jody joined the Cumberland Trust team in 2010. She oversees the Special Needs Trust Administration department and manages a growing team of trust officers, administrators, and specialists focused on providing excellent client service. NO CASH REFUNDS. Prior to joining Cumberland Trust, she held positions at Farmington Mortgage and Franklin Synergy Bank. It's time to rise at Cumberland University We believe your college experience should be intensely personal, intellectually challenging, and full of meaningful moments. 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, Riley worked as an Operations Analyst at UBS Financial. 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. 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. Lindsay Phillips joined Cumberland Trust as a Trust Specialist in 2022. 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. While theyre a valuable component of estate planning, trusts offer more than simply a way to disburse assets upon death or minimize paying taxes. David serves as a Special Assets Officer, working with unique, illiquid, and hard-to-value assets held in trust. Lou Anne Wolfson joined Cumberland Trust in 2013. She supports the estate administration team, providing care and attention to estate and post-mortem trust clients. Elizabeth Kaegi joined the Cumberland Trust legal team in 2021 and serves as Fiduciary Counsel. The Trust Advisor realizes that this is not a comprehensive list of all firms. In this role, Stephen collaborates with a team working with unique, illiquid, and hard-to-value assets held in trust. Phone: 717.240.6100. Katelynn Novak joined Cumberland Trust as a Trust Specialist in 2021. Minimum annual fee = $250 Investment Fees: Fees charged by investment managers are passed on to the fund Currently averages less than 25 basis points (1/4 of 1%) Credit Card Fees: While Cumberland Community Foundation does not charge a fee, the credit card processing company charges a processing fee Riley holds a B.S. In fact, Lindsays will be the first friendly voice youll likely hear when you call Cumberland Trust. 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. County of Cumberland, Pennsylvania. During her time at Sewanee, she was also a Sustainability Fellow. Sloan received her B.A. Owen Lovell joined Cumberland Trust as a Trust Administrator in 2022. in Education with Majors in Kinesiology and Criminology from The University of Tennessee, Knoxville. While attending college, she held various internships in sales and marketing. He received his J.D. Andrew earned a B.S. Ourso College of Business. In this role, Sara Kate works with the Estate Administration team to support families and professional advisors in the administration of estates and administrative trusts. Michelle Femino joined Cumberland Trust as a Trust Specialist in 2022. Vice President & Director, Special Asset Administration. in Finance and Economics from Lipscomb University and is a graduate of Southern Trust School. in Business Administration from Middle Tennessee State University. The resolution next moves to the Democratic-majority Senate. clerk of court's fee bill adopted pursuant to 42 pa.c.s.a. Jeiman earned a Bachelors degree in Business and Technology from the University of Connecticut. Tuition and Fees. Business Started Locally: Definition of a Corporate Trustee Previously, Ashley worked for Newt Gingrichs 2012 presidential campaign. She received a B.A. 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. in Political Science from Vanderbilt University and his J.D. He focuses on being responsive, attentive, and understanding to build relationships with the clients and families he serves. Expert guidance, proactive education, and hands on services to support you, your family, your assets, and your estate. Jessica holds a B.S in Marketing from Indiana University and an MBA from Belmont Universitys Massey Graduate School of Business. Prior to joining Cumberland Trust, Brianna worked as a Business Assistant at a dental practice. What is a Directed Trustee? But at that level, its going to be very difficult to stay in the business.. 2021 Cumberland Trust. We are not investment advisors and focus our efforts solely on trust and estate administration. Knowledge and experience to navigate complex, hard-to-value, illiquid assets. In her role, Jennie manages the companys day-to-day operations while driving Cumberland Trusts vision for the future. Heather Savage is Senior Vice President and Business Development Officer based out of Cumberland Trusts Knoxville office. Lori is also a graduate of Belmont Universitys Center for Executive Education in Financial Planning and has obtained CFP certification. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. Owen focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. We focus solely on trust and estate administration so that financial advisors, accountants, and attorneys can focus on what they do best. Establishing a trust is not merely a plan to minimize taxes. Prior to joining Cumberland Trust, Mr. Presley served as Senior Vice President and Head of Personal Trust Services for SunTrust Bank where he presided over the personal trust administration, estate settlement, tax, trust real estate, sales, and endowment/foundations divisions. Meredith graduated from Boise State University in Boise, Idaho with a bachelors degree in Business Administration. cumberland trust fee schedule. Site by Circa Creative Studios, Conveniently Headquartered in Trust-Friendly Tennessee. from Purdue University Global. The resulting team of experts then works together to provide the beneficiary with care and expertise, ensuring optimal management and administration of the trustorestate. With 15 years of experience in the financial and banking industry, Jeiman brings a high level of expertise to her clients. Mr. Presley is a licensed attorney and Certified Trust and Financial Advisor (CTFA). Senior Vice President, Special Counsel & Chief Regulatory Compliance Officer. 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). Find Cumberland Commercial Lease Amendment lawyers in Rhode Island to hire. with a concentration in Business Transactions from the University of Tennessee College of Law (magna cum laude). Site by, New Legislation Maintains Tennessees Status as a Leading Trust-Friendly State. Outside of work, Sarah enjoys spending time with friends and family. Rebecca Halvorson joined Cumberland Trust in 2010. Robin also has more than 10 years of experience in sales and customer service and retention with the USA Today Network (Gannett Company, Inc.) as a Sales & Retention Supervisor. With a connected team of 120+ experts at your service in 10 offices nationwide. Shelby Carpenter began work at Cumberland Trust in 2016. Sarah Leighton joined the Cumberland Trust Personal Trust Administration team in 2022 as a Trust Specialist. As a Business Development Officer, Bob focuses on building relationships with financial advisors, attorneys, and tax professionals throughout the state of Florida. Previously, Bonnie worked on Cumberland Trusts Operations team. 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. Fees and Fines. 19 reviews of Cumberland Park Apartments "I lived in Cumberland Park for approximately 7 months during an internship. Use This Bucket Approach From Morningstar, IRS Offers New Rules on Deadline for Using Retirement Forfeitures, Billionaire Investor Bill Gross Rips Absurd CNBC Over Cathie Wood, Automatic 401(k) Enrollment Could Be Coming Soon, House Votes to Overturn Rule Allowing ESG Investing in Retirement Plans, Markets Are Trying to Figure Out What to Anchor to, Strategist Says, Why European Stocks are Currently Outperforming US Stocks, Bond King Jeffrey Gundlach Prepares for Recession 2023. Our premier services support families when they need it most, providing guidance, education, peace of mind, respect, and understanding. in Psychology from Agnes Scott College in Decatur, Georgia. 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. Industry Financial Services Revenue $2.0M Employees 121 Founded in 2001 Headquarters Nashville, TN Website cumberlandtrust.com Organization Type Private Is This Your Company? Adriana holds a B.A. Creating a trust can protect your assets and make sure those assets are managed for the benefit of your children or loved ones. Jody Hines serves as Vice President and Trust Officer in the Personal Trust Administration department. 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. She is a Fellow in Charitable Estate Planning from the Institute of Charitable Estate Planning. This person, group of people, or institution benefits from the trust, eventually receiving some or all of the property placed in the trust. 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. The Tennessee Community Property Trust Act. Heather develops relationships with individuals, families, and their professional advisors in North Carolina, South Carolina, and East Tennessee. 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 has also taught Money Matters classes at the Boys & Girls Club of Lansing in Lansing, Michigan. 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. Natalicia serves as a Assistant Vice President and Special Assets Officer, working with unique, illiquid, and hard-to-value assets held in trust. His experience also includes positions as Hockey Operations Associate and Assistant Youth Hockey Instructor for the New York Rangers. Previously, she worked in the legal industry as a paralegal, specializing in estate planning, estate administration and corporate law. . We work closely with attorneys and financial advisors who have established estate plans and investment objectives for their long-standing clients. She also leads strategic initiatives aimed at supporting market growth and commitment to client service, oversees the companys long-term planning goals, and advises on legal fiduciary and corporate governance matters. Cumberland Trust has provided professional, comprehensive estate settlement services for many years throughout the geographic regions where we serve. Asha Nivison joined Cumberland Trust in 2012. Trust Advisors - Private Trust Company: Planning, Administration & More In this role, Judy administers estates and administrative trusts, guiding families and individuals during times of loss and transition. She received her J.D. Stocks, after a few years of. Meg is licensed to practice law in Tennessee. $25.00. At death, a revocable trust designates a successor trustee and outlines distribution of the trusts assets. in Education from Middle Tennessee State University and a Paralegal Certification from Southeastern Paralegal Institute in Nashville, Tennessee. Estate and post-mortem trust administration to honor, support, and carry out your wishes. Knowledge and experience to navigate complex, hard-to-value, illiquid assets. . 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. Laura holds a Bachelor of Social Work from the University of Mississippi and a Master of Social Work from St. Louis University. degree in Corporate Finance from the University of Alabama. 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. As Vice President of Corporate Development, Douglas works to expand Cumberland Trusts relationships with families and advisors in the Nashville region. She is a member of the Knoxville Estate Planning Council and the Institute of Certified Bankers. Robert Ottinger joined Cumberland Trust as a Trust Administrator in 2021. Andrea has extensive experience in financial planning, account management, and trust administration and management. Caroline L. H. Bradshaw joined the Cumberland Trust team in 2007. Chris is a chartered Financial Analyst (CFA) and Certified Trust and Financial Advisor (CTFA). Advises family on tax laws and implications. Fee Schedule Search SearchMenu Departments A - C Animal Services Board of Commissioners Board of Elections Budget Division Child Support Community Development Community Transportation Program Cooperative Extension County Attorney County Administration Crown Complex D - I Emergency Services Employee Wellness Engineering Financial Services $20. Outside of work, Stephen enjoys supporting charitable organizations that help raise funds for various non-profits, such as the USO. In this role, Chase focuses on Cumberland Trusts corporate operations. 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. in Political Science from Northwestern University. Eloise Schroer joined Cumberland Trust as a Trust Specialist in 2022. from Northwestern University School of Law. from Indiana University Maurer School of Law and is licensed to practice law in Tennessee. In this role, Meredith works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. Others on our list (Advisory Trust, Reliance, Saturna, New Hampshire Trust) justify their minimums at lower levels. Debbie is a Certified Trust and Financial Advisor (CTFA), graduate of the Cannon Trust School, through Cannon Financial Institute, and has received the Chartered Special Needs Consultant (ChSNC) Designation. Dudley holds a B.A. Lou Anne earned a B.A. Cumberland Trust has grown to $5.6 billion in assets under administration and the company continues to deepen its reach in regional markets with additional offices located in Atlanta, Austin . Additionally, she handles special projects for the compliance team. Previously, she worked as a Trust Officer for Regions Bank in Knoxville and in Cincinnati, Ohio at Provident Bank in tax and trust accounting. 3 x 5 - $20.00 3 x 10 - $35.00 5 x 10 - $50.00 10 x 10 . Caroline is a member of the Tennessee Bar Association, Nashville Bar Association, and the Estate Planning Council of Middle Tennessee. He is licensed to practice law in Tennessee. Andrew Serpico joined Cumberland Trust as a Trust Specialist in 2021. Our team works in conjunction with any external property managers. Site by Circa Creative Studios. Site by Circa Creative Studios. Either way, its good to know what the market value of trust services. Responsibilities. In this role, Beth works with the Estate Administration team to support families and professional advisors in the administration of estates and administrative trusts. David holds a bachelors degree in economics with a minor in business finance from Sewanee: The University of the South, Sewanee, Tennessee. Lauren Bargo joined Cumberland Trust as a Trust Specialist in 2022. Prior to joining Cumberland Trust, she practiced as an associate attorney with a bankruptcy firm. Impact Fee for Recreational Facilities & Open Space Impact Fee Ordinance. 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. Preservation fee is $1.00 per page for pages 1-9, $2.00 per page for pages 10-19, $3.00 per page for pages 20-29, $4 per page for pages 30-34. Prior to joining Cumberland Trust, she worked in telecommunications and has previous experience in accounts payable, accounts receivable, payroll and taxes. Andrea holds a B.A. Prior to joining Cumberland Trust, Avery was an associate attorney at Brazil Clark, PLLC and worked as an Investment Advisor at Valor Financial Services. DURING THIS TIME, the county clerk's OFFICE HAS BEEN RELOCATED TO 1760 S MAIN ST (old progressive savings bank) and they are Open 8 am - 5 pm, mon - fri. 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. 2021 Cumberland Trust. 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. We are located in one of the most trust-friendly states, giving our clients and their assets access to very favorable trust laws. A lack of planning during life can leave familieswhile grappling with griefnavigating the probate system, inheritance taxes, and other complex issues. Alex Walker joined the Cumberland Trust administration team in in 2017. As an independent trust company, we focus on trust and estate administration services, while collaborating withyou. Even though a 1% or 2% annual fee doesn't seem like much, tax-free municipal bonds yield less than 5%, so a management fee can easily gobble up 20% of the return.