Shannon McGarrity joined the Cumberland Trust team in 2022 as Senior Vice President and Managing Director in Business Development. Prior to joining Cumberland Trust, Dan was Vice President and Audit Supervisor of Internal Audit for Reliance Trust Company/Fidelity National Information Services, Inc. (FIS). Based on the west coast of Florida, Bob regularly frequents the major markets across the state. For questions or to schedule an appointment, please call 717-240-6345 or email regofwills@cumberlandcountypa.gov. She has particular expertise in tax and estate planning involving real estate, closely held business entities and planning for a family member with a disability (Special Needs Planning). Our team works in conjunction with any external property managers. Prior to joining Cumberland Trust, Jessica worked in sales and marketing for 13 years helping small and mid-sized business owners realize their business goals. Douglas Stratton joined Cumberland Trust as a Trust Officer in 2022. $25.00 per occurrence, maximum of 4 Overdraft and / or Returned Item Fees per day. Laura Hawken joined Cumberland Trust in 2019. Danielle Croteau joined Cumberland Trust as a Trust Specialist in 2022. Kimberly holds a B.A. She develops and implements marketing initiatives for Cumberland Trusts ten offices. in Business Administration from Middle Tennessee State University, with minors in Economics and Finance. Hannah Kimbrough serves as a Trust Officer in Personal Trust Administration. We will be expanding coverage; please also include any other services offered such as investment management, special purpose trusts, HSAs, etc. Jennie has served on the Board of Directors of Vox Grata since 2017. 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. While attending college, she held various internships in sales and marketing. He focuses on being responsive, attentive, and understanding to build relationships with the clients and families he serves. She focuses on providing premier and attentive service to our clients and families with special needs. All rights reserved. Fee Schedule - Effective July 2021. Robert Ottinger joined Cumberland Trust as a Trust Administrator in 2021. Of all of the apartment complexes I have lived in and seen, this is definitely one of the best. Its never as simple as just lining up the fees, says Mike Flinn, a Phoenix-based trust consultant. 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. It is our duty to treat all beneficiaries objectively and impartially. Asha Nivison joined Cumberland Trust in 2012. Chris is a chartered Financial Analyst (CFA) and Certified Trust and Financial Advisor (CTFA). Sara received a B.A. Adriana Sosa joined the Cumberland Trust Asset Transfer team in 2021 as an Asset Transfer Specialist. 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. Prior to joining Cumberland Trust in 2021, Lisa was a senior director and business manager with TIAA, working with their private asset management group. Tenisha Clausi joined the Cumberland Trust team in 2013. Lindsay earned a B.A. She focuses on helping clients needing extra support through the coordination of distinctive care services. Thats about where vanilla Commonwealth trusts start, Jim McMackin, who runs the companys marketing, told me. Gina holds a B.S. From checking and savings products to business loans . As a Trust Officer, Emily provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Our trustee fee schedule forces us to be effective and mindful. Beth is a Certified Mediator and licensed to practice law in Tennessee. Michelle holds a bachelors degree in Education from Aquinas College. Yes, each of our clients has a primary relationship with a dedicated trust officer or administrator. Once you start drilling down into the basis points, it becomes pretty clear that different firms really do different things, he added. Outside of work, Stephen enjoys supporting charitable organizations that help raise funds for various non-profits, such as the USO. 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. Prior to joining Cumberland Trust, he worked as a Senior Relationship Banker at Truist Bank. Ourso College of Business. Diseo y fabricacin de reactores y equipo cientfico y de laboratorio To make sure your institution is included or excludedin theJuly 2nd editionof this survey please let us know. Previously, she practiced Entertainment Law and Labor and Employment Litigation. Register of Wills The primary function of the Register is to determine whether documents offered for probate should be admitted to the official record. Tennessee continues to distinguish itself as a desirable state for trusts, and new legislation maintains this advantage. in Business Administration from Middle Tennessee State University, with a major in Finance. Credit Solution Experts Incorporated offers quality business credit building services, which includes an easy step-by-step system designed for helping clients build their business credit effortlessly. ", Maybe $2,500, he conceded. No cost to post a project to get multiple bids in hours to compare before hiring. Estate and post-mortem trust administration to honor, support, and carry out your wishes. We work closely with attorneys and financial advisors who have established estate plans and investment objectives for their long-standing clients. Sara Speidel joined the administration team at Cumberland Trust in 2007. Lindsay Phillips joined Cumberland Trust as a Trust Specialist in 2022. We understand that flexibility and choice are important when it comes to selecting an investment manager. Fee Schedule. 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. All rights reserved. so is each estate left behind. Caroline serves as a board member of the YWCA of Nashville and Middle Tennessee. Haley holds a degree in environment and sustainability with a minor in political science from Sewanee: The University of the South in Sewanee, Tennessee. Meg started her career with Cumberland Trust in 2011 as a Trust Officer with the Special Needs Administration team and later transitioned to the role of Assistant Fiduciary Counsel. 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. Our team is experienced in handling specialized trusts, illiquid assets, and navigating complex family dynamics with diplomacy and respect. $20.00. Prior to joining Cumberland Trust, Jeiman served as Treasury Management Officer for Capital Bank. Jennie holds a B.S. But there are a lot of vendors out there that are happy to offload the investment responsibilities and knock a bit off their fees in return. Toll Free: 1.888.697.0371. Jodi Monroe joined Cumberland Trust in 2013. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. Tuition and Fees. Millie Adams joined Cumberland Trust as a Trust Officer in 2022. His duties include coordinating the purchase and disposition of trust held properties, ordering and analyzing appraisals and overseeing the management of special assets and properties held in trust. The grantor does not have to be significantly wealthy or have a large number of properties or assets. Cumberland County. As Trust Officer in personal trust administration, Laura focuses on providing a high quality of service to clients. Source: Websites and telephone interviews. Prior to joining Cumberland, he also worked as a law clerk for Stites and Harbison, PLLC in Franklin, Tennessee. Although the $20,000 minimum fee looks steep at first, it makes a lot more sense when you consider that Northern Trust isnt really interested in personal directed trust accounts with less than $5 million in assets. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. Roberts previous experience also includes roles at LegacyTree Foundation and Regions Bank. She focuses on delivering responsive and personalized trust administration services. Lisa Tesar is a vice president and business development officer based in Cumberland Trusts St. Louis office. He assisted the senators staff in the drafting of legislative documents, helped prepare for Senate Appropriation Committee meetings, and learned about the legislative process from behind the scenes. from Purdue University Global. in Economics from Smith College in Northampton, Massachusetts. He has twenty-four years of experience in banking, education, and trust administration. Senior Vice President & Managing Director, Tax Administration. Provide for the management of assets while a person is still living and govern how assets will be distributed upondeath. 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. 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. Robert focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. As a member of the Personal Trust Administration team specializing in Distinctive Care, Lindsay provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. 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. Natalicia serves as a Assistant Vice President and Special Assets Officer, working with unique, illiquid, and hard-to-value assets held in trust. Vice President & Manager, Business Development Associate. 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. Prior to that, she held an integral role as manager within Cumberland Trusts Personal Trust Administration team, with a specialized focus on relationships with high-net-worth families. Lauren Bargo joined Cumberland Trust as a Trust Specialist in 2022. Beth Lee joined Cumberland Trust as a Trust Officer in Estate Administration in 2022. As a trust administrator, Donna collaborates with legal, financial, and tax professionals to ensure all aspects of an estate are given careful attention. Harriet White joined the Cumberland Trust team in 2012. in Business Administration from the University of Tennessee, Knoxville and was awarded a J.D. It also reduces capital gains tax implications after the death of one spouse. Caroline is a regular speaker for industry events nationwide and has been a guest of the Wealth Matters radio show. One of the resulting benefits. from Nashville School of Law. She received a J.D. Helina works with the compliance department to help ensure that accounts are opened and documented correctly. Jody joined the Cumberland Trust team in 2010. in Political Science from the College of Charleston and serves on the Committee for Institutional Advancement for the Tennessee Performing Arts Center. There are companies that charge small accounts less (Nevadas Summit Trust will go as low as $100 a year), but plenty start their fees at $4,000 and up. Adriana holds a B.A. Mr. Clements heads up a legal team, made up of attorneys, compliance officers, and specialists. In this role, Andrea works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. Previously, Leslie served as a trust officer, overseeing trust account management and administration. She currently volunteers with CASA, which advocates for children who are in the foster care system seeking permanent homes. The access fee is considered a cash fee, therefore institutional aid and outside scholarships are not allowed to be used as payment. 3 x 5 - $20.00 3 x 10 - $35.00 5 x 10 - $50.00 10 x 10 . We are not investment advisors and focus our efforts solely on trust and estate administration. Lori is also a graduate of Belmont Universitys Center for Executive Education in Financial Planning and has obtained CFP certification. Her past experience also includes positions in the legal field as a Docketing Assistant in Intellectual Property at Kilpatrick Townsend, LLP and as a Legal Assistant in Intellectual Property at Morris, Manning & Martin, LLP. Avery Oaks joined Cumberland Trust as a Trust Officer in 2022. Senior Vice President & Business Development Officer. Outside of work, Brianna has enjoyed volunteering at Atlanta Ronald McDonald House where she helped provide meals to patients and families in residence. Meg is licensed to practice law in Tennessee. in Business Management (Deans list & OVC Commissioners Honor Roll). Specialized knowledge. Prior to joining Cumberland Trust, Brianna worked as a Business Assistant at a dental practice. stickman swing cool math; ufc gym plantation; how to send certified mail with return receipt; bronwydd house porth history Amanda received a B.A. She is a Fellow in Charitable Estate Planning from the Institute of Charitable Estate Planning. in Political Science from Colgate University. She was awarded a J.D. in Music Business from Belmont University. Throughout her time at Belmont, she held internships focusing on account and business management. from the University of Florida School of Law. She is a Certified Trust and Fiduciary Advisor (CTFA) and has completed Cannons Trust School program. Rebecca is a native of Memphis and remains involved in the community. Growth Permit - Application. With Cumberland Trust serving as an unbiased, third-party executor, co-executor, trustee, or co- trustee, care and attention will be at the forefront as we work to understand the estate plan. 21061 and act no. Each time they were early or on time, fast, and provided excellent service. Previously, Evelyn worked in the banking industry, with experience in audit management, commercial relationship management, and credit analysis. 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. in Accounting. Previously, she worked for seven years as a Registered Sales Assistant with a financial advisory firm. Outside of work, he is an avid sports fan and enjoys reading, hiking, exercising, and spending time with friends and family. She serves as Assistant Vice President and Trust Officer. Michelle Diamond is Chief Development Officer. 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. Rachel Fuqua joined the Estate Administration team as a Trust Officer in 2015. cumberland trust fee schedule. in Education from Middle Tennessee State University and a Paralegal Certification from Southeastern Paralegal Institute in Nashville, Tennessee. Michelle Femino joined Cumberland Trust as a Trust Specialist in 2022. LOCATIONS NEAR ME Resources and Insights 2022 New Year's Resolutions Constant availability. Andrew Serpico joined Cumberland Trust as a Trust Specialist in 2021. Cumberland Trust has provided professional, comprehensive estate settlement services for many years throughout the geographic regions where we serve. She holds a B.B.A. Jennie focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Natalicia holds a degree in Finance with a minor in Accounting from Western Michigan University in Kalamazoo, Michigan. Our mission is to preserve the natural resources of Cumberland for present and future generations by preserving land for open space. Owen Lovell joined Cumberland Trust as a Trust Administrator in 2022. In her role as Assistant Vice President and Trust Officer, Katrina works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. Asha holds a B.S. Learn more to protect yourself and avoid falling victim. She serves as a Business Development Associate overseeing the onboarding of new business opportunities. For example, Santa Fe Trust accepts very small accounts, but according to its published fee scale it will still charge them at least $4,000 a year. In his leisure time Tim enjoys reading and crafting heirloom, hardwood rocking chairs for adults and children. I'm Worried About How Inflation Will Affect My Retirement Savings. Prior to joining Cumberland Trust, she worked for Larson Juhl as a customer service team leader. With a connected team of 120+ experts at your service in 10 offices nationwide. This could mean naming current beneficiaries and then allowing for the inclusion of others born after the trusts inception. Site by. Comprehensive trust administration, education, and proactive client service for your family. 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 . Bonnie Parrish joined Cumberland Trust in 2017. Mary Elizabeth holds a Bachelor of Business Administration (BBA) degree in Finance and a secondary degree in Music Business from Belmont University in Nashville. Clerk's Fee, Transfer Fee, Open Space Preservation Fee. really really smart guy in Math). Sharons primary responsibilities involve reviewing and preparing documents and considering tax, legal and other compliance issues with regard to Cumberland Trust and its clients. 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 . Explore North Carolina's counties for court services and information, such as courthouse locations, jury service, contacts, and more. If the account has securities or assets, other than Trust Department sponsored mutual funds the fee will be $3.32 per quarter for each security or asset. Previously, David interned at Valmont Investments and ECOM USA working with real estate and commodities. 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. Sara Kate focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. 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. In addition, Dan has over 15 years of custody and trust operations experience from previous positions with State Street Bank and Reliance Trust Company. 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. Specialized expertise combined with care and compassion for your family. Leslie is a member of the Tennessee Bar Association and is licensed to practice law in Tennessee. Contact Us; Quick Links. She also has experience working in personal trust administration with clients requiring senior care and special care services. 2021 Cumberland Trust. Advises family on tax laws and implications. 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. Debbie holds an Executive J.D. Katrina Martin joined the Cumberland Trust team in 2020. As with the TISA, this act requires that the trustee is a Tennessee resident or trust company. degree in Accounting from Asbury University in Wilmore, Kentucky. Prior to joining Cumberland Trust, Ryan worked for litigation firmshandling cases involving complex commercial litigation, bankruptcy, and personal injury. As with the TISA, this act requires that the trustee is a Tennessee resident or trust company. Site by, The Collaborative Directed Trustee/Financial Advisory Relationship. 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. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. In these roles, Robin helped families find solutions to support their loved ones diagnosed with dementia and Alzheimers disease. Estate and post-mortem trust administration to honor, support, and carry out your wishes. 2021 Cumberland Trust. 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. Helina received a B.A. google hiring committee rejection rate. Previously, Shelby held positions at a nationwide mortgage lender and with a Nashville real estate team. Assistant Vice President & Account Transfer Manager. With it, you can use a trust company with trustee fees on your terms. Additionally, she is a member of the Estate Planning Council of Middle Tennessee. Lorena Suarez joined the Cumberland Trust administration team in 2014. This person, group of people, or institution benefits from the trust, eventually receiving some or all of the property placed in the trust. He assists with various tasks related to real estate; oil, mineral, gas interests; LLC interests and other special assets for Cumberland Trusts clients. 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. He received a J.D. As Peak Trust founder Douglas Blattmachr told me, its pointless to advertise how much a generic offering would cost when the fact is that at this level, one size fits none. Before joining Cumberland Trust, Nathan worked as a Senior Consultant with Financial Industry Technical Services. 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.
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