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. Sharon received a B.S. On the legal team, as Vice President and Fiduciary Counsel, Caroline reviews and drafts documents relating to trust and estate accounts. As a trust administrator, Donna collaborates with legal, financial, and tax professionals to ensure all aspects of an estate are given careful attention. As Cumberland Trust grew, Michelle developed the blueprint for expansion into regional markets and she worked to open our nine regional offices. Debbie Schultz is Vice President and Director of Special Needs Trust Administration at Cumberland Trust. He has also worked in a private legal practice in the areas of estate planning, taxation, real estate, and general business. Find Cumberland Commercial Lease Amendment lawyers in Rhode Island to hire. in Music Business from Belmont University. She focuses on helping clients needing extra support through the coordination of distinctive care services. in Business Administration with an emphasis in Accounting from Berea College in Berea, Kentucky. He advises the company on trust and estate administration, special assets administration, fiduciary compliance and corporate governance matters. April Drennan joined Cumberland Trust in 2019. Prior to joining Cumberland Trust, Avery was an associate attorney at Brazil Clark, PLLC and worked as an Investment Advisor at Valor Financial Services. Previously, Ashley worked for Newt Gingrichs 2012 presidential campaign. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. Advises family on tax laws and implications. Previously, Lori served as Senior Vice President and Managing Director of Corporate Strategy. What is a Directed Trustee? Danielle holds a bachelors degree in Business Administration from Columbia International University in Columbia, South Carolina. clerk of court's fee bill adopted pursuant to 42 pa.c.s.a. The Uniform Trust Code, passed in 2004, provides a comprehensive set of laws that allow a trust to be administered very efficiently and effectively. from Quinnipiac University School of Law in Hamden, Connecticut. Please email recorder@cumberlandcountypa.gov or call 717.240.6370 to schedule an appointment. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. County of Cumberland, Pennsylvania. 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. in Communication Studies with an emphasis in Public Communications from Marshall University in Huntington, West Virginia. Our advisor-friendly commitment to independent trust and estate administration allows financial advisors, estate planning attorneys, and accountants to provide their expertise, while we focus on performing our fiduciary duty and taking care of our mutual clients. Brianna McCray joined Cumberland Trust as a Trust Specialist in 2021. Previously, she managed grantor and decedent trust administration teams with Edward Jones. In this role, Robert works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. All rights reserved. With a connected team of 120+ experts at your service in 10 offices nationwide. Donna Wooden brings an extensive background in customer support, project coordination, and office administration to the estate team. Layla received a B.S. Constant availability. Elsie holds a B.A. Register of Wills The primary function of the Register is to determine whether documents offered for probate should be admitted to the official record. Alex holds a B.S. He received his J.D. In addition, Dan has over 15 years of custody and trust operations experience from previous positions with State Street Bank and Reliance Trust Company. Prior to joining Cumberland Trust, Lauren worked as a Brokerage Client Specialist with Wells Fargo Advisors. There is no worry that we will be influenced to favor one beneficiary over another. Ashley is a Nashville native and earned a B.S. 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. Cumberland County. Vice President & Director, Special Needs Trust Administration. Assistant Vice President & Special Assets Officer. Heather holds bachelors degrees in Psychology and Religion from Lambuth University. With a connected team of 120+ experts at your service in 10 offices nationwide. This person, group of people, or institution benefits from the trust, eventually receiving some or all of the property placed in the trust. 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. 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. She received her J.D. Outside of work, Avery enjoys volunteering as an assistant basketball coach. Posted: February 26, 2021. really really smart guy in Math). Outside of work, Katelynn enjoys volunteering at local animal shelters. $20.00. Debbie joined Cumberland Trust in 2021. In his leisure time Tim enjoys reading and crafting heirloom, hardwood rocking chairs for adults and children. Asha Nivison joined Cumberland Trust in 2012. I'm Worried About How Inflation Will Affect My Retirement Savings. Previously, Mr. Presley served as Chairman, President, and CEO and as President and Chief Operating Officer of Cumberland Trust. Request Information Schedule A Visit You're ready for this. Each time they were early or on time, fast, and provided excellent service. Previously, Jennie served as Chief Operating Officer and Corporate Counsel and as Chief Strategy Officer and Assistant General Counsel at Cumberland Trust. Meet Our Estate and Post-Mortem Trust Administration Experts, Conveniently Headquartered in Trust-Friendly Tennessee. As Assistant Vice President and Compliance Officer, Harriet ensures that accounts are opened or closed and documented accurately. 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. Please consult the institution directly to confirm costs. Rene received her B.A. Safe Deposit Box Rental . Do you want to learn more about personalized trust and estate services? In this role, Matt works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. She is a Certified Trust and Fiduciary Advisor (CTFA) and has completed Cannons Trust School program. 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. in finance from Auburn University. Lisa brings a wealth of experience to the Cumberland Trust team. She develops and implements marketing initiatives for Cumberland Trusts ten offices. Specialized expertise combined with care and compassion for your family. Additionally, she manages the growing legal team. in Finance from The University of Memphis. Heather Savage is Senior Vice President and Business Development Officer based out of Cumberland Trusts Knoxville office. Vice President & Business Development Officer. Senator Thad Cochran (Mississippi). Prior to joining Cumberland Trust in 2021, Lisa was a senior director and business manager with TIAA, working with their private asset management group. She received a J.D. Caitlyn A. Lovell joined the Cumberland Trust team in 2019. 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. Control is non-issue. His experience also includes positions as Hockey Operations Associate and Assistant Youth Hockey Instructor for the New York Rangers. 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 At death, a revocable trust designates a successor trustee and outlines distribution of the trusts assets. The Cumberland Land Trust is a private, non-profit, charitable, conservation organization run by a dedicated group of volunteers. from the University of Kentucky College of Law in Lexington, Kentucky. OUR TRUST PHILOSOPHY What We Do Independent Trust and Estate Administration Expert guidance, proactive education, and hands on services to support you, your family, your assets, and your estate. No fee. Lori holds a B.A. There is a 2.25% convenience fee with a minimum fee of $2.50 per transaction to the filer Jennie Renwick joined Cumberland Trust in 2021 and serves as a Vice President and Trust Officer. Plan, preserve, and protect your legacy for generationstocome. Helina received a B.A. Prior to joining Cumberland Trust, he worked as the Amateur Hockey and Fan Development Coordinator for the Nashville Predators. Trust Fee Schedule. Please contact the Admissions Office at 615-547-1246 locally or 800-467-0562 to speak with your Enrollment Specialist or email admissions@cumberland.edu. While theyre a valuable component of estate planning, trusts offer more than simply a way to disburse assets upon death or minimize paying taxes. She received her J.D. June 3, 2022 . If more than one of the foregoing fees could apply to a given Trust Custody Account, the highest applicable fee will apply. Prior to joining Cumberland Trust, Jennie served as Vice President at Thompson & Associates, focused on charitable estate planning, Assistant General Counsel of WebMD Envoy, Senior Tax Consultant at Arthur Andersen, and practicing attorney at Waller Lansden Dortch & Davis. Since our relationship managers do not have sales goals and have a manageable number of accounts, they are able to develop long-term relationships with their clients and regularly communicate with them, as needed. Plan, preserve, and protect your legacy for generationstocome. Outside of work, he is an avid sports fan and enjoys reading, hiking, exercising, and spending time with friends and family. Haley Tucker joined the Cumberland Trust team in 2019. Site by. Tennessee is one of only three states that allow community property trusts. The trustee services offered by an individual trustee mirror those offered by a corporate trustee. As a collaborative member of the Personal Trust Administration team, Eloise provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. ", Maybe $2,500, he conceded. Rachel now leads the Estate Administration department, which administers trusts and estates of various sizes and complexity throughout the southeast. As a Business Development Officer, Bob focuses on building relationships with financial advisors, attorneys, and tax professionals throughout the state of Florida. 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). Dayton received his B.A. Assistant Vice President & Marketing Manager. Vice President & Director, Special Assets. She was awarded the Certified Trust and Financial Advisor designation (CTFA) and is a graduate of Cannon Trust School, through Cannon Financial Institute. 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. Jessica holds a B.S in Marketing from Indiana University and an MBA from Belmont Universitys Massey Graduate School of Business. Expert guidance, proactive education, and hands on services to support you, your family, your assets, and your estate. 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 . What are the potential benefits and protections offered byatrust? All rights reserved. A Certified Trust and Fiduciary Advisor (CTFA), Lisa holds a Bachelor of Arts and Science degree in interdisciplinary studies from the University of Missouri. For a client with that kind of wealth, the $20,000 translates into at most 40 basis points a yearpretty low by industry standards. 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. Prior to joining Cumberland Trust, she worked for eight years in Special Education for the Williamson County School District. He holds a B.S. Remainder beneficiaries are those beneficiaries that succeed the interest of the current beneficiaries. All rights reserved. in Business Administration from the University of Tennessee, Knoxville and was awarded a J.D. 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. in History of Art and Architecture from the University of Reading in England. All rights reserved. Assistant Secretary, Assistant Vice President & Director of Finance. Prior, Beth served as Vice President and In-House Counsel for a nationwide franchise. 2022 Holiday Trash & Recycling Schedule | cumberlandme Home Home About Cumberland Departments Active Living 55 + Mission Book Delivery Service Community Resources Cumberland Area Rides (CAR) Durable Medical Equipment Handy Helpers Mornings With Friends Property Tax Assistance Service Request Vendor List Vendor Referral Volunteer Application and was a founding member of the organizations Family Council. He also works with the compliance department to help ensure that accounts are opened and documented accurately. 633 Chestnut Street Jessica Kopperud joined the Cumberland Trust team in 2018. Wendy Maynard joined the Cumberland Trust Asset Transfer team in 2021 as an Asset Transfer Specialist. in Political Science from Colgate University. degrees in Finance and Management from Lipscomb University. Previously, Zandra worked in retail management. Lisa has been recognized for her work and accomplishments in the trusts and estates industry. 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. Previously, Lou Anne served as Director of the State Advocacy Resource Center of the American Medical Association, where she represented the AMA before the highest levels of state political and medical organizations. Originally from Lake McQueeney, Texas, as Vice President and Regional Development Officer Elly focuses on building relationships with legal, financial, and tax professionals throughout the state of Texas. She currently volunteers with CASA, which advocates for children who are in the foster care system seeking permanent homes. Previously, she worked for seven years as a Registered Sales Assistant with a financial advisory firm. Dayton Hale joined Cumberland Trust in 2013 as a Trust Officer for special assets. 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. Rates effective: June 28, 2013. 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 Avery Oaks joined Cumberland Trust as a Trust Officer in 2022. Under an agency trustee service agreement, the individual trustee, private or professional, has control over all trust administration and trust accounting. Previously, Carla worked in Cumberland Trusts personal trust administration and tax divisions. Corporate Secretary, Senior Vice President & Managing Director, Compliance and Audit. 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. Previously, she served for ten years as a paralegal and raised her three, now grown, children. All rights reserved. Haley holds a degree in environment and sustainability with a minor in political science from Sewanee: The University of the South in Sewanee, Tennessee. In this role, Kailey provides direct support to the business development team, assisting with ongoing development and onboarding of new and prospective Cumberland Trust clients and their professional advisors. 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. David Shetler joined the Cumberland Trust team in 2020. Her background also includes experience in federal and state contract management, and insurance defense litigation. 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. Meredith focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. What is a Directed Trustee? Plan, preserve, and protect your legacy for generationstocome. Alex Walker joined the Cumberland Trust administration team in in 2017. An avid supporter of the visual and performing arts, Mr. Presley has served as board member, vice-chair, and treasurer for the Nashville Symphony; board member and finance committee member for Cheekwood; board member, vice-chair, and head of public arts for Nashville for the Metro Arts Commission; and currently as board member of the Arts & Business Council. She has eight years of customer service experience. 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. We work closely with attorneys and financial advisors who have established estate plans and investment objectives for their long-standing clients. Outside of work, Matt has enjoyed coaching youth golf and basketball, and is an avid Indianapolis Colts and Cincinnati Reds fan. 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 trustee is held to strict fiduciary standards in order to ensure that they can only use assets from the trust property for the beneficiaries, not for their own benefit. Ryan earned a Bachelor of Business Administration degree (B.B.A.) Shelby holds a B.S. Prior to joining Cumberland Trust, Wendy worked for 28 years as a licensed insurance agent for Buschbach Insurance Agency in Illinois. in Sociology from Middle Tennessee State University (cum laude) with minors in Global Studies and Business Administration. Additionally, at Belmont, Mary Elizabeth was involved in many organizations, assisting with the recruitment of new students, and maintaining the schools relationship with alumni and board members. Jennie holds a B.S. Jodi works in support of our Middle Tennessee market region, and specializes in providing responsive support to new clients and their financial, legal, and tax professional advisors. Prior to joining Cumberland Trust, Jodi worked for 20 years in the banking industry, with 12 years in management, business development, and lending. Outside of work, Eloise enjoys volunteering within the community and spending time with friends and family. in Accounting (cum laude) and a J.D. in Advertising and Public Relations from the University of Arkansas. For questions or to schedule an appointment, please call 717-240-6345 or email regofwills@cumberlandcountypa.gov. in Accounting. 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). CAREERS & OUR CULTURE Joseph K. Presley She received her J.D. 1 Stated fees are for services provided by Cumberland County and does not include any additional fees that may be charged . Caroline also serves as the business development liaison, representing Cumberland externally and working closely with the Business Development team in evaluating new business opportunities. Avery focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. Sarah holds a bachelors degree in Finance from Washington State University.
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