cumberland trust fee schedule

While attending college, she held various internships in sales and marketing. Her background also includes experience in federal and state contract management, and insurance defense litigation. Sara Kate holds a B.A in Journalism and English with a minor in French from Indiana University Bloomington. All rights reserved. Senior Vice President & Managing Director, Trust Administration, Vice President & Director, Personal Trust Administration, Vice President & Trust Officer, Administration Manager. Charitable trusts can have tax benefits for philanthropic families or individuals who wish to donate to charitable organizations. Cumberland, OH. In this role, Chase focuses on Cumberland Trusts corporate operations. She holds a B.B.A. Our mission is to preserve the natural resources of Cumberland for present and future generations by preserving land for open space. Meredith focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. As Assistant Vice President and Trust Officer in Personal Trust Administration, Lauren works with clients on day-to-day needs while also focusing on longer-term trust administration goals. Sarah focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. In this role, she works closely with external and internal auditors, while focusing on Fiduciary Compliance, Corporate Compliance, and Regulatory Compliance. Accountability. But beyond that level, technology keeps improving and letting efficient trust companies bring down their overall cost proposition. from Vanderbilt University. Previously, Greg worked in human resources and in youth sports. Prior to joining Cumberland Trust, Elly served as Deputy Finance Director for a Nashville mayoral campaign and prior to that as a director of a prison re-entry program in Texas. 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. This could mean naming current beneficiaries and then allowing for the inclusion of others born after the trusts inception. The Admissions Office is open Monday through Friday from 8am to 4:30pm CST. Prior to joining Cumberland Trust, Millie served as an Associate Wealth Advisor at Truxton Trust, providing sophisticated and personalized wealth management services. She is a graduate of Cannon Financial Institutes Trust School and has been awarded the Certified Trust and Financial Advisor (CTFA) designation. The Tennessee Community Property Trust Act, passed in 2010, creates benefits for trusts owned by spouses, including providing equal ownership of property and the sharing of appreciation and income. The beneficiaries of the trust must be clearly identified or ascertainable. Site by Circa Creative Studios. What are Tennessee Community Property Trusts. from Simon Fraser University in Vancouver, British Columbia, and an M.B.A. from Western Governors University. 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. Home - Cumberland Trust We are a family-focused independent trust company. Chase Caldwell serves as Assistant Secretary, Assistant Vice President, and Director of Finance for Cumberland Trust. He assists with various tasks related to real estate; oil, mineral, gas interests; LLC interests and other special assets for Cumberland Trusts clients. Judy Johnson began working as part of the Cumberland Trust team in 2011, with over 50 years of experience in estate planning and probate in numerous law offices in both Illinois and in Tennessee. Bonnie holds B.S. from Vanderbilt School of Law and holds a Masters in Taxation (LL.M.) cumberland trust fee schedule Permits, Applications & Fees | 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 Administration Ensure that government assistance continues while the basic level of care is supplemented for a child with specialneeds. in Education with Majors in Kinesiology and Criminology from The University of Tennessee, Knoxville. Rebecca Halvorson joined Cumberland Trust in 2010. Charitable trusts can have tax benefits for philanthropic families or individuals who wish to donate to charitable organizations. Prior to joining Cumberland Trust, she worked as an elementary and middle school teacher for more than 20 years in Philadelphia, Nashville, and Pegram. in Business Administration from Middle Tennessee State University. Stephen Granberg joined the Cumberland Trust Special Asset Administration team in 2022 as a Special Assets Administrator. She studied abroad at the University of London through Biederman Entertainment and Media Law Institute. Bob and his wife Jodi have two adult sons, and they live in the Fort Myers, Florida area. Tuition and Fees. in International Studies, with honors, from Miami University in Oxford, Ohio. As Vice President and Director of the Special Assets team, Dayton works primarily in the evaluation and ongoing administration of special assets, including mineral, oil and gas interests, commercial and residential real estate, closely held business interests, agricultural and rural real estate, timber properties and promissory notes. County of Cumberland, Pennsylvania. Jennie Menzie joined Cumberland Trust in 2012 and serves as President, Chief Operating Officer, and Corporate Counsel. In addition, Dan has over 15 years of custody and trust operations experience from previous positions with State Street Bank and Reliance Trust Company. Avery Oaks joined Cumberland Trust as a Trust Officer in 2022. Lou Anne Wolfson joined Cumberland Trust in 2013. Some of these accomplishments include winning the TIAA Excellence Award, serving as a TIAA Emerging Leader, on the Diversity and Inclusion Council and as a corporate United Way liaison. TRUST MANAGEMENT FEE MARKET VALUE OF ASSETS ANNUAL FEE First $1 Million 1.20% Next $4 Million .95% Next $5 Million .65% . Susan Smith joined the Cumberland Trust team in Atlanta in 2017 to help service the ever-growing Georgia market. Telephone: (703) 528-7994 Email: TrustServices@Presidential.com . from Northwestern University School of Law. 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. Comprehensive trust administration, education, and proactive client service for your family. Site by Circa Creative Studios, Specialized Knowledge and Focused Administration. She serves as Assistant Vice President and Trust Officer. Previously, he focused on the administration of life insurance trusts. Vice President, Compliance & Audit Officer. Heather received a B.A. Site by, The Collaborative Directed Trustee/Financial Advisory Relationship. She earned a J.D. Senior Vice President & Managing Director, Business Development. Lori is also a graduate of Belmont Universitys Center for Executive Education in Financial Planning and has obtained CFP certification. Prior to joining Cumberland Trust, she worked as a Branch Manager with SunTrust Bank in Nashville, TN. and MBA from the University of Memphis. Heather develops relationships with individuals, families, and their professional advisors in North Carolina, South Carolina, and East Tennessee. He focuses on being responsive, attentive, and understanding to build relationships with the clients and families he serves. Adriana holds a B.A. Douglas Stratton joined Cumberland Trust as a Trust Officer in 2022. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. 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 Assistant Secretary, Assistant Vice President & Director of Finance. 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. Depending on your needs, establishing a revocable living trust is another option your attorney might recommend as part of your estate plan. Prior to joining Cumberland Trust, Wendy worked for 28 years as a licensed insurance agent for Buschbach Insurance Agency in Illinois. She enjoys welcoming clients and guests, making them feel comfortable and at ease. Earlier in her career, Lou Anne worked in the Cook County States Attorney Office in Chicago as an Assistant States Attorney and Prosecutor in the Appellate Division and then in the Abuse and Neglect Division of Juvenile Court. 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. Previously, Evelyn worked in the banking industry, with experience in audit management, commercial relationship management, and credit analysis. Tennessee continues to distinguish itself as a desirable state for trusts, and new legislation maintains this advantage. in Financial Management & Financial Planning from Western Kentucky University (Summa Cum Laude). did chimney and maddie break up; san diego housing authority cumberland trust fee schedule. He received his J.D. As Assistant Vice President and Trust Officer in the personal trust division, she is focused on providing a high level of responsiveness and attention to her clients. Kim Kochamba joined the Cumberland Trust Special Needs Trust Administration team in 2023 as a Trust Specialist. We work closely with attorneys and financial advisors who have established estate plans and investment objectives for their long-standing clients. Some firms work strictly from a rate card. in Business Administration with a concentration in Pre-Law from the Louisiana State University E.J. Alex holds a B.A. 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. She focuses on delivering responsive and personalized trust administration services. Stocks, after a few years of. We understand that flexibility and choice are important when it comes to selecting an investment manager. Jody joined the Cumberland Trust team in 2010. in Accounting (cum laude) and a J.D. Site by, The Collaborative Directed Trustee/Financial Advisory Relationship. Dan Jernigan serves as Corporate Secretary, Senior Vice President, and Managing Director of Compliance and Audits for Cumberland Trust. The trustee must be legally competent to accept the trust property he or she is to manage. Caroline holds a B.A. Rene has worked for more than 20 years in the financial services industry and for the past 15 years specifically with trusts focusing on endowments, foundations, and personal trusts. Alex is the Vice President and Director of Cumberland Trusts personal trust administration division. Dudley Selinger has been a part of the Cumberland Trust team since 2013. She is a member and past board member of the Financial Planning Association of Greater Memphis and a member of the Memphis Estate Planning Council. Additionally, he is on the Board of Directors of the Center for Living and Learning and on the Advisory Board for Men of Valor. Previously, he served as Vice President of business development for a regional trust company in western New York. David serves as a Special Assets Officer, working with unique, illiquid, and hard-to-value assets held in trust. Rene Frederiksen joined Cumberland Trust 2015. She is a Certified Trust and Fiduciary Advisor (CTFA) and has completed Cannons Trust School program. In this role, Millie works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. 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, Sharon spent 16 years as an estate tax attorney with the Internal Revenue Service, where she examined federal estate and gift tax returns and ensured compliance with tax law. 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.

Chris Santos Natalie Mckenna, Is Being An Assistant Principal Worth It, Does Fabio Quartararo Have A Daughter, Articles C