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Previously, he worked in the music industry for eight yearsspecializing in song licensing and royalty administration with Capitol Christian Music Group (formerly EMI) and Music Services. 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. She serves as a Business Development Associate overseeing the onboarding of new business opportunities. Overview. Caroline also serves as the business development liaison, representing Cumberland externally and working closely with the Business Development team in evaluating new business opportunities. She develops and implements marketing initiatives for Cumberland Trusts ten offices. 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. This could mean naming current beneficiaries and then allowing for the inclusion of others born after the trusts inception. Practical Variance Appeal Application. 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. Additionally, he manages a growing team of personal trust officers, administrators, and specialists. Roberts previous experience also includes roles at LegacyTree Foundation and Regions Bank. All rights reserved. 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. 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. Corporate Secretary, Senior Vice President & Managing Director, Compliance and Audit. NO CASH REFUNDS. 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. Outside of work, Bonnie enjoys volunteering at Grace Works and One Generation Away. in International Studies and French from Rhodes College in Memphis. Prior, Beth served as Vice President and In-House Counsel for a nationwide franchise. All deeds of conveyance, (with or without a plat), trust deed, fixture filing or security agreement concerning real estate. Senior Vice President & Director, Business Continuity & Information Security. Tim McCoy joined Cumberland Trust in 2022 as a Trust Officer on the Special Needs Trust Administration team. Tennessee is one of only three states that allow community property trusts. 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. Assistant Vice President & Special Assets Officer. from the University of Arkansas School of Law and holds her LL.M. There are very specific things that every trust has to do, and everything else is extra.. Previously, Chris served as Senior Vice President, Managing Director, and Head of Administration. Laura specializes in administration with distinctive care services, an extra level of support for clients. Phillip Burnett joined the Estate Administration team as a Trust Administrator in 2018. Comprehensive trust administration, education, and proactive client service for your family. 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. Outside of work, Sarah enjoys spending time with friends and family. Alex holds a B.S. There is no worry that we will be influenced to favor one beneficiary over another. Trust Fee Schedule. She received her Masters degree in Management from Embry-Riddle Aeronautical University. Financial advisors, accountants, and attorneys need a collaborative, non-competitive trust solution for their clients. Chattanooga, TN 37450, Chief Development Officer & Executive Director of Regional Markets, CTFA, Senior Vice President & Business Development Officer, 1000 Ridgeway Loop RoadSuite 105Memphis, TN 38120, Senior Vice President & Managing Director, Corporate Development, 40 Burton Hills BoulevardSuite 300, Burton Hills IVNashville, TN 37215. The beneficiaries of the trust must be clearly identified or ascertainable. Bob and his wife Jodi have two adult sons, and they live in the Fort Myers, Florida area. Either way, Christopher Holtby of Wealth Advisors Trust told me that theres always room for enthusiastic competitors. Prior to joining Cumberland Trust in 2021, Lisa was a senior director and business manager with TIAA, working with their private asset management group. Menu viscount royal caravan. Michelle holds a bachelors degree in Education from Aquinas College. Site by Circa Creative Studios. In this role, Sarah collaborates with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. Site by Circa Creative Studios, Conveniently Headquartered in Trust-Friendly Tennessee. She is a Fellow in Charitable Estate Planning from the Institute of Charitable Estate Planning. He also works with the compliance department to help ensure that accounts are opened and documented accurately. and M.Ed in Special Education from the College of Charleston. 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 . Alex focuses on providing careful and attentive trust administration, specializing in distinctive care services. Kimberly George joined the Cumberland Trust team in 2014. He has twenty-four years of experience in banking, education, and trust administration. 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. Typically, the grantor is named as the primary beneficiary during his or her lifetime and may also act as his or her own trustee. Telephone: (703) 528-7994 Email: TrustServices@Presidential.com . She enjoys volunteering with animal rescue organizations and supporting various charities to help fight against animal cruelty. Prior to joining Cumberland Trust, she worked as a Branch Manager with SunTrust Bank in Nashville, TN. With a connected team of 120+ experts at your service in 10 offices nationwide. The Tennessee Community Property Act of 2010 can benefit families nationwide. Previously, while attending law school, he served as a law clerk to the Honorable Judge Kathleen N. Gomes in Division 1 of the Shelby County Probate Court. When I needed to indefinitely postpone my move, they kept all the information about how much furniture I had on . He has completed Cannon Trust School I. Previously, Alex was the Powerlifting Coach for the Northern Illinois Special Olympics Team for two years. Sharon is a registered CPA in Arkansas and is licensed to practice law in both Arkansas and Tennessee. Yes, we have a team that focuses on the administration of illiquid assets held in trust. How Can They Provide Better Service to Families? The Tennessee Investment Services Act, passed in 2007, allows the creator of a trust to place assets in a Tennessee Investment Services Trust, also known as a self-settled or asset protection trust, to protect them from future lawsuits, creditors, and other predators. Previously, she served as Treasurer at Fort Vancouver TV. in Business Administration from Auburn University. 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. A corporate executors actions are subject to periodic reviews, not only by the beneficiaries but also by independent auditors and regulatory examiners. Previously, she served as Vice President, Trust Advisor at SunTrust Investment Co. handling Trust Administration for their private wealth management department. What is a Directed Trustee? Building Connected Insurance Offerings Starts With Customer-Focused Innovation, Model Portfolio & SMA Strategists Selection Guide, The 2022 TAMP GROWTH SUMMIT | RECEIVE 1.5 HRS CE CREDIT, 2022 America's Most Advisor Friendly Trust Companies, America's Best Trust Technology Buyers Guide 2021-2022. But at that level, its going to be very difficult to stay in the business.. During her time at Sewanee, she was also a Sustainability Fellow. Robert holds a B.S. Business Started Locally: 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. In the community, Caitlyn sings Alto 2 for Vox Grata Womens Choir and has been a Board Member of the Tennessee Pride Chamber since 2021. Prior to joining Cumberland Trust, Laura worked at Blakeford At Home as a Care Manager and Executive Director, providing older adults with information, services, and guidance to maintain the highest level of independence in their home. While attending college, she served as a member of the executive student government and assisted University Admissions in the recruitment of prospective students. Previously, Ashley worked for Newt Gingrichs 2012 presidential campaign. Companies like Wealth Advisors Trust, Advisory Trust and Santa Fe Trust, cater exclusively to investment advisors looking for a place to refer their clients who need to open a trust. 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. Previously, Leslie served as a trust officer, overseeing trust account management and administration. He received his J.D. . Previously, she served for ten years as a paralegal and raised her three, now grown, children. In this role, she works with the compliance department to ensure that new accounts are properly documented and opened correctly. Matt holds a B.A. 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. Prior to joining Cumberland Trust, Layla held the role of contract drafting, review, and negotiation for Vanderbilt University Medical Center as well as experience in due diligence contract review for healthcare companies anticipating mergers and acquisitions. Posted on . While $3,000 happens to be what Advisory Trust charges on the low end, it does seem to be an informal sweet spot within the trust industry. 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. She is also a past board member of The Bobby Dodd Institute, a nonprofit that helps individuals living with a disability succeed at work, in the community and in life. Prior to joining Cumberland Trust, she worked at both HSBC and Merrill Lynch in their offices in the UK, Malta, and the UAE. The access fee is considered a cash fee, therefore institutional aid and outside scholarships are not allowed to be used as payment. from the Cumberland School of Law at Samford University in Birmingham, Alabama. We work closely with attorneys and financial advisors who have established estate plans and investment objectives for their long-standing clients. Caroline previously served as an Assistant Vice President and Trust Advisor at SunTrust administering trusts and managing high net worth client relationships. from Quinnipiac University School of Law in Hamden, Connecticut. Our relationship managers provide a high level of communication and responsiveness for the clients we serve. Thats really the minimum anyone can comfortably charge. in Finance with a concentration in Entrepreneurship from the University of Tennessee, Knoxville. 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. in Economics from Smith College in Northampton, Massachusetts. 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. in Finance from The University of Memphis. This legislation allows all of the trust creators top advisors to be involved in the trust management. legislation was enacted in 2013 that encourages the use of trust advisors and trust protectors to assist in the management of a trust. 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. Leslie earned a B.A. Lori holds a B.A. Lou Anne Wolfson joined Cumberland Trust in 2013. stickman swing cool math; ufc gym plantation; how to send certified mail with return receipt; bronwydd house porth history Melissa Murray joined the Cumberland Trust Special Needs Trust Administration team in 2021. Prior to joining Cumberland Trust, Wendy worked for 28 years as a licensed insurance agent for Buschbach Insurance Agency in Illinois. in Communication from Salem College in Winston-Salem, North Carolina. COVID update: Cumberland Park Apartments has updated their hours and services. She specializes in delivering a range of customized trust solutions to best serve each client. Helina received a B.A. Previously, Eleanor worked as an intern for The Frist Centers development department and in the development and finance division of Christies New York. In his role, Jody administers personal trusts, providing responsive service to our clients and their external advisors. Some select this option to avoid a lengthy probate process and protect the privacy of the grantor and beneficiaries of the trust. Stephen Crofford joined Cumberland Trust in 2016. As a trust administrator, Donna collaborates with legal, financial, and tax professionals to ensure all aspects of an estate are given careful attention. All rights reserved. $25.00 per occurrence, maximum of 4 Overdraft and / or Returned Item Fees per day. Each time they were early or on time, fast, and provided excellent service. Wherever fees go, he says, there are going to be a lot more entrants in the trust service business.. Lisa brings a wealth of experience to the Cumberland Trust team. 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. Senior Vice President & Managing Director, Trust Administration, Vice President & Director, Personal Trust Administration, Vice President & Trust Officer, Administration Manager. 2021 Cumberland Trust. Alex serves as Assistant Vice President and Trust Officer in the personal trust administration division. cumberland trust fee schedulesan juan airport restaurants hours. Prior to joining Cumberland Trust, she served as the trust administration team lead at the Bank of Jackson Hole, Wyoming. She also managed the Private Client Services department at Advisory Trust Company in Phoenix, Arizona, and as a senior private client fiduciary advisor cultivated relationships with advisors, administrative support staff, and other professionals while working at their office location in Wilmington, Delaware. Lori Thoeny joined Cumberland Trust in 2008 after working more than 15 years in the brokerage industry. Depending on your needs, establishing a revocable living trust is another option your attorney might recommend as part of your estate plan. He is a First Lieutenant in the U.S. Army JAG Corps, Reserve Component. As Assistant Vice President and Trust Officer, Melissa supports our beneficiaries with special needs, and focuses on providing responsive and attentive service to clients and their financial, legal, and tax professional advisors. Before joining Cumberland Trust, Tenisha worked as a paralegal for the Law Office of Rob McKinney. Previously, he worked in the financial solutions industry. 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. 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. He assists with various tasks related to real estate; oil, mineral, gas interests; LLC interests and other special assets for Cumberland Trusts clients. Over the past several decades, many states have worked to update trust legislation. She also manages a growing team of Special Assets Administration professionals providing specialized administration of these complex trust assets. Danielle is currently pursuing an MBA with a concentration in Finance. She earned a masters degree in Industrial and Organizational Psychology from Middle Tennessee State University. Laura holds a Bachelor of Social Work from the University of Mississippi and a Master of Social Work from St. Louis University. We will be expanding coverage; please also include any other services offered such as investment management, special purpose trusts, HSAs, etc. This document allows the trust creator or grantor to place selected assets in trust. Beth holds a bachelors degree in Mass Communications with minors in Political Science and English from Middle Tennessee State University. Through collaboration with our Trust and Estate Administration team members, she provides a high level of expertise to her clients. Prior to joining Cumberland Trust, Lauren worked as a Brokerage Client Specialist with Wells Fargo Advisors. She specializes in relationship building with families and their financial, legal, and tax advisors. Natalicia Hosseinzadeh joined the Cumberland Trust team in 2018. Adriana holds a B.A. 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. cumberland trust fee schedule. Lauren holds a bachelors in business administration and a MBA from the University of Mississippi. 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. In this role, Andrea works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. She joined the Cumberland Trust team in 2001, at the firms founding. In this role, Zandra provides direct support to the business development team. Do you want to learn more about personalized trust and estate services? Jennie focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Senior Vice President & Managing Director, Tax Administration. Brianna McCray joined Cumberland Trust as a Trust Specialist in 2021. Just as each life and family is unique, so is each estate left behind. 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. Asha Nivison joined Cumberland Trust in 2012. Meet Our Personal Trust Administration Team, Conveniently Headquartered in Trust-Friendly Tennessee. 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). Lisa Tesar is a vice president and business development officer based in Cumberland Trusts St. Louis office. from Vanderbilt University. As an independent trust company, we focus on trust and estate administration services, while collaborating withyou. Plan, preserve, and protect your legacy for generationstocome. Prior to joining Cumberland Trust, Melissa worked as a Trust Officer at Riverview Trust Company in Vancouver, Washington. 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. As a directed trustee, we do not offer investment management services; therefore, we do not compete with financial. 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. Eleanor Claiborne joined the Cumberland Trust team in 2012 and works in corporate strategy, events, and marketing. Wendy Maynard joined the Cumberland Trust Asset Transfer team in 2021 as an Asset Transfer Specialist. Impact Fee for Recreational Facilities & Open Space Impact Fee Ordinance. Rachel Fuqua joined the Estate Administration team as a Trust Officer in 2015. In this role, Meredith works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. $3.00 will be charged for each distribution . West Virginia Housing Fund Fee, in addition to any excise tax imposed on property transfers. Previously, Matt Co-Chaired the Paul E. Skeens Scramble for HELP, a golf event that helped raise proceeds for scholarships for need-based, learning-disabled students at Marshall University. Find local administrative orders and rules. In this role, Douglas works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. Source: Websites and telephone interviews. 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. She also holds an MBA from Bethel University in McKenzie, Tennessee. Greg Sauers joined Cumberland Trust as a Trust Administrator in 2020. Prior to joining Cumberland, he also worked as a law clerk for Stites and Harbison, PLLC in Franklin, Tennessee. Caroline is a member of the Tennessee Bar Association, Nashville Bar Association, and the Estate Planning Council of Middle Tennessee. CAREERS & OUR CULTURE Joseph K. Presley The resulting team of experts then works together to provide the beneficiary with care and expertise, ensuring optimal management and administration of the trustorestate. , passed in 2010, creates benefits for trusts owned by spouses, including providing equal ownership of property and the sharing of appreciation and income. Quarterly fee of $15.30 per account. 633 Chestnut Street in Political Science from the University of Tennessee, Knoxville and was awarded a J.D. In her role, Jennie manages the companys day-to-day operations while driving Cumberland Trusts vision for the future. Owen focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. Prior to joining Cumberland Trust, Douglas worked as a State & Local Tax Associate at KPMG LLP in Indianapolis, Indiana. Previously, Caitlyn worked as an associate manager at Tumi Inc. and, before that, as an Intern for House Representative Jim Cooper. Evelyn Leonard joined the Cumberland Trust team in 2016 and works with the asset transfer team, helping to ensure that new accounts arrive to Cumberland Trust smoothly and efficiently. Vice President & Director, Special Asset Administration. Impartiality. Jared Lynd joined Cumberland Trust in 2017. No. Personal Trust Administration In this role, Judy administers estates and administrative trusts, guiding families and individuals during times of loss and transition. In some cases, the creator of the trust may also name himself as co-trustee to be responsible in part for administering the trust. Early on, she developed the Special Needs Trust group, serving the needs of client family members with disabilities. Trusts offer an excellent way to plan for the future. Jared is a member of the Tennessee Bar Association and is active with the Estate Planning and Probate Section. The Tennessee asset protection trust is available to anyone in the country as long as a qualified trustee is a resident of Tennessee or a Tennessee-based trust institution. Sloan received her B.A. FEE SCHEDULE Effective 7/1/22 * All permits and plan review fees included + Additional fees apply as needed for additional inspections # All fees based upon valuation shall be calculated using a signed contract for work. Deed Of Trust. in Business Administration with a concentration in Pre-Law from the Louisiana State University E.J. Additionally, he is a member of Estate Planning Council of Middle Tennessee and active member of the University of Tennessee, Knoxville Alumni Association. As a student, Hannah played all four years on the Division 1 tennis team, and was captain for two years. All rights reserved. Jennie holds a B.S. What are the potential benefits and protections offered byatrust? Plans for recording must have a scheduled appointment. The Admissions Office is open Monday through Friday from 8am to 4:30pm CST. 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. If more than one of the foregoing fees could apply to a given Trust Custody Account, the highest applicable fee will apply. 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 in Music Business from Belmont University. An essential planning tool, a will dictates distribution of your assets from your estate to surviving family members, friends, or favored charitable organizations. Our team works in conjunction with any external property managers. in Economics and Finance from Baylor University in Waco, Texas. Additionally, she serves as a member of the St. Louis Estate Planning Council. Elsie holds a B.A. and was a founding member of the organizations Family Council. in finance from Auburn University. He is a Certified Trust and Financial Advisor (CTFA) and has completed Cannons Trust School program. Previously, Mr. Presley served as Chairman, President, and CEO and as President and Chief Operating Officer of Cumberland Trust. She focuses on providing premier and attentive service to our clients and families with special needs. Prior to joining Cumberland Trust, she practiced as an associate attorney with a bankruptcy firm. 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. Meg holds an A.B. Ourso College of Business. 120+ dedicated, trusted experts to serve your family, support your team, and ensure your lasting legacy. 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. in Business Administration from Belmont University (magna cum laude). 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. from Western Kentucky University in Bowling Green, Kentucky. 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. in Political Science from the University of Tennessee at Chattanooga and a J.D. 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. With 15 years of experience in the financial and banking industry, Jeiman brings a high level of expertise to her clients. Jessica holds a B.S in Marketing from Indiana University and an MBA from Belmont Universitys Massey Graduate School of Business. Other companies that start at that level include New Hampshire Trust and Georgia-based Reliance Trust. High-touch administration for those needing additional support.