She earned a Master of Management degree from the Kellogg Graduate School of Management at Northwestern University. Layla is licensed to practice law in Tennessee and Louisiana. in Spanish from Southern Methodist University in Dallas, Texas. Sarah holds a bachelors degree in Finance from Washington State University. BBB File Opened: 2/19/2004. What is a Directed Trustee? Jared has extensive experience working with family offices and in the administration of complex trust assets, including inherited Individual Retirement Accounts (IRAs). Previously, Millie worked in the interior design industry where she specialized in developing interior design solutions and delivering superior client service. Prior to joining the legal team, Caroline worked as a Trust Officer in the estates administration department overseeing administration of estate and administrative trust accounts. Growth Permit Application - Fillable. Elsie holds a B.A. Explore North Carolina's counties for court services and information, such as courthouse locations, jury service, contacts, and more. 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. Menu viscount royal caravan. Prior to joining Cumberland Trust, Haley completed an AmeriCorp term with Harpeth Conservancy. Beth is a Certified Mediator and licensed to practice law in Tennessee. Senior Vice President & Managing Director, Corporate Development. All rights reserved. Previously, Carla worked in Cumberland Trusts personal trust administration and tax divisions. Lauren Bargo joined Cumberland Trust as a Trust Specialist in 2022. What are the potential benefits and protections offered byatrust? Lindsay holds a Bachelor of Music in Music Therapy with a Minor in Psychology from the Berklee College of Music in Boston, Massachusetts. A Last Will and Testament is perhaps the primary document that comes to mind when most people think of estate planning. Prior to Cumberland Trust, April worked at SunTrust Bank (now Truist) as a Trust Advisor, as well as a Closely-Held Business Asset Manager, where she managed a portfolio of privately-held assets owned in trusts or other structures where SunTrust had a fiduciary capacity. Carla received a B.A. She holds a B.B.A. Our relationship managers provide a high level of communication and responsiveness for the clients we serve. Prior to joining Cumberland Trust, he worked as the Amateur Hockey and Fan Development Coordinator for the Nashville Predators. Control is non-issue. Sara Speidel joined the administration team at Cumberland Trust in 2007. Prior to her role on the business development team, Elsie was a Trust Administrator, focusing on the day-to-day administration of personal trust relationships for clients needing extra support. Emily Dye joined Cumberland Trust in 2019. Jessica Kopperud joined the Cumberland Trust team in 2018. Site by. Lindsay Phillips joined Cumberland Trust as a Trust Specialist in 2022. 633 Chestnut Street 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, she held positions at Farmington Mortgage and Franklin Synergy Bank. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. 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. 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. Other high-end trust companies argue that at this level, its pointless to advertise your fees because high-net-worth clients and their advisors are happy to pay for the service. Our team is experienced in handling specialized trusts, illiquid assets, and navigating complex family dynamics with diplomacy and respect. Birth certificate certified copy. Phillip Burnett joined the Estate Administration team as a Trust Administrator in 2018. Source: Websites and telephone interviews. Owen focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. Previously, Mrs. Selinger served as the Assistant Director of Development at St. Paul Christian Academy and prior to that as the Interim Development Director at Belle Meade Plantation. Previously, he worked in the financial solutions industry. with a concentration in Business Transactions from the University of Tennessee College of Law (magna cum laude). We focus solely on trust and estate administration so that financial advisors, accountants, and attorneys can focus on what they do best. Judy serves as Vice President and Trust Officer on the estate administration team. 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. 21061 and act no. C. Runcie Clements, IV joined Cumberland Trust and Investment Company in 2002 and serves as Chief Legal Officer and General Counsel. He received his J.D. Please consult the institution directly to confirm costs. in Political Science from Colgate University. In this role, Kim supports a team of relationship managers and focuses on providing responsive and attentive service to clients. Her duties include coordinating the purchase and sale of properties held in trust, analyzing appraisals and inspections, overseeing the management of special assets owned in trust, and navigating complicated situations to provide excellent client service to families that have special assets in their trust portfolios. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. One of the resulting benefits. Just another site. 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. She serves as Senior Vice President and Managing Director of Tax Administration. 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. Life Insurance Funded Plans Base Fee: $200.00 (where primary duty is to act as trustee for insurance policies). Lindsay has a wealth of experience in customer service and provider relations in the healthcare field as well as teaching and communications. in Political Science from the College of Charleston and serves on the Committee for Institutional Advancement for the Tennessee Performing Arts Center. In this role, Owen works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. Jared Lynd joined Cumberland Trust in 2017. Shelby holds a B.S. Dudley holds a B.A. She earned an MBA and B.S. She also has experience working in personal trust administration with clients requiring senior care and special care services. Sharon is a registered CPA in Arkansas and is licensed to practice law in both Arkansas and Tennessee. Other important documents to consider when drafting a will include power of attorney(s). Jessica holds a B.S in Marketing from Indiana University and an MBA from Belmont Universitys Massey Graduate School of Business. in Finance from Tennessee Technological University. Chris Buckley joined the Cumberland Trust team in 2006. Additionally, she is on the board of the Juvenile Diabetes Research Foundation. 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. Douglas Kirkpatrick joined Cumberland Trust in 2009. Our Cumberland Trust Family is Here to Take Care of Yours Trusted relationships are at the heart of what we do. "Northern Trust in Delaware charges a reasonable, competitive fee and in return provides comprehensive services to our directed trust clients backed by more than 120 years of experience as a fiduciary, Lindley told me. 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. In this role, Millie works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. The Trust Advisor realizes that this is not a comprehensive list of all firms. in Art History with a minor in French from Sewanee: The University of the South in Sewanee, Tennessee. Jessica serves on the board of The Womens Fund, an endowment fund within The Community Foundation of Middle Tennessee. With a connected team of 120+ experts at your service in 10 offices nationwide. Heather holds bachelors degrees in Psychology and Religion from Lambuth University. Runcie is a graduate of Baylor University with a B.B.A. Bob Carville joined the Cumberland Trust team in 2022. $20.00. from Simon Fraser University in Vancouver, British Columbia, and an M.B.A. from Western Governors University. Prior to joining Cumberland Trust, Shelly founded The Donaldson Law Firm following experience at other firms including Lefkoff, Duncan, Grimes, McSwain & Hass, P.C. As Corporate Strategy Officer, Jessica develops the framework and plans to support long-term strategic initiatives for Cumberland Trust. Caitlyn A. Lovell joined the Cumberland Trust team in 2019. 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. Through collaboration with our Trust and Estate Administration team members, she provides a high level of expertise to her clients. $10.00. With a connected team of 120+ experts at your service in 10 offices nationwide. Vice President & Director, Personal Trust Administration. in Economics from Sewanee: The University of the South in Sewanee, Tennessee. Jody joined the Cumberland Trust team in 2010. She also studied abroad at the University of Aberdeen in Scotland. For many families, naming a corporate executor, co-executor, trustee, or co-trustee is preferable to burdening a family member with such a role. Before that, she was Vice President in the Custody Income Operations department (Global Securities Services) at Deutsche Bank/State Street in Nashville. Yes, we have a team that focuses on the administration of illiquid assets held in trust. He currently coaches for the Nashville Predators youth hockey teams. Senior Vice President & Business Development Officer. Assistant Vice President & Compliance Officer. Vice President, Director of Human Resources. He specializes in guiding high-net-worth individuals and families through the administration and management of personal trusts and foundations. Plan, preserve, and protect your legacy for generationstocome. Carla Hale joined Cumberland Trust in 2009. In his role as Vice President and Fiduciary Counsel, Stephen reviews and drafts documents relating to trust and estate accounts. Prior to joining Cumberland, he also worked as a law clerk for Stites and Harbison, PLLC in Franklin, Tennessee. April holds a B.S. Previously, he focused on the administration of life insurance trusts. The trustee must be legally competent to accept the trust property he or she is to manage. Previously, he served as Vice President of business development for a regional trust company in western New York. Leslie earned a B.A. Laura Hawken joined Cumberland Trust in 2019. Meg holds an A.B. Rene received her B.A. Conveniently Headquartered in Trust-Friendly Tennessee. Riley Randolph joined Cumberland Trust as a Compliance and Asset Transfer Specialist in 2021. 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. Prior to joining Cumberland Trust, she worked at both HSBC and Merrill Lynch in their offices in the UK, Malta, and the UAE. 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 Business Administration from Belmont University and an M.B.A. from the Jack C. Massey School of Business at Belmont University. Account minimums tend to be relatively lowWealth Advisors Trust and Santa Fe Trust can theoretically start a trust with as little as $1but expenses can be a little higher to cover the fixed cost of administering these tiny trusts. On the legal team, as Vice President and Fiduciary Counsel, Caroline reviews and drafts documents relating to trust and estate accounts. Outside of work, Matt has enjoyed coaching youth golf and basketball, and is an avid Indianapolis Colts and Cincinnati Reds fan. He focuses on connecting Florida individuals and families and their professional advisors with high caliber, directed trust administration services. Amanda Laginess joined the Cumberland Trust team in 2020. If more than one of the foregoing fees could apply to a given Trust Custody Account, the highest applicable fee will apply. The beneficiaries of the trust must be clearly identified or ascertainable. Take time to consult with a team of trusted professional advisors (e.g., attorney, financial advisor, CPA) and carefully consider the best options for you and your family. All other documents. She serves as Corporate Events and Strategy Associate, supporting the marketing and strategy teams in growing Cumberland Trusts reach across the country. Based in Nashville, TN, Cumberland Trust is a small finance company with only 121 employees and an annual revenue of $2.0M. Additionally, she manages the growing legal team. Tennessee continues to distinguish itself as a desirable state for trusts, and new legislation maintains this advantage. Jodi Monroe joined Cumberland Trust in 2013. All rights reserved. Alex is the Vice President and Director of Cumberland Trusts personal trust administration division. But at that level, its going to be very difficult to stay in the business.. In this role, Beth works with the Estate Administration team to support families and professional advisors in the administration of estates and administrative trusts. 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. As an independent trust company, we focus on trust and estate administration services, while collaborating withyou. She received her J.D. Lorena Suarez joined the Cumberland Trust administration team in 2014. Lorena has years of experience in multiple specialty areas of trust administration and currently serves as Assistant Vice President and Trust Officer in Special Needs Trust Administration. Previously, Elly served as a trust officer in Cumberland Trusts Nashville headquarters, administering trust relationships and providing direct client support. Outside of work, Eloise enjoys volunteering within the community and spending time with friends and family. cumberland trust fee schedule
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