Cumberland County. Alternatively, advance directives (e.g., a living will or do-not-resuscitate (DNR)) help guide the specific decisions of doctors and caregivers if you become incapacitated and incapable of expressing your wishes regarding your medical treatment. Control is non-issue. in Political Science and Economics from the University of Tennessee and a Paralegal Certificate from the National Institute of Paralegal Training in Atlanta. Cumberland Trust acts as a truly independent trust company. 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. 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). The Uniform Trust Code, passed in 2004, provides a comprehensive set of laws that allow a trust to be administered very efficiently and effectively. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. The resolution next moves to the Democratic-majority Senate. Prior to joining Cumberland Trust, Ryan worked for litigation firmshandling cases involving complex commercial litigation, bankruptcy, and personal injury. Dan Jernigan serves as Corporate Secretary, Senior Vice President, and Managing Director of Compliance and Audits for Cumberland Trust. clerk of court's fee bill adopted pursuant to 42 pa.c.s.a. Site by Circa Creative Studios. Site by, The Collaborative Directed Trustee/Financial Advisory Relationship. For questions or to schedule an appointment, please call 717-240-6345 or email regofwills@cumberlandcountypa.gov. We are located in one of the most trust-friendly states, giving our clients and their assets access to very favorable trust laws. 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. in American Studies from the University of Tennessee (summa cum laude). Jennie Menzie joined Cumberland Trust in 2012 and serves as President, Chief Operating Officer, and Corporate Counsel. Interpretation Appeal Application. Prior to joining Cumberland Trust, Robin served in multiple roles over six years with Brookdale Senior Living, Inc., including, Senior Living Advisor, RTA Specialist, Connection Center Supervisor, and Quality Assurance Specialist. Full-Time. The upshot is that by concentrating on high-end clients, a white-glove firm like Northern Trust can build a lot of sizzle into its steak, even though the cost per dollar of AUM is comparable to what bare-bones vendors charge. in Art History with a minor in French from Sewanee: The University of the South in Sewanee, Tennessee. Prior to joining Cumberland Trust, Millie served as an Associate Wealth Advisor at Truxton Trust, providing sophisticated and personalized wealth management services. She received her Masters degree in Management from Embry-Riddle Aeronautical University. Robin studied Business Administration at Draughons Junior College of Business in Paducah, KY. Helina Mekuria joined Cumberland Trust in 2018. 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. Senior Vice President & Managing Director, Trust Administration, Vice President & Director, Personal Trust Administration, Vice President & Trust Officer, Administration Manager. Runcie is a licensed attorney and CPA. Expert guidance, proactive education, and hands on services to support you, your family, your assets, and your estate. Additionally, she manages the growing legal team. Shelby Carpenter began work at Cumberland Trust in 2016. Heather Logan joined Cumberland Trust in 2022 as Vice President, Director of Human Resources. Layla received a B.S. As with the TISA, this act requires that the trustee is a Tennessee resident or trust company. so is each estate left behind. In her role, Shelly connects individuals, families and their financial, legal, and tax advisors with Cumberland Trusts high caliber trust and estate administration services. Matt Skeens joined Cumberland Trust as a Trust Administrator in 2022. in Psychology from Sewanee: The University of the South in Sewanee, Tennessee and an M.B.A. from Concordia University in San Antonio, Texas. The announcement comes as Cumberland Trust recently reached $5 billion in assets under administration. 21061 and act no. Overview. She also works with the compliance department to help ensure that accounts are opened and documented accurately. Protect assets from future lawsuits, creditors, ordivorce. As a directed trustee, we do not offer investment management services; therefore, we do not compete with financial. Estate and post-mortem trust administration to honor, support, and carry out your wishes. Ryan earned a Bachelor of Business Administration degree (B.B.A.) McGarrity earned a B.S. There is a 2.25% convenience fee with a minimum fee of $2.50 per transaction to the filer 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. in Business Administration from Hanover College in Hanover, Indiana. 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. She is licensed to practice law in Arkansas and Tennessee. Cumberland Trust has provided professional, comprehensive estate settlement services for many years throughout the geographic regions where we serve. from the University of Florida School of Law. $10 (register may waive for person over 62 years old) Birth certificate after one year or more for same county, with one certified copy. Previously, he focused on the administration of life insurance trusts. Shelly served on the Executive Committee of the Georgia Bar Association Fiduciary Law Section and was a past chair of the Atlanta Bar Estate Planning and Probate Section. If more than one of the foregoing fees could apply to a given Trust Custody Account, the highest applicable fee will apply. Yes, we have a team dedicated to the administration of Special Needs Trusts. Our dedicated staff have the time and attention to make sure our mutual clients receive unmatched support, education, and care when they need it most. Its never as simple as just lining up the fees, says Mike Flinn, a Phoenix-based trust consultant. Shelly has been a practicing attorney for most of her career and has 14+ years of experience in estate planning, tax and corporate lawspecializing in estate planning for high-net-worth clients and families. Tennessee continues to distinguish itself as a desirable state for trusts, and new legislation maintains this advantage. 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. 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. Brianna McCray joined Cumberland Trust as a Trust Specialist in 2021. Cumberland Trust & Investment Co. is a privately controlled organization and a par See more Address Multiple locations Size Small Founded 2001 CEO Joseph K. Presley Type Company - Private Revenue $5M to $10M Industry Investing Companies Website https://cumberlandtrust.com Similar companies See what companies are similar to Cumberland Trust As Senior Vice President and Managing Director in Corporate Development, she cultivates relationships, working with families and advisors to deliver a full range of trust services. She is a part of the Young Leaders Council, Class 74. Laura specializes in administration with distinctive care services, an extra level of support for clients. from the University of Memphis Cecil C. Humphreys School of Law. Shelly Donaldson serves as the Vice President and Business Development Officer based in Cumberland Trusts Atlanta office. One of our co-founders is a former insurance actuary (e.g. Fees charged by outside investment managers are separate and apart from the fees payable under this schedule. Comprehensive trust administration, education, and proactive client service for your family. The place is well-maintained and the pools are absolutely beautiful. Sharon is a registered CPA in Arkansas and is licensed to practice law in both Arkansas and Tennessee. Ensure that government assistance continues while the basic level of care is supplemented for a child with specialneeds. , passed in 2004, provides a comprehensive set of laws that allow a trust to be administered very efficiently and effectively. In this role, Matt works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. Working with your legal, financial, and tax advisors, we will ensure that assets are collected and properly administered; any obligations are satisfied; and property is distributed to or for the benefit of your heirs. LOCATIONS NEAR ME Resources and Insights 2022 New Year's Resolutions Natalicia Hosseinzadeh joined the Cumberland Trust team in 2018. Beth focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Robert focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. Andrew Serpico joined Cumberland Trust as a Trust Specialist in 2021. Diseo y fabricacin de reactores y equipo cientfico y de laboratorio Subscribe to receive Cumberland Trust news, resources and insights in your inbox. At an annual fee of 75 basis points, this suggests that a trust really needs to have more than around $533,000 in it to earn out that $4,000 minimum fee. Posted: February 26, 2021. Michelle Femino joined Cumberland Trust as a Trust Specialist in 2022. All rights reserved. Estate and post-mortem trust administration to honor, support, and carry out your wishes. Owen focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. By comparison, Wealth Advisors Trusts scale earns out at a slightly higher level ($800,000 in the account), which indicates that its platform is built to support a somewhat more affluent clientele.

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