in Communication Studies with an emphasis in Public Communications from Marshall University in Huntington, West Virginia. Outside of work, Ryan enjoys volunteering at the St. Philip Legal Clinic in Franklin, TN. Kailey earned a B.A. COVID update: Cumberland Park Apartments has updated their hours and services. In this role, Hannah administers personal trust accounts. Plans for recording must have a scheduled appointment. Owen focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. Previously, Shelby held positions at a nationwide mortgage lender and with a Nashville real estate team. Prior to joining Cumberland Trust, Meredith worked for over five years with Nike, Inc. in their Tennessee offices. Greg Sauers joined Cumberland Trust as a Trust Administrator in 2020. in Psychology from Agnes Scott College in Decatur, Georgia. As Cumberland Trust grew, Michelle developed the blueprint for expansion into regional markets and she worked to open our nine regional offices. in Economics and Finance from Baylor University in Waco, Texas. Chase holds a Bachelors degree in Finance from the University of Tennessee at Chattanooga. Through collaboration with our Trust and Estate Administration team members, she provides a high level of expertise to her clients. The access fee is considered a cash fee, therefore institutional aid and outside scholarships are not allowed to be used as payment. Additionally, he is a member of Estate Planning Council of Middle Tennessee and active member of the University of Tennessee, Knoxville Alumni Association. Prior to joining Cumberland Trust, Bonnie was a Retirement Plan Co-Implementation Manager at The Retirement Plan Company, LLC where she managed an implementation team and handled trading requests for client 401ks and Required Minimum Distributions. Fees, Calendars, Rules | Cumberland County, PA - Official Website Senior Vice President & Managing Director, Tax Administration. Runcie is a licensed attorney and CPA. Trust Department Schedule of Fees | Texas Bank 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. Lou Anne Wolfson joined Cumberland Trust in 2013. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. Toll Free: 1.888.697.0371. She was formerly the Head Girls Varsity Tennis Coach at Ensworth High School for the 2017-2020 seasons and now coaches independently from a private court in West Meade. Our premier services support families when they need it most, providing guidance, education, peace of mind, respect, and understanding. This document allows the trust creator or grantor to place selected assets in trust. Donna Wooden brings an extensive background in customer support, project coordination, and office administration to the estate team. in Corporate Management and Marketing from Lipscomb University. Life Insurance Funded Plans Base Fee: $200.00 (where primary duty is to act as trustee for insurance policies). Cumberland Trust has provided professional, comprehensive estate settlement services for many years throughout the geographic regions where we serve. McGarrity has more than 16 years of experience in the financial services industry. They may be a parent with a large life insurance policy who wants to guarantee that their children are provided for without receiving a large sum of cash all at once. One of the resulting benefits. Lorena holds an Associate degree in Business from Nashville State Community College. We work closely with attorneys and financial advisors who have established estate plans and investment objectives for their long-standing clients. What is a Directed Trustee? 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. cumberland trust fee schedule Land Records Fees - Prince William County, Virginia Assistant Vice President & Compliance Officer. Rachel is licensed to practice law in Tennessee. When I needed to indefinitely postpone my move, they kept all the information about how much furniture I had on . Sharon received a B.S. Our team is experienced in handling specialized trusts, illiquid assets, and navigating complex family dynamics with diplomacy and respect. Trustee fees are the payments that'll be made to your appointed Trustee in exchange for the service they'll provide as they fulfill their duties in the role. Previously, she practiced Entertainment Law and Labor and Employment Litigation. Outside of work, Avery enjoys volunteering as an assistant basketball coach. There are very specific things that every trust has to do, and everything else is extra.. Plan, preserve, and protect your legacy for generationstocome. in Accounting (cum laude) and a J.D. cumberland trust fee schedule Others decide what your client will pay when the business is placed on the table. Beth Lee joined Cumberland Trust as a Trust Officer in Estate Administration in 2022. Lindsay holds a Bachelor of Music in Music Therapy with a Minor in Psychology from the Berklee College of Music in Boston, Massachusetts. Prior to joining Cumberland Trust, she worked in telecommunications and has previous experience in accounts payable, accounts receivable, payroll and taxes. Prior to joining Cumberland Trust, she worked for Larson Juhl as a customer service team leader. Plumbing Permit Application. cumberland trust fee schedule. She earned an MBA and B.S. Previously, she served as Treasurer at Fort Vancouver TV. in Music Business from Belmont University. In some cases, the creator of the trust may also name himself as co-trustee to be responsible in part for administering the trust. Request Information Schedule A Visit You're ready for this. Alex Gillott has been with Cumberland Trust since 2013. Shelly Donaldson serves as the Vice President and Business Development Officer based in Cumberland Trusts Atlanta office. At Cumberlands start, Michelle, a Trust Officer, helped to establish the open architecture platform that focuses on helping families and forming partnerships with advisors. in Psychology from Sewanee: The University of the South in Sewanee, Tennessee and an M.B.A. from Concordia University in San Antonio, Texas. 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. Kathy Roberts of Santa Fe Trust agrees. Fees and Fines. Yes, each of our clients has a primary relationship with a dedicated trust officer or administrator. She also has experience working in personal trust administration with clients requiring senior care and special care services. She enjoys cultivating relationships with her clients while creating and maintaining a plan for their trust that prudently meets their needs and ultimate goals. Tenisha received her masters degree from Ohio University and B.S. All rights reserved. An essential planning tool, a will dictates distribution of your assets from your estate to surviving family members, friends, or favored charitable organizations. Kim holds a B.S. 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. As Senior Vice President and Managing Director of Trust Administration, Caroline is responsible for relationship management and account administration, with a focus on high-net-worth families and their needs. In this role, Shannon leads the companys business development team as they connect individuals, families and their financial, legal, and tax advisors with Cumberland Trusts high caliber trust and estate administration services. Lauren holds a bachelors degree in Business Administration with a concentration in Marketing from the University of Tennessee at Martin. The resulting team of experts then works together to provide the beneficiary with care and expertise, ensuring optimal management and administration of the trustorestate. The Uniform Trust Code, passed in 2004, provides a comprehensive set of laws that allow a trust to be administered very efficiently and effectively. Mike Flinn from Advisory Trust and Douglas Blattmachr of Peak Trust agree that the cost of fiduciary compliance and routine service probably isnt going any lower than around $3,000 per trust any time soon, especially given the current trend toward higher regulation. Lauren Bargo joined Cumberland Trust as a Trust Specialist in 2022. Robin studied Business Administration at Draughons Junior College of Business in Paducah, KY. Helina Mekuria joined Cumberland Trust in 2018. Site by, The Collaborative Directed Trustee/Financial Advisory Relationship. She specializes in estate and post-mortem trust administration, especially those involving complicated family structures and tax issues. But there are a lot of vendors out there that are happy to offload the investment responsibilities and knock a bit off their fees in return. She received her Masters degree in Management from Embry-Riddle Aeronautical University. In many cases, the principal of the trust is distributed to remainder beneficiaries. . A beneficiary can be a person or an institution. Ensure that assets such as a family business are leftundivided. As with the TISA, this act requires that the trustee is a Tennessee resident or trust company. What is new at CU Previously, David interned at Valmont Investments and ECOM USA working with real estate and commodities. 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. The Cumberland Land Trust is a private, non-profit, charitable, conservation organization run by a dedicated group of volunteers. Beth holds a bachelors degree in Mass Communications with minors in Political Science and English from Middle Tennessee State University. The beneficiaries of the trust must be clearly identified or ascertainable. Sharon Winkler joined Cumberland Trust in 2007 and serves as Senior Vice President, Special Counsel, Chief Regulatory Compliance Officer. Douglas holds a B.A. in Political Science from Northwestern University. 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. in Business/Management from the University of Phoenix. Schedule a Visit. A corporate executors actions are subject to periodic reviews, not only by the beneficiaries but also by independent auditors and regulatory examiners. Fee Schedule | Premier Trust in Education from Middle Tennessee State University and a Paralegal Certification from Southeastern Paralegal Institute in Nashville, Tennessee. $20.00. Jennie Menzie joined Cumberland Trust in 2012 and serves as President, Chief Operating Officer, and Corporate Counsel. Our team works in conjunction with any external property managers. He received a J.D. This person has built an asset base and wants to ensure that those assets are distributed according to their wishes. As a collaborative member of the Personal Trust Administration team, Lauren provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Leslie earned a B.A. 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. West Virginia Housing Fund Fee, in addition to any excise tax imposed on property transfers. 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. Prior to joining Cumberland Trust, Phillip worked as an intern on Capitol Hill for U.S. Cumberland County - Tennessee. Estate and post-mortem trust administration to honor, support, and carry out your wishes. Senior Vice President & Director, Business Continuity & Information Security. Jennie serves on the Board of Directors of The Association of Trust Organizations. Caroline received a B.A. She received a B.B.A. Prior to Cumberland Trust, Sara worked at a Maryland title company and has experience with title searches, deeds and other loan documentation. Assistant Vice President & Account Transfer Manager. Leslie Malkiewicz joined the Cumberland Trust team in 2014. Michelle Diamond is Chief Development Officer. 30 reviews of Moyer & Sons Moving & Storage "My family has been using Moyer & Sons since my folks moved to DC a little less than thirty years ago. I used them twice recently, moving to and from Pennsylvania. Phillip assists in the administration of post-mortem estates and works with clients and beneficiaries to understand the steps of the estate process. Helina received a B.A. In his role, Jody administers personal trusts, providing responsive service to our clients and their external advisors. 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. Caroline L. H. Bradshaw joined the Cumberland Trust team in 2007. in International Studies and French from Rhodes College in Memphis. County Clerk Fees - Hancock County, West Virginia 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. Outside of work, Katelynn enjoys volunteering at local animal shelters. In this role, Owen works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. 2021 Cumberland Trust. Just as each life and family is unique, so is each estate left behind. In his leisure time Tim enjoys reading and crafting heirloom, hardwood rocking chairs for adults and children. As with the TISA, this act requires that the trustee is a Tennessee resident or trust company. from Indiana University Maurer School of Law and is licensed to practice law in Tennessee. In fact, Lindsays will be the first friendly voice youll likely hear when you call Cumberland Trust. 1 Courthouse Square Carlisle, PA 17013. NO CASH REFUNDS. Agency Trustee Fees | Wealth Advisors Trust Company Interpretation Appeal Application. Fees charged by outside investment managers are separate and apart from the fees payable under this schedule. PDF Cumberland County Fee Schedule Additionally, she mentors trust officers and their teams, building connections between Cumberland Trusts relationship managers, external advisors, and clients. In her role as Trust Officer, Amanda works with individuals and families, providing service and attention to the day-to-day needs of personal trust clients. 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. All rights reserved. Jennie Renwick joined Cumberland Trust in 2021 and serves as a Vice President and Trust Officer. Brianna studied Business Administration at Georgia State University. 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. Phillip Burnett joined the Estate Administration team as a Trust Administrator in 2018. Jared is a member of the Tennessee Bar Association and is active with the Estate Planning and Probate Section.

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