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. 633 Chestnut Street Plan, preserve, and protect your legacy for generationstocome. As a collaborative member of the Personal Trust Administration team, Danielle provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Plan, preserve, and protect your legacy for generationstocome. Dayton received his B.A. Chase holds a Bachelors degree in Finance from the University of Tennessee at Chattanooga. We're here to help guide you through this process and discuss your future at Cumberland University. An estate or post-mortem trust must be administered carefully, often considering a broad range of assets, specific wishes of the testator, and unique personalities of the beneficiaries. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. How Can I Protect My 401(k)? Prior to joining Cumberland Trust, she practiced as an associate attorney with a bankruptcy firm. Douglas Stratton joined Cumberland Trust as a Trust Officer in 2022. In this role, she reviews and drafts documents relating to incoming and transferring trusts. Elizabeth is licensed to practice law in Tennessee and Kentucky. Rene received her B.A. LOCATIONS NEAR ME Resources and Insights So that provides a floor on what people can offer.. June 3, 2022 . High-touch administration for those needing additional support. The grantor retains rights over the trust and may change or revoke the trust at any time. Before joining Cumberland Trust, Nathan worked as a Senior Consultant with Financial Industry Technical Services. Learn more to protect yourself and avoid falling victim. She is a member of the Society of Trust & Estate Practitioners and earned Financial Planning Certificates 1, 2, and 3 from the Chartered Insurance Institute in the UK. Lorena Suarez joined the Cumberland Trust administration team in 2014. Sarah focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Meet Our Personal Trust Administration Team, Conveniently Headquartered in Trust-Friendly Tennessee. Previously, he worked as a conflict analyst with Pillsbury Winthrop Shaw Pittman. For 35+ pages, please contact the County Clerk's office at (304) 264-1927. She supports the estate administration team, providing care and attention to estate and post-mortem trust clients. Site by Circa Creative Studios. All rights reserved. degrees in Finance and Management from Lipscomb University. Senior Vice President & Managing Director, Trust Administration, Vice President & Director, Personal Trust Administration, Vice President & Trust Officer, Administration Manager. She also manages a growing team of Special Assets Administration professionals providing specialized administration of these complex trust assets. She develops and implements marketing initiatives for Cumberland Trusts ten offices. A Certified Trust and Fiduciary Advisor (CTFA), Lisa holds a Bachelor of Arts and Science degree in interdisciplinary studies from the University of Missouri. Other companies that start at that level include New Hampshire Trust and Georgia-based Reliance Trust. Chris Buckley joined the Cumberland Trust team in 2006. in Business Administration with an emphasis in Accounting from Berea College in Berea, Kentucky. really really smart guy in Math). Lorena specializes in building relationships with her clients through regular communication, care, and understanding. Prior to joining Cumberland Trust, Lauren worked as a Brokerage Client Specialist with Wells Fargo Advisors. Originally from New York state, Bob holds a Bachelor of Science degree in Engineering from Rochester Institute of Technology. Her previous experience includes working in the investment banking division of JP Morgan in the firms New York, Hong Kong, and Sydney, Australia offices and then in the managerial roles of Vice President and Senior Client Manager for JP Morgans Private Client Group in New York. Outside of work, Eloise enjoys volunteering within the community and spending time with friends and family. COVID update: Cumberland Park Apartments has updated their hours and services. Our team is experienced in handling specialized trusts, illiquid assets, and navigating complex family dynamics with diplomacy and respect. In this role, Beth works with the Estate Administration team to support families and professional advisors in the administration of estates and administrative trusts. Prior to law school, Jared served as a Supply Chain Analyst with General Electric. Judy serves as Vice President and Trust Officer on the estate administration team. and M.Ed in Special Education from the College of Charleston. Additionally, she serves as a member of the St. Louis Estate Planning Council. 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. Tim McCoy joined Cumberland Trust in 2022 as a Trust Officer on the Special Needs Trust Administration team. Financial advisors, accountants, and attorneys need a collaborative, non-competitive trust solution for their clients. 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. 21061 and act no. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. As a collaborative member of the Special Needs Trust Administration team, Brianna provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. in Business Administration from Hanover College in Hanover, Indiana. The resulting team of experts then works together to provide the beneficiary with care and expertise, ensuring optimal management and administration of the trustorestate. 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. 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. She has extensive knowledge in the preparation and review of legal correspondence and compliance documents. Outside of work, Bonnie enjoys volunteering at Grace Works and One Generation Away. 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 . He has also worked in a private legal practice in the areas of estate planning, taxation, real estate, and general business. 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. Growth Permit - Application. Rachel holds a B.A. Previously, she practiced Entertainment Law and Labor and Employment Litigation. As Vice President, Trust Officer, and Administration Manager, she is responsible for high net worth personal trust relationship management and account administration. Homeless Trust Fund Fee $5.00 Assignment of Tax Sale Certificate First page $40.00 Each additional page $10.00 Homeless Trust Fund Fee $5.00 Bill of Sale First page $30.00 Each additional page $10.00 Homeless Trust Fund Fee $5.00 Cancellation of Mortgage Each recording $20.00 Homeless Trust Fund Fee $5.00 Certificate of Incorporation In his leisure time Tim enjoys reading and crafting heirloom, hardwood rocking chairs for adults and children. As a directed trustee, we do not offer investment management services; therefore, we do not compete with financial. Prior to joining Cumberland Trust, Meredith worked for over five years with Nike, Inc. in their Tennessee offices. Others on our list (Advisory Trust, Reliance, Saturna, New Hampshire Trust) justify their minimums at lower levels. in Advertising and Public Relations from the University of Arkansas. Families can feel assured knowing their loved ones will be looked after when theyre gone, and that their legacy will have a lasting impact. The Trust owns the assets and Texas Bank manages the assets for the benefit of specified persons or organizations.TRUSTS UNDER AN AGREEMENT TRUSTS UNDER A WILLFirst $500,000 1.000%Next $500,000 0.800%Next $1,000,000 0.700%Amounts over $2,000,000 0.600%Minimum Fee $1,000LIFE INSURANCE TRUSTS Life Insurance Trusts are trusts that Sara Kate focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Prior to joining Cumberland Trust, she worked as an elementary and middle school teacher for more than 20 years in Philadelphia, Nashville, and Pegram. 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. Prior to joining Cumberland Trust, she served as the founding Director of Operations for a Middle Tennessee anti-human trafficking nonprofit organization. Do you want to learn more about personalized trust and estate services? While attending college, she interned with a commercial real estate investment firm. In this role, Riley works with the asset transfer team, helping to ensure that new accounts arrive to Cumberland Trust smoothly and efficiently. Robert focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. in Family and Consumer Sciences from the University of Georgia. Senior Vice President & Managing Director, Business Development. Caroline also serves as the business development liaison, representing Cumberland externally and working closely with the Business Development team in evaluating new business opportunities. 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. Additionally, she mentors trust officers and their teams, building connections between Cumberland Trusts relationship managers, external advisors, and clients. Robin also has more than 10 years of experience in sales and customer service and retention with the USA Today Network (Gannett Company, Inc.) as a Sales & Retention Supervisor. Beth is a Certified Mediator and licensed to practice law in Tennessee. Shelly Donaldson serves as the Vice President and Business Development Officer based in Cumberland Trusts Atlanta office. Throughout her time at Belmont, she held internships focusing on account and business management. from Northwestern University School of Law. She also holds an MBA from Bethel University in McKenzie, Tennessee. We are compassionate and diplomatic when dealing with complex family relationships. from the University of Illinois, Champaign-Urbana, IL where she majored in Economics. County of Cumberland, Pennsylvania. 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.