As Vice President, Trust Officer and Manager in personal trust administration, Jared leads a team of personal trust relationship managers and specializes in guiding high-net-worth clients and their professional advisors through the administration of personal trusts. from Southwestern Law School in Los Angeles. Alex is the Vice President and Director of Cumberland Trusts personal trust administration division. Growth Permit - Application. Over the past several decades, many states have worked to update trust legislation. Our mission is to preserve the natural resources of Cumberland for present and future generations by preserving land for open space. Rebeccas previous experience includes working as a Management Consultant for Ernst & Young, a Financial Analyst, and then Managing Director of Investor Relations and Corporate Contributions for FedEx. A Trustee doesn't have to be a person - you can appoint a bank or professional wealth management company as Trustee if you want to. CAREERS & OUR CULTURE Joseph K. Presley As a Business Development Officer, Bob focuses on building relationships with financial advisors, attorneys, and tax professionals throughout the state of Florida. 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. Prior to law school, Jared served as a Supply Chain Analyst with General Electric. Zandra Ribas joined the Cumberland Trust team in 2019. Prior to joining Cumberland Trust, Lauren worked at Franklin Synergy Bank as a Trust and Wealth Management Associate providing support to financial advisors with client onboarding and relationship management. Personal Trust Administration 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 . As a collaborative member of the Special Needs Trust Administration team, Michelle provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Meredith Harville joined Cumberland Trust as a Trust Administrator in 2021. from the University of Arkansas School of Law and holds her LL.M. Working alongside your chosen team of financial, legal, and tax advisors, we provide experienced trust and estate administration, compassionate hands-on service, guidance, and support through lifes transitions. Amanda Laginess joined the Cumberland Trust team in 2020. Vice President & Director, Estate Administration. Previously, Shelby held positions at a nationwide mortgage lender and with a Nashville real estate team. Prior to joining Cumberland Trust, Katelynn worked for several years in Operations within the financial industry. clerk of court's fee bill adopted pursuant to 42 pa.c.s.a. 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. Current beneficiaries are entitled to receive current income or principal distributions from the trust either at the discretion of the trustee or as required by the terms of the document. in Financial Management & Financial Planning from Western Kentucky University (Summa Cum Laude). Once a Northern Trust account grows beyond $30 million, the company will only charge 5 basis points: $500 a year per $1 million.). Beth is a Certified Mediator and licensed to practice law in Tennessee. Chase holds a Bachelors degree in Finance from the University of Tennessee at Chattanooga. in Business Administration from Middle Tennessee State University, with minors in Economics and Finance. Emily holds a B.S. Saving forretirementmay soon be mandatory with employers automatically enrolling new hires into plans when eligible. In this role, Andrea works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. from Purdue University Global. Stephen Crofford joined Cumberland Trust in 2016. In this role, Beth works with the Estate Administration team to support families and professional advisors in the administration of estates and administrative trusts. Its expensive to be a fiduciary, Blattmachr acknowledged in our conversation. She is a Certified Trust and Fiduciary Advisor (CTFA) and has completed Cannons Trust School program. Additionally, she has worked with Life Crisis Services and the Incarnate Word Hospital. Site by Circa Creative Studios, 40 Burton Hills Blvd #300, Nashville, TN 37215, USA, 633 Chestnut St, Chattanooga, TN 37450, USA, 334 Ebenezer Rd, Knoxville, TN 37923, USA, 1000 Ridgeway Loop Rd #105, Memphis, TN 38120, USA. A Certified Trust and Fiduciary Advisor (CTFA), Lisa holds a Bachelor of Arts and Science degree in interdisciplinary studies from the University of Missouri. His experience also includes positions as Hockey Operations Associate and Assistant Youth Hockey Instructor for the New York Rangers. Previously, she managed grantor and decedent trust administration teams with Edward Jones. in Business Administration and Economics from Rhodes College in Memphis and an M.B.A. in Finance and Marketing from Indiana University. Ms. Kirkpatrick is a sustaining member of the Junior League of Nashville, former president of the Harding Academy Parent Association, and has served on the board for Nashville Childrens Theater. 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. Prior to joining Cumberland Trust, Douglas worked as a State & Local Tax Associate at KPMG LLP in Indianapolis, Indiana. To contact us, click here. Site by Circa Creative Studios. in Business Administration from Middle Tennessee State University, with a major in Finance. Alex holds a B.A. Previously, he focused on the administration of life insurance trusts. Matt Skeens joined Cumberland Trust as a Trust Administrator in 2022. He specializes in guiding high-net-worth individuals and families through the administration and management of personal trusts and foundations. 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. Interpretation Appeal Application. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. Birth certificate certified copy. She holds a B.B.A. Bob Carville joined the Cumberland Trust team in 2022. from the University of Memphis Cecil C. Humphreys School of Law. Trusts offer an excellent way to plan for the future. Site by. Cumberland County - Tennessee. Minimum annual fee = $250 Investment Fees: Fees charged by investment managers are passed on to the fund Currently averages less than 25 basis points (1/4 of 1%) Credit Card Fees: While Cumberland Community Foundation does not charge a fee, the credit card processing company charges a processing fee $10 (register may waive for person over 62 years old) Birth certificate after one year or more for same county, with one certified copy. In her role, Jennie manages the companys day-to-day operations while driving Cumberland Trusts vision for the future. Additionally, she manages the growing legal team. Previously, he worked as a conflict analyst with Pillsbury Winthrop Shaw Pittman. In her role, Shelly connects individuals, families and their financial, legal, and tax advisors with Cumberland Trusts high caliber trust and estate administration services. Additionally, she serves as a member of the St. Louis Estate Planning Council. in Education with Majors in Kinesiology and Criminology from The University of Tennessee, Knoxville. This person has built an asset base and wants to ensure that those assets are distributed according to their wishes. He focuses on connecting Florida individuals and families and their professional advisors with high caliber, directed trust administration services. A corporate executor, with many on-staff professionals, is always available. Site by Circa Creative Studios. Papers for birth certificate in another county one year or more after birth. Dayton received his B.A. in Psychology from Agnes Scott College in Decatur, Georgia. from Western Kentucky University in Bowling Green, Kentucky. Previously, she served as Treasurer at Fort Vancouver TV. In his role as Vice President and Fiduciary Counsel, Stephen reviews and drafts documents relating to trust and estate accounts. Additionally, he is on the Board of Directors of the Center for Living and Learning and on the Advisory Board for Men of Valor. Sharon Winkler joined Cumberland Trust in 2007 and serves as Senior Vice President, Special Counsel, Chief Regulatory Compliance Officer. 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. $25.00 per occurrence, maximum of 4 Overdraft and / or Returned Item Fees per day. Amanda received a B.A. launchpad classlink nmusd; cantonese text to speech; 15 second tv commercial script examples and Bachelor of Civil Law from the Louisiana State University Paul M. Hebert Law Center. He also works with the compliance department to help ensure that accounts are opened and documented accurately. 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. As a student, Hannah played all four years on the Division 1 tennis team, and was captain for two years. Natalicia holds a degree in Finance with a minor in Accounting from Western Michigan University in Kalamazoo, Michigan. Prior to joining Cumberland Trust, Jeiman served as Treasury Management Officer for Capital Bank. Helina received a B.A. Vice President & Director, Special Assets. Eloise holds a bachelors degree in International Global Studies with a minor in French from Sewanee: The University of the South. 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. Prior to joining Cumberland Trust, he worked as a Senior Relationship Banker at Truist Bank. He received a J.D. While attending college, she served as a member of the executive student government and assisted University Admissions in the recruitment of prospective students. We are located in one of the most trust-friendly states, giving our clients and their assets access to very favorable trust laws. In this role, Jennie works with high-net-worth individuals and families, along with their financial, legal, and tax advisors, to support their trust account management and administration needs. Cumberland County. The beneficiaries of the trust must be clearly identified or ascertainable. Definition of a Corporate Trustee Sara Kate focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. It also reduces capital gains tax implications after the death of one spouse. Our trustee fee schedule forces us to be effective and mindful. Assistant Vice President & Marketing Manager. Prior to joining Cumberland Trust, Phillip worked as an intern on Capitol Hill for U.S. from Baylor University in Waco, Texas. Lou Anne Wolfson joined Cumberland Trust in 2013. Previously, David interned at Valmont Investments and ECOM USA working with real estate and commodities. 2021 Cumberland Trust. At death, a revocable trust designates a successor trustee and outlines distribution of the trusts assets. degrees in Finance and Management from Lipscomb University. Previously, she served as a Trust Specialist in administration and as she developed relationships there, Lindsay discovered that what she enjoys most is speaking with clients and interacting with them more personally on a daily basis. A native of Missouri, Lisa works to expand Cumberland Trusts presence in the Midwest region. Fees for managing smaller trusts aren't calculated by percentage because it could eat up a lot of the trust funds. Heather received a B.A. Fees and Fines. Fees charged by outside investment managers are separate and apart from the fees payable under this schedule. Site by Circa Creative Studios, Specialized Knowledge and Focused Administration. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. Additionally, at Belmont, Mary Elizabeth was involved in many organizations, assisting with the recruitment of new students, and maintaining the schools relationship with alumni and board members. 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. COVID update: Cumberland Park Apartments has updated their hours and services. Kailey earned a B.A. The place is well-maintained and the pools are absolutely beautiful. Please email recorder@cumberlandcountypa.gov or call 717.240.6370 to schedule an appointment. As Vice President of Corporate Development, Douglas works to expand Cumberland Trusts relationships with families and advisors in the Nashville region. in Political Science and Economics from the University of Tennessee and a Paralegal Certificate from the National Institute of Paralegal Training in Atlanta. Each relationship manager is part of a team, so there will always be someone available who is familiar with the account. Previously, Bonnie worked on Cumberland Trusts Operations team. What is a Directed Trustee? In this role, Matt works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. Highway Opening Permit Application. He is a Certified Trust and Financial Advisor (CTFA) and has completed Cannons Trust School program. Preservation fee is $1.00 per page for pages 1-9, $2.00 per page for pages 10-19, $3.00 per page for pages 20-29, $4 per page for pages 30-34. Previously, she practiced Entertainment Law and Labor and Employment Litigation. We work closely with attorneys and financial advisors who have established estate plans and investment objectives for their long-standing clients. in Sociology from Middle Tennessee State University (cum laude) with minors in Global Studies and Business Administration. West Virginia Housing Fund Fee, in addition to any excise tax imposed on property transfers. realized gains on the sale of any and all trust assets. 2021 Cumberland Trust. As a Trust Administrator and collaborative member of the Personal Trust Administration team, Mary Elizabeth provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Download the Fee Schedule Personal Trusts - Continual Administration ANNUAL FEE: Based on fair market value of trust assets 0.60% of the first $1,000,000 0.50% of the next $1,000,001 - $2,000,000 0.35% of the next $2,000,001 - $5,000,000 Negotiable over $5,000,000 Minimum Fee: $3,000 Trust Settlements - Outright Distribution McGarrity has more than 16 years of experience in the financial services industry. Lindsay earned a B.A. In this role, Ryan works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. LOCATIONS NEAR ME Resources and Insights 2022 New Year's Resolutions Our premier services support families when they need it most, providing guidance, education, peace of mind, respect, and understanding. Chris is a chartered Financial Analyst (CFA) and Certified Trust and Financial Advisor (CTFA). Robert focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. Prior to joining Cumberland Trust, he worked as the Amateur Hockey and Fan Development Coordinator for the Nashville Predators. Caroline holds a B.A. Knowledge and experience to navigate complex, hard-to-value, illiquid assets. David Shetler joined the Cumberland Trust team in 2020. Responsibilities. Outside of work, Katelynn enjoys volunteering at local animal shelters. Previously, she served for ten years as a paralegal and raised her three, now grown, children. 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 Beth focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Sara Kate is licensed to practice law in Tennessee. She builds client relationships by providing proactive, high quality service to clients and their legal, financial, and tax advisors. The Grantor is the creator of the trust. 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. We provide continuity to ensure that beneficiaries have a reliable trustee and someone to turn to throughout the duration of the trust, Qualified personal residence trusts (QPRTs). Douglas holds a B.A. Safe Deposit Box Rental . from Nashville School of Law. As a collaborative member of the Personal Trust Administration team, Bonnie provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Prior to Cumberland Trust, Sara worked at a Maryland title company and has experience with title searches, deeds and other loan documentation. She has eight years of customer service experience. She enjoys cultivating relationships with her clients while creating and maintaining a plan for their trust that prudently meets their needs and ultimate goals. He also holds a Six Sigma Yellow Belt certification. She focuses on being responsive, attentive, and understanding to build relationships with the clients and families she serves. Katelynn holds a B.S. Shelby Carpenter began work at Cumberland Trust in 2016. $20. Practical Variance Appeal Application. The Trust Advisor realizes that this is not a comprehensive list of all firms. degree in Corporate Finance from the University of Alabama. Site by Circa Creative Studios, Conveniently Headquartered in Trust-Friendly Tennessee. Emily Dye joined Cumberland Trust in 2019. Over her tenure at Cumberland, she has gained a broad knowledge of the trust industry and has worked with a variety of trust types and circumstances. 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. Prior to joining Cumberland Trust, Sharon spent 16 years as an estate tax attorney with the Internal Revenue Service, where she examined federal estate and gift tax returns and ensured compliance with tax law. degree in Sociology and minor in Psychology from the University of Southern Illinois-Edwardsville. Laura specializes in administration with distinctive care services, an extra level of support for clients. 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. from Northwestern University School of Law. April is also a graduate of ABA Trust School, as well as Cannons Unique and Hard to Value Assets School. Phillip holds a Bachelors degree in Business Administration with a concentration in Business Management from the University of Mississippi. 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. EMAIL. 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. As Vice President, Trust Officer, and Administration Manager, Dudley is responsible for relationship management and account administration, with a focus on high-net-worth families and their needs. Our team is experienced in handling specialized trusts, illiquid assets, and navigating complex family dynamics with diplomacy and respect. 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. An avid supporter of the visual and performing arts, Mr. Presley has served as board member, vice-chair, and treasurer for the Nashville Symphony; board member and finance committee member for Cheekwood; board member, vice-chair, and head of public arts for Nashville for the Metro Arts Commission; and currently as board member of the Arts & Business Council.