1/1/2022 Register of Wills Fee Schedule (pdf) Court Calendar. Whether you're just getting started or expanding to serve more customers in our Tennessee communities, we'll make sure you've got the banking support required for success. Prior to joining Cumberland Trust, Elizabeth practiced as a contract attorney with Legility, LLC. Susan serves as Corporate Strategy and Marketing Officer, supporting Cumberland Trusts growth and nationwide reach through content creation, media relations, and the development, planning, and management of various strategic initiatives aimed at reaching current and new target audiences. Previously, Eleanor worked as an intern for The Frist Centers development department and in the development and finance division of Christies New York. 7A-307(a)(2a). Douglas is a member of the Young Alumni Council and Gordon Ford College of Business Associates at Western Kentucky University. All rights reserved. in History of Art and Architecture from the University of Reading in England. The Cumberland Land Trust is a private, non-profit, charitable, conservation organization run by a dedicated group of volunteers. Nathan is a Certified Securities Operations Professional (CSOP), a designation awarded by Cannon Financial Institute. Plat or Map. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. 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. She assists in the onboarding of new Cumberland Trust clients and their advisors, providing attentive support during times of change. What Investors Need to Know about SECURE 2.0 Provisions, Need Help With Your Asset Allocation in Retirement? We are not investment advisors and focus our efforts solely on trust and estate administration. Her previous experience also includes work as an accountant and as a lawyer in private practice. from Nashville School of Law. DURING THIS TIME, the county clerk's OFFICE HAS BEEN RELOCATED TO 1760 S MAIN ST (old progressive savings bank) and they are Open 8 am - 5 pm, mon - fri. from Baylor University in Waco, Texas. In her current role as Chief Strategy Officer, Lori oversees all marketing, strategy, and corporate initiatives and works in the development, planning, and management of various strategic initiatives aimed at reaching current and new target audiences. in Business Administration from Auburn University. Jennie holds a B.S. 120+ dedicated, trusted experts to serve your family, support your team, and ensure your lasting legacy. 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. Previously, Millie worked in the interior design industry where she specialized in developing interior design solutions and delivering superior client service. She received her J.D. Our premier services support families when they need it most, providing guidance, education, peace of mind, respect, and understanding. Previously, she managed grantor and decedent trust administration teams with Edward Jones. Some vendors refused to participate in the survey because they either work on an a la carte basis (Peak Trust) or figure out what to charge once they see the trust paperwork (Commonwealth Trust). Tennessee continues to distinguish itself as a desirable state for trusts, and new legislation maintains this advantage. CAREERS & OUR CULTURE Joseph K. Presley Alex Walker joined the Cumberland Trust administration team in in 2017. in Political Science and Economics from the University of Tennessee and a Paralegal Certificate from the National Institute of Paralegal Training in Atlanta. in Education with Majors in Kinesiology and Criminology from The University of Tennessee, Knoxville. 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. No products in the cart. She is responsible for overseeing the development team and its new trust opportunities. Diseo y fabricacin de reactores y equipo cientfico y de laboratorio Laylas background also includes experience in utilities regulation while conducting legal research and writing for the Louisiana Public Service Commission. She received a B.B.A. Prior to joining Cumberland Trust, she worked for Larson Juhl as a customer service team leader. from Purdue University Global. Help beneficiaries avoid the unnecessary expenses ofprobate. Rachel Fuqua joined the Estate Administration team as a Trust Officer in 2015. Andrew is an avid hockey enthusiast. Avery focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. In this role, Dan works closely with external and internal auditors, while managing a team focused on Fiduciary Compliance, Corporate Compliance, Regulatory Compliance, Audit, and Account Transfer. Learn more to protect yourself and avoid falling victim. She is licensed to practice law in Arkansas and Tennessee. He received his J.D. from Vanderbilt School of Law and holds a Masters in Taxation (LL.M.) in Public Relations with a Minor in Marketing from Belmont University. Credit Solution Experts Incorporated offers quality business credit building services, which includes an easy step-by-step system designed for helping clients build their business credit effortlessly. She also has experience working in personal trust administration with clients requiring senior care and special care services. Lisa Tesar is a vice president and business development officer based in Cumberland Trusts St. Louis office. Previously, Shelby held positions at a nationwide mortgage lender and with a Nashville real estate team. A Certified Trust and Fiduciary Advisor (CTFA), Lisa holds a Bachelor of Arts and Science degree in interdisciplinary studies from the University of Missouri. She joined the Cumberland Trust team in 2001, at the firms founding. Shelby Carpenter began work at Cumberland Trust in 2016. 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. With a connected team of 120+ experts at your service in 10 offices nationwide. As Assistant Vice President and Compliance Officer, Harriet ensures that accounts are opened or closed and documented accurately. Site by Circa Creative Studios. Vice President & Manager, Business Development Associate. Lorena holds an Associate degree in Business from Nashville State Community College. Prior to joining Cumberland Trust, she worked in telecommunications and has previous experience in accounts payable, accounts receivable, payroll and taxes. Previously, Jennie served as Chief Operating Officer and Corporate Counsel and as Chief Strategy Officer and Assistant General Counsel at Cumberland Trust. She serves as Senior Vice President and Managing Director of Tax Administration. Advises family on tax laws and implications. 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 Jennie holds a B.S. Home - Cumberland Trust We are a family-focused independent trust company. Families can feel assured knowing their loved ones will be looked after when theyre gone, and that their legacy will have a lasting impact. To find out where the sizzle hits the steak for various types of trust company, The Trust Advisor conducted a survey below of what theyre charging. Jodi works in support of our Middle Tennessee market region, and specializes in providing responsive support to new clients and their financial, legal, and tax professional advisors. in Psychology from Agnes Scott College in Decatur, Georgia. 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). Is a Revocable, Living Trust Right for You? Previously, Caitlyn worked as an associate manager at Tumi Inc. and, before that, as an Intern for House Representative Jim Cooper. 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 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. Birth certificate certified copy. 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. Lauren holds a bachelors in business administration and a MBA from the University of Mississippi. 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. Jeiman earned a Bachelors degree in Business and Technology from the University of Connecticut. Caitlyn serves as a Trust Officer, focusing on the day-to-day administration of Special Needs Trust (SNT) relationships. In this role, she reviews and drafts documents relating to incoming and transferring trusts. He assisted the senators staff in the drafting of legislative documents, helped prepare for Senate Appropriation Committee meetings, and learned about the legislative process from behind the scenes. Lindsay earned a B.A. Explore North Carolina's counties for court services and information, such as courthouse locations, jury service, contacts, and more. Previously, she worked as a Trust Officer for Regions Bank in Knoxville and in Cincinnati, Ohio at Provident Bank in tax and trust accounting. Debbie Schultz is Vice President and Director of Special Needs Trust Administration at Cumberland Trust. Estate and post-mortem trust administration to honor, support, and carry out your wishes. Lori holds a B.A. Plan, preserve, and protect your legacy for generationstocome. 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. Find Cumberland Commercial Lease Amendment lawyers in Rhode Island to hire. Bob Carville joined the Cumberland Trust team in 2022. This legislation allows all of the trust creators top advisors to be involved in the trust management. As with the TISA, this act requires that the trustee is a Tennessee resident or trust company. She is a graduate of Cannon Financial Institutes Trust School and has been awarded the Certified Trust and Financial Advisor (CTFA) designation. Lauren holds a bachelors degree in Business Administration with a concentration in Marketing from the University of Tennessee at Martin. in Political Economy from Sweet Briar College in Sweet Briar, Virginia. Laura specializes in administration with distinctive care services, an extra level of support for clients. 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. 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. 2022 Orphans' Court Calendar (pdf) 2022 Full Court Calendar (pdf) Rules. He advises the company on trust and estate administration, special assets administration, fiduciary compliance and corporate governance matters. Trust Advisors - Private Trust Company: Planning, Administration & More Senior Vice President & Director, Business Continuity & Information Security. She also studied abroad at the University of Aberdeen in Scotland. Before that, she was Vice President in the Custody Income Operations department (Global Securities Services) at Deutsche Bank/State Street in Nashville. The beneficiaries of the trust must be clearly identified or ascertainable. It all depends on the size of account theyre courting and what makes economic sense, Christopher Holtby, president of Wealth Advisors Trust Company, told me. Prior to joining Cumberland Trust, Gina spent nine years with Merrill Lynch Insurance Group focusing on estate planning through life insurance. We focus solely on trust and estate administration so that financial advisors, accountants, and attorneys can focus on what they do best. It is our duty to treat all beneficiaries objectively and impartially. Impact Fee for Recreational Facilities & Open Space Impact Fee Ordinance. Prior to law school, Jared served as a Supply Chain Analyst with General Electric. Stephen holds a bachelors degree in Managerial Economics with a concentration in Business Economics from the University of California, Davis. Additionally, she is on the board of the Juvenile Diabetes Research Foundation. Greg Sauers joined Cumberland Trust as a Trust Administrator in 2020.