Comprehensive trust administration, education, and proactive client service for your family. Chris is a chartered Financial Analyst (CFA) and Certified Trust and Financial Advisor (CTFA). She studied abroad at the University of London through Biederman Entertainment and Media Law Institute. Tenisha Clausi joined the Cumberland Trust team in 2013. In many cases, the principal of the trust is distributed to remainder beneficiaries. 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. 1/1/2022 Register of Wills Fee Schedule (pdf) Court Calendar. 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. in Advertising Management with a Minor in Organizational Leadership from Michigan State University. With a connected team of 120+ experts at your service in 10 offices nationwide. Haley holds a degree in environment and sustainability with a minor in political science from Sewanee: The University of the South in Sewanee, Tennessee. Amanda received a B.A. Rachel holds a B.A. degree in Accounting from Asbury University in Wilmore, Kentucky. He is licensed to practice law in Tennessee. 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. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. Previously, Haley worked as a trust specialist in the Distinctive Care Division, specializing in providing assistance to trust officers and administrators, and focusing on supporting clients with special needs. Jared Lynd joined Cumberland Trust in 2017. Caroline is a member of the Tennessee Bar Association, Nashville Bar Association, and the Estate Planning Council of Middle Tennessee. Stephen received a B.S. As Vice President and Trust Officer, Sara manages personal trust relationships. Lisa has been recognized for her work and accomplishments in the trusts and estates industry. As Assistant Vice President and Trust Officer in the personal trust division, she is focused on providing a high level of responsiveness and attention to her clients. Provide for the management of an individuals assets should he or she becomeincapacitated. Personal Trust Administration in Music Business from Belmont University. His focus is on ensuring clients receive the supplemental care and support they need in a timely, professional, and friendly manner. Previously, Zandra worked in retail management. As Assistant Vice President and Compliance Officer, Harriet ensures that accounts are opened or closed and documented accurately. As Vice President, Director, and Senior Fiduciary Counsel, Leslie reviews and drafts documents relating to trust accounts. in Psychology from Agnes Scott College in Decatur, Georgia. Use This Bucket Approach From Morningstar, IRS Offers New Rules on Deadline for Using Retirement Forfeitures, Billionaire Investor Bill Gross Rips Absurd CNBC Over Cathie Wood, Automatic 401(k) Enrollment Could Be Coming Soon, House Votes to Overturn Rule Allowing ESG Investing in Retirement Plans, Markets Are Trying to Figure Out What to Anchor to, Strategist Says, Why European Stocks are Currently Outperforming US Stocks, Bond King Jeffrey Gundlach Prepares for Recession 2023. in Education with Majors in Kinesiology and Criminology from The University of Tennessee, Knoxville. Adriana Sosa joined the Cumberland Trust Asset Transfer team in 2021 as an Asset Transfer Specialist. What are the potential benefits and protections offered byatrust? Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. The Tennessee asset protection trust is available to anyone in the country as long as a qualified trustee is a resident of Tennessee or a Tennessee-based trust institution. Meet Our Estate and Post-Mortem Trust Administration Experts, Conveniently Headquartered in Trust-Friendly Tennessee. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. Harriet White joined the Cumberland Trust team in 2012. with a focus on comparative law and human rights from Regent University School of Law in Virginia Beach, Virginia. The Tennessee Community Property Trust Act. $25.00 per occurrence, maximum of 4 Overdraft and / or Returned Item Fees per day. Fee Schedule Fee Schedule The Recorder's Office accepts the following payment methods: Checks* - Checks should be made payable to "Recorder of Deeds". Prior to joining Cumberland Trust, Sloan worked for more than 14 years as a Private Banker and Assistant Vice President with U.S. Trust Private Wealth Management in Nashville, TN. Clerk's fee 301 & 145 Technology trust fund fee, 106 transfer fee, 212 58.1-3314 (2) Grantee tax, 039 58.1-806 Virginia outdoors Foundation-035: Quit Claim Deed $27.00 or Based on Consideration. She assists with various tasks related to real estate; oil, mineral, gas interests; LLC interests and other special assets for Cumberland Trusts clients. Advises family on tax laws and implications. Prior to joining Cumberland Trust, Meredith worked for over five years with Nike, Inc. in their Tennessee offices. Alex serves as Assistant Vice President and Trust Officer in the personal trust administration division. C. Runcie Clements, IV joined Cumberland Trust and Investment Company in 2002 and serves as Chief Legal Officer and General Counsel. Explore North Carolina's counties for court services and information, such as courthouse locations, jury service, contacts, and more. Previously, Mr. Presley served as Chairman, President, and CEO and as President and Chief Operating Officer of Cumberland Trust. Chris has many years of experience in relationship management and trust account administration and has specialized in serving high net worth individuals and families. in Business Administration with an emphasis in Accounting from Berea College in Berea, Kentucky. In this role, Riley works with the asset transfer team, helping to ensure that new accounts arrive to Cumberland Trust smoothly and efficiently. He has twenty-four years of experience in banking, education, and trust administration. We focus solely on trust and estate administration so that financial advisors, accountants, and attorneys can focus on what they do best. She also managed the Private Client Services department at Advisory Trust Company in Phoenix, Arizona, and as a senior private client fiduciary advisor cultivated relationships with advisors, administrative support staff, and other professionals while working at their office location in Wilmington, Delaware. We typically apply the Total Rate of Return concept so that both current and future beneficiaries interests are considered. overpaid mortgage interest refund. Eloise Schroer joined Cumberland Trust as a Trust Specialist in 2022. The announcement comes as Cumberland Trust recently reached $5 billion in assets under administration. Prior to joining Cumberland Trust, Jodi worked for 20 years in the banking industry, with 12 years in management, business development, and lending. Advisors and estate plannersmay reproduce this survey uponrequest. This person, group of people, or institution benefits from the trust, eventually receiving some or all of the property placed in the trust. As a directed trustee, we do not offer investment management services; therefore, we do not compete with financial. Business Started Locally: Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. 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. Laura specializes in administration with distinctive care services, an extra level of support for clients. Cumberland Trust has provided professional, comprehensive estate settlement services for many years throughout the geographic regions where we serve. Based on the west coast of Florida, Bob regularly frequents the major markets across the state. Rebecca Halvorson joined Cumberland Trust in 2010. Heather Logan joined Cumberland Trust in 2022 as Vice President, Director of Human Resources. For 35+ pages, please contact the County Clerk's office at (304) 264-1927. 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. 2017 TheTrustAdvisor.com, One thing we discovered: if you just want a no-frills account, Flinn adds, its probably going to cost at least $3,000 a year. No. Rebecca has participated in the Memphis Business Journal Table of Experts panel conversations. She focuses on delivering responsive and personalized trust administration services. launchpad classlink nmusd; cantonese text to speech; 15 second tv commercial script examples Meredith focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Yes, we have a team dedicated to the administration of Special Needs Trusts. Caitlyn holds a B.S. Senior Vice President & Director, Business Continuity & Information Security. Site by. Vice President & Director, Estate Administration. 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. Eloise holds a bachelors degree in International Global Studies with a minor in French from Sewanee: The University of the South. Jennie holds a B.S. Avery Oaks joined Cumberland Trust as a Trust Officer in 2022. Zandra studied International Development at Sewanee: The University of the South in Sewanee, Tennessee and Economics at Roanoke College in Salem, Virginia. 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. Prior, Beth served as Vice President and In-House Counsel for a nationwide franchise. Andrew is an avid hockey enthusiast. She received a J.D. June 3, 2022 . Beth Lee joined Cumberland Trust as a Trust Officer in Estate Administration in 2022. Saving forretirementmay soon be mandatory with employers automatically enrolling new hires into plans when eligible. Rates effective: June 28, 2013. Additionally, he is on the Board of Directors of the Center for Living and Learning and on the Advisory Board for Men of Valor.

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