Feb 1, 2022 | Special Assets
Often called the hidden half of client wealth, recent studies suggest that on average, special assets, or illiquid assets held in trust (e.g., residential, or commercial real estate, oil, gas, or mineral interests, farmland, timberland, and closely held business...
Feb 23, 2021 | Special Assets, Understanding Trust Administration
As members of the Special Assets Team at Cumberland Trust, Dayton Hale, April Drennan, Natalicia Hosseinzadeh, and David Shetler utilize their collective expertise in all matters of unique, illiquid, and hard-to-value assets held in trust. This installment of the...
Jul 21, 2020 | Special Assets
The Special Assets Team at Cumberland Trust, consisting of Dayton Hale, April Drennan, and Natalicia Hosseinzadeh brings together their collective expertise in all matters of unique, illiquid, and hard-to-value assets held in trust. This installment of the Trusted...
Feb 11, 2020 | Special Assets
The Special Assets Team at Cumberland Trust, consisting of Dayton Hale, April Drennan and Natalicia Hosseinzadeh brings together their collective expertise in all matters of unique, illiquid and hard-to-value assets held in trust. This installment of the Trusted Ideas...
Oct 28, 2019 | For Professional Advisors, Special Assets
The Special Assets Team at Cumberland Trust, consisting of Dayton Hale, April Drennan, Natalicia Hosseinzadeh, and David Shetler, brings together their collective expertise in all matters of unique, illiquid, and hard-to-value assets held in trust. This installment...
Aug 6, 2019 | Special Assets
The special assets team at Cumberland Trust, led by Dayton Hale and April Drennan, harnesses their collective expertise in all matters of unique, illiquid and hard-to-value assets held in trust. In this installment of the Trusted Ideas blog, the special assets team...