For families supporting a loved one with special needs, receiving a financial settlement can feel like both a blessing and a challenge. While the funds offer security and new opportunities, they can also create unexpected financial and legal complexities. For...
Many corporate trustees follow a rigid, one-size-fits-all approach that may not align with family offices’ personalized, high-touch service. However, the right corporate trustee can seamlessly extend the family office, offering objective trust administration...
One in five American families cares for a loved one with special needs. An important tool families can use when planning for the individual’s quality of life without the primary caregiver is a Third-Party Special Needs Trust (third-party SNT). This type of trust...
As a financial advisor, your role commonly extends into areas of your client’s lives beyond financial returns, especially among high-net-worth families. You may find yourself serving as a voice on legacy and the future. You might also field questions about the...
Unpacking the Benefits of Tennessee’s 2024 Trust Code Revisions Tennessee has long been recognized as a leader in trust law, offering a progressive and flexible framework for trust administration that benefits grantors, trustees, and beneficiaries alike. The state...
March is National Women’s History Month! In a special Cannon Curve podcast episode on women leaders in finance, Jennie Menzie, CEO and President, and Emily Dye, Trust Officer, of Cumberland Trust joined Elizabeth Rodgers, President, and Anne Douglass Williams,...
