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Newly Enacted Legislation Maintains Tennessee’s Advantage in Trust Administration

Jun 16, 2022 | Understanding Trust Administration

The Governor of Tennessee recently signed into law SB 2166/HB 2353—a bill containing several revisions to Tennessee’s Trust Code. As trust assets under management in Tennessee have increased to several hundred billion dollars, the Volunteer state continues to...

Life, Work, and Money Podcast with Langley Respess and Alex Gillott

May 17, 2022 | Estate Planning & Administration, Understanding Trust Administration

Cumberland Trust’s Vice President and Director of Personal Trust Administration, Alex Gillott, recently joined UBS Advisor Langley Respess as a guest on his Life, Work, and Money podcast to discuss estate planning with trusts and examine the differences between...

Off The Wall Podcast: Corporate Trustees | Right For Your Estate Plan?

Apr 25, 2022 | Estate Planning & Administration, Understanding Trust Administration

Recently, Michelle Diamond, our Chief Development Officer, and Heather Savage, Senior Vice President and Business Development Officer, joined Monument Wealth’s Off The Wall podcast to discuss common estate planning scenarios and address misconceptions about...

What is a Spousal Lifetime Access Trust (SLAT)?

Apr 12, 2022 | Understanding Trust Administration

There are many estate planning strategies that high net-worth individuals can utilize to protect and transfer their wealth to their spouse or the next generation. One method rising in popularity is the Spousal Lifetime Access Trust (SLAT). A SLAT is an irrevocable...

Key Differences Between an Individual Trustee and a Corporate Trustee

Mar 22, 2022 | Understanding Trust Administration

If establishing a trust is part of your estate plan, it is important to reflect on you and your family’s needs and to consider your options carefully when selecting a trustee. Naming a corporate trustee to serve as trustee or co-trustee often provides more client...

The Collaborative Directed Trustee/Financial Advisory Relationship

Mar 15, 2022 | For Professional Advisors, Understanding Trust Administration

Trust administration and investment management are entirely separate functions, which require different skillsets and expertise to be performed well. As an independent, directed trust company, Cumberland Trust specializes in education, administration, and client...
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