Cumberland Trust is pleased to announce the promotion of Charlotte English to Vice President and Director of Special Needs Trust Administration. English joined Cumberland Trust in 2013 and will now lead the company’s growing Special Needs Trust Administration team in Nashville, TN. Cumberland Trust has entered a high-growth phase with…
Cumberland Trust announces the hiring of Shelly Donaldson as Vice President and Business Development Officer based in Atlanta. In her role, Donaldson will connect individuals, families and their financial, legal, and tax advisors with Cumberland Trust’s high caliber trust and estate administration services. She will continue to expand Cumberland Trust’s…
Cumberland Trust continues to provide diversified and comprehensive administration services for all types of trusts and estates for clients across the U.S. Recently, the company has entered a high-growth phase with $5 billion in client assets under administration. An area that has helped to drive this growth is Cumberland Trust’s…
Each year, tax returns must be prepared and filed for personal trusts and estates. Below are some reminders regarding the trust tax filing process. Cumberland Trust’s platform allows clients to choose their own trusted financial advisor to handle the investment management of trust assets. Because of this separation of duties,…
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 Trusted Ideas blog, written by Dayton Hale, focuses on special asset…
Cumberland Trust is pleased to announce growth in Missouri with the hiring of Lisa Tesar as Vice President and Regional Development Officer based in St. Louis. In her role, Lisa will focus on building relationships with external advisors (including financial advisors, attorneys and accountants), individuals and families through personalized trust…
Happy New Year! After a challenging and unpredictable 2020, we look forward to a fresh start in 2021. Thank you for your continued support over the past year. As we look ahead to the new year, we are delighted to share that Cumberland Trust will celebrate its 20th anniversary as…
The holiday season is upon us, and while this year’s celebrations and gatherings may be limited, we hope you are still able to enjoy the holidays safely with your loved ones. Due to the COVID-19 pandemic, sharing traditions, memories, and family stories with those around you may be more important…
Cumberland Trust, Nashville-based independent trust company, announced changes to its Administration, Corporate, and Operations leadership meant to maximize growth while continuing to offer best-in-class trust and estate administration to clients. Cumberland Trust named the following new roles to its Trust Administration and Corporate teams: Chris Buckley to Senior Vice President…
Working with an attorney to determine what estate planning documents best fit your and your family’s needs is a critical exercise for young families. Wills can be an important estate planning tool as they typically outline how surviving family members, such as a surviving spouse and children, will be supported…
Cumberland Trust's Distinctive Care team partners with families and their advisors to navigate the complexities of planning for and administering Special Needs Trusts and special purpose trusts. This installment of the Trusted Ideas blog, addresses the challenging and rewarding nature of serving as trustee in a special needs case. As…
Charitable trusts are wealth planning vehicles with advantageous tax benefits for philanthropic families or individuals who wish to donate to charitable organizations. There are two main forms of charitable trusts: a charitable remainder trust (CRT) and a charitable lead trust (CLT). Each charitable trust type serves a separate purpose and…
Frequently, when individuals or families are contemplating wills, trusts, and an overall estate plan, the question of probate court comes up and how to bypass the probate process. What is probate? Probate is a court-supervised, legal process of settling an estate after an individual has died. A probate court judge…
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 blog, written by Dayton Hale, focuses on farmland and timberland held…
Wealth Matters is a monthly radio show and podcast produced by Gaslowitz Frankel LLC. The attorneys from Gaslowitz Frankel discuss the opportunities and challenges associated with preserving and managing wealth. Each month, wealth and asset management professionals join in for a lively and thoughtful discussion of how to best protect,…
While you may never be prepared for the loss of a parent, there are steps you can take to ease the burden of loss and make the transition easier when the time comes. First, know where your parent’s key documents are located. This could include everything from a last will…
As the U.S. and the world continue to deal with the coronavirus pandemic, many are using video conferencing software to connect with colleagues, clients, family, and friends. When hosting or attending a virtual meeting or event, whether using Zoom, WebEx, Skype, Microsoft Teams, or other platforms, there are features you…
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Cumberland Trust
40 Burton Hills Blvd, Suite 300
Nashville, TN 37215
 
 
615.783.2540
 
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