As part of Cumberland Trust's development team, Jaclyn Berry 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, written by Jaclyn, addresses the challenging and rewarding nature of serving 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…
During the coronavirus pandemic, museums, art institutions, and historical sites are turning to virtual tours to engage the young and young at heart. Here are a few attractions local to our Nashville headquarters that have created a virtual visit experience for you and your family to enjoy. We hope these…
During times of uncertainty, many individuals find it important to update and add to their legal and healthcare related documents. Having the necessary documents and a plan in place can help reduce stress, especially during challenging times. Several of the most common healthcare documents are listed and described below. These…
In the midst of the coronavirus pandemic, many people are searching for ways to connect with their communities and help those in need through various volunteering efforts. Below are 10 simple ways you and your loved ones can help make a difference during this time (in no particular order). Smithsonian…
Since most of us will be working remotely for the foreseeable future, Cumberland Trust thought it would be helpful to gather and share tips to feel connected, productive, and fulfilled during this uncertain time. Follow your normal morning routine: Keep your morning routine in place and get dressed each day…
To our Cumberland Trust community: Our top priority remains the health and safety of our clients and our employees. We also have a responsibility to support our community. Effective Monday, March 23rd, Cumberland Trust will be fully operational, working in a remote capacity. We are open during normal business hours…
Last week, on March 3rd, a tornado hit Davidson, Wilson, and Putnam counties in Tennessee. Our hometown is now in disaster relief mode as our neighbors start the long process of clean up and recovery. If you are looking for a way to help, we thank you. Below are a…
Charitable planning is important to many families and can leave a lasting impact on organizations or causes that align with the family’s interests and values. Often, clients want to pass the philanthropic spirit down to future generations. Our directed trustee platform allows the family to remain involved in the management…
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 oil, gas and mineral…
In a previous Trusted Ideas post, we outlined the fundamental reasons why you might want to include a letter of intent in your estate planning documents. Having a letter of intent in place is especially important for families with a child or heir with special needs. A completed letter of…
This year, Cumberland Trust enters its twentieth year in business, and continues to be an experienced independent corporate trustee solution for families and their advisors. In the past year, we continued our growth, as we approached $4 billion in assets under administration. We are now serving more families than ever…
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Corporate Headquarters:
Cumberland Trust
40 Burton Hills Blvd, Suite 300
Nashville, TN 37215
 
 
615.783.2540
 
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