News & Insights
Trusted Ideas Blog
Beyond Personal Trust Administration: Distinctive Care Services for Aging Individuals
America’s baby boomers are living decades longer than previous generations. However, that longevity comes with challenges as seniors age. From...
Planning for Incapacity
Proactively planning for incapacity can provide invaluable protections for you, ensure your wishes are followed, and reduce the burden placed on your family and loved ones.
Estate Planning for Aging Adults: How to Prevent Elder Financial Abuse
Many perpetrators of elder financial abuse are known by the elder and are sometimes spouses, adult children, extended family members, friends and neighbors, or in-home caregivers.
Avoid Charity Scams and Give Wisely this Holiday Season
At year-end, many people donate to charitable organizations. Unfortunately, there are fraudulent organizations that try to take advantage of holiday giving.
Maintaining Life Balance as a Family Caregiver
Often, juggling the duties of a caregiver with your own career and personal responsibilities is overwhelming, but there are resources that can help.
Financial Fraud in the U.S. – Watch out for these Common Scams Targeting Seniors
Sadly, elder abuse continues to be a growing problem. During tax season, there can be an uptick in elder financial abuse and fraud scams.
Spotlight: Distinctive Care Services
Our unique distinctive care services supports clients who need extra assistance, such as aging clients or those experiencing life’s transitions.
Cumberland Trust in the News
Cumberland Trust Enlists Bedell James as Senior Vice President, Managing Director, Corporate Development, as Trust Company’s Success Continues
The addition of Bedell James as SVP, Managing Director, Corporate Development comes as the company continues to expand
Cumberland Trust Appoints David Murray as Managing Director, Corporate Development as Company Reaches $8 Billion in Assets Under Administration
Cumberland Trust, a Nashville-based independent trust company, announces the addition of David Murray to its Corporate Development team
Cumberland Trust Expands C-Suite with Promotions of Dan Jernigan and Asha Nivison
Cumberland Trust today announced the promotion of Dan Jernigan, Chief Compliance Officer and Corporate Secretary, and Asha Nivison,
Jennie Menzie Named CEO and President of Cumberland Trust
The Board of Directors of Cumberland Trust, an independent trust company, today announced the appointment of Jennie Menzie
Scott Kendrick Joins Cumberland Trust as Chief Financial Officer and Treasurer
Kendrick is the newest member of the firm's executive management team and will lead the accounting and finance
Cumberland Trust Reaches $6B in Assets Under Administration, Promotes Veteran Employees to Executive Management
The appointment of Chris Buckley and Lori Thoeny to the firm’s executive management team comes as the company
Bob Carville Joins Cumberland Trust as Business Development Officer in Tampa-St. Pete, FL
Carville will continue to expand Cumberland Trust’s presence in Florida with the estate planning community.
Shannon McGarrity Joins Cumberland Trust as Senior Vice President, Managing Director, Business Development
McGarrity will lead the development team as they connect clients and advisors with superior trust and estate services.
Cumberland Trust Appoints Debbie Schultz New Director of Special Needs Trust Administration
As Vice President and Director of Special Needs Trust Administration, Debbie Schultz will lead the company’s growing SNT
Jennie Menzie Named President of Cumberland Trust as Company Celebrates 20 Years in Business
Cumberland Trust today announced the appointment of Jennie Menzie as President.
Disclosures
This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.