News & Insights
Trusted Ideas Blog
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 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.
Jean Jackson to Lead Cumberland Trust’s Alabama and Kentucky Markets
This year, Cumberland Trust celebrates its 20th anniversary as an independent corporate fiduciary focused on client service and
Shelly Donaldson Joins Cumberland Trust as Vice President in Atlanta
Cumberland Trust announces the hiring of Shelly Donaldson as Vice President and Business Development Officer based in Atlanta. In her
Cumberland Trust Welcomes Lisa Tesar to Lead Development in St. Louis
Cumberland Trust is pleased to announce growth in Missouri with the hiring of Lisa Tesar as Vice President
Welcome 2021 and Cumberland Trust’s 20th Anniversary
Cumberland Trust will celebrate its 20th anniversary as a corporate trustee focused on client service and advisor collaboration.
Cumberland Trust Appoints New Roles to Meet Demand for Services
Cumberland Trust, Nashville-based independent trust company, announced changes to its Administration, Corporate, and Operations leadership meant to maximize growth
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.