News & Insights
Trusted Ideas Blog
This Holiday Season, Consider the Gift of an Estate Plan for Your Loved Ones
Talking to your family about your estate plans allows family members the chance to understand, appreciate, and support those decisions now and later after you are gone.
Is an Asset Protection Trust Right for You?
The Tennessee Investment Services Trust (TIST) is an irrevocable trust that allows the grantor to retain access and control over the assets placed in the trust, while at the same time protecting the assets from creditors.
Listen to Jennie Menzie on the Cannon Curve Podcast
Recently, Jennie Menzie, Cumberland Trust’s President, COO and Corporate Counsel joined host Phil Buchanan on Cannon Financial Institute’s Cannon Curve podcast to discuss improving the estate planning process for families and individuals.
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 Young Adults
As young adults start to make major life decisions, planning for the future is vital.
Up and to the Right Podcast with Shelly Donaldson and Rob Petmecky
Shelly Donaldson, Cumberland Trust’s Vice President and Business Development Officer based in our Atlanta office, recently joined Signature Wealth...
The Pitfalls of DIY Estate Planning
Your estate plan should be customized to your needs, and online services do not offer the same personalized approach and attention to detail as an estate planning attorney.
Women, Wealth Transfer, and Estate Planning
A longer life-expectancy rate means that while women work to balance careers, caregiving, and life transitions, they may need to consider additional planning concerns.
IRS Announces Changes to Estate Tax Portability Rules
The portability election allows a surviving spouse to use any estate and gift tax exemption remaining from the deceased person’s unused estate tax exemption along with their own.
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.