News & Insights
Trusted Ideas Blog
How Cumberland Trust Helps with Estate Administration
Few things create more emotional turmoil than losing a loved one. Yet, only 34% of Americans have established estate plans. A lack of planning...
Cumberland Trust: A Different Kind of Corporate Trustee
At Cumberland Trust, we see ourselves as stewards of the trusts for which we serve. We help families preserve wealth and harmony with independent trust and estate administration that avoids emotional or financial conflicts of interest. We offer attentive service and provide unique support to the client’s advisory team.
What You Need to Know Before Changing a Trustee
When and Why to Change Trustees: A Guide for Financial Advisors Choosing the right trustee is a crucial decision that can impact the success of...
Financial Advisors’ Guide to Enhancing Client Success With Trust Planning
The Role of Financial Advisors in Trust Planning: Key Conversations With Clients Financial advisors are finding that taking a holistic approach,...
Tips to Ensure Long-Term Client Engagement in Estate Planning
Estate Planning Success: How to Keep Clients Engaged Estate planning is a crucial step for high-net-worth individuals and their families to ensure...
Women and Wealth: Estate and Financial Planning Considerations
The Great Wealth Transfer: A Window of Opportunity There's a major shift happening in the world of wealth. The Great Wealth Transfer will soon put...
Common Knowledge Gaps in Estate Planning and Trust Administration
The Complexities of Estate Planning Estate planning and trust administration can be complex and challenging, especially when considering the assets...
Educating the Next Generation of Trust Beneficiaries
For children of high-net-worth families, there’s an added layer of education about preserving family wealth. This education is the best way to make sure the family legacy continues from generation to generation.
Preparing for Campus Life: Essential Legal Documents for College-Bound Students
Young adults should consider these five legal documents since, in most states, once an individual turns 18, he or she becomes a legal adult.
Cumberland Trust in the News
Cumberland Trust Opens Office in Virginia as Client Base Continues to Grow
The new Richmond address aligns with the company's goal of supporting more clients and their financial, legal, and
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
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.