News & Insights
Trusted Ideas Blog
The Possible Impacts of Bank Mergers on Trust Departments and Clients
In recent years, global bank mergers and acquisitions have become increasingly common. Like all businesses, banks are focused on enhancing...
2026 Tennessee Trust Law Updates: Understanding Tennessee’s Latest Trust Legislation
Tennessee has a long history of being at the forefront of trust administration. In keeping with that tradition, the Tennessee legislature has passed...
Family Wealth Transfer Planning: Preparing Younger Generations
Family wealth transfer planning is more than deciding how assets will move from one generation to the next. It is also about helping the next...
Cumberland Trust and asset protection for business owners
For many business owners, their company reflects years of work, family sacrifice, and long-term vision. In some families, it is also a significant...
Trust administration services that support families through change
Families put a great amount of time and effort into building strong estate plans. Yet life changes can challenge the implementation of a plan....
Understanding Probate: A Trusted Advisor’s Role in Guiding Families Forward
When a loved one passes, the legal process of settling their estate—known as probate—can feel daunting. For families already navigating loss,...
Support Your Clients with Blended Families Through Legacy Planning
Blended families are increasingly common—nearly 40% of U.S. households include a partner with children from a previous relationship, according to...
Should Your Clients Consider Adding Gifting Strategies to Their Wealth Transfer Plans?
For many high-net-worth and ultra-high-net-worth individuals, legacy planning goes beyond asset transfer. It’s about creating a lasting impact—one...
The Value of a Grantor’s Letter of Intent in Estate Planning
Estate planning can be complex, but every piece plays a role in protecting your clients’ legacy. While a trust serves as the legal foundation for...
Cumberland Trust in the News
Cumberland Trust Announces Appointment of Jennifer “Jennie” Menzie as Chair of the Board
NASHVILLE, Tenn.—Cumberland Trust announced today that Jennifer “Jennie” Menzie, President and Chief Executive Officer, has been appointed Chair
Cumberland Trust Strengthens Florida Presence with Appointment of Rachel DeLauro as Trust Company Surpasses $10 Billion in Assets Under Administration
Cumberland Trust, a Nashville-based independent trust company recently surpassing $10 billion in assets under administration, announces the addition
In Memoriam: John W. Barringer
John William Barringer, accomplished businessman, and first president, CEO, and founding member of Cumberland Trust, died June 17,
Stephen Crofford Jr. Accepted into the Southeast Fellows Institute of the American College of Trust and Estate Counsel
Nashville, TN – Stephen Crofford Jr., Vice President and Sr. Fiduciary Counsel at Cumberland Trust in Nashville, has
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
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.