News & Insights
Trusted Ideas Blog
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.
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.
Cumberland Trust in the News
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.
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
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.