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