News & Insights
Trusted Ideas Blog
2022 New Year’s Resolutions
If you’re like many individuals this time of year, you’re starting the year off by creating a list of things you’d like to accomplish in 2022.
Estate Planning and Wealth Transfer for Blended Families
Trusts can give a clear understanding of the division of assets after a grantor’s death while also caring for a surviving spouse and children separately and lessening any tension.
Educating the Next Generation: Ensuring Your Family Legacy Continues
Preparing the next generation can help ensure your loved ones have a genuine understanding of the values that have helped to create the family legacy.
The Pros and Cons of Probate
While some financial planners may recommend that those with larger estates try to keep property out of probate whenever possible, this is not a “one size fits all” solution.
When to Consider a Corporate Co-Trustee
By appointing a corporate co-trustee, an individual shares the responsibility of trusteeship with a corporate trustee like Cumberland Trust. This arrangement allows a family member to continue to play a role in the trust management, while Cumberland Trust provides the technical expertise.
Writing a Letter of Intent
Often, a letter of intent can serve as a thoughtful reminder of your intentions and provide comfort and clarity to your family after your passing.
A Meaningful Gift to Leave Behind for Family Members and Loved Ones
The holiday season is upon us, and while this year’s celebrations and gatherings may be limited, we hope you are still able to enjoy the holidays...
Estate Planning 101 for Young Families
Working with an attorney to determine what estate planning documents best fit your and your family’s needs is a critical exercise for young...
What is Probate and Should You Try to Avoid it?
Frequently, when individuals or families are contemplating wills, trusts, and an overall estate plan, the question of probate court comes up and how to bypass the probate process.
Cumberland Trust in the News
Cumberland Trust Adds Alyssa Mediate to Business Development Team as its Southeast Markets Expand
Cumberland Trust, a Nashville-based independent trust company, announces Alyssa Mediate as Business Development Officer based in Knoxville, Tennessee.
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.
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.