News & Insights
Trusted Ideas Blog
Cumberland Trust’s directed trustee platform allows these holdings to be appropriately administered under a trustee structure that not only maximizes the value of the trust-held assets, but also promotes good stewardship.
Some in banking and finance might suggest these assets be liquidated to make the wealth transfer process easier; however, this solution does not necessarily serve the needs or wants of every individual or family.
Special assets are not simply items on a spreadsheet—they are often the initial source of a family’s wealth and generational legacy.
As members of the Special Assets Team at Cumberland Trust, Dayton Hale, April Drennan, Natalicia Hosseinzadeh, and David Shetler utilize their...
The Special Assets Team at Cumberland Trust, consisting of Dayton Hale, April Drennan, and Natalicia Hosseinzadeh brings together their collective...
The Special Assets Team at Cumberland Trust, consisting of Dayton Hale, April Drennan and Natalicia Hosseinzadeh brings together their collective...
This installment of Trusted Ideas focuses on closely held business interests, another one of the largest dollar-value holdings in Cumberland Trust’s portfolio.
In this installment of the Trusted Ideas blog, the special assets team explains what is involved in maintaining trust-owned residential real estate.
To understand how the special assets team helps families, we have taken a closer look the trends driving special assets and the service of those assets.
Cumberland Trust in the News
Carville will continue to expand Cumberland Trust’s presence in Florida with the estate planning community.
McGarrity will lead the development team as they connect clients and advisors with superior trust and estate services.
As Vice President and Director of Special Needs Trust Administration, Debbie Schultz will lead the company’s growing SNT
Cumberland Trust today announced the appointment of Jennie Menzie as President.
This year, Cumberland Trust celebrates its 20th anniversary as an independent corporate fiduciary focused on client service and
Cumberland Trust announces the hiring of Shelly Donaldson as Vice President and Business Development Officer based in Atlanta. In her
Cumberland Trust is pleased to announce growth in Missouri with the hiring of Lisa Tesar as Vice President
Cumberland Trust will celebrate its 20th anniversary as a corporate trustee focused on client service and advisor collaboration.
Cumberland Trust, Nashville-based independent trust company, announced changes to its Administration, Corporate, and Operations leadership meant to maximize growth
This year, Cumberland Trust enters its twentieth year in business, and continues to be an experienced corporate trustee