News & Insights
Trusted Ideas Blog
Trust-held Special Assets: Timberland and Farmland
Many families have a desire to ensure their timberland or farmland holdings are responsibly managed under a trustee structure that not only protects and maximizes the value of these assets, but also promotes good stewardship.
Trust-held Special Assets: Closely Held Business Interests
Trusts prove to be an efficient vehicle for holding business interests in entities such as LLCs or Limited Partnerships and closely held stock.
Trust-held Special Assets: Oil, Gas, and Mineral Interests
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.
Succession Planning for Family Businesses and Other Special Assets
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.
Wealth Transfer Strategies for Illiquid Assets
Special assets are not simply items on a spreadsheet—they are often the initial source of a family’s wealth and generational legacy.
The Special Assets Team: Valuations
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: Farmland and Timberland
The Special Assets Team at Cumberland Trust, consisting of Dayton Hale, April Drennan, and Natalicia Hosseinzadeh brings together their collective...
The Special Assets Team: Oil, Gas & Mineral Interests
The Special Assets Team at Cumberland Trust, consisting of Dayton Hale, April Drennan and Natalicia Hosseinzadeh brings together their collective...
The Special Assets Team: Closely Held Business Interests
This installment of Trusted Ideas focuses on closely held business interests, another one of the largest dollar-value holdings in Cumberland Trust’s portfolio.
Cumberland Trust in the News
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
Shelly Donaldson Joins Cumberland Trust as Vice President in Atlanta
Cumberland Trust announces the hiring of Shelly Donaldson as Vice President and Business Development Officer based in Atlanta. In her
Cumberland Trust Welcomes Lisa Tesar to Lead Development in St. Louis
Cumberland Trust is pleased to announce growth in Missouri with the hiring of Lisa Tesar as Vice President
Welcome 2021 and Cumberland Trust’s 20th Anniversary
Cumberland Trust will celebrate its 20th anniversary as a corporate trustee focused on client service and advisor collaboration.
Cumberland Trust Appoints New Roles to Meet Demand for Services
Cumberland Trust, Nashville-based independent trust company, announced changes to its Administration, Corporate, and Operations leadership meant to maximize growth
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.