News & Insights
Trusted Ideas Blog
All About First-Party Special Needs Trusts
For families supporting a loved one with special needs, receiving a financial settlement can feel like both a blessing and a challenge. While the...
Planning for the Future with Third-Party Special Needs Trusts
One in five American families cares for a loved one with special needs. An important tool families can use when planning for the individual's...
Understanding Special Needs Trusts
As millions of American families raise children with intellectual, developmental, and physical disabilities, Special Needs Trusts have become incredibly important in wealth management and financial planning.
Cumberland Trust’s Continued Dedication to Special Needs Trust Administration
Cumberland Trust was founded in 2001 to offer high-level service to families seeking to preserve their legacy. The Tennessee trust company provides...
Cumberland Trust: National Leader in Special Needs Trust Administration
Cumberland Trust continues to provide diversified and comprehensive administration services for all types of trusts and estates for clients across...
Five Tips for Managing Special Needs Trusts
Cumberland Trust's Special Needs Trust administration team partners with families and their advisors to navigate the complexities of planning for...
A Closer Look at Letters of Intent: Special Needs
Having a letter of intent in place is especially important for families with a child or heir with special needs.
Using People-First Language: Words Matter
Taking into account the diverse nature of disabilities, it is important to avoid generalizations and focus on the individual.
Spotlight: Special Needs Trust Administration
Cumberland Trust is uniquely equipped to act as a support system for beneficiaries. We recognize the importance of SNTs for the families they serve.
Cumberland Trust in the News
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
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.