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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 was founded in 2001 to offer high-level service to families seeking to preserve their legacy. The Tennessee trust company provides...
Cumberland Trust continues to provide diversified and comprehensive administration services for all types of trusts and estates for clients across...
Cumberland Trust's Special Needs Trust administration team partners with families and their advisors to navigate the complexities of planning for...
Having a letter of intent in place is especially important for families with a child or heir with special needs.
Taking into account the diverse nature of disabilities, it is important to avoid generalizations and focus on the individual.
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
The Board of Directors of Cumberland Trust, an independent trust company, today announced the appointment of Jennie Menzie
Kendrick is the newest member of the firm's executive management team and will lead the accounting and finance
The appointment of Chris Buckley and Lori Thoeny to the firm’s executive management team comes as the company
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
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.