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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
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
Cumberland Trust has reached a new milestone and has expanded roles and responsibilities of the executive team to