News & Insights
Trusted Ideas Blog
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 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
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.