News & Insights
Trusted Ideas Blog
Updates to the Tennessee Trust and Probate Codes provide more options and greater flexibility to beneficiaries.
Each year, tax returns must be prepared and filed for trusts and estates. Read our reminders regarding the trust tax filing process.
As trust assets in Tennessee have increased to several hundred billion dollars, the Volunteer state continues to distinguish itself as a desirable state for trust administration.
Cumberland Trust’s Vice President and Director of Personal Trust Administration, Alex Gillott, recently joined UBS Advisor Langley Respess as a guest on his Life, Work, and Money podcast.
Michelle Diamond, Chief Development Officer, and Heather Savage, SVP & Business Development Officer, joined the Off The Wall podcast to discuss common estate planning scenarios and address misconceptions about corporate trustees.
An estate planning strategy rising in popularity is the Spousal Lifetime Access Trust (SLAT).
If establishing a trust is part of your estate plan, it is important to reflect on you and your family’s needs and to consider your options carefully when selecting a trustee.
As a directed trustee, we do not offer investment management services; therefore, we do not compete with financial advisors for their core business.
We are frequently asked by new and prospective trust clients how they or their family member(s) can be a responsible beneficiary.
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.