News & Insights
Trusted Ideas Blog
How Cumberland Trust Partners with Family Offices
Many corporate trustees follow a rigid, one-size-fits-all approach that may not align with family offices' personalized, high-touch service....
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...
Maximize Client Satisfaction With Cumberland Trust’s Directed Trustee Model
As a financial advisor, your role commonly extends into areas of your client’s lives beyond financial returns, especially among high-net-worth...
2024 Tennessee Trust Code Revisions and Benefits
Tennessee has once again demonstrated its commitment to nurturing one of the most beneficial trust jurisdictions in the nation with another series of updates to the Tennessee Trust Code, which go into effect July 1, 2024.
The Cannon Curve with Jennie Menzie, Elizabeth Rodgers, Emily Dye, and Anne Douglass Williams
In a special episode on women leaders in finance, Jennie Menzie, CEO and President, and Emily Dye, Trust Officer, of Cumberland Trust joined Elizabeth Rodgers, President, and Anne Douglass Williams, Relationship Manager, of Synovus Trust, with host Phil Buchanan.
New Legislation Continues to Affirm Tennessee as a Top Trust-Friendly State
Updates to the Tennessee Trust and Probate Codes provide more options and greater flexibility to beneficiaries.
Tax Season and Your Trust: Tax Filing Reminders
Each year, tax returns must be prepared and filed for trusts and estates. Read our reminders regarding the trust tax filing process.
Newly Enacted Legislation Maintains Tennessee’s Advantage in Trust Administration
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.
Life, Work, and Money Podcast with Langley Respess and Alex Gillott
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.
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.