News & Insights
Trusted Ideas Blog
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.
Unique from other fiduciaries, we focus on providing our clients with education, administration, and premier client service.
Naming a trust company to serve as trustee or co-trustee often provides more client protections than utilizing a sole individual trustee.
Cumberland Trust in the News
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
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