News & Insights
Trusted Ideas Blog
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.
Off The Wall Podcast: Corporate Trustees | Right For Your Estate Plan?
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.
What is a Spousal Lifetime Access Trust (SLAT)?
An estate planning strategy rising in popularity is the Spousal Lifetime Access Trust (SLAT).
Key Differences Between an Individual Trustee and a Corporate Trustee
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.
The Collaborative Directed Trustee/Financial Advisory Relationship
As a directed trustee, we do not offer investment management services; therefore, we do not compete with financial advisors for their core business.
How to be an Excellent Beneficiary
We are frequently asked by new and prospective trust clients how they or their family member(s) can be a responsible beneficiary.
What does an Independent Trust Company do?
Unique from other fiduciaries, we focus on providing our clients with education, administration, and premier client service.
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.