News & Insights
Trusted Ideas Blog
While some financial planners may recommend that those with larger estates try to keep property out of probate whenever possible, this is not a “one size fits all” solution.
Naming a trust company to serve as trustee or co-trustee often provides more client protections than utilizing a sole individual trustee.
By appointing a corporate co-trustee, an individual shares the responsibility of trusteeship with a corporate trustee like Cumberland Trust. This arrangement allows a family member to continue to play a role in the trust management, while Cumberland Trust provides the technical expertise.
Tennessee continues to distinguish itself as a desirable state for trusts, and new legislation maintains this advantage.
Cumberland Trust was founded in 2001 to offer high-level service to families seeking to preserve their legacy. The Tennessee trust company provides...
If you are in the process of establishing an estate plan for the first time or revising your existing estate plan, you are already familiar with the...
Cumberland Trust continues to provide diversified and comprehensive administration services for all types of trusts and estates for clients across...
Each year, tax returns must be prepared and filed for personal trusts and estates. Below are some reminders regarding the trust tax filing process....
As members of the Special Assets Team at Cumberland Trust, Dayton Hale, April Drennan, Natalicia Hosseinzadeh, and David Shetler utilize their...
Cumberland Trust in the News
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
Cumberland Trust has reached a new milestone and has expanded roles and responsibilities of the executive team to
Thanks to you and the confidence you have placed in us, Cumberland Trust surpassed $3.3 billion in client