News & Insights

Trusted Ideas Blog

Trust-held Special Assets: Residential Real Estate

One of the most common Special Assets held in trust is the beneficiary-occupied home. Cumberland Trust’s Special Assets Administration team, along with trust administrators, work with clients to ensure that these homes are properly managed, maintained, and insured. 

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Is an Asset Protection Trust Right for You?

The Tennessee Investment Services Trust (TIST) is an irrevocable trust that allows the grantor to retain access and control over the assets placed in the trust, while at the same time protecting the assets from creditors.

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Listen to Jennie Menzie on the Cannon Curve Podcast

Recently, Jennie Menzie, Cumberland Trust’s President, COO and Corporate Counsel joined host Phil Buchanan on Cannon Financial Institute’s Cannon Curve podcast to discuss improving the estate planning process for families and individuals.

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Cumberland Trust in the News


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.