News & Insights
Trusted Ideas Blog
Young adults should consider these five legal documents since, in most states, once an individual turns 18, he or she becomes a legal adult.
Updates to the Tennessee Trust and Probate Codes provide more options and greater flexibility to beneficiaries.
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.
Each year, tax returns must be prepared and filed for trusts and estates. Read our reminders regarding the trust tax filing process.
Many families have a desire to ensure their timberland or farmland holdings are responsibly managed under a trustee structure that not only protects and maximizes the value of these assets, but also promotes good stewardship.
Trusts prove to be an efficient vehicle for holding business interests in entities such as LLCs or Limited Partnerships and closely held stock.
Talking to your family about your estate plans allows family members the chance to understand, appreciate, and support those decisions now and later after you are gone.
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.
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.
Cumberland Trust in the News
Cumberland Trust today announced the promotion of Dan Jernigan, Chief Compliance Officer and Corporate Secretary, and Asha Nivison,
The Board of Directors of Cumberland Trust, an independent trust company, today announced the appointment of Jennie Menzie
Kendrick is the newest member of the firm's executive management team and will lead the accounting and finance
The appointment of Chris Buckley and Lori Thoeny to the firm’s executive management team comes as the company
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
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.