News & Insights
Trusted Ideas Blog
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.
The Importance of Updating Your Estate Plan
Taking the time to ensure your estate planning documents are accurate and up to date is equally as important as establishing an initial estate plan.
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.
Estate Planning for Aging Adults: How to Prevent Elder Financial Abuse
Many perpetrators of elder financial abuse are known by the elder and are sometimes spouses, adult children, extended family members, friends and neighbors, or in-home caregivers.
Wealth Transfer Strategies for Illiquid Assets
Special assets are not simply items on a spreadsheet—they are often the initial source of a family’s wealth and generational legacy.
2022 New Year’s Resolutions
If you’re like many individuals this time of year, you’re starting the year off by creating a list of things you’d like to accomplish in 2022.
Cumberland Trust in the News
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
Welcome 2020! Cumberland Trust Enters its 20th Year
This year, Cumberland Trust enters its twentieth year in business, and continues to be an experienced corporate trustee
Cumberland Trust Expands C-Suite as Company Surpasses $3.5 Billion in Assets Under Administration
Cumberland Trust has reached a new milestone and has expanded roles and responsibilities of the executive team to