News & Insights
Trusted Ideas Blog
The Pros and Cons of Probate
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.
What Protections Can a Corporate Co-Trustee Provide?
Naming a trust company to serve as trustee or co-trustee often provides more client protections than utilizing a sole individual trustee.
When to Consider a Corporate Co-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.
New Legislation Maintains Tennessee’s Status as a Leading Trust-Friendly State
Tennessee continues to distinguish itself as a desirable state for trusts, and new legislation maintains this advantage.
Cumberland Trust’s Continued Dedication to Special Needs Trust Administration
Cumberland Trust was founded in 2001 to offer high-level service to families seeking to preserve their legacy. The Tennessee trust company provides...
Writing a Letter of Intent
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: National Leader in Special Needs Trust Administration
Cumberland Trust continues to provide diversified and comprehensive administration services for all types of trusts and estates for clients across...
Navigating Tax Season: Trust Tax Reminders
Each year, tax returns must be prepared and filed for personal trusts and estates. Below are some reminders regarding the trust tax filing process....
The Special Assets Team: Valuations
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
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
2019 Greetings and Updates
Thanks to you and the confidence you have placed in us, Cumberland Trust surpassed $3.3 billion in client