News & Insights
Trusted Ideas Blog
How to Help Your Client Select the Best Charitable Giving Structure
Philanthropic giving is a common goal for many individuals. The choice to give is often fueled by the desire to unite the family and establish a...
Case Study: Holistic Support and Specialized Attention for Beneficiaries with Special Needs
Planning for the future of a family member with special needs is a deeply personal and often overwhelming responsibility. For many families, the...
Case Study: Bridging the Gap Between Now and the Future for Aging Clients
Navigating family transition with aging adults can be difficult. Emotionally charged conversations and tough decisions can often challenge harmony...
Case Studies: Tailored Trust Administration for High-Net-Worth Families
Here are four examples of how Cumberland Trust’s collaborative and personalized approach to trust administration has helped families navigate...
All About First-Party Special Needs Trusts
For families supporting a loved one with special needs, receiving a financial settlement can feel like both a blessing and a challenge. While the...
Case Study: Turning Uncertainty Into Security with Long-Term Special Needs Trust Administration
Receiving a financial settlement or lump-sum payment can be life-changing for an individual with special needs. While it may provide a path toward...
Case Study: Helping Clients Maintain and Pass Down Non-Conforming Assets
As a client’s family expanded with the blessing of grandchildren, details surrounding the gifting of family ranch land grew more complex. Selling...
How Cumberland Trust Partners with Family Offices
Many corporate trustees follow a rigid, one-size-fits-all approach that may not align with family offices' personalized, high-touch service....
Planning for the Future with Third-Party Special Needs Trusts
One in five American families cares for a loved one with special needs. An important tool families can use when planning for the individual's...
Cumberland Trust in the News
Cumberland Trust Opens Office in Virginia as Client Base Continues to Grow
The new Richmond address aligns with the company's goal of supporting more clients and their financial, legal, and
Cumberland Trust Enlists Bedell James as Senior Vice President, Managing Director, Corporate Development, as Trust Company’s Success Continues
The addition of Bedell James as SVP, Managing Director, Corporate Development comes as the company continues to expand
Cumberland Trust Appoints David Murray as Managing Director, Corporate Development as Company Reaches $8 Billion in Assets Under Administration
Cumberland Trust, a Nashville-based independent trust company, announces the addition of David Murray to its Corporate Development team
Cumberland Trust Expands C-Suite with Promotions of Dan Jernigan and Asha Nivison
Cumberland Trust today announced the promotion of Dan Jernigan, Chief Compliance Officer and Corporate Secretary, and Asha Nivison,
Jennie Menzie Named CEO and President of Cumberland Trust
The Board of Directors of Cumberland Trust, an independent trust company, today announced the appointment of Jennie Menzie
Scott Kendrick Joins Cumberland Trust as Chief Financial Officer and Treasurer
Kendrick is the newest member of the firm's executive management team and will lead the accounting and finance
Cumberland Trust Reaches $6B in Assets Under Administration, Promotes Veteran Employees to Executive Management
The appointment of Chris Buckley and Lori Thoeny to the firm’s executive management team comes as the company
Bob Carville Joins Cumberland Trust as Business Development Officer in Tampa-St. Pete, FL
Carville will continue to expand Cumberland Trust’s presence in Florida with the estate planning community.
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
Disclosures
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.