News & Insights
Trusted Ideas Blog
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...
A Meaningful Gift to Leave Behind for Family Members and Loved Ones
The holiday season is upon us, and while this year’s celebrations and gatherings may be limited, we hope you are still able to enjoy the holidays...
Estate Planning 101 for Young Families
Working with an attorney to determine what estate planning documents best fit your and your family’s needs is a critical exercise for young...
Five Tips for Managing Special Needs Trusts
Cumberland Trust's Special Needs Trust administration team partners with families and their advisors to navigate the complexities of planning for...
What are Charitable Trusts?
Charitable trusts can have tax benefits for philanthropic families or individuals who wish to donate to charitable organizations.
What is Probate and Should You Try to Avoid it?
Frequently, when individuals or families are contemplating wills, trusts, and an overall estate plan, the question of probate court comes up and how to bypass the probate process.
The Special Assets Team: Farmland and Timberland
The Special Assets Team at Cumberland Trust, consisting of Dayton Hale, April Drennan, and Natalicia Hosseinzadeh brings together their collective...
Do I Need a Trust? Listen to the Wealth Matters Radio Show Featuring Caroline Bradshaw
Wealth Matters is a monthly radio show and podcast produced by Gaslowitz Frankel LLC. The attorneys from Gaslowitz Frankel discuss the opportunities...
Preparing for Life After a Parent’s Death
While you may never be prepared for the loss of a parent, there are steps you can take to ease the burden of loss and make the transition easier...
Cumberland Trust in the News
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
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.
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.