News & Insights
Trusted Ideas Blog
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
Often, a letter of intent can serve as a thoughtful reminder of your intentions and provide comfort and clarity to your family after your passing.
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...
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...
Cumberland Trust in the News
In Memoriam: John W. Barringer
John William Barringer, accomplished businessman, and first president, CEO, and founding member of Cumberland Trust, died June 17,
Stephen Crofford Jr. Accepted into the Southeast Fellows Institute of the American College of Trust and Estate Counsel
Nashville, TN – Stephen Crofford Jr., Vice President and Sr. Fiduciary Counsel at Cumberland Trust in Nashville, has
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.
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.