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Case Studies: Tailored Trust Administration for High-Net-Worth Families

Jun 9, 2025 | Case Studies

Here are four examples of how Cumberland Trust’s collaborative and personalized approach to trust administration has helped families navigate complex situations, preserve harmony, and protect generational wealth. Case Study #1: Restoring Stability and Financial...
Stay Relevant with the Next Generation: Trust Beneficiaries

Stay Relevant with the Next Generation: Trust Beneficiaries

Jun 2, 2025 | For Professional Advisors

As generational wealth transitions from founders to heirs, family offices face a pivotal challenge: remaining relevant and resonant with the next generation of trust beneficiaries. How well does the family office know the dreams and goals of the next generation of...
All About First-Party Special Needs Trusts

All About First-Party Special Needs Trusts

May 1, 2025 | Special Needs Trust, Understanding Trust Administration

For families supporting a loved one with special needs, receiving a financial settlement can feel like both a blessing and a challenge. While the funds offer security and new opportunities, they can also create unexpected financial and legal complexities. For...
Case Study: Turning Uncertainty Into Security with Long-Term Special Needs Trust Administration

Case Study: Turning Uncertainty Into Security with Long-Term Special Needs Trust Administration

Apr 28, 2025 | Case Studies

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 financial security, it also comes with significant challenges. Without careful planning, these funds could...
Case Study: Helping Clients Maintain and Pass Down Non-Conforming Assets

Case Study: Helping Clients Maintain and Pass Down Non-Conforming Assets

Apr 11, 2025 | Case Studies

As a client’s family expanded with the blessing of grandchildren, details surrounding the gifting of family ranch land grew more complex. Selling the beloved property was not an option, so how could the client preserve the ranch and continue to share it with their...
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