Greg received a Business Administration degree, with minors in Organizational Management and Health Promotions from Aurora University, Aurora, Illinois. Outside of work, Ryan enjoys volunteering at the St. Philip Legal Clinic in Franklin, TN. Sharon Winkler joined Cumberland Trust in 2007 and serves as Senior Vice President, Special Counsel, Chief Regulatory Compliance Officer. Shelly served on the Executive Committee of the Georgia Bar Association Fiduciary Law Section and was a past chair of the Atlanta Bar Estate Planning and Probate Section. Senior Vice President & Managing Director, Tax. As Assistant Vice President and Compliance Officer, Harriet ensures that accounts are opened or closed and documented accurately. in Business Administration and Economics from Rhodes College in Memphis and an M.B.A. in Finance and Marketing from Indiana University. Previously, Elsie worked at Mom and Pop Records assisting with artist management and as a youth specialist at the YWCAs Girls, Inc. program. She received her J.D. Debbie Schultz is Vice President and Director of Special Needs Trust Administration at Cumberland Trust. Responsibilities. West Virginia Housing Fund Fee, in addition to any excise tax imposed on property transfers. Prior to joining Cumberland Trust, he was a Financial Consultant at Fidelity Investments in Chesterfield, Missouri. Douglas holds a B.A. Joseph K. Presley is Chairman and CEO of Cumberland Trust and has supported its commitment to client service, development, and market growth since he joined the company in 2001. Zandra serves as a Senior Business Development Associate. Earlier in his career, he served as Assistant Vice President and Trust Officer and as an Operations Supervisor at Independence Trust Company. Either way, Christopher Holtby of Wealth Advisors Trust told me that theres always room for enthusiastic competitors. President, Chief Operating Officer & Corporate Counsel. As Senior Vice President and Managing Director in Corporate Development, she cultivates relationships, working with families and advisors to deliver a full range of trust services. Previously, he worked in the financial solutions industry. Jennie holds a B.S. Outside of work, Brianna has enjoyed volunteering at Atlanta Ronald McDonald House where she helped provide meals to patients and families in residence. Years in Business: 22. Business Started: 1/1/2001. Previously, she served as an engagement officer, onboarding new trust and estate clients and acting as an internal liaison between the Business Development, Administration, and Estate departments to smoothly transition new client accounts onto our platform. from Southwestern Law School in Los Angeles. in Finance from The University of Memphis. We believe our relationship managers should be fully focused on their current clients. in Spanish from Southern Methodist University in Dallas, Texas. 2021 Cumberland Trust. In this role, Avery works with the Estate Administration team to support families and professional advisors in the administration of estates and administrative trusts. Request Information Schedule A Visit You're ready for this. He assisted the senators staff in the drafting of legislative documents, helped prepare for Senate Appropriation Committee meetings, and learned about the legislative process from behind the scenes. in Finance and Economics from Lipscomb University and is a graduate of Southern Trust School. In some cases, the creator of the trust may also name himself as co-trustee to be responsible in part for administering the trust. Prior to joining Cumberland Trust, Dan was Vice President and Audit Supervisor of Internal Audit for Reliance Trust Company/Fidelity National Information Services, Inc. (FIS). Prior to joining Cumberland Trust, Adriana worked as an Account Manager in the direct mail industry, managing the status of accounts and supporting client relationships. Additionally, he is on the Board of Directors of the Center for Living and Learning and on the Advisory Board for Men of Valor. Elizabeth is licensed to practice law in Tennessee and Kentucky. Outside of work, Stephen enjoys supporting charitable organizations that help raise funds for various non-profits, such as the USO. Senior Vice President & Managing Director, Corporate Development. Previously, he served as Regional Sales Manager at Scottrade/TD Ameritrade. No. Our mission is to preserve the natural resources of Cumberland for present and future generations by preserving land for open space. Melissa Murray joined the Cumberland Trust Special Needs Trust Administration team in 2021. Jessica Kopperud joined the Cumberland Trust team in 2018. Prior to joining Cumberland Trust, Brianna worked as a Business Assistant at a dental practice. Robin also has more than 10 years of experience in sales and customer service and retention with the USA Today Network (Gannett Company, Inc.) as a Sales & Retention Supervisor. Tenisha received her masters degree from Ohio University and B.S. Fee Schedule - Effective July 2021. in finance from Auburn University. Dudleys experience includes working as Senior Vice President at First American National Bank. He specializes in guiding high-net-worth individuals and families through the administration and management of personal trusts and foundations. Jessica holds a B.S in Marketing from Indiana University and an MBA from Belmont Universitys Massey Graduate School of Business. Roberts previous experience also includes roles at LegacyTree Foundation and Regions Bank. in Accounting (cum laude) and a J.D. She builds client relationships by providing proactive, high quality service to clients and their legal, financial, and tax advisors. Harriet received a B.S. This person, group of people, or institution benefits from the trust, eventually receiving some or all of the property placed in the trust. in Political Science from the University of Tennessee at Chattanooga and a J.D. Assistant Vice President & Account Transfer Manager. Others on our list (Advisory Trust, Reliance, Saturna, New Hampshire Trust) justify their minimums at lower levels. 2021 Cumberland Trust. In this role, Ashley provides direct support to the business development team, assisting with ongoing development and onboarding of new and prospective Cumberland Trust clients and their advisors. Based on the west coast of Florida, Bob regularly frequents the major markets across the state. Rachel is licensed to practice law in Tennessee. Site by Circa Creative Studios, Specialized Knowledge and Focused Administration. She received her Masters degree in Management from Embry-Riddle Aeronautical University. She is a member and past board member of the Financial Planning Association of Greater Memphis and a member of the Memphis Estate Planning Council. Previously, Matt Co-Chaired the Paul E. Skeens Scramble for HELP, a golf event that helped raise proceeds for scholarships for need-based, learning-disabled students at Marshall University. As a collaborative member of the Personal Trust Administration team, Danielle provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. High-touch administration for those needing additional support. All rights reserved. For questions or to schedule an appointment, please call 717-240-6345 or email regofwills@cumberlandcountypa.gov. Naturally, its going to cost extra if the trust company also manages the underlying assets. She serves as a Business Development Associate overseeing the onboarding of new business opportunities. While attending college, she served as a member of the executive student government and assisted University Admissions in the recruitment of prospective students. In this role, Kailey provides direct support to the business development team, assisting with ongoing development and onboarding of new and prospective Cumberland Trust clients and their professional advisors. Site by Circa Creative Studios. Matt Skeens joined Cumberland Trust as a Trust Administrator in 2022. Trust Fee Schedule. Prior to Cumberland Trust, Asha served as Director of Implementations at Emdeon, where she managed teams responsible for implementing direct claims connections with healthcare companies. As Corporate Strategy Officer, Jessica develops the framework and plans to support long-term strategic initiatives for Cumberland Trust. Contact Us; Quick Links. from the University of Arkansas School of Law and holds her LL.M. We are compassionate and diplomatic when dealing with complex family relationships. She focuses on delivering responsive and personalized trust administration services. If youre like many individuals this time of year, youre starting the year off by creating a list, Working with an attorney to determine what estate planning documents best fit your and your familys needs is, In a revocable or living trust, the trust creator retains rights over the trust, including the ability to. in Music Business from Belmont University. She also manages a growing team of Special Assets Administration professionals providing specialized administration of these complex trust assets. Prior to her career with Cumberland Trust, Lorena worked with children and families as a nanny and au pair. I'm Worried About How Inflation Will Affect My Retirement Savings. Prior to joining Cumberland Trust, he worked as a Senior Relationship Banker at Truist Bank. Before joining Cumberland Trust, Nathan worked as a Senior Consultant with Financial Industry Technical Services. Tenisha Clausi joined the Cumberland Trust team in 2013. Site by, The Collaborative Directed Trustee/Financial Advisory Relationship. Currently, Michelle manages the business development team, who work in Cumberland Trusts headquarters and in each of its regional offices. Ashley Fischer joined Cumberland Trust as a Business Development Associate in 2021. She is a member of the Society of Trust & Estate Practitioners and earned Financial Planning Certificates 1, 2, and 3 from the Chartered Insurance Institute in the UK. She continues to volunteer with the Harpeth Conservancy working on the Tennessee rivers. Location of This Business. She serves as Senior Vice President and Managing Director of Tax Administration. 7A-307(a)(2a). All other documents. Prior to joining Cumberland Trust, Bonnie was a Retirement Plan Co-Implementation Manager at The Retirement Plan Company, LLC where she managed an implementation team and handled trading requests for client 401ks and Required Minimum Distributions. 2021 Cumberland Trust. Military discharge certified copy as authorized. The grantor also specifies the purpose of the trust: if the trust may be altered (and by whom), powers given to the trustee, and when disbursements are to be made. Once you start drilling down into the basis points, it becomes pretty clear that different firms really do different things, he added. He is a First Lieutenant in the U.S. Army JAG Corps, Reserve Component. She enjoys welcoming clients and guests, making them feel comfortable and at ease. She is licensed to practice law in Arkansas and Tennessee. Lindsay holds a Bachelor of Music in Music Therapy with a Minor in Psychology from the Berklee College of Music in Boston, Massachusetts. unit 3: personal and business finance grade boundaries. Runcie is a licensed attorney and CPA. ", Maybe $2,500, he conceded. June 3, 2022 . Plumbing Permit Application. google hiring committee rejection rate. Additionally, he is a member of Estate Planning Council of Middle Tennessee and active member of the University of Tennessee, Knoxville Alumni Association. If more than one of the foregoing fees could apply to a given Trust Custody Account, the highest applicable fee will apply. Eloise Schroer joined Cumberland Trust as a Trust Specialist in 2022. Laura Hawken joined Cumberland Trust in 2019. As Vice President, Trust Officer, and Manager in personal trust administration, she is responsible for working with high-net-worth individuals and families on trust account management and administration. overpaid mortgage interest refund. She is a Certified Trust and Financial Advisor (CTFA) and has completed Cannons Trust School program. Ryan Russell joined Cumberland Trust as a Trust Officer in 2022. Previously, Debbie led the Special Needs Trust team unit at Arden Trust Company in Phoenix, Arizona. If the account has securities or assets, other than Trust Department sponsored mutual funds the fee will be $3.32 per quarter for each security or asset. In his role as Vice President and Fiduciary Counsel, Stephen reviews and drafts documents relating to trust and estate accounts. All rights reserved. 2021 Cumberland Trust. Yes, we have a team dedicated to the administration of Special Needs Trusts. in Accounting from Manhattanville College in New York. Previously, Haley worked as a trust specialist in the Distinctive Care Division, specializing in providing assistance to trust officers and administrators, and focusing on supporting clients with special needs. Learn more to protect yourself and avoid falling victim. Eleanor Claiborne joined the Cumberland Trust team in 2012 and works in corporate strategy, events, and marketing. 1 Stated fees are for services provided by Cumberland County and does not include any additional fees that may be charged . in Communications and English from Hope College in Holland, Michigan. Charitable trusts can have tax benefits for philanthropic families or individuals who wish to donate to charitable organizations. We work closely with attorneys and financial advisors who have established estate plans and investment objectives for their long-standing clients. cumberland trust fee schedulesan juan airport restaurants hours. In her role as Assistant Vice President & Trust Officer, Jeiman works with clients on their day-to-day needs while also keeping in mind long-term trust management objectives. He assists with various tasks related to real estate; oil, mineral, gas interests; LLC interests and other special assets for Cumberland Trusts clients. All rights reserved. All rights reserved. She enjoys volunteering with animal rescue organizations and supporting various charities to help fight against animal cruelty. Is a Revocable, Living Trust Right for You? As a Trust Officer, Emily provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Register of Wills The primary function of the Register is to determine whether documents offered for probate should be admitted to the official record. As Vice President and Trust Officer, Sara manages personal trust relationships. Helina received a B.A. Cumberland Trust has provided professional, comprehensive estate settlement services for many years throughout the geographic regions where we serve. She has particular expertise in tax and estate planning involving real estate, closely held business entities and planning for a family member with a disability (Special Needs Planning). Rebeccas previous experience includes working as a Management Consultant for Ernst & Young, a Financial Analyst, and then Managing Director of Investor Relations and Corporate Contributions for FedEx. in Psychology and Sociology from Western Kentucky University. In many cases, the principal of the trust is distributed to remainder beneficiaries. Michelle Femino joined Cumberland Trust as a Trust Specialist in 2022. Lindsay Phillips joined Cumberland Trust as a Trust Specialist in 2022. Financial advisors, accountants, and attorneys need a collaborative, non-competitive trust solution for their clients. She joined the Cumberland Trust team in 2001, at the firms founding. Fee Schedule Fee Schedule The Recorder's Office accepts the following payment methods: Checks* - Checks should be made payable to "Recorder of Deeds". Elly Hutchings joined the Cumberland Trust team in 2015. First Federal Bank is here to support our local businesses with a complete range of commercial banking products. He focuses on being responsive, attentive, and understanding to build relationships with the clients and families he serves. Brianna studied Business Administration at Georgia State University. Prior to joining Cumberland Trust, Elly served as Deputy Finance Director for a Nashville mayoral campaign and prior to that as a director of a prison re-entry program in Texas. The Trust Advisor realizes that this is not a comprehensive list of all firms. A lack of planning during life can leave familieswhile grappling with griefnavigating the probate system, inheritance taxes, and other complex issues. She is a member of the National Trust Real Estate Association (NTREA), as well as the National Trust Closely Held Business Association (NTCHBA). Prior to joining Cumberland Trust, Haley completed an AmeriCorp term with Harpeth Conservancy. Bonnies previous experience also includes roles at JP Morgan Chase and Deutsche Bank. Caroline serves as a board member of the YWCA of Nashville and Middle Tennessee. Rebecca holds a B.A. Cumberland Trust & Investment Co. is a privately controlled organization and a par See more Address Multiple locations Size Small Founded 2001 CEO Joseph K. Presley Type Company - Private Revenue $5M to $10M Industry Investing Companies Website https://cumberlandtrust.com Similar companies See what companies are similar to Cumberland Trust Interpretation Appeal Application. Stephen received a B.S. The trustee must be legally competent to accept the trust property he or she is to manage. Prior to joining Cumberland Trust, Millie served as an Associate Wealth Advisor at Truxton Trust, providing sophisticated and personalized wealth management services. Lisa has been recognized for her work and accomplishments in the trusts and estates industry. Robin studied Business Administration at Draughons Junior College of Business in Paducah, KY. Helina Mekuria joined Cumberland Trust in 2018. As Vice President of Corporate Development, Douglas works to expand Cumberland Trusts relationships with families and advisors in the Nashville region. All rights reserved. In these roles, Robin helped families find solutions to support their loved ones diagnosed with dementia and Alzheimers disease. Meet Our Personal Trust Administration Team, Conveniently Headquartered in Trust-Friendly Tennessee. Previously, Evelyn worked in the banking industry, with experience in audit management, commercial relationship management, and credit analysis. Advises family on tax laws and implications. Meredith graduated from Boise State University in Boise, Idaho with a bachelors degree in Business Administration. from Quinnipiac University School of Law in Hamden, Connecticut. Senior Vice President & Business Development Officer. Thats really the minimum anyone can comfortably charge. C. Runcie Clements, IV joined Cumberland Trust and Investment Company in 2002 and serves as Chief Legal Officer and General Counsel. Chase holds a Bachelors degree in Finance from the University of Tennessee at Chattanooga. Credit cards - Credit card payments are being processed through Value Payment Systems (VPS). Previously, David interned at Valmont Investments and ECOM USA working with real estate and commodities. Site by. Robin McNeil joined Cumberland Trust as a Trust Specialist in 2022. Fees for managing smaller trusts aren't calculated by percentage because it could eat up a lot of the trust funds. Mr. Clements heads up a legal team, made up of attorneys, compliance officers, and specialists. Elly received a B.S. With a connected team of 120+ experts at your service in 10 offices nationwide. Specialized expertise combined with care and compassion for your family. Prior to joining Cumberland Trust, Layla held the role of contract drafting, review, and negotiation for Vanderbilt University Medical Center as well as experience in due diligence contract review for healthcare companies anticipating mergers and acquisitions. Constant availability. Additionally, at Belmont, Mary Elizabeth was involved in many organizations, assisting with the recruitment of new students, and maintaining the schools relationship with alumni and board members. Greg Sauers joined Cumberland Trust as a Trust Administrator in 2020. To contact us, click here. Prior to joining Cumberland Trust, she worked as an elementary and middle school teacher for more than 20 years in Philadelphia, Nashville, and Pegram. He is licensed to practice law in Tennessee. from the University of Illinois, Champaign-Urbana, IL where she majored in Economics. This person has built an asset base and wants to ensure that those assets are distributed according to their wishes. Senior Vice President, Special Counsel & Chief Regulatory Compliance Officer. Bob and his wife Jodi have two adult sons, and they live in the Fort Myers, Florida area. Use This Bucket Approach From Morningstar, IRS Offers New Rules on Deadline for Using Retirement Forfeitures, Billionaire Investor Bill Gross Rips Absurd CNBC Over Cathie Wood, Automatic 401(k) Enrollment Could Be Coming Soon, House Votes to Overturn Rule Allowing ESG Investing in Retirement Plans, Markets Are Trying to Figure Out What to Anchor to, Strategist Says, Why European Stocks are Currently Outperforming US Stocks, Bond King Jeffrey Gundlach Prepares for Recession 2023. Layla is licensed to practice law in Tennessee and Louisiana. Caroline is a member of the Tennessee Bar Association, Nashville Bar Association, and the Estate Planning Council of Middle Tennessee. in Communication Studies with an emphasis in Public Communications from Marshall University in Huntington, West Virginia. Prior to joining Cumberland Trust, Mr. Presley served as Senior Vice President and Head of Personal Trust Services for SunTrust Bank where he presided over the personal trust administration, estate settlement, tax, trust real estate, sales, and endowment/foundations divisions. Specialties: "Consistently, Cumberland County Playhouse presents the best musical theater offerings you're likely to find outside of NYC." - Broadway World One of the top professional theaters in rural America, Cumberland County Playhouse in Crossville, TN produces an exciting, diverse lineup of musicals, plays and concerts presented in year-round repertory. in Taxation from the University of Florida Levin College of Law. in Advertising Management with a Minor in Organizational Leadership from Michigan State University. OUR TRUST PHILOSOPHY What We Do Independent Trust and Estate Administration Expert guidance, proactive education, and hands on services to support you, your family, your assets, and your estate. Brianna McCray joined Cumberland Trust as a Trust Specialist in 2021. His experience also includes positions as Hockey Operations Associate and Assistant Youth Hockey Instructor for the New York Rangers. Nathan is a Certified Securities Operations Professional (CSOP), a designation awarded by Cannon Financial Institute. Judy Johnson began working as part of the Cumberland Trust team in 2011, with over 50 years of experience in estate planning and probate in numerous law offices in both Illinois and in Tennessee. Kailey McCann joined Cumberland Trust as a Business Development Associate in 2022. Dan Jernigan serves as Corporate Secretary, Senior Vice President, and Managing Director of Compliance and Audits for Cumberland Trust. cumberland trust fee schedule. Overview. The trustee is responsible for managing and administering the trust and strictly adhering to the terms of the trust as well as applicable state law in performing its duties. As Vice President, Trust Officer, and Administration Manager, she is responsible for high net worth personal trust relationship management and account administration. Interpretation Appeal Application - Fillable. Helina works with the compliance department to help ensure that accounts are opened and documented correctly. Additionally, she is on the board of the Juvenile Diabetes Research Foundation. Clerk's fee 301 & 145 Technology trust fund fee, 106 transfer fee, 212 58.1-3314 (2) Grantee tax, 039 58.1-806 Virginia outdoors Foundation-035: Quit Claim Deed $27.00 or Based on Consideration.
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