She received a B.B.A. To make sure your institution is included or excludedin theJuly 2nd editionof this survey please let us know. As Assistant Vice President and Trust Officer in Personal Trust Administration, Lauren works with clients on day-to-day needs while also focusing on longer-term trust administration goals. Senior Vice President, Special Counsel & Chief Regulatory Compliance Officer. Vice President & Manager, Business Development Associate. in Political Science and Economics from the University of Tennessee and a Paralegal Certificate from the National Institute of Paralegal Training in Atlanta. Additionally, he manages a growing team of personal trust officers, administrators, and specialists. All rights reserved. She focuses on being responsive, attentive, and understanding to build relationships with the clients and families she serves. We provide continuity to ensure that beneficiaries have a reliable trustee and someone to turn to throughout the duration of the trust, Qualified personal residence trusts (QPRTs). Lori holds a B.A. Kailey earned a B.A. 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. For Families & Individuals - Cumberland Trust As Vice President, Trust Officer, and Administration Manager, Dudley is responsible for relationship management and account administration, with a focus on high-net-worth families and their needs. In the event of the grantors incapacity, a revocable trust also dictates who will manage the trust and financial affairs, which could prevent the need for competency hearings and court proceedings to appoint a conservator or guardian of the assets. Preservation fee is $1.00 per page for pages 1-9, $2.00 per page for pages 10-19, $3.00 per page for pages 20-29, $4 per page for pages 30-34. In this role, Stephen collaborates with a team working with unique, illiquid, and hard-to-value assets held in trust. All rights reserved. Explore North Carolina's counties for court services and information, such as courthouse locations, jury service, contacts, and more. As a collaborative member of the Special Needs Trust Administration team, Robin provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. 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. Chase holds a Bachelors degree in Finance from the University of Tennessee at Chattanooga. The grantor does not have to be significantly wealthy or have a large number of properties or assets. in Education with Majors in Kinesiology and Criminology from The University of Tennessee, Knoxville. Previously, she worked as a Teller, then Personal Banker and Assistant Manager in consumer banking at Bank of America, then with Private Wealth Management at U.S. Trust, and on the Commercial Banking Team at Bank of America. She continues to volunteer with the Harpeth Conservancy working on the Tennessee rivers. During her time at U.S. Trust, she assisted families with multi-generational financial planning, credit needs and overall wealth management services. Shelby holds a B.S. She received her J.D. Specialized expertise combined with care and compassion for your family. Andrew Serpico joined Cumberland Trust as a Trust Specialist in 2021. Ensure that government assistance continues while the basic level of care is supplemented for a child with specialneeds. Wherever fees go, he says, there are going to be a lot more entrants in the trust service business.. 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. How Can They Provide Better Service to Families. She is a graduate of Southern Trust School in Mobile, Alabama and has earned her Certified Trust and Financial Advisor designation (CTFA). As Trust Officer in personal trust administration, Laura focuses on providing a high quality of service to clients. Sara Kate Nash joined Cumberland Trust as a Trust Officer in Estate Administration in 2022. He is a member of the American Association of Petroleum Landmen, a licensed affiliate broker with the State of Tennessee, and a member of the National Trust Real Estate Association (NTREA). She also managed the Private Client Services department at Advisory Trust Company in Phoenix, Arizona, and as a senior private client fiduciary advisor cultivated relationships with advisors, administrative support staff, and other professionals while working at their office location in Wilmington, Delaware. Caroline L. H. Bradshaw joined the Cumberland Trust team in 2007. $25.00. Creates engaging experiences that inspire conservation action. Outside of work, Brianna has enjoyed volunteering at Atlanta Ronald McDonald House where she helped provide meals to patients and families in residence. , passed in 2010, creates benefits for trusts owned by spouses, including providing equal ownership of property and the sharing of appreciation and income. . Knowledge and experience to navigate complex, hard-to-value, illiquid assets. Chattanooga, TN 37450, Chief Development Officer & Executive Director of Regional Markets, CTFA, Senior Vice President & Business Development Officer, 1000 Ridgeway Loop RoadSuite 105Memphis, TN 38120, Senior Vice President & Managing Director, Corporate Development, 40 Burton Hills BoulevardSuite 300, Burton Hills IVNashville, TN 37215. cumberland trust fee schedule Before joining Cumberland Trust, Nathan worked as a Senior Consultant with Financial Industry Technical Services. Previously, Helina worked in the banking industry, with experience in data analysis and documenting accounts. Welcome To The Cumberland Land Trust Home Page! in Business Administration with a concentration in Pre-Law from the Louisiana State University E.J. PDF Recording Fees - Cumberland County Clerk's Office As with the TISA, this act requires that the trustee is a Tennessee resident or trust company. Beth focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Avery focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. in Business Administration from Belmont University and an M.B.A. from the Jack C. Massey School of Business at Belmont University. Outside of work, Avery enjoys volunteering as an assistant basketball coach. She serves as Corporate Events and Strategy Associate, supporting the marketing and strategy teams in growing Cumberland Trusts reach across the country. $10. She serves as Senior Vice President and Managing Director of Tax Administration. Leslie is a member of the Tennessee Bar Association and is licensed to practice law in Tennessee. April is also a graduate of ABA Trust School, as well as Cannons Unique and Hard to Value Assets School. Her duties include coordinating the purchase and sale of properties held in trust, analyzing appraisals and inspections, overseeing the management of special assets owned in trust, and navigating complicated situations to provide excellent client service to families that have special assets in their trust portfolios. He focuses on being responsive, attentive, and understanding to build relationships with the clients and families he serves. David Shetler joined the Cumberland Trust team in 2020. A corporate executor, with many on-staff professionals, is always available. Shelly has been a practicing attorney for most of her career and has 14+ years of experience in estate planning, tax and corporate lawspecializing in estate planning for high-net-worth clients and families. In this role, Kim supports a team of relationship managers and focuses on providing responsive and attentive service to clients. One of our co-founders is a former insurance actuary (e.g. Outside of work, he is an avid sports fan and enjoys reading, hiking, exercising, and spending time with friends and family. Our Cumberland Trust Family is Here to Take Care of Yours Trusted relationships are at the heart of what we do. Interpretation Appeal Application - Fillable. Robert focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. In some cases, the creator of the trust may also name himself as co-trustee to be responsible in part for administering the trust. Please contact the Admissions Office at 615-547-1246 locally or 800-467-0562 to speak with your Enrollment Specialist or email admissions@cumberland.edu. She assists with various tasks related to real estate; oil, mineral, gas interests; LLC interests and other special assets for Cumberland Trusts clients. As Assistant Vice President and Trust Officer, Melissa supports our beneficiaries with special needs, and focuses on providing responsive and attentive service to clients and their financial, legal, and tax professional advisors. She is responsible for overseeing the development team and its new trust opportunities. 1 Courthouse Square Carlisle, PA 17013. A lack of planning during life can leave familieswhile grappling with griefnavigating the probate system, inheritance taxes, and other complex issues. Harriet received a B.S. President, Chief Operating Officer & Corporate Counsel. Previously, Elsie worked at Mom and Pop Records assisting with artist management and as a youth specialist at the YWCAs Girls, Inc. program. She oversees the Special Needs Trust Administration department and manages a growing team of trust officers, administrators, and specialists focused on providing excellent client service. Previously, she managed grantor and decedent trust administration teams with Edward Jones. Before that, she was Vice President in the Custody Income Operations department (Global Securities Services) at Deutsche Bank/State Street in Nashville. Additionally, she has experience as a sales assistant for a local stock brokerage firm where she was Series 7 and 66 licensed. Andrea Higgins joined Cumberland Trust as a Trust Officer in 2022. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. in Economics from Sewanee: The University of the South in Sewanee, Tennessee. A beneficiary can be a person or an institution. We are located in one of the most trust-friendly states, giving our clients and their assets access to very favorable trust laws. In this role, she works closely with clients and their families, along with their legal, financial, and tax professional advisors. She builds client relationships by providing proactive, high quality service to clients and their legal, financial, and tax advisors. Previously, she served as Vice President, Trust Advisor at SunTrust Investment Co. handling Trust Administration for their private wealth management department. Posted: February 26, 2021. She is a graduate of Cannon Financial Institutes Trust School and has been awarded the Certified Trust and Financial Advisor (CTFA) designation. Evelyn Leonard joined the Cumberland Trust team in 2016 and works with the asset transfer team, helping to ensure that new accounts arrive to Cumberland Trust smoothly and efficiently. Applications & Fees | cumberlandme She is a member of the National Trust Real Estate Association (NTREA), as well as the National Trust Closely Held Business Association (NTCHBA). Find local administrative orders and rules. Rebecca has participated in the Memphis Business Journal Table of Experts panel conversations. in Psychology from Agnes Scott College in Decatur, Georgia. Plat or Map. Matt focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. In this role, Robert works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. Outside of work, Bonnie enjoys volunteering at Grace Works and One Generation Away. 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. In her role, Shelly connects individuals, families and their financial, legal, and tax advisors with Cumberland Trusts high caliber trust and estate administration services. Trustee Fees | Wealth Advisors Trust Company The Tennessee asset protection trust is available to anyone in the country as long as a qualified trustee is a resident of Tennessee or a Tennessee-based trust institution. In this role, Douglas works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. Emily holds a B.S. We will be expanding coverage; please also include any other services offered such as investment management, special purpose trusts, HSAs, etc. cumberland trust fee schedule