Ms. Kirkpatrick is a sustaining member of the Junior League of Nashville, former president of the Harding Academy Parent Association, and has served on the board for Nashville Childrens Theater. degree in Sociology and minor in Psychology from the University of Southern Illinois-Edwardsville. Moyer & Sons Moving & Storage - Yelp Debbie is a Certified Trust and Financial Advisor (CTFA), graduate of the Cannon Trust School, through Cannon Financial Institute, and has received the Chartered Special Needs Consultant (ChSNC) Designation. Before joining the Cumberland Trust team, Jared worked as an associate attorney at Hagan Law Group, PLLC in the practice areas of business law, property law, and estate planning. Knowledge and experience to navigate complex, hard-to-value, illiquid assets. Emily holds a B.S. 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. She received her J.D. and M.Ed in Special Education from the College of Charleston. Plan, preserve, and protect your legacy for generationstocome. Kimberly holds a B.A. He has twenty-four years of experience in banking, education, and trust administration. 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. Prior to joining Cumberland Trust, Jennie served as Vice President at Thompson & Associates, focused on charitable estate planning, Assistant General Counsel of WebMD Envoy, Senior Tax Consultant at Arthur Andersen, and practicing attorney at Waller Lansden Dortch & Davis. Fees for managing smaller trusts aren't calculated by percentage because it could eat up a lot of the trust funds. Lorena has years of experience in multiple specialty areas of trust administration and currently serves as Assistant Vice President and Trust Officer in Special Needs Trust Administration. June 3, 2022 . 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. Douglas holds a B.A. He received his J.D. Douglas Stratton joined Cumberland Trust as a Trust Officer in 2022. Previously, she practiced estate planning and probate law in Cincinnati, Ohio, working closely with the trust department of a local bank. Andrew is an avid hockey enthusiast. David Shetler joined the Cumberland Trust team in 2020. Nathan Hyde joined the Cumberland Trust team in 2002 and serves as Senior Vice President and Director, Business Continuity and Information Security. unit 3: personal and business finance grade boundaries. Prior to joining Cumberland Trust, Chase worked at Bellhops in Chattanooga as a Business Analyst. Multi-Participant Trust legislation was enacted in 2013 that encourages the use of trust advisors and trust protectors to assist in the management of a trust. EMAIL. Sara Kate is licensed to practice law in Tennessee. She focuses on being responsive, attentive, and understanding to build relationships with the clients and families she serves. in Family and Consumer Sciences from the University of Georgia. Assistant Vice President & Special Assets Officer. Robert holds a B.S. Greg Sauers joined Cumberland Trust as a Trust Administrator in 2020. Kailey McCann joined Cumberland Trust as a Business Development Associate in 2022. April is also a graduate of ABA Trust School, as well as Cannons Unique and Hard to Value Assets School. Is a Revocable, Living Trust Right for You? 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. Assistant Vice President & Marketing Manager. Jeiman Dosky joined Cumberland Trusts Administration team in 2016. Establishing a trust is not merely a plan to minimize taxes. PDF Trust Management Fee - TCV Trust & Wealth Management An estate or post-mortem trust must be administered carefully, often considering a broad range of assets, specific wishes of the testator, and unique personalities of the beneficiaries. April Drennan joined Cumberland Trust in 2019. Tennessee continues to distinguish itself as a desirable state for trusts, and new legislation maintains this advantage. He assists with various tasks related to real estate; oil, mineral, gas interests; LLC interests and other special assets for Cumberland Trusts clients. In this role, Lisa focuses on building relationships with external advisors (including financial advisors, attorneys, and accountants), individuals and families through personalized trust and estate services. Prior to joining Cumberland Trust, she worked for eight years in Special Education for the Williamson County School District. She is licensed to practice law in Arkansas and Tennessee. Prior to Cumberland Trust, Sara worked at a Maryland title company and has experience with title searches, deeds and other loan documentation. in Communication from Salem College in Winston-Salem, North Carolina. Elly received a B.S. She assists with various tasks related to real estate; oil, mineral, gas interests; LLC interests and other special assets for Cumberland Trusts clients. Prior to joining Cumberland Trust, she worked at both HSBC and Merrill Lynch in their offices in the UK, Malta, and the UAE. Impartiality. If more than one of the foregoing fees could apply to a given Trust Custody Account, the highest applicable fee will apply. Robin studied Business Administration at Draughons Junior College of Business in Paducah, KY. Helina Mekuria joined Cumberland Trust in 2018. Working At Cumberland Trust: Employee Reviews and Culture - Zippia Plan, preserve, and protect your legacy for generationstocome. Permits, Applications & Fees | cumberlandme Home Home About Cumberland Departments Active Living 55 + Mission Book Delivery Service Community Resources Cumberland Area Rides (CAR) Durable Medical Equipment Handy Helpers Mornings With Friends Property Tax Assistance Service Request Vendor List Vendor Referral Volunteer Application Administration Lorena holds an Associate degree in Business from Nashville State Community College. Since 1750, the Recorder of Deeds has maintained a permanent public record of deeds and documents related to the development, transfer, and encumbrance of real estate in Cumberland County. 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. Whatever happens, says Kathy Roberts, the CEO of Santa Fe Trust, small accounts shouldnt be loss leaders. from Vanderbilt School of Law and holds a Masters in Taxation (LL.M.) One of our co-founders is a former insurance actuary (e.g. Lindsay also has previous experience working as a Music Therapist with a variety of individualsranging from babies in the NICU, children and adults with Special Needs, Seniors, and persons in hospice care. This includes supervising staff, promoting The Wilds, scheduling activities, creating programs/tours, maintaining camp, following safety protocols and all other activities. in Communications and English from Hope College in Holland, Michigan. Owen holds a bachelors degree in Economics from The University of the South in Sewanee, Tennessee. Stocks, after a few years of. Previously, Jennie served as Chief Operating Officer and Corporate Counsel and as Chief Strategy Officer and Assistant General Counsel at Cumberland Trust. With a connected team of 120+ experts at your service in 10 offices nationwide. Some vendors refused to participate in the survey because they either work on an a la carte basis (Peak Trust) or figure out what to charge once they see the trust paperwork (Commonwealth Trust). Trust Advisors - Private Trust Company: Planning, Administration & More Recorder of Deeds | Cumberland County, PA - Official Website Prior to joining Cumberland Trust, Jeiman served as Treasury Management Officer for Capital Bank. Additionally, he manages a growing team of personal trust officers, administrators, and specialists. in Psychology from Agnes Scott College in Decatur, Georgia. Document Recording | Berkeley County, WV Shelly graduated cum laude from the Fredric G. Levin College of Law at the University of Florida, where she also served as an editor of the Law Review. Cumberland Trust company overview, insights, and reviews | Lensa 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. Ryan earned a Bachelor of Business Administration degree (B.B.A.) Previously, she worked for seven years as a Registered Sales Assistant with a financial advisory firm. She received a professional certification in software programming from The University of Texas at Austin. She assists in the onboarding of new Cumberland Trust clients and their advisors, providing attentive support during times of change. Prior to joining Cumberland Trust, he worked as a Portfolio Property Manager at Metropolitan Property Management. Lauren Bargo joined Cumberland Trust as a Trust Specialist in 2022. The resolution next moves to the Democratic-majority Senate. While theyre a valuable component of estate planning, trusts offer more than simply a way to disburse assets upon death or minimize paying taxes. Rachel holds a B.A. Helina works with the compliance department to help ensure that accounts are opened and documented correctly. An outside scholarship may cover the access fee only if the scholarship provider submits to the Office of Financial Aid a written statement that stipulates the scholarship . Previously, Shelby held positions at a nationwide mortgage lender and with a Nashville real estate team. What is new at CU She is a part of the Young Leaders Council, Class 74. For 35+ pages, please contact the County Clerk's office at (304) 264-1927. With a connected team of 120+ experts at your service in 10 offices nationwide. She supports the estate administration team, providing care and attention to estate and post-mortem trust clients. Jodi Monroe joined Cumberland Trust in 2013. Deed Of Trust. Tuition and Fees - Cumberland University Natalicia serves as a Assistant Vice President and Special Assets Officer, working with unique, illiquid, and hard-to-value assets held in trust. Michelle holds a bachelors degree in Education from Aquinas College. Provide for the management of an individuals assets should he or she becomeincapacitated. Wealth Advisors Trust Co. trustee fee schedule rests on hourly, fixed and percentage of assets. All rights reserved. Alex holds a B.A. We are located in one of the most trust-friendly states, giving our clients and their assets access to very favorable trust laws. 30 reviews of Moyer & Sons Moving & Storage "My family has been using Moyer & Sons since my folks moved to DC a little less than thirty years ago. Avery focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. No cost to post a project to get multiple bids in hours to compare before hiring. Lisa has been recognized for her work and accomplishments in the trusts and estates industry. Prior to joining Cumberland Trust, Ryan worked for litigation firmshandling cases involving complex commercial litigation, bankruptcy, and personal injury. Source: Websites and telephone interviews. Overview. Additionally, she has experience as a sales assistant for a local stock brokerage firm where she was Series 7 and 66 licensed. Companies like Wealth Advisors Trust, Advisory Trust and Santa Fe Trust, cater exclusively to investment advisors looking for a place to refer their clients who need to open a trust. Fee Schedule | Cumberland County, PA - Official Website The trustee is held to strict fiduciary standards in order to ensure that they can only use assets from the trust property for the beneficiaries, not for their own benefit. Melissa Murray joined the Cumberland Trust Special Needs Trust Administration team in 2021. Lauren holds a bachelors degree in Business Administration with a concentration in Marketing from the University of Tennessee at Martin. Site by, The Collaborative Directed Trustee/Financial Advisory Relationship. Estate and post-mortem trust administration to honor, support, and carry out your wishes. In this role, Dan works closely with external and internal auditors, while managing a team focused on Fiduciary Compliance, Corporate Compliance, Regulatory Compliance, Audit, and Account Transfer. Prior to joining Cumberland Trust, Lauren worked as a Brokerage Client Specialist with Wells Fargo Advisors. Caitlyn A. Lovell joined the Cumberland Trust team in 2019. 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. All rights reserved. Senior Vice President, Special Counsel & Chief Regulatory Compliance Officer.
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