Adriana Sosa joined the Cumberland Trust Asset Transfer team in 2021 as an Asset Transfer Specialist. Cumberland Town Hall, 290 Tuttle Road, Cumberland, ME 04021, (207) 829-5559 Email Us Hours: Monday-Wednesday: 8am-5pm, Thursday: 8am-6pm, Friday: CLOSED. Matt focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. Tennessee has long been a friendly state to trusts, thanks to its favorable tax laws and its adoption of a handful of important asset protection legislation: The Prudent Investor Act, passed in 2002, encourages the use of modern portfolio theory in managing trust assets and defines how trust investment management may be delegated to an investment manager. Request Information Schedule A Visit You're ready for this. Caroline serves as a board member of the YWCA of Nashville and Middle Tennessee. Prior to joining Cumberland Trust, Brianna worked as a Business Assistant at a dental practice. In this role, Robert works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. Alternatively, advance directives (e.g., a living will or do-not-resuscitate (DNR)) help guide the specific decisions of doctors and caregivers if you become incapacitated and incapable of expressing your wishes regarding your medical treatment. McGarrity earned a B.S. Kimberly holds a B.A. Plumbing Permit Application. We focus solely on trust and estate administration so that financial advisors, accountants, and attorneys can focus on what they do best. Jody Hines serves as Vice President and Trust Officer in the Personal Trust Administration department. Remainder beneficiaries are those beneficiaries that succeed the interest of the current beneficiaries. Caroline L. H. Bradshaw joined the Cumberland Trust team in 2007. This legislation allows all of the trust creators top advisors to be involved in the trust management. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. realized gains on the sale of any and all trust assets. Kailey earned a B.A. He holds a B.B.A. in Financial Management & Financial Planning from Western Kentucky University (Summa Cum Laude). Zandra Ribas joined the Cumberland Trust team in 2019. In his role, Jody administers personal trusts, providing responsive service to our clients and their external advisors. in Finance and Economics from Lipscomb University and is a graduate of Southern Trust School. Outside of work, he enjoys volunteering with the Cystic Fibrosis Foundation, traveling, and playing pickleball. She was awarded the Certified Trust and Financial Advisor designation (CTFA) and is a graduate of Cannon Trust School, through Cannon Financial Institute. Creates engaging experiences that inspire conservation action. Danielle Croteau joined Cumberland Trust as a Trust Specialist in 2022. He has twenty-four years of experience in banking, education, and trust administration. $20.00. In these roles, Robin helped families find solutions to support their loved ones diagnosed with dementia and Alzheimers disease. 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. Previously, Sloan was with Polo Ralph Lauren Corporation for 14 years, serving in many capacities, including Director of Operations for the company. Constant availability. 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. cumberland trust fee schedule Shelby Carpenter began work at Cumberland Trust in 2016. The access fee is considered a cash fee, therefore institutional aid and outside scholarships are not allowed to be used as payment. He received a J.D. For Professional Advisors - Cumberland Trust 1 Stated fees are for services provided by Cumberland County and does not include any additional fees that may be charged . Sharon received a B.S. Previously, she served for ten years as a paralegal and raised her three, now grown, children. PDF Trust Management Fee - TCV Trust & Wealth Management But beyond that level, technology keeps improving and letting efficient trust companies bring down their overall cost proposition. No cost to post a project to get multiple bids in hours to compare before hiring. Definitive Guide on Trustee Fees - Wealth Advisors Trust She also has experience working in personal trust administration with clients requiring senior care and special care services. Agency trust fee schedules are unique as they fall under agency trustee services. Andrea holds a B.A. Yes, we have a team dedicated to the administration of Special Needs Trusts. He received his J.D. Credit cards - Credit card payments are being processed through Value Payment Systems (VPS). 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. She is a graduate of Cannon Financial Institutes Trust School and has been awarded the Certified Trust and Financial Advisor (CTFA) designation. Meet Our Personal Trust Administration Team, Conveniently Headquartered in Trust-Friendly Tennessee. Before joining Cumberland Trust, Tenisha worked as a paralegal for the Law Office of Rob McKinney. What is a Directed Trustee? Before joining Cumberland Trust, Nathan worked as a Senior Consultant with Financial Industry Technical Services. Plan, preserve, and protect your legacy for generationstocome. There are very specific things that every trust has to do, and everything else is extra.. Claim This Company Page Cumberland Trust Hiring in Political Science from Vanderbilt University and his J.D. Jessica serves on the board of The Womens Fund, an endowment fund within The Community Foundation of Middle Tennessee. As a member of the Personal Trust Administration team specializing in Distinctive Care, Andrew provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. and Morris, Manning & Martin, LLP. Bid Notifications. BBB File Opened: 2/19/2004. As a collaborative member of the Personal Trust Administration team, Greg provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Interpretation Appeal Application - Fillable. cumberland trust fee schedule. She is a member of the Knoxville Estate Planning Council and the Institute of Certified Bankers. Site by Circa Creative Studios. 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. cumberland trust fee schedule Beth Lee joined Cumberland Trust as a Trust Officer in Estate Administration in 2022. At death, a revocable trust designates a successor trustee and outlines distribution of the trusts assets. Specialized knowledge. But at that level, its going to be very difficult to stay in the business.. from Nashville School of Law. Cumberland Trust BizSpotlight - Tampa Bay Business Journal Ashley Fischer joined Cumberland Trust as a Business Development Associate in 2021. Quarterly fee of $15.30 per account. She received her J.D. cumberland trust fee schedule - luxurystore.mn Susan serves as Corporate Strategy and Marketing Officer, supporting Cumberland Trusts growth and nationwide reach through content creation, media relations, and the development, planning, and management of various strategic initiatives aimed at reaching current and new target audiences. Fees charged by outside investment managers are separate and apart from the fees payable under this schedule. Over the past several decades, many states have worked to update trust legislation. High-touch administration for those needing additional support. "Northern Trust in Delaware charges a reasonable, competitive fee and in return provides comprehensive services to our directed trust clients backed by more than 120 years of experience as a fiduciary, Lindley told me. Lauren holds a bachelors in business administration and a MBA from the University of Mississippi. * Preservation fee added to every recorded . Subscribe to receive Cumberland Trust news, resources and insights in your inbox. Plan, preserve, and protect your legacy for generationstocome. Jared received a B.S. Originally from Lake McQueeney, Texas, as Vice President and Regional Development Officer Elly focuses on building relationships with legal, financial, and tax professionals throughout the state of Texas. Melissa Murray joined the Cumberland Trust Special Needs Trust Administration team in 2021. Over her tenure at Cumberland, she has gained a broad knowledge of the trust industry and has worked with a variety of trust types and circumstances. A corporate executors actions are subject to periodic reviews, not only by the beneficiaries but also by independent auditors and regulatory examiners. She earned an MBA and B.S. Cumberland County. from Indiana University Maurer School of Law and is licensed to practice law in Tennessee. Caroline previously served as an Assistant Vice President and Trust Advisor at SunTrust administering trusts and managing high net worth client relationships. Who's Charging What for Trust Services? | The WealthAdvisor There is no worry that we will be influenced to favor one beneficiary over another. His experience also includes positions as Hockey Operations Associate and Assistant Youth Hockey Instructor for the New York Rangers. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. Previously, he served as Vice President of business development for a regional trust company in western New York. Sharons primary responsibilities involve reviewing and preparing documents and considering tax, legal and other compliance issues with regard to Cumberland Trust and its clients. No fee. 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. Beth is a Certified Mediator and licensed to practice law in Tennessee. 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). Prior to her career with Cumberland Trust, Lorena worked with children and families as a nanny and au pair. 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. Please consult the institution directly to confirm costs. 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. Susan earned a B.A. Previously, Ashley worked for Newt Gingrichs 2012 presidential campaign. 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). He is licensed to practice law in Tennessee. in History of Art and Architecture from the University of Reading in England. Outside of work, Stephen enjoys supporting charitable organizations that help raise funds for various non-profits, such as the USO. Beth holds a bachelors degree in Mass Communications with minors in Political Science and English from Middle Tennessee State University. . Previously, she worked as a Trust Officer for Regions Bank in Knoxville and in Cincinnati, Ohio at Provident Bank in tax and trust accounting. It is our duty to treat all beneficiaries objectively and impartially. Katrina focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. If you would like to discuss Cumberland Trusts services, were here to help. In her role as Assistant Vice President and Trust Officer, Katrina works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. from Quinnipiac University School of Law in Hamden, Connecticut. from Northwestern University School of Law. 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. Decanting is a process whereby assets from an irrevocable trust are moved to a new irrevocable trust with updated provisions. As Cumberland Trust grew, Michelle developed the blueprint for expansion into regional markets and she worked to open our nine regional offices. Debbie joined Cumberland Trust in 2021. As a member of the Personal Trust Administration team specializing in Distinctive Care, Lindsay provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Jennie holds a B.S. Prior to joining Cumberland Trust, she served as the trust administration team lead at the Bank of Jackson Hole, Wyoming. in Accounting. Our team is experienced in handling specialized trusts, illiquid assets, and navigating complex family dynamics with diplomacy and respect. Eloise holds a bachelors degree in International Global Studies with a minor in French from Sewanee: The University of the South. What is new at CU Lorena Suarez joined the Cumberland Trust administration team in 2014. How Can They Provide Better Service to Families? Helina received a B.A. While attending college, she held various internships in sales and marketing. As Peak Trust founder Douglas Blattmachr told me, its pointless to advertise how much a generic offering would cost when the fact is that at this level, one size fits none. from Belmont University College of Law. We are not investment advisors and focus our efforts solely on trust and estate administration. Director of Conservation Education and Engagement Job in Cumberland, OH 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. 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. Schedule a Visit. It also reduces capital gains tax implications after the death of one spouse. FEE SCHEDULE Effective 7/1/22 * All permits and plan review fees included + Additional fees apply as needed for additional inspections # All fees based upon valuation shall be calculated using a signed contract for work.
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