cumberland trust fee schedule

For example, if the trust is worth $2 million, the trustee would receive $20,000 compensation that year. Rachel is licensed to practice law in Tennessee. Previously, Jennie served as Chief Operating Officer and Corporate Counsel and as Chief Strategy Officer and Assistant General Counsel at Cumberland Trust. Navigating trust and estate services can feel overwhelming, especially in times of loss or change. Sarah holds a bachelors degree in Finance from Washington State University. Other important documents to consider when drafting a will include power of attorney(s). 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. Choosing Cumberland Trust provides the peace of mind that comes from knowing you will have a qualified, caring, and independent corporate executor or trustee. Prior to joining Cumberland Trust, Riley worked as an Operations Analyst at UBS Financial. Assistant Secretary, Assistant Vice President & Director of Finance. All rights reserved. Birth certificate certified copy. Jodi works in support of our Middle Tennessee market region, and specializes in providing responsive support to new clients and their financial, legal, and tax professional advisors. Constant availability. Rachel is involved with the Pencil Foundation for Metro Nashville Public Schools literacy program, where she works with elementary students to help them improve their reading comprehension and writing skills. Robin studied Business Administration at Draughons Junior College of Business in Paducah, KY. Helina Mekuria joined Cumberland Trust in 2018. Meg is licensed to practice law in Tennessee. Yes, we have a team dedicated to the administration of Special Needs Trusts. 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. Join a community who will help you rise and reach your greatest potential. Rachel Fuqua joined the Estate Administration team as a Trust Officer in 2015. (Includes checks, in-person withdrawals, or other electronic means) includes: Overdraft Fee - Assessed when an item is paid Returned Item Fee - Assessed when an item is returned. google hiring committee rejection rate. The resulting team of experts then works together to provide the beneficiary with care and expertise, ensuring optimal management and administration of the trustorestate. Prior to joining Cumberland Trust, she worked as a Customer Service Representative with State Farm. Accountability. 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. Lindsay Hardin joined the Cumberland Trust team in 2015. Meet Our Personal Trust Administration Team, Conveniently Headquartered in Trust-Friendly Tennessee. Kim Kochamba joined the Cumberland Trust Special Needs Trust Administration team in 2023 as a Trust Specialist. Others decide what your client will pay when the business is placed on the table. As a directed trustee, we do not offer investment management services; therefore, we do not compete with financial. Provide income for the trust creator during their lifetime with the remainder left to a charity orinstitution. fremont hospital deaths; what happened to tropical tidbits; chris herren speaking fee; boracay braids cultural appropriation; cumberland trust fee schedule. Ensure that government assistance continues while the basic level of care is supplemented for a child with specialneeds. Leslie is a member of the Tennessee Bar Association and is licensed to practice law in Tennessee. Scott Martin, contributing editor, The Trust Advisor. Plan, preserve, and protect your legacy for generationstocome. 1725.4) effective january 1, 2017: appeal from summary criminal conviction (includes $5 automation fee) $ 48: petition for appeal nunc pro tunc (includes $5 automation fee) $ 48 An essential planning tool, a will dictates distribution of your assets from your estate to surviving family members, friends, or favored charitable organizations. Previously, Stephen served as Fiduciary Counsel and Special Assets Officerreviewing and preparing documents and working with unique, illiquid, and hard-to-value assets held in trust. There's still a fair amount of mystery surrounding exactly whats baked into each of those basis points. However, if non-routine or extraordinary services . Carla Hale joined Cumberland Trust in 2009. Sarah focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Hitting the sweet spot is part art, part science, he explains. Outside of work, Eloise enjoys volunteering within the community and spending time with friends and family. Tim McCoy joined Cumberland Trust in 2022 as a Trust Officer on the Special Needs Trust Administration team. Plumbing Permit Application. Previously, Zandra worked in retail management. 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. Prior to joining Cumberland Trust, Heather worked for 11 years at medSR, creating and overseeing their human resources and administrative functions. Prior to joining Cumberland Trust, Jennie was Director of Client Strategy and Product Development at Trilliant Health. 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. Shelby Carpenter began work at Cumberland Trust in 2016. Previously, Evelyn worked in the banking industry, with experience in audit management, commercial relationship management, and credit analysis. Helina received a B.A. Responsibilities. in Economics from Smith College in Northampton, Massachusetts. Vice President & Director, Special Assets. Fee Schedule Fee Schedule The Recorder's Office accepts the following payment methods: Checks* - Checks should be made payable to "Recorder of Deeds". Instead, a trust helps to ensure your assetsthe ones that youve worked so hard to buildare distributed in the time frame and manner you desire. Caroline also serves as the business development liaison, representing Cumberland externally and working closely with the Business Development team in evaluating new business opportunities. Our relationship managers provide a high level of communication and responsiveness for the clients we serve. 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. Previously, Carla worked in Cumberland Trusts personal trust administration and tax divisions. She earned a J.D. Previously, Shelby held positions at a nationwide mortgage lender and with a Nashville real estate team. Papers for birth certificate in another county one year or more after birth. 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. Clerk's Fee, Transfer Fee, Open Space Preservation Fee. Layla Hebert joined the Cumberland Trusts legal team in 2021 and serves as Fiduciary Counsel. Prior to joining Cumberland Trust, Sloan worked for more than 14 years as a Private Banker and Assistant Vice President with U.S. Trust Private Wealth Management in Nashville, TN. Michelle Femino joined Cumberland Trust as a Trust Specialist in 2022. Ensure that assets such as a family business are leftundivided. What is a Directed Trustee? did chimney and maddie break up; san diego housing authority cumberland trust fee schedule. Gina St. Charles joined Cumberland Trust in 2007 and works with over 350 CPAs to coordinate the preparation and filing of trust tax returns with the IRS and state revenue departments. Meg started her career with Cumberland Trust in 2011 as a Trust Officer with the Special Needs Administration team and later transitioned to the role of Assistant Fiduciary Counsel. Prior, Meg practiced as an Associate Attorney at Goodman Callahan Blackstone, PLLC, handling Estate Administration and Probate. Mr. Clements heads up a legal team, made up of attorneys, compliance officers, and specialists. Outside of work, Avery enjoys volunteering as an assistant basketball coach. Prior to joining Cumberland Trust, she worked at both HSBC and Merrill Lynch in their offices in the UK, Malta, and the UAE. Prior to joining Cumberland Trust, Heather worked as Vice President and Trust Officer in the Knoxville area for GreenBank, serving as a relationship manager for trusts, agencies, IRAs, endowments and other institutional accounts throughout East Tennessee and Southern Kentucky. Site by, New Legislation Maintains Tennessees Status as a Leading Trust-Friendly State. Carla received a B.A. in Corporate Management and Marketing from Lipscomb University. Caroline received a B.A. Cumberland Trust Education Administration and distributions Record-keeping and reporting Premier client service Conveniently Headquartered in Trust-Friendly Tennessee With a connected team of 120+ experts at your service in 10 offices nationwide. Our Cumberland Trust Family is Here to Take Care of Yours Trusted relationships are at the heart of what we do. All rights reserved. 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. degree in Corporate Finance from the University of Alabama. Its expensive to be a fiduciary, Blattmachr acknowledged in our conversation. Jessica Kopperud joined the Cumberland Trust team in 2018. As a collaborative member of the Personal Trust Administration team, Eloise provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Plans for recording must have a scheduled appointment. Cumberland County. Plan, preserve, and protect your legacy for generationstocome. Elizabeth is licensed to practice law in Tennessee and Kentucky. We work closely with attorneys and financial advisors who have established estate plans and investment objectives for their long-standing clients. The Tennessee Community Property Act of 2010 can benefit families nationwide. Previously, Bonnie worked on Cumberland Trusts Operations team. 120+ dedicated, trusted experts to serve your family, support your team, and ensure your lasting legacy. Additionally, she manages the growing legal team. The Playhouse celebrates its 50th . He also works with the compliance department to help ensure that accounts are opened and documented accurately. in Public Relations with a Minor in Marketing from Belmont University. TRUST MANAGEMENT FEE MARKET VALUE OF ASSETS ANNUAL FEE First $1 Million 1.20% Next $4 Million .95% Next $5 Million .65% . A Certified Trust and Fiduciary Advisor (CTFA), Lisa holds a Bachelor of Arts and Science degree in interdisciplinary studies from the University of Missouri. She has also worked with the Cardinal Basketball Officials Association officiating high school basketball. Families can feel assured knowing their loved ones will be looked after when theyre gone, and that their legacy will have a lasting impact. Elsie holds a B.A. Cumberland Trust acts as a truly independent trust company. Prior to joining Cumberland Trust, Brianna worked as a Business Assistant at a dental practice. Danielle is currently pursuing an MBA with a concentration in Finance. Each relationship manager is part of a team, so there will always be someone available who is familiar with the account. Show all. If you would like to discuss Cumberland Trusts services, were here to help. Prior to joining Cumberland Trust, Katelynn worked for several years in Operations within the financial industry. Katelynn holds a B.S. Site by Circa Creative Studios. in Accounting. He has twenty-four years of experience in banking, education, and trust administration. Previously, Millie worked in the interior design industry where she specialized in developing interior design solutions and delivering superior client service. At Cumberland Trust, we work in collaboration with a familys chosen team of professional advisors. Matt focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. Specialized expertise combined with care and compassion for your family. Debbie holds an Executive J.D. CAREERS & OUR CULTURE Joseph K. Presley She holds a B.B.A. He received a J.D. Plat or Map. He is licensed to practice law in Tennessee. He is past President of the following organizations: the Estate Planning Council of Nashville, the Tennessee Bankers Association Trust Division, and the Planned Giving Council of Nashville. She earned an MBA and B.S. Prior to joining Cumberland Trust, he worked as the Amateur Hockey and Fan Development Coordinator for the Nashville Predators. degrees in Finance and Management from Lipscomb University. Previously, she served as a Trust Specialist in administration and as she developed relationships there, Lindsay discovered that what she enjoys most is speaking with clients and interacting with them more personally on a daily basis. in Art History with a minor in French from Sewanee: The University of the South in Sewanee, Tennessee. Prior to joining Cumberland Trust, Meredith worked for over five years with Nike, Inc. in their Tennessee offices.

Advantages And Disadvantages Of Steam Methane Reforming, Brasso On Golf Clubs, Book A Slot At St Neots Recycling Centre, Articles C