All deeds of conveyance, (with or without a plat), trust deed, fixture filing or security agreement concerning real estate. Fees and Fines. 3 x 5 - $20.00 3 x 10 - $35.00 5 x 10 - $50.00 10 x 10 . Lori Thoeny joined Cumberland Trust in 2008 after working more than 15 years in the brokerage industry. Sara Kate focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Asha Nivison joined Cumberland Trust in 2012. In many cases, the principal of the trust is distributed to remainder beneficiaries. Currently, Michelle manages the business development team, who work in Cumberland Trusts headquarters and in each of its regional offices. Previously, Caitlyn worked as an associate manager at Tumi Inc. and, before that, as an Intern for House Representative Jim Cooper. Charitable trusts can have tax benefits for philanthropic families or individuals who wish to donate to charitable organizations. 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. Using the directed trust framework, professional advisors are named, often by the family or beneficiaries, to handle specific duties and responsibilities based on that individuals specialty. Outside of work, Matt has enjoyed coaching youth golf and basketball, and is an avid Indianapolis Colts and Cincinnati Reds fan. Mr. Clements heads up a legal team, made up of attorneys, compliance officers, and specialists. Agency trust fee schedules are unique as they fall under agency trustee services. in Political Science from Colgate University. In addition to providing the unique expertise required for estate and post-mortem trust administration, we appreciate the importance of expressing compassion, understanding, and consideration toward your family members during a particularly emotional time. County of Cumberland, Pennsylvania. Republic Centre, Suite 1540 Deed Of Trust. Our advisor-friendly commitment to independent trust and estate administration allows financial advisors, estate planning attorneys, and accountants to provide their expertise, while we focus on performing our fiduciary duty and taking care of our mutual clients. In addition, Dan has over 15 years of custody and trust operations experience from previous positions with State Street Bank and Reliance Trust Company. Trustee fees are the payments that'll be made to your appointed Trustee in exchange for the service they'll provide as they fulfill their duties in the role. from the Cumberland School of Law at Samford University in Birmingham, Alabama. The Playhouse celebrates its 50th . Jessica serves on the board of The Womens Fund, an endowment fund within The Community Foundation of Middle Tennessee. With a connected team of 120+ experts at your service in 10 offices nationwide. 2021 Cumberland Trust. Tenisha specializes in providing attentive and professional service to her clients. He advises the company on trust and estate administration, special assets administration, fiduciary compliance and corporate governance matters. Mr. Presley is a licensed attorney and Certified Trust and Financial Advisor (CTFA). Chris Buckley joined the Cumberland Trust team in 2006. 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. (magna cum laude) in Public Relations and a B.S. Decanting is a process whereby assets from an irrevocable trust are moved to a new irrevocable trust with updated provisions. Rebecca has participated in the Memphis Business Journal Table of Experts panel conversations. Vice President & Director, Estate Administration. Additionally, she mentors trust officers and their teams, building connections between Cumberland Trusts relationship managers, external advisors, and clients. in Psychology and Sociology from Western Kentucky University. In this role, she works with the compliance department to ensure that new accounts are properly documented and opened correctly. 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. She has eight years of customer service experience. She focuses on helping clients needing extra support through the coordination of distinctive care services. Once you start drilling down into the basis points, it becomes pretty clear that different firms really do different things, he added. This person, group of people, or institution benefits from the trust, eventually receiving some or all of the property placed in the trust. Sarah Leighton joined the Cumberland Trust Personal Trust Administration team in 2022 as a Trust Specialist. in Financial Management & Financial Planning from Western Kentucky University (Summa Cum Laude). She joined the Cumberland Trust team in 2001, at the firms founding. 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. Sara Kate holds a B.A in Journalism and English with a minor in French from Indiana University Bloomington. Andrea holds a B.A. She serves as Assistant Vice President and Trust Officer. Sara Speidel joined the administration team at Cumberland Trust in 2007. Plan, preserve, and protect your legacy for generationstocome. in Advertising Management with a Minor in Organizational Leadership from Michigan State University. All rights reserved. As a Trust Administrator and collaborative member of the Personal Trust Administration team, Mary Elizabeth provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Tuition and Fees. In this role, Riley works with the asset transfer team, helping to ensure that new accounts arrive to Cumberland Trust smoothly and efficiently. Katelynn holds a B.S. 1 Courthouse Square Carlisle, PA 17013. Amanda Laginess joined the Cumberland Trust team in 2020. Carla Hale joined Cumberland Trust in 2009. Through collaboration with our Trust and Estate Administration team members, she provides a high level of expertise to her clients. He received his J.D. , passed in 2007, allows the creator of a trust to place assets in a Tennessee Investment Services Trust, also known as a self-settled or asset protection trust, to protect them from future lawsuits, creditors, and other predators. She was awarded the Certified Trust and Financial Advisor Designation (CTFA) and is a graduate of Cannon Trust School, through Cannon Financial Institute. During her time at U.S. Trust, she assisted families with multi-generational financial planning, credit needs and overall wealth management services. Debbie joined Cumberland Trust in 2021. Lisa brings a wealth of experience to the Cumberland Trust team. She received a professional certification in software programming from The University of Texas at Austin. She is licensed to practice law in Illinois. Stephen Granberg joined the Cumberland Trust Special Asset Administration team in 2022 as a Special Assets Administrator. Kim holds a B.S. Based in Nashville, TN, Cumberland Trust is a small finance company with only 121 employees and an annual revenue of $2.0M. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. and Morris, Manning & Martin, LLP. 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. Over the past several decades, many states have worked to update trust legislation. Her past experience also includes positions in the legal field as a Docketing Assistant in Intellectual Property at Kilpatrick Townsend, LLP and as a Legal Assistant in Intellectual Property at Morris, Manning & Martin, LLP. We understand that flexibility and choice are important when it comes to selecting an investment manager. The Cumberland Land Trust is a private, non-profit, charitable, conservation organization run by a dedicated group of volunteers. Caitlyn holds a B.S. from Quinnipiac University School of Law in Hamden, Connecticut. What Investors Need to Know about SECURE 2.0 Provisions, Need Help With Your Asset Allocation in Retirement? Other companies that start at that level include New Hampshire Trust and Georgia-based Reliance Trust. Elizabeth Kaegi joined the Cumberland Trust legal team in 2021 and serves as Fiduciary Counsel. Jeiman Dosky joined Cumberland Trusts Administration team in 2016. 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. Beth focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Jared has extensive experience working with family offices and in the administration of complex trust assets, including inherited Individual Retirement Accounts (IRAs). He assists with various tasks related to real estate; oil, mineral, gas interests; LLC interests and other special assets for Cumberland Trusts clients. Prior to her role on the business development team, Elsie was a Trust Administrator, focusing on the day-to-day administration of personal trust relationships for clients needing extra support. In this role, Shannon leads the companys business development team as they connect individuals, families and their financial, legal, and tax advisors with Cumberland Trusts high caliber trust and estate administration services. Previously, Mrs. Selinger served as the Assistant Director of Development at St. Paul Christian Academy and prior to that as the Interim Development Director at Belle Meade Plantation. 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. 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 She is a Certified Trust and Fiduciary Advisor (CTFA) and has completed Cannons Trust School program. No. 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. Previously, Susan worked as an Engagement Officer for Cumberland Trust, providing direct support to the Business Development team by initiating and developing new Trust opportunities and prospective client relationships, while also working internally to onboard new accounts. 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. Current beneficiaries are entitled to receive current income or principal distributions from the trust either at the discretion of the trustee or as required by the terms of the document. In this role, she reviews and drafts documents relating to incoming and transferring trusts. Before joining Cumberland Trust, Nathan worked as a Senior Consultant with Financial Industry Technical Services. 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. 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. He currently coaches for the Nashville Predators youth hockey teams. Lorena specializes in building relationships with her clients through regular communication, care, and understanding. in Business Administration from Middle Tennessee State University. Prior to joining Cumberland Trust, she worked as a Customer Service Representative with State Farm. Brianna studied Business Administration at Georgia State University. We are not investment advisors and focus our efforts solely on trust and estate administration. I used them twice recently, moving to and from Pennsylvania. 2021 Cumberland Trust. But beyond that level, technology keeps improving and letting efficient trust companies bring down their overall cost proposition. in Taxation from the University of Florida Levin College of Law. Jared is a member of the Tennessee Bar Association and is active with the Estate Planning and Probate Section. unit 3: personal and business finance grade boundaries. 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. Lindsay holds a Bachelor of Music in Music Therapy with a Minor in Psychology from the Berklee College of Music in Boston, Massachusetts. 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. Phone: 717.240.6100. In his role as Vice President and Fiduciary Counsel, Stephen reviews and drafts documents relating to trust and estate accounts. Vice President & Director, Legal, Senior Fiduciary Counsel. Zandra studied International Development at Sewanee: The University of the South in Sewanee, Tennessee and Economics at Roanoke College in Salem, Virginia. A corporate executor or co-executor can be especially helpful when modern family dynamics may be involved. In this role, Chase focuses on Cumberland Trusts corporate operations. No products in the cart. Runcie is a graduate of Baylor University with a B.B.A. Prior to joining Cumberland Trust, he worked as a Senior Relationship Banker at Truist Bank. Site by Circa Creative Studios. With 15 years of experience in the financial and banking industry, Jeiman brings a high level of expertise to her clients. Stephen Crofford joined Cumberland Trust in 2016. Our mission is to preserve the natural resources of Cumberland for present and future generations by preserving land for open space. She earned a J.D. in International Studies, with honors, from Miami University in Oxford, Ohio. 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 . in Business Management (Deans list & OVC Commissioners Honor Roll). in Finance from The University of Memphis. in Education with Majors in Kinesiology and Criminology from The University of Tennessee, Knoxville. Site by Circa Creative Studios. Some wills can establish trusts for asset protection purposes or determine guardianship of minor children in the event of both parents death. Kim Kochamba joined the Cumberland Trust Special Needs Trust Administration team in 2023 as a Trust Specialist. Ashley is a Nashville native and earned a B.S. So that provides a floor on what people can offer.. Previously, Carla worked in Cumberland Trusts personal trust administration and tax divisions. Prior to joining Cumberland Trust, she served as the trust administration team lead at the Bank of Jackson Hole, Wyoming. Just another site. Matt Skeens joined Cumberland Trust as a Trust Administrator in 2022. Greg received a Business Administration degree, with minors in Organizational Management and Health Promotions from Aurora University, Aurora, Illinois. Thats really the minimum anyone can comfortably charge. Prior, Meg practiced as an Associate Attorney at Goodman Callahan Blackstone, PLLC, handling Estate Administration and Probate. Phillip assists in the administration of post-mortem estates and works with clients and beneficiaries to understand the steps of the estate process. Sarah focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves.