in Political Science and Economics from the University of Tennessee and a Paralegal Certificate from the National Institute of Paralegal Training in Atlanta. Emily Dye joined Cumberland Trust in 2019. Lindsay has a wealth of experience in customer service and provider relations in the healthcare field as well as teaching and communications. A corporate executor or co-executor can be especially helpful when modern family dynamics may be involved. in Business Administration from Middle Tennessee State University, with a major in Finance. She is also an active supporter of Cheekwood and the annual Swan Ball. It really does depend on what the client wants us to provide, he says. Working with your legal, financial, and tax advisors, we will ensure that assets are collected and properly administered; any obligations are satisfied; and property is distributed to or for the benefit of your heirs. Alex holds a B.S. Vice President, Director of Human Resources. Home - Cumberland Trust We are a family-focused independent trust company. from Purdue University Global. Even though a 1% or 2% annual fee doesn't seem like much, tax-free municipal bonds yield less than 5%, so a management fee can easily gobble up 20% of the return. A corporate executors actions are subject to periodic reviews, not only by the beneficiaries but also by independent auditors and regulatory examiners. 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. Her previous experience also includes work as an accountant and as a lawyer in private practice. A qualified executor must have good business sense, understand the complexities of the various laws of taxation and administration that apply to an estate, provide detailed record keeping, and provide timely and consistent communication. Rachel Fuqua joined the Estate Administration team as a Trust Officer in 2015. Previously, he worked as a conflict analyst with Pillsbury Winthrop Shaw Pittman. Calendar | cumberlandme Heather received a B.A. Many matters that used to require a court to resolve may now be resolved by agreement among the beneficiaries. It all depends on the size of account theyre courting and what makes economic sense, Christopher Holtby, president of Wealth Advisors Trust Company, told me. She is licensed to practice law in Arkansas and Tennessee. Site by. in International Studies and French from Rhodes College in Memphis. Ensure that government assistance continues while the basic level of care is supplemented for a child with specialneeds. in Corporate Management and Marketing from Lipscomb University. Account minimums tend to be relatively lowWealth Advisors Trust and Santa Fe Trust can theoretically start a trust with as little as $1but expenses can be a little higher to cover the fixed cost of administering these tiny trusts. Asha Nivison joined Cumberland Trust in 2012. Cumberland Commercial Lease Amendment Lawyers Accountability. Personal Trust Administration - Cumberland Trust 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 1 Stated fees are for services provided by Cumberland County and does not include any additional fees that may be charged .

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