Wednesday, 29 May 2019 07:14

The Distinctive Care Team – Serving a Growing Population in the U.S.

May is both Older Americans Month and Mental Health Awareness Month. Cumberland Trust’s distinctive care team supports our aging clients as well as those with mental health concerns – two populations that continue to grow in the U.S.

Our elder and special care trust administration team includes Tenisha Clausi, Alex Walker, Stephanie Armitstead, and Natalicia Hosseinzadeh. The individuals on this team have the experience and compassion needed to support families through difficult life stages, with the ability to provide extra assistance to those clients who may need it.

The elder and special care trust administration team works with families and their advisors to provide specialized services such as:

  • Bill pay and budgeting
  • Monitoring and reviewing bills and expenses with clients on a monthly basis
  • Mail forwarding
  • Home visits with clients
  • Coordinating property sales
  • Assistance in filing long term care insurance
  • Managing prepaid cards
  • Serving as financial power of attorney (limited to the power to establish a revocable trust and subject to state regulations)
  • Serving as conservator of the assets of an individual
  • Serving as family liaison
  • Working with a healthcare power of attorney or conservator of the person
  • Working with a family financial advisor regarding budgeting and liquidity
  • Working with a family accountant to coordinate payment of payroll taxes
  • Facilitating admittance to appropriate rehab or medical centers when needed

Cumberland Trust also coordinates additional services by hiring professionals or working with outside agencies as needed. These coordinated services might include:

  • Household maintenance
  • Packing, moving, decluttering, or downsizing
  • Transitioning from a home to an assisted living facility
  • Utility management
  • Lawn care
  • Hiring caregivers, skilled nurses, and/or care managers
  • Payroll support for household staff
  • Arranging transportation (e.g., a taxi service)
  • Managing medical appointments
  • Purchasing and maintaining a car
  • Meal preparation
  • Coordinating veterinary appointments and pet boarding or day care
  • Arranging travel
  • Managing entertainment expenses (e.g., trips to the symphony or sporting events)
  • Maintaining a personal care schedule and appointments (e.g., hair, spa, or beauty)
  • Changing or renewing health insurance

More from Cumberland Trust

Spotlight: Distinctive Care - Elder & Special Care

Financial Fraud in the U.S. - Watch Out for these Common Scams Targeting Seniors

The Case for the Corporate Co-Trustee: Maintaining Family Harmony


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Cumberland Trust
40 Burton Hills Blvd, Suite 300
Nashville, TN 37215
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