In this month’s episode of the Cannon Curve, Phil is joined by Jennie Menzie. She serves as the President, Chief Operating Officer, and Corporate Counsel of Cumberland Trust Company in Nashville, Tennessee. She holds a B.S. in Business Administration from Auburn University, received her J.D. from Vanderbilt School of Law, is a Fellow in Charitable Estate Planning from the Institute of Charitable Estate Planning, and serves on the Board of Directors of The Association of Trust Organizations. 

Phil and Jennie discuss a path forward to simplifying and improving estate planning utilization. Estate planning is more than a piece of paper; listen to hear Jennie’s perspectives and processes about estate planning. 

 

Resources:

Jennie Menzie, President, Chief Operating Officer, and Corporate Counsel of Cumberland Trust Company https://cumberlandtrust.com/member/02-menzie-jennifer/

 

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