Allie Bohannon is an associate attorney at Howard Mobley Hayes & Gontarek, PLLC. Ms. Bohannon concentrates her practice in the areas of estate planning, tax reduction planning, asset protection planning and business succession planning. She also advises fiduciaries and beneficiaries with regard to trust and estate administration and in dispute resolution involving estates. Ms. Bohannon attended Belmont University – College of Law where she earned her J.D. degree in 2015. Prior to attending law school, Allie attended the University of California-Los Angeles, as an undergraduate, where she was a member of the UCLA Cross Country and Track and Field teams, earning All-American honors and All Academic honors as a student athlete, and attended Vanderbilt University as a graduate student where she earned a Master of Public Policy degree.

Caroline L. H. Bradshaw joined the Cumberland Trust team in 2007. As senior vice president and managing director of trust administration, Ms. Bradshaw is responsible for relationship management and account administration, with a focus on high-net-worth families and their needs. Additionally, she mentors trust officers and their teams, building connections between Cumberland Trust’s relationship managers, external advisors, and clients. Ms. Bradshaw also serves as the business development liaison, representing Cumberland externally and working closely with the Business Development team in evaluating new business opportunities. Her previous experience includes working in the investment banking division of JP Morgan in the firm’s New York, Hong Kong, and Sydney, Australia offices and then in the managerial roles of Vice President and Senior Client Manager for JP Morgan’s Private Client Group in New York. Here she provided comprehensive investment management and trust services, while representing individuals and families in Texas and Louisiana. Ms. Bradshaw holds a B.A. degree in Economics from Smith College in Northampton, Massachusetts. Ms. Bradshaw serves as a board member of the YWCA of Nashville and Middle Tennessee. She is also an active supporter of Cheekwood and the annual Swan Ball. Ms. Bradshaw is a regular speaker for industry events nationwide and has been a guest of the Wealth Matters radio show. She focuses on topics related to family governance structures, succession planning, and working with a corporate trustee.

Shelby Carpenter joined Cumberland Trust in 2016 and currently serves as vice president and trust officer in the Personal Trust division. In this role, she administers personal trust accounts and is dedicated to delivering personalized service with a high level of responsiveness and care to her clients. Ms. Carpenter brings a diverse financial background to her position, with prior experience at a national mortgage lender, a Nashville-based real estate team, and a local stock brokerage firm, where she held Series 7 and 66 licenses. She earned a B.S. degree in Communication with a concentration in Public Relations from Florida State University and a master’s degree in Management from Embry-Riddle Aeronautical University. Carpenter holds the Certified Trust and Fiduciary Advisor (CTFA) designation and is a graduate of Cannon Trust School through Cannon Financial Institute.

Stephen Crofford joined Cumberland Trust in 2016. In his role as vice president and senior fiduciary counsel, Mr. Crofford reviews and drafts documents relating to trust and estate accounts. Previously, Mr. Crofford served as fiduciary counsel and special assets officer – reviewing and preparing documents and working with unique, illiquid, and hard-to-value assets held in trust. Mr. Crofford received a B.S. degree in Political Science from the University of Tennessee at Chattanooga and J.D. degree from Belmont University College of Law in Nashville. He is licensed to practice law in Tennessee.

Emily Harvey is an associate attorney at Mobley & Gontarek, PLLC. She concentrates her practice in the areas of estate and trust administration, estate planning, and estate and trust litigation. Prior to joining Mobley & Gontarek, she served as Senior Law Clerk to the Honorable Frank G. Clement, Jr. on the Tennessee Court of Appeals. Ms. Harvey earned her J.D. degree from Nashville School of Law in 2016. She currently serves on the faculty at Nashville School of Law.

Ally M. Hicks is a Nashville-based attorney focusing her practice on estate and tax planning. In this role, Ms. Hicks works with families, business owners, and advisors to craft tax-efficient estate plans tailored to the needs of each client. She also represents fiduciaries in probate, guardianship, and conservatorship matters, and assists local entrepreneurs with business formation and governance issues. With a deep commitment to personalized service, Ms. Hicks is passionate about ensuring her clients feel seen, understood, and taken care of. She began her legal career in trust and estate administration, serving as both fiduciary officer and trust officer at a Nashville-based trust company. In this capacity, Ms. Hicks worked with ultra-high-net-worth individuals and their advisors to oversee the administration, legal compliance, and tax reporting of various testamentary instruments. After seeing the immeasurable benefits of a well-drafted estate plan, Ms. Hicks felt called to shift her practice into estate and tax planning.

Beth Lee joined Cumberland Trust as a Trust Officer in Estate Administration in 2022. In this role, Ms. Lee works with the Estate Administration team to support families and professional advisors in the administration of estates and administrative trusts. She focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Previously, Ms. Lee served as vice president and in-house counsel for a nationwide franchise. She also previously practiced entertainment law and employment litigation. Ms. Lee holds a bachelor’s degree in Mass Communications with minors in Political Science and English from Middle Tennessee State University. She received a J.D. degree from Nashville School of Law. Ms. Lee is a Certified Mediator and is licensed to practice law in Tennessee.

Mr. McDonald is a Nashville-based estate and tax attorney who advises clients on estate planning and wealth preservation at every stage of life. He has extensive experience in this field, from young families starting out to individuals and families with nine-figure net worths.

Jeff Mobley is a member of Mobley & Gontarek, PLLC, and he concentrates his practice in the areas of estate planning, wills, trusts, estate administration and related matters. Mr. Mobley is listed in The Best Lawyers in America (2001-2023 editions) and Mid-South Super Lawyers (2005-2023 editions). He has the AV highest rating for ethical standards and legal ability from Martindale-Hubbell’s peer review ratings system. Mr. Mobley is a fellow in the American College of Trust and Estate Counsel. He is a co-author of Pritchard on the Laws of Wills and Administration of Estates, a three-volume treatise on the laws pertaining to wills and probate in Tennessee. Mr. Mobley teaches Estate Planning at Belmont University College of Law and Wills and Estate Planning at Nashville School of Law. He has served as president of the Nashville Estate Planning Council, as chair of the Probate Court Committee of the Nashville Bar Association, and as an officer and director of the Nashville Bar Association. Mr. Mobley graduated with High Distinction, Phi Beta Kappa, from the University of Kentucky. Mr. Mobley received his law degree from the University of Kentucky College of Law, Order of the Coif (top 10%), and served on the Law Review. Mr. Mobley is licensed to practice in Tennessee and Kentucky.

Mr. Morales works with our partners in estate planning. He earned his law degree in California and is licensed in Tennessee and California.

Mr. Tillman has been recognized as an estate planning specialist by the Tennessee Board of Certification and Specialization and holds the Accredited Estate Planner and Estate Planning Law Specialist designations with the National Association of Estate Planners and Councils. Mr. Tillman advises clients on estate planning matters as well as closely held business owners regarding business succession.

Ethan Ward counsels clients on estate planning and the administration of trusts and estates. In this capacity, Mr. Ward works with high-net-worth individuals, families, and businesses on the implementation of tax-advantaged generational wealth transfer and business succession plans utilizing advanced estate planning techniques such as family limited partnerships, charitable entities, sales to intentionally defective grantor trusts, irrevocable life insurance trusts, and charitable split-interest trusts, as well as drafting wills, trusts, and powers of attorney. He also works with trust companies, family offices, and fiduciaries on the administration of complex trusts and estates. Prior to joining Bass, Berry & Sims, Mr. Ward was an associate at Husch Blackwell LLP and Holton & Mayberry P.C. and focused on estate planning.