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Debbie Schultz, EJD, CTFA, ChSNC®

Cumberland Trust

Debbie Schultz, EJD, CTFA, ChSNC®

Cumberland Trust

Debbie Schultz, EJD, CTFA, ChSNC®

Cumberland Trust

Profession LogoTRUST ADMINISTRATOR

Debbie Schultz is Vice President and Director of Special Needs Trust Administration at Cumberland Trust. Debbie joined Cumberland Trust in 2021. 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. Together, she and the Special Needs Trust Administration team support families and individuals with Special Needs and collaborate with their financial, legal, and tax advisors.

Firm Description

Cumberland Trust offers a unique team approach alternative to traditional trust companies. We recognize that many individuals and their families have long-standing relationships with financial advisors, attorneys and accountants. We respect these relationships and welcome the opportunity to provide estate and/or trust administration, while working with the investment management and other professional advisors you choose. Our focus is on the beneficiaries, their needs and their values rather than on managing assets. We have provided professional, comprehensive trust and estate administration services for more than fifteen years and have been named executor and/or trustee by many families searching for an alternative to naming a family member. We are headquartered in Nashville, Tennessee and have seven additional offices across the southeast in Atlanta, Austin, Chattanooga, Dallas, Knoxville, Memphis, St. Louis, and Tampa.

Hours

Day From To
Monday 8:00 AM 5:00 PM
Tuesday 8:00 AM 5:00 PM
Wednesday 8:00 AM 5:00 PM
Thursday 8:00 AM 5:00 PM
Friday 8:00 AM 5:00 PM

Cost

What Is a Special Needs Planner?

Main Office

40 Burton Hills Blvd.
Suite 300
Nashville, TN 37215

On the web

View Firm Website


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts