Jaclyn Berry partners with families and their advisors to navigate the complexities of planning for and administering Special Needs Trusts and special purpose trusts. While she has a unique understanding of these trusts, Jaclyn is best known for her resourcefulness in addressing the needs of her client, her candidness in explaining options, her availability to her team members, and her remarkable commitment to the beneficiaries she serves.
Jaclyn joined Cumberland Trust in 2006. Previously, she was a legal assistant and real estate closer, administering client accounts and closing residential and commercial real estate transactions. She has experience in estate planning and drafting of legal documents, including special needs trusts.
Jaclyn received a B.A. in Sociology from the University of Tennessee, Knoxville. She is a member of the Middle Tennessee Chapter of FPA (Financial Planning Association) and the National Trust Real Estate Association, Inc. (NTREA). She is currently pursuing her CTFA.
Jaclyn continues to be involved in the community as a Court Appointed Special Advocate for abused and neglected children who enter into the court system (CASA) and as a Make-A-Wish Foundation volunteer. Previously, Jaclyn served on the board for the Brentwood, Tennessee based Autism and Education Therapy Center
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.
Tell us about your special needs issue and we will put you in touch with Jaclyn Berry