Special Needs Answers
Advocacy Trust
Jaclyn K. Berry joined Advocacy Trust in 2021 and brings tremendous experience in estate planning and review of legal documents, including special needs trusts. She also has experience in real estate closing transactions both commercial and residential.
Cumberland Trust
Michelle Diamond is Chief Development Officer & Executive Director of Regional Markets. She joined the Cumberland Trust team in 2001, at the firm’s founding.
Cumberland Trust
Debbie Schultz is Vice President and Director of Special Needs Trust Administration at Cumberland Trust. Debbie joined Cumberland Trust in 2021.
Jaclyn K. Berry joined Advocacy Trust in 2021 and brings tremendous experience in estate planning and review of legal documents, including special needs trusts. She also has experience in real estate closing transactions both commercial and residential. Jaclyn partners with families and their advisors to navigate the c...
(615) *** ****
Michelle Diamond is Chief Development Officer & Executive Director of Regional Markets. She joined the Cumberland Trust team in 2001, at the firm’s founding. At Cumberland’s start, Michelle, a Trust Officer, helped to establish the open architecture platform that focuses on helping families and for...
(615) *** ****
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 cli...
(615) *** ****
