Trust Companies in Special Needs Planning

The March 2024 Special Needs Planning call will be held on Wednesday, March 6th at 12 pm ET.

Guest speaker Debbie Schultz with Cumberland Trust will be presenting, "Trust Companies in Special Needs Planning."

In this presentation, Debbie will discuss how can trust companies be a part and benefit special needs financial and estate plans. 

Debbie Schultz is Vice President and Director of Special Needs Trust Administration at Cumberland Trust . 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. Debbie has over three decades of experience in the trusts and estates industry.  She’s a graduate of Perdue University and the University of Phoenix.