Trust Companies in Special Needs Planning
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In this presentation, guest speaker Debbie Schultz will discuss how can trust companies be a part and benefit special needs financial and estate plans.
Debbie Schultz, EJD, CTFA, ChSNC®, ChFC®
Director of Special Needs Trust Administrator
Cumberland Trust
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.
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Trust Companies in Special Needs Planning
03/06/2024 at 10:00 AM (MST) | 60 minutes
03/06/2024 at 10:00 AM (MST) | 60 minutes
In this presentation, guest speaker Debbie Schultz will discuss how can trust companies be a part and benefit special needs financial and estate plans.
