Quick Facts About Special Needs Trusts

• Cumberland Trust administers over 100 Special Needs Trusts

• As trustee, we have bought and/or built over 40 houses that are held in Special Needs Trusts

• We currently administer Special Needs Trusts with beneficiaries in the following states: Alabama, Colorado, Florida, Ohio, Mississippi, and Tennessee.

• Total assets of Special Needs Trusts under administration are in excess of 105 million.

• Cumberland Trust officers are available to consult with families, attorneys, and financial advisors about the benefits of Special Needs Trusts as well as being available for court approval hearings.

• Our trust officers are committed, caring professionals who will be with the family for the long run, and who are dedicated to coordinating services to ease families’ daily stress.

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