Five Tips for Managing Special Needs Trusts

Cumberland Trust’s Special Needs Trust administration team partners with families and their advisors to navigate the complexities of planning for and administering Special Needs Trusts and special purpose trusts. This installment of the Trusted Ideas blog,...

A Closer Look at Letters of Intent: Special Needs

In a previous Trusted Ideas post, we outlined the fundamental reasons why you might want to include a letter of intent in your estate planning documents. Having a letter of intent in place is especially important for families with a child or heir with special needs. A...

Using People-First Language: Words Matter

About 54 million Americans, or 1 in 5, have a disability. People with disabilities represent a diverse group.  For instance, the word “disability” applies to many different situations such as physical, developmental, medical diagnoses, chronic conditions, or...

Spotlight: Special Needs Trust Administration

As health care expenses rise in the U.S., so do the challenges faced by individuals with intellectual and developmental disabilities and their families. Managing uncertainties that come with caring for a loved one with a disability can be financially burdensome. When...