Virtual Townhall: Establishing Trusts for Special Situations

Establishing Trusts for Special Situations

Tuesday, July 19^th, 12-1pm ET

Registration Link: https://lu.ma/4f4utt7a 

Trusts and the right kind of trustee could play an important role in your family’s future - especially for those with special situations. Join us for our next free virtual townhall and find out how proper planning and the use of special trusts could potentially benefit your family! 

Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes Rebecca Halvorson of Cumberland Trust.  Specifically, we will discuss: 

• How special trusts & trustees can help elderly family members by handling bill payment, coordinating home maintenance & moving, managing health care services or providers, and providing valuable trust administration for complex family situations
• How Special Needs Trusts can provide long-term support for families and beneficiaries with a sensitivity to government benefits and lifetime care.
• How a trust and trustee services can help support family members with a history of substance abuse, or minors and others not yet in a position to take on certain responsibilities.

Learn about Cumberland Trust and how Copper Leaf works closely with them and partners with client's attorneys, accountants, and independent trust companies to serve the needs of families with unique special situations. 

Click here or on the image to register for this event. 

More about Rebecca Halvorson and Cumberland Trust:

Rebecca works with families and financial advisors to deliver a full range of trust services. Her background includes experience as a Management Consultant for Ernst & Young, a Financial Analyst, and then Managing Director of Investor Relations and Corporate Contributions for FedEx. She is an active member of the Memphis community and has participated in the Memphis Business Journal Table of Experts panel conversations.

Cumberland Trust works in collaboration, not competition, with a family’s chosen team of attorneys, investment advisors, and accountants to provide exceptional trust and estate administration and attentive support.