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Women B Wise: Helping Women Gain Financial Empowerment

Women B Wise: Helping Women Gain Financial Empowerment

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March 26th 2015:Plan, Preserve and Protect

One of the most difficult conversations to have with your parents and heirs is what you want to have done with your assets. Our discussion today will be with Cumberland Trust Company about how to start the conversations with especially your children as well as what some of the challenges may be if you have any special needs children. Should you set up a trust? How do I decide who guardian should be for my child? These are just a few of the questions that we will address.

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Featured Guests

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Linda Knebel

Vice President & Business Development Officer To lead our Austin team, Cumberland Trust has engaged Linda Hutcheson Knebel as a vice president and business development officer. Her responsibilities are to manage and develop personal trust client relationships within the financial advisory and estate planning communities in the Austin, Texas market. A graduate of the University of Texas, Ms. Knebel was awarded her B.A. in Psychology in 1986. Prior to joining Cumberland Trust, she was as a founding team member of Open Arms, a sustainable apparel enterprise that employs resettled refugee women living in Austin. Ms. Knebel will coordinate development in the Texas region along with Vice Pres
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Jaclyn Berry

Vice President & Trust Officer—Distinctive Care/Special Needs Care Jaclyn Berry is a Vice President and Trust Officer with Cumberland Trust, where she oversees the special needs department and provides account administration and relationship management for special needs trusts, charitable and insurance trusts. As a member of the real estate management team, Ms. Berry is responsible for real estate transactions including the review of contracts to buy or sell. In addition, she manages the day-to-day responsibilities of the firm's master policy, which currently consists of 175 properties. Prior to joining Cumberland Trust, Ms. Berry worked as a legal assistant and real estate closer, admi
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