Jaclyn K. Berry Joins Advocacy Trust
b'NASHVILLE, Tenn., April 27, 2021 /PRNewswire/ --Advocacy Trust (AT) is thrilled to announce Jaclyn K. Berry has joined The Forge Companies Team as Regional Trust Director for our new Nashville, TN office.Jaclyn brings over 15 years of experience in the trust and estate planning industry.\nShe has experience in estate planning and review of legal documents.Prior to joining Advocacy Trust, Jaclyn served as Managing Director for Cumberland Trust.She specializes in partnering with families and their advisors to navigate the complexities of planning for and administering special needs trusts and special purpose trusts.
- b'NASHVILLE, Tenn., April 27, 2021 /PRNewswire/ --Advocacy Trust (AT) is thrilled to announce Jaclyn K. Berry has joined The Forge Companies Team as Regional Trust Director for our new Nashville, TN office.Jaclyn brings over 15 years of experience in the trust and estate planning industry.\nShe has experience in estate planning and review of legal documents.Prior to joining Advocacy Trust, Jaclyn served as Managing Director for Cumberland Trust.She specializes in partnering with families and their advisors to navigate the complexities of planning for and administering special needs trusts and special purpose trusts.
- She has experience in estate planning and drafting of legal documents, including special needs trusts.
- Jaclyn also has experience in real estate closing transactions both commercial and residential.\nJaclyn received a B.A.
- She is a member of the Academy of Special Needs Planners (ASNP) and the National Trust Real Estate Association, Inc. (NTREA).