Articles

Using Pooled Trusts as a Safety Net When Drafting Estate Plans

May 16, 2025
By: Rachel Baer, Esq. Counsel & Director of New Clients.

Evaluating Pooled Trusts in 2024

April 22, 2025
By M. Benjamin Tiefenback, Esq. Counsel & Director of Client Services.

Pooled Special Needs Trusts

April 9, 2024
Written By Rachel Baer, Esq.,  Counsel and Director of New Client Services at Commonwealth Community Trust

A Comparison of Planning Tools for Disabled Individuals – Special Needs Trusts: Individual v. Pooled & First-Party v. Third-Party and The ABLE 529A Savings Account

November 1, 2021
By Karen Dunivan Konvicka, J.D., Former Director of Client Services and General Counsel

How a Pooled Special Needs Trust and ABLE Can Work Together to Close the Gap for SSI Recipients

August 1, 2021
By Joanne Marcus, MSW, President and CEO of Commonwealth Community Trust (CCT)

Comparing and Understanding Pooled Trust Remainder Policies

August 1, 2021
By Karen Dunivan Konvicka, J.D., Former Director of Client Services and General Counsel

How to Prepare Your Client for a Trust Administrator

May 1, 2021
By Joanne Marcus, MSW, President and CEO of Commonwealth Community Trust (CCT)

Benefits of a Pooled Special Needs Trust for Clients with Special Needs

March 1, 2021
By Joanne Marcus, MSW, President and CEO of Commonwealth Community Trust (CCT)

Estate Planning for the Personal Injury Client: Understanding Disability Benefits

February 1, 2021
By Karen Dunivan Konvicka, J.D., Former Director of Client Services and General Counsel

What Is a Pooled Special Needs Trust

December 18, 2020
By Joanne Marcus, MSW, President and CEO of Commonwealth Community Trust (CCT)
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