Attorney – S. Grana

Wednesday, October 4th, 2017

“Once you meet the folks at CCT and take a look at what they have to offer and how user-friendly it can be, you and your client will be sold on CCT and will want to use CCT for that client’s special needs trust. When we handle cases and we receive a verdict for a settlement, we need to give options to the client as to how they can handle the funds that are received, and CCT is an excellent option for those types of clients.”

Professional Testimonal – Moore

Friday, January 20th, 2017

“CCT has helped so many of our clients keep and manage their benefits! You are doing a fantastic service for the community!”

 

pro-NC2016

Wednesday, May 4th, 2016

“I recommend Commonwealth Community Trust to colleagues and to my clients who are in need of an experienced pooled trust administrator. I am impressed with the staff’s knowledge, friendliness, and professionalism.  The staff at Commonwealth Community Trust make establishing the trust account easy and convenient and they make the distribution process seamless.  Knowing CCT is there for my clients and understands what it takes to support them is invaluable.”

Pro-BrentVenDeysen

Thursday, April 21st, 2016

“I am writing to express my sincere gratitude for Commonwealth Community Trust, its executive director, Joanne Marcus, and her expert staff.  Over the past five years, I have worked with CCT on numerous occasions to help clients with special needs establish first party pooled special needs trusts.  This type of arrangement is often necessary when a client who is eligible for SSI and/or Medicaid receives a cash personal injury award.  I have also worked with CCT on numerous occasions to help parents develop an estate plan for the benefit of their children who have special needs.  Establishing a third party pooled special needs trust in such a situation can allow a child receiving SSI and/or Medicaid to benefit from a cash inheritance without placing their governmental benefits eligibility in jeopardy.  Joanne Marcus and her staff are very knowledgeable on the ins and outs of benefit eligibility and the complicated rules associated with the administration of pooled special needs trusts.  I am very pleased to have discovered CCT and I look forward to working with CCT again in the future.”

pro_phelan

Thursday, April 21st, 2016

“I recommend CCT given their expertise in benefits protection along with cost-savings. For clients receiving Medicaid, SSI or both, the need to protect benefits is critical when determining how to disburse settlement funds. CCT makes it easy with a user-friendly website and supportive, knowledgeable and experienced staff.”

t5-pro

Thursday, April 7th, 2016

“During my 17 years leading a statewide organization serving people with disabilities I have been involved with many issues, but none as emotionally charged as the question no caregiver ever wants to think about – ‘What will happen when I am gone?’ I am also the parent of a child with severe disabilities and know that pain of even thinking about a time when I won’t be around to take care of her. I also understand that it is in her best interest to make plans for the future. With CCT I know there is a way to ensure that her financial future will be well managed and that they will provide the financial guidance she will need.”

t3-pro Stephen W. Bricker

Thursday, April 7th, 2016

“I would like to recommend CCT wholeheartedly for those seeking safe and cost effective trust services. CCT is particularly appropriate to protect clients who have a need to maintain Medicaid and other income dependent benefits. I have personally used CCT to receive settlement proceeds of disabled, personal injury clients who had a need to maintain Medicaid and other income dependent benefits. CCT is particularly effective for clients who receive less than overwhelming settlements and for whom an individual trust may be unavailable or cost prohibitive. CCT has an added benefit of being organized and run in a very client friendly and sympathetic fashion. The impetus behind CCT remains the parents of disabled persons and other Advocates. It therefore has a human face and approach missing in many banks and trust companies. Actual investment decisions are nonetheless handled by one of the best and most trusted trust companies in the state, TCVA.”

t1-pro

Thursday, April 7th, 2016

“I have had a long and fond relationship with the founders and executive staff of the Commonwealth Community Trust, stretching back to a time when these were new creatures under the federal law, in about 1993.

I have often referred clients and worked with lawyers interested in creating accounts, especially in modest cases involving personal injury recoveries and unexpected inheritances. I have nothing but praise for the work that Commonwealth Community Trust does, and have heard nothing but good things about them in the community which they serve.”

t2-pro

Thursday, April 7th, 2016

“I just wanted you to know how helpful the services of Commonwealth Community Trust (CCT) have been to so many clients of my law firm. With the two different special needs trusts (one for family members to use and the pooled disability trust for self-settled funds), CCT provides a great alternative for families who don’t want to use other family members as Trustees, for any number of reasons. The expertise of the CCT staff, in conjunction with The Trust Company of Virginia (TCVA), in handling disbursements and reporting requirements, as well as TCVA’s expertise in managing trust investments, provides peace of mind for many families. I know that other professionals are finding out about the benefits of CCT and recommending it to their clients as well.”