Rachel Baer
Counsel & Director of New Client Services
Juris Doctor
Rachel Baer, Esq. is Counsel and Director of New Clients at Commonwealth Community Trust (CCT), a non-profit pooled trust administrator that has served over 3,000 beneficiaries across the United States who are vulnerable or have a disability. Ms. Baer leads the New Client team at CCT and works with attorneys and other professionals as their clients join CCT. Ms. Baer frequently teaches continuing education classes on special needs trusts and preserving public benefits to professional organizations, including the Stetson University Law National Conference on Special Needs Planning and Special Needs Trusts, Practising Law Institute, MyLawCLE, Virginia CLE, the State Bar of Georgia Annual Special Needs Trust Program, the Alabama State Bar Annual Conference, the Wyoming State Bar Annual Meeting, and the American College of Financial Services - Advanced Special Needs Planning Symposium.
Prior to joining CCT, Ms. Baer was a partner at Family First Law Group, PLLC, in Alexandria, Virginia, and her practice focused on estate planning, estate and trust administration, and guardianship and conservatorship. Before entering private practice in 2012, Ms. Baer served as an Assistant Attorney General in the Virginia Attorney General’s Health Services Section for two years.
"CCT has been wonderful in serving the financial needs of my grandson. They are always prompt in answering questions and suggesting how we can make something happen for him. He just turned 18 this year and we still plan on using this service." — Nancy, Grandmother and Advocate of a CCT Beneficiary
The first-person special needs trust, and the people who help manage the trusts, has been such a blessing. The combination has lifted a huge weight from my shoulders[.] — Holly, CCT Beneficiary
[I]t is people like you, who help those of us with disabilities which keeps us from living what would be “normal” lives, that is a blessing and gift that goes unseen, unheard of, and unrecognized. You make everyday tasks that most people take for granted but to me are frightening and debilitating and make them […]
CCT has been a blessing and one of the smartest moves I’ve made. They are always there to help you with any questions you may have. I was able to purchase a new car and had work done on my house. I have a very blessed life, and CCT contributes to that[.] — Elaine, CCT […]
"CCT made getting the wheelchair equip van we so much needed for our grandson the easiest purchase ever. Thank you CCT!!!" — Grandmother of Beneficiary Kobe
"CCT has been amazing. Very helpful with guiding us through this process." — Rhonda, Mother and Advocate of a CCT Beneficiary
"CCT has been wonderful in serving the financial needs of my grandson. They are always prompt in answering questions and suggesting how we can make something happen for him. He just turned 18 this year and we still plan on using this service." — Nancy, Grandmother and Advocate of a CCT Beneficiary
The first-person special needs trust, and the people who help manage the trusts, has been such a blessing. The combination has lifted a huge weight from my shoulders[.] — Holly, CCT Beneficiary
*Disclaimer Statement: CCT is not a chartered bank or trust company, or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority.
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