Articles about Pooled Special Needs Trusts

SBP and Pooled Special Needs Trusts for Dependent Children: Enriching Quality of Life and Protecting Medicaid and SSI

     By Joanne Marcus, MSW, Executive Director of  CCT

Recently featured in Veteran Family Matters, a newsletter published at www.info4vets.com

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Special Needs Trust Planning for the Future

By Joanne Marcus, MSW, Executive Director of  CCT

Read our blog article featured on the Dementia Society of America Blog

Click here to access this article on the DSA Blog

 

 How a Pooled Special Needs Trust Can Benefit Your Client

By Joanne Marcus, MSW, Executive Director of  CCT

Recently featured in Life Navigator, a publication of IKOR International, Life Care Management for Seniors & Individuals with Disabilities

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Pooled Special Needs Trusts: Financial Planning for People with Special Needs

By Joanne Marcus, MSW, Executive Director of CCT

Read our article featured in The Challenge!, a publication of the Brain Injury Association of America.

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Special Needs Planning Tools: A Comparison of 529 ABLE Accounts, Pooled Special Needs Trusts and Special Needs Trusts

Co-written by CCT Executive Director, Joanne Marcus, MSW and NAELA member, Theresa Varnet, MSW, JD

Published in NAELA News Online, a publication of the National Academy of Elder Law Attorneys.

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Pooled Special Needs Trusts: A Worthwhile Option When Future Planning for a Loved One with a Disability

by Joanne Marcus, MSW, Executive Director of CCT

Published in NAELA News Online, a publication of the National Academy of Elder Law Attorneys.

Continue here to access the full article on the NAELA News website.

 

How to Assess Future Life Needs for a Loved One with a Disability

by Joanne Marcus, MSW, Executive Director of CCT

Read our blog article featured on the Special Needs Alliance blog, Loud and Clear: A Special Needs Conversation.

Continue here to access the full article on the Special Needs Alliance website.

 

Six Things to Know about Pooled Special Needs Trusts

by Joanne Marcus, MSW, Executive Director of CCT

Read our guest blogger article on The Legal Examiner.

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Why Establish a Special Needs Trust?

by Joanne Marcus, MSW, Executive Director of CCT

Read our article in Autism Asperger’s Digest.

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When Representing Clients with Special Needs, Consider Using Pooled Special Needs Trust

by Michael Phelan, Personal Injury Attorney

During the past twenty plus years representing children with disabilities in personal injury cases, I encountered a common problem. After a good settlement or verdict was obtained and a special needs trust was established for the child’s money, I would inevitably receive calls from parents who were frustrated by their efforts to interact with the trustee to obtain money for necessities for their child. After all, the SNT was set up to provide for the child’s necessities while preserving the child’s Medicaid or SSI benefits. Why should the parent feel belittled when he or she tried to work with the trustee on behalf of the child? In each of these cases, the trustee was a bank or other financial institution that was not well suited to dealing with families.

Continue reading the full article here.

 

First Five Things to Do: Special Needs Trusts – An expert on Special Needs Trusts shows you how to start

Written by Terri Mauro, Parenting Special Needs expert.

Read an interview with Joanne Marcus, MSW, Executive Director of Commonwealth Community Trust.

Continue here to read the full article on About.com.

 

Nonprofit Organization Administers Affordable Special Needs Trusts

by Joanne Marcus, MSW, Executive Director of CCT

Read an article about Commonwealth Community Trust in NAMI Voice, a publication of the National Alliance on Mental Illness.

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Security for those with special needs

by Carol Hazard, Richmond Times-Dispatch

Commonwealth Community Trust (CCT) was featured in both the print and online editions of the Richmond  Times-Dispatch and The Roanoke Times in May 2014.  Hear from families who have established a special needs trust for their loved one with a special needs and how CCT has helped.

Continue here to access the full article on the Richmond Times-Dispatch website.

Continue here to access the full article on The Roanoke Times website.

 

Pooled Trusts 

by Sandra Smith, CELA (Certified Elder Law Attorney)

Continue reading the full article here

 

A Short Primer on Trusts and Trust Taxation 

by Special Needs Alliance members Barbara S. Hughes and Tara Anne Pleat

Continue reading the full article here

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