Testimonials

Holly, 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

Deborah, Sister and Advocate of a CCT Beneficiary

It’s a pleasure working with Emily and the others on the team. They are cordial and respond timely to all my questions. I’m glad to work with CCT in assisting my brother’s needs. — Deborah, Sister and Advocate of a CCT Beneficiary

Lauren, CCT Beneficiary

The staff is very professional and always is available for questions. They make it very easy to file a claim and respond in a timely manner. I am pleased with the communication and caring staff. — Lauren, CCT Beneficiary

Carolyn, Mother and Advocate of a CCT Beneficiary

I truly feel that CCT has benefitted Robert by showing him that someone else, other than his mother and siblings, is concerned about his financial affairs. — Carolyn, Mother and Advocate of a CCT Beneficiary

David, CCT Beneficiary

Thank goodness for CCT! Everyone has been extremely competent and professional, and loves to be helpful! — David, Beneficiary of CCT

October, CCT Beneficiary

I’m very happy that I get to continue keep all my benefit’s and get to use my money. Yes, there are rules but if you follow the rules. Your reward to use this money. — October, CCT Beneficiary

Nancy, Grandmother 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

Bernice, Mother and Advocate of a CCT Beneficiary

My husband and I are very grateful for all that CCT is doing for our son who we adopted as a baby 50 years ago. Thank you for the new wheelchair van, and for all the other items and activities you are providing for Jon. He is especially happy for the weekly activities at Quest

Rhonda, Mother and Advocate of a CCT Beneficiary

CCT has been amazing. Very helpful with guiding us through this process. — Rhonda, Mother and Advocate of a CCT Beneficiary

Cathy, CCT Beneficiary

With the help of CCT I was able to purchase my Dream vehicle. Emily at CCT was/is a HUGE help! It was a very smooth transaction. — Cathy, Beneficiary of CCT

Christy, Mother and Advocate of a CCT Beneficiary

Dylan having a trust account has helped a tremendous amount. It has allowed me to provide things clothes, and shoes. It has helped me to give him memories of his high school senior year that I could not afford to do on my salary. CCT has been amazing to work with and always has a […]

Sharon, Sister-in-law and Advocate of a CCT Beneficiary

We moved our sister’s Trust to CCT mostly due to what seemed to be a lack of interest in her needs and untimely handling of affairs at the institution where her Trust was prior to CCT. You folks have made everything so easy for us through the entire move and could not be anymore helpful […]

Grandmother of Beneficiary Kobe

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

Evelyn, CCT Beneficiary

Just started working with CCT but I have found them to be friendly and helpful. They are quick to return calls and emails. They always answer my questions. — Evelyn, CCT Beneficiary

Angela, CCT Beneficiary

CCT is a Great company that helps protect assets of – in my case- disabled persons, with effectiveness and efficiency. CCT Administration and Staff are always effective, efficient, and personable. When I searched for a Trust Administrator Organization, I considered several throughout the U.S., and chose CCT for its Excellence. For the 5 years that […]

Jessica, Daughter and Advocate of a CCT Beneficiary

My mother is disabled and paralyzed on her left side so it’s almost impossible for her to manage her funds herself and without CCT. Without the trust, my mother would have been ineligible for Medicaid which covers her living expenses in her nursing home. To be eligible, her funds needed to be located in a […]

Harry, Father and Advocate of a CCT Beneficiary

It has been very rewarding for me to have been associated with the trust. Whenever I had a question or concern, there was always a kind and knowledgeable person at the office to answer my call. For anyone who found themselves in our circumstances, I would strongly recommend an association with CCT. — Harry, Father […]

Dan, Brother and Advocate of a CCT Beneficiary

CCT has been a blessing to our family. CCT has provided a sense of order, organization, trust, and leadership in helping to provide and protect the well-being of my younger sister. I would recommend CCT to anyone, and I already have. — Dan, Brother and Advocate of a CCT Beneficiary

Elaine, CCT Beneficiary

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 […]

James, Advocate of a CCT Beneficiary

I have power of attorney for a disabled man, and we have found CCT to be easy to work with and transparent about the status of his trust account. What they do is a great help to people with disabilities, as well as to those caring for them. — James, Advocate of a CCT Beneficiary

James, 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 […]

Sherry, Mother and Advocate of a CCT Beneficiary

Starting a CCT Special Needs Trust for my Daughter was very easy and straight forward. Every person I have spoken to over the past several years has been courteous, knowledgeable and answers all of my questions ( I always have a lot of questions). Having this trust has allowed my daughter to keep her disability […]

Jennifer, Sister and Advocate of a CCT Beneficiary

The CCT staff were most helpful in determining and establishing the correct type of trust fund for my disabled brother. Their friendly and professional assistance is readily available which provides answers to questions and easily understood solutions for any problems. I highly recommend CCT to anyone needing a specialized trust fund. — Jennifer, Sister and […]

Letha Sgritta McDowell, CELA, CAP

I recommend CCT to colleagues and clients who are in need of an experienced pooled trust administrator. I am impressed with the staff’s knowledge, friendliness and professionalism. CCT makes establishing the trust easy and convenient and the distribution process is seamless. Their support for my clients is invaluable.

Ryan Pry, Esq.

I have relied on CCT’s services in my elder law practice for several years. They are truly the experts when it comes to Special Needs planning! Further, their responsiveness and overall customer service is extraordinary! I regularly recommend CCT to anyone who may be considering a special needs trust.

Richard Kunz, MD

CCT is a wonderful organization that truly makes a difference in the lives of the individuals we serve. I have had the honor of serving on the board of CCT for the past several years and have been impressed by the expertise and professionalism of the staff. The comprehensive person-centered approach to clients and their families, thoughtful financial stewardship, and the annual charitable fund award supporting small dollar technological and other grants, make CCT an organization that I am eager to recommend to anyone requiring pooled special needs trust services.

John Ayers, Esq.

I keep CCT’s materials on hand to go over with clients with Medicaid. These materials are wonderful at explaining the issues so the client can make an informed decision about a Special Needs Trust. My clients have had great experiences with CCT.

Carolyn A.H. Bourdow, Esq.

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 TCV Trust (TCV), in handling disbursements and reporting requirements, as well as TCV’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.

Sally Schoffstall, CELA

For almost ten years I have been advising my clients to investigate the CCT website and contact CCT personnel directly to educate themselves about CCT services and to ask their specific questions. I follow up with these clients to learn they are very satisfied with their interactions with CCT personnel and do, indeed, choose to join the CCT pooled trust family on behalf of their loved ones. My clients’ inquiries and needs are always met with professionalism, empathy, integrity, and creativity.

A. Mark Christopher, Esq.

We are writing with regard to our experiences with Commonwealth Community Trust. Our firm limits our area of practice to trust, estate, tax and elder law issues. We have had a number of occasions when we have called on CCT to serve as trustee for the benefit of a disabled individual. We have relied on […]

Stephen Kimberlin, CPA

CCT is a great organization whose main focus is their clients. Their decisions are made with the clients’ interest first. They have a great team that is committed to their mission.

James Houle

After establishing and administering the Maine Trust for People with Disabilities as a pooled special needs trust that serves Maine families for 20 years, I and my Board decided that the best avenue for continued growth and stability was to become part of a larger pooled SNT. We researched all pooled SNTs offered in the […]

Lauren Ellerman, Esq.

I am always glad to refer my clients to CCT. They care, and take care of those most vulnerable and injured Virginians.

Jennifer Crane, Esq.

CCT is an invaluable asset to the special needs community; particularly for the peace of mind it provides to families who know their loved one, and their loved one’s benefits, will be protected through CCT’s hard work.

B. Bailey Liipfert, III, CELA

From my perspective as a Certified Elder Law Attorney, the turnaround time on getting the Joinder Agreement executed is critical. The staff at CCT has made the process efficient and painless.

Brent L. Van Deysen, Esq.

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 […]

John T. Midgett, President of NAEPC

CCT is my go-to company for all of my special needs clients.

Michelle Berk, Esq.

Our office consistently and exclusively recommends CCT due to their demonstrated excellence in all they for the Elder Law and Special Needs communities. Their staff are true professionals. They are a pleasure to work with and make us look better as professionals since they are such an excellent resource.

Penn Crawford, Esq.

I have worked with CCT for a decade now and whether the issue was routine or complex the professionals at CCT had the answers and provided a high level of professionalism and support.

Laurie Steiner, CELA

Our law firm handles many clients with disabilities who need money placed into a Special Needs or Pooled Income Trust to protect government benefits. We have found CCT to be helpful, easy to work with and very sensitive to our clients’ needs. I highly recommend CCT.

R. Shawn Majette, Esq.

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 […]

Edward Patchett Jr., CFA

The CCT staff and Board are truly committed to helping those with special needs. I’m proud to be affiliated with such a dedicated and hard working group of professionals.

Paul Izzo, Esq.

For so many years CCT has been an invaluable resource to my estate planning clients with special needs beneficiaries. Just learning about CCT has been an answered prayer especially to clients with no other family members able or willing to serve as Trustee for the benefit of their loved ones with special needs. I’ve also […]