Professional and Client Testimonials

“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.”

Stephanie E. Grana, Personal Injury Attorney, Cantor, Stoneburner, Ford, Grana & Buckner, P.C.

Back to top

“Dylan having a trust account has helped a tremendous amount. It has allowed me to provide things that I would not otherwise be able to, for example, medical expenses that insurance will not cover, 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 quick response time when I request disbursements. Everyone is super friendly and helpful. Thank you CCT for helping to make my son’s life better!”

Parent and Advocate for Trust Beneficiary

Back to top

“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.”

Trust Beneficiary and Self-Advocate

Back to top

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

 

Kathleen Moore, Social Security Disability Paralegal, Marks & Harrison

Back to top

“I am very grateful for your services and assistance with my trust account. Mahalo (thank you) and Aloha (love)!”

Trust Beneficiary and Self-Advocate

Back to top

“I’m so happy and grateful to have the trust and to speak to all the lovely people who work there. The CCT has been a great help to me.”

Trust Beneficiary and Self-Advocate

Back to top

“You seem to have a “well oiled” system. Please keep the good work going strong. CCT is a most valuable asset.”

Brother and Advocate for Trust Beneficiary

Back to top

“CCT has been extremely helpful and prompt with setting up an additional trust for my brother. The process has been simple, straight-forward and encouraging. Thank you!”

Sister and Advocate for Trust Beneficiary

Back to top

“You are a blessing! Your help and support has made a difference in our lives!”

Parent and Advocate for Trust Beneficiary

Back to top

“We appreciate CCT’s professionalism and efficiency in closely monitoring this trust account. Any questions or concerns are brought to our attention and addressed in a prompt, courteous manner. Thank you for watching this trust account so diligently.”

Relative and Advocate for Trust Beneficiary

Back to top

“What a wonderful service you provide! It is such a comfort to know that you verify that expenses are allowable and won’t jeopardize benefits.”

Sister and Advocate for Trust Beneficiary

Back to top

“Wonderful organization…so glad we found out about them through our attorney.”

Wife and Advocate for Trust Beneficiary

Back to top

“If it wasn’t for the entire team and their dedication we would be lost taking care of our son’s needs. Thank you.”

Mother and Advocate for Trust Beneficiary

Back to top

“We are very pleased with the efficiency and professionalism of CCT. Prompt attention is given to all requests.”

Sister-in-Law and Advocate for Trust Beneficiary

Back to top

“I am grateful that CCT is available to help administer my brother’s trust in a practical and cost-effective manner. They have also helped to clear confusion about his eligibility status for Medicaid.”

Advocate and Guardian for Trust Beneficiary

Back to top

“I would highly recommend CCT to anyone, without hesitation. Congrats for 25+ years!”

Father and Advocate for Trust Beneficiary

Back to top

“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.”

Letha Sgritta McDowell, Estate Planning and Elder Law Attorney, The Hook Law Center

Back to top

“The staff is always nice and understanding. Thank you.”

Advocate and Parent of Trust Beneficiary

Back to top

“Every contact I’ve had with CCT has been perfect. You have made my brother’s finances so easy to manage.”

Advocate, Brother and Power of Attorney for Trust Beneficiary

Back to top

“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.”

Mr. Brent Van Deysen, Estate Planning and Elder Law Attorney, Van Deysen Elder Law Office

Back to top

“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.”

Michael Phelan, Personal Injury Attorney, Founding Member of Phelan | Petty, PLC, Member of The Injury Board, CCT Board Member

Back to top

“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.”

Harry Weinstock, Master of Social Work

Back to top

“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.”

Stephen W. Bricker, Personal Injury Attorney, Bricker and Herring

Back to top

“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.”

R. Shawn Majette, Esq., Estate Planning and Elder Law Attorney, ThompsonMcMullan, P.C.

Back to top

“I always receive prompt, courteous and friendly service.”

Parent and Advocate for Trust Beneficiary

Back to top

“CCT is efficient and very thorough. We appreciate their diligence and professionalism.”

Advocate for Trust Beneficiary

Back to top

“CCT has always been so helpful and available to me. It’s a source of peace of mind. Thank you for going the extra mile!”

Trust Beneficiary and Self-Advocate

Back to top

“Service has always been good. My client is well-supported.”

Case Manager and Advocate for Trust Beneficiary

Back to top

“CCT has been a blessing. Help is just a phone call away. When I don’t understand something, you are always respectful when you explain it.”

Trust Beneficiary and Self-Advocate

Back to top

“Thank you for your assistance with the trust fund for the past several years. I have been delighted with the level of customer service that I have received and the very personal attention that you have given to each transaction. I also appreciate your emotional support during some difficult times Thank you again and may God bless you and the other families that you are helping.”

Trust Beneficiary and Self-Advocate

Back to top

“The staff not only provides excellent service but is kind, patient and very supportive, which is extremely appreciated by this Guardian.”

Guardian

Back to top

“Thank you for all of your time and patience. My son will be better cared for due to your time and dedication.”

Parent and Advocate for Trust Beneficary

Back to top

“I appreciate the patience and friendliness of the very knowledgeable staff at CCT”

Sibling and Advocate for Trust Beneficiary

Back to top

“Working with everyone there has been an entirely positive experience.”

Advocate for Trust Beneficiary

Back to top

“Thank you for your caring and excellent service.”

Trust Beneficiary and Self-Advocate

Back to top

“Janet, Abby, Karen and Joanne have been proactive with everything that pertains to our son’s trust. From the first phone call and through the whole trust process, they communicate with us in a very professional and caring way.”

Mother and Advocate for Trust Beneficiary

Back to top

“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.”

Carolyn A.H. Bourdow, Estate Planning and Elder Law Attorney Bourdow, Bowen & Ellis, P.C.

Back to top

“We are not only supporters of CCT, but our son, and therefore our family, is a client as well. While all parents want their children’s futures to be as bright as possible, it is even more worrisome and important when the child has a disability. By creating a Special Needs Trust for our son with Down syndrome, not only have we helped to ensure more opportunities for him after we are gone, but we also have not made him a significant financial burden for his siblings and relatives. CCT has made the future brighter for everyone in our family.”

Parent and Advocate for Trust Beneficary

Back to top

“Thanks for the excellent service and guidance.”

Primary Advocate, Sibling, and Power of Attorney of Trust Beneficiary

Back to top