A PSNT can provide your client with objective administration of funds and protection of means-tested government benefits (Medicaid and SSI) with lower funding requirements and fees than traditional financial institutions.
Limited Access
This content is for InterActive Legal subscribers only.
If you are an InterActive Legal subscriber, please login to view this content.
If you are a non-drafting user, your access is limited to recommended software training classes.
Recommended Software Training for Non-Drafting Users
If your subscription has expired and you would like to renew, please email renewals@interactivelegal.com
If you need additional assistance, please email
customerservice@interactivelegal.com
Joanne Marcus has served as President and CEO of Commonwealth Community Trust, a nonprofit organization that administers Pooled Special Needs Trust for people with disabilities since 2000. Under her leadership, the agency has grown to provide pooled trust administration services to over 2,200 beneficiaries throughout the United States. As a nationally recognized speaker, Ms. Marcus is frequently asked to make presentations to professional associations and universities such as the National Academy of Elder Law Attorneys (NAELA), Academy of Special Needs Planners (ASNP), Workers’ Injury Law & Advocacy Group (WILG), Financial Planning Association of Central Virginia, American Academy of Estate Planning Attorneys (AAEPA), Stetson University College of Law, and The University of Texas School of Law.
Comments are closed.