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Joanne Marcus 5 posts 0 comments

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.

Blog

Third-Party Pooled Special Needs Trust Topics to Discuss with Your Client

Joanne Marcus Aug 14, 2024
This article outlines third-party special needs trust topics to discuss with your client; such as Disability, Reviewing the Joinder Agreement, Funding the Sub-Account, and more.
Blog

How the Trust and Estate Planning and Elder Law Attorney Can Help the Plaintiff Attorney

Joanne Marcus Apr 16, 2020
Medicaid, the means-tested public benefit for disabled individuals who are also impoverished, will need to be protected. More than $2,000 in resources and the client will lose this valuable benefit; personal injury proceeds are plainly…
Blog

How the Elder Law Attorney Can Help the Personal Injury Attorney

Joanne Marcus Oct 9, 2018
The case is about to settle, or the verdict is in, and now the client wants to know how will it affect his or her benefits. First, you will likely have to help the personal injury (PI) attorney assess the type or types of benefits the…
Blog

What Elder Law Attorneys Need to Know About MSAs

Joanne Marcus Jan 30, 2018
Medicare Set Asides (MSAs) are common in the Workers’ Comp field and may become more commonplace in liability cases sooner than later. At settlement, many attorneys acknowledge that their clients are incapable of managing the settlement…
Blog

Helping Clients Understand Disbursements from a Pooled Special Needs Trust

Joanne Marcus Dec 18, 2017
The number one concern among Beneficiaries and Advocates regarding a pooled special needs trust (PSNT) is understanding how the trust and disbursement process work. Accessing the trust and requesting disbursements should not be frustrating.…
Blog

An Overlooked Planning Option: Pooled Special Needs Trusts

Joanne Marcus Nov 16, 2017
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.
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Profile
  • [ils-saas-sso-login-default]
  • Home
  • Solutions
    • Wealth Transfer Planning
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    • Retirement Benefits Planning
    • Firearms Trust Planning
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    • Testimonials
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