How the Elder Law and Personal Injury Attorney Can Work Together

Tuesday, October 5
12:00-1:00 p.m. ET
Joanne Marcus, MSW

Register by filling out the form!


2021/10/05 11:00 AM EST

What You’ll Gain in This Webinar

Elder law attorneys have long heard that working with personal injury attorneys can be a profitable source of business. Elder law attorneys can assist an injured plaintiff maintain their benefits while ensuring their personal injury award lasts as long as possible. The question that many elder law attorneys ask is "How does this joint effort work in practice?"

Join Joanne Marcus as she discusses how pooled special needs trusts can serve as an invaluable tool to ensure you and the injured client are achieving the goals for benefits qualification as well as asset protection.

During the free webinar, Joanne will cover:

  • The basics of using pooled trusts for injured clients
  • Medicaid Set Aside concerns
  • How to weave structured settlements into the equation

This webinar will offer insight into how to help injured plaintiffs and tools you can use expand your referral network to personal injury attorneys confidently.

Who Should Attend: Attorneys interested in learning how elder law and personal injury attorneys can work together.

How the Elder Law and Personal Injury Attorney Can Work Together
Tuesday, October 5 at 12:00 p.m. ET
45 minute webinar with 15 minute Q&A

Can't make it to the live webinar? Register and we'll automatically send you the recording and materials following the event.

About The Hosts

Joanne Marcus, MSW
President/CEO, Commonwealth Community Trust

Joanne Marcus has a master’s degree in social work and has served as President/CEO of Commonwealth Community Trust (CCT) for 21 years. Ms. Marcus brings to CCT over 38 years of experience in nonprofit administration. Under her leadership, the agency has grown to provide trust administration services to over 2,000 beneficiaries throughout the United States.

As a speaker, Ms. Marcus is frequently asked to make presentations to national and regional 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), Virginia Trial Lawyers Association (VTLA), North Carolina Advocates for Justice, 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.

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