Estate planners and elder attorneys have heard the term “pooled trust,” but how many of us really know how they work and what practical benefits they offer our clients and their families? These unique trusts are managed by professionals and can be a great alternative to an inexperienced family member trying to understand the “ins and outs” of a special needs trust.
We are honored to be joined by Joanne and Karen who direct the Commonwealth Community Trust, a national pooled special needs trust. They will explain the history of pooled trusts, who can benefit from using a pooled trust and what you should be considering when advising clients regarding their use. This is a unique opportunity to learn from the pros about these important tools for your clients and their families.
How Pooled Special Needs Trusts Can Assist Your Clients and Their Families
Wednesday, November 18, 2020 at 1:00 p.m. ET
45 min presentation, 15 min Q&A
Who Should Attend: Attorneys and staff of firms who have clients with special needs or family members with special needs.
Can't make it to the live webinar? Register and we'll automatically send you the recording and materials following the event.
Jim is the Assistant Director of Education. He assists with the creation and presenting of ElderCounsel’s educational programing. Throughout his career, he has worked with attorneys of all skill levels to better understand and apply relevant legal concepts and business strategies associated with running profitable law firms. His focus is to create resources for attorneys that are practicable and easily implemented.
Joanne Marcus, MSW, is the Executive Director of Commonwealth Community Trust (CCT), a nonprofit organization that administers Pooled Special Needs Trusts nationwide. Ms. Marcus has over 35 years of experience in nonprofit administration and has served as the Executive Director of CCT for 20 years. Under her leadership, CCT has grown to serve over 1,800 trust beneficiaries throughout the United States.
Ms. Marcus speaks nationally to professional groups and community organizations and has addressed the National Academy of Elder Law Attorneys (NAELA), Academy of Special Needs Planners and United Spinal Association, among others. She has contributed multiple articles to NAELA News, WILG First Watch, AAJ Worker’s Compensation Newsletter, Special Needs Alliance, Brain Injury Association of America and more.