We will cover the topics of

1. Individual & Corporate Trustee

2. Pooled Non-Profit Trustee

3. Role & Responsibilities of the Trust Administrator

4. Social Security Income/Disability & Medicaid

5. Guidelines for Disbursements

6. How Funds Can Be Spent

Who Can Benefit From A Pooled Special Needs Trust?

This type of trust can be beneficial to families who would like the benefits of a special needs trust without the burden of setting up and administering a separate trust.

If you do not have the training, time, or other resources needed to successfully manage a trust, a pooled special needs trust may be right for you. Pooled special needs trusts are typically administered by professional administrators, and the funds that are transferred into the pooled trust are then put together and invested by an investment manager.

Since pooled trusts allow contributions from several beneficiaries, these trusts should be able to make more stable investments and provide extra management services that other types of special needs trusts may not be able to provide.

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About the Speaker

Joanne Marcus, MSW, President and CEO of CCT

Joanne Marcus has served as President and CEO of Commonwealth Community Trust (CCT) for 22 years. Ms. Marcus brings to CCT over 40 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.