Joanne Marcus , MSW, Executive Director Commonwealth Community Trust
P.O. Box 29408
Richmond, VA 23242 Phone: 804-740-6930
Commonwealth Community Trust (CCT) is a national nonprofit organization that administers pooled special needs trusts for people with special needs. With 26 years of experience, CCT has grown to serve more than 1,200 clients throughout the United States. CCT administers the following types of trusts:
• Third-Party Pooled Special Needs Trust – funded by a family member or friend, and can be coordinated with an estate plan or life insurance policy.
• First-Party Pooled Special Needs Trust – funded by the person with a disability, usually as a result of a personal injury award settlement, direct inheritance, or Social Security back payment.
• Military Survivor Benefit Plan – Special Needs Trust – funded directly by annuity payments of a military or military retiree’s dependent child’s Survivor Benefit Plan.
CCT works closely with clients and attorneys all across the country. With expertise in SSI and Medicaid benefits protection, our staff provides responsive, cost-effective, professional trust administration services. Our user-friendly website – www.trustCCT.org – includes helpful resources, articles and trust documents, including Joinder Agreements, Fee Schedules, Attorney Checklists and Master Trust Agreements.
Joanne Marcus, MSW, brings to CCT 35 years of experience in nonprofit administration and has served as Executive Director of CCT for over 16 years. In 2000, Ms. Marcus was hired by the CCT Board of Directors to be its first Executive Director. Under the leadership of Ms. Marcus, CCT has grown to serve over 1,200 beneficiaries. She speaks frequently to professional groups and community organizations, and has published articles in publications from the National Academy of Elder Law Attorneys (NAELA), American Association for Justice, Special Needs Alliance, National Alliance on Mental Illness (NAMI), Virginia State Bar, The Legal Examiner, Autism Asperger’s Digest, The American Association of People with Disabilities, United Spinal Association, Brain Injury Association of Virginia, and CPA Solutions. Ms. Marcus received her Master’s Degree in Social Work from Virginia Commonwealth University and previously held executive positions at Catholic Charities and Jewish Family Services focusing her career in leadership roles for nonprofit organizations.
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