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Commonwealth Community Trust
Security for people with disabilities since 1990

Special Needs Trust
Basic Planning

Will your loved one with a disability still be able to enjoy the same quality of life that he or she now enjoys? Planning for his or her future requires your thoughtful attention.

Providing support for people with disabilities requires special financial planning. Decisions will reflect concerns and hope for the future as well as the thoughtful arrangement of resources.

Our board and
staff have the
specialized 
knowledge of the
basic and unique
needs of people
with disabilities.

The only reliable method of making sure that the inheritance will reach your loved one when he or she needs it, is through a legal device known as the Special Needs Trust. A Special Needs Trust will mean the difference between receiving services that meet the essential needs and a life that includes enrichment, medical needs, dental care, eye care, nursing care, and the extra care public support programs cannot provide. The intention of the Commonwealth Community Trust is not to replace government programs, but to supplement them while preserving the individual's eligibility for entitlement benefits.

Participation in the CCT can be coordinated with the family's estate plan, including a review of the titling of assets, insurance and retirement plan beneficiary designations, guardianship needs, personal care and advocacy issues. When appropriate, CCT will collaborate with your attorney to make the best arrangement for your loved one.

Can you positively answer these questions?
YES NO Do you have a written plan to let others know what you want in the future?
YES NO Have you asked someone to serve as an advocate or guardian?
YES NO Have you set aside additional funds so your loved one will have a comfortable lifestyle?
YES NO Do you have a special needs trust to manage current and future resources?
YES NO Have you met with relatives and friends to let them know about your plan?
YES NO Have you reviewed your plan in the last year?
YES NO Do you feel you have done everything possible in planning for the future?
Commonwealth Community Trust
P.O. Box 29408
Richmond, VA 23242-0408
(804) 740-6930
Outside Richmond call toll-free (888) 241-6039
jmarcuscomtrust@aol.com
©2005 Commonwealth Community Trust. All rights reserved.

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