Kaylan Martin

New Client Manager at Commonwealth Community Trust - Henrico, VA, US

Kaylan Martin's Colleagues at Commonwealth Community Trust
Michelle Wright

Client Services Coordinator

Contact Michelle Wright

Morgan M.P.A.

Communications Coordinator

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Jessica Morris

Clinical Client Services Manager

Contact Jessica Morris

Liz Reid

Business Development Manager

Contact Liz Reid

Jeri Muhammad

Client Services Coordinator

Contact Jeri Muhammad

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Kaylan Martin's Contact Details
HQ
888-241-6039
Location
Company
Commonwealth Community Trust
Kaylan Martin's Company Details
Commonwealth Community Trust logo, Commonwealth Community Trust contact details

Commonwealth Community Trust

Henrico, VA, US • 20 - 49 Employees
Financial Services

Commonwealth Community Trust (CCT)is a nationwide 501(c)(3) nonprofit organization that administers affordable Third-Party and First-Party Pooled Special Needs Trusts (PSNTs). CCT's mission is to provide PSNTs for people with special needs while protecting their government benefits such as Supplemental Security Income (SSI) and Medicaid. CCT has served over 1,800 clients and manages more than $70 million in funded trusts.CCT acts as the trust administrator ensuring that disbursements are prompt and for the benefit of the Beneficiary with the objective of enriching his or her quality of life.CCT was founded in 1990 by parents of children with special needs alongside concerned professionals. CCT is managed by a Board of Directors. composed of at least two members who are related to an individual with special needs, legal and financial professionals, and experts who work in the special needs field.Benefits of Establishing a Pooled Special Needs Trust with CCT:- Nationwide Trust Administration services since 1990- Informative and user-friendly website with access to the enrollment document, Master Trust Agreement, Joinder Agreement, Fees Schedule, and account information via an online portal- Affordable, comprehensive services with low administration fees- Trustworthy and experienced staff- Knowledgeable about rules protecting Medicaid and SSI- Greater investment opportunities as the funds are pooled- Prompt disbursements for the benefit of the Beneficiary- Sensitive to the needs of people living with special needs and their family members- Stability as a national nonprofit organization- Enrollment for Beneficiaries of any age- Work closely with attorneys and other professionals

Third-Party Special Needs Trust Administration Self-Funded Pooled Disability Trust Administration Third-Party Pooled Special Needs Trust Administration First-Party Pooled Special Needs Trust Administration trust administration Military Survivor Benefit First-Party Pooled Special Needs Trust financial planning special needs planning Financial Services Financial Advisory Services
Details about Commonwealth Community Trust
Frequently Asked Questions about Kaylan Martin
Kaylan Martin currently works for Commonwealth Community Trust (CCT).
Kaylan Martin's role at Commonwealth Community Trust (CCT) is New Client Manager.
Kaylan Martin's email address is ***@commonwealthcommunitytrust.org. To view Kaylan Martin's full email address, please signup to ConnectPlex.
Kaylan Martin works in the Financial Services industry.
Kaylan Martin's colleagues at Commonwealth Community Trust are Rebecca Carter, Michelle Wright, Morgan M.P.A., Jessica Morris, Joanne Marcus, Liz Reid, Jeri Muhammad and others.
Kaylan Martin's phone number is 888-241-6039
See more information about Kaylan Martin