Joanne Marcus

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firstparty pooled special needs trust administration workers compensation thirdparty special needs trust administration special needs planning selffunded pooled disability trust administration special needs families personal injury special needs trust financial planning elder law thirdparty pooled special needs trust administration military survivor benefit firstparty pooled special needs trust trust administration government benefit protection special needs children future planning disability services disabilities pooled trust administration first-party pooled special needs trust third-party pooled special needs trust settlement preservation trust military survivor benefit plan beneficiary designation trustee oversight financial management for disabled individuals supplemental security income medicaid advocacy disbursement request processing individualized client services trust fund investment management cost-effective trust administration non-profit trust services legal assistance for trusts disability financial planning individual advocacy client-centered approach heritage of service since 1990 transparent financial reporting asset protection investment performance monitoring sub-account management trust governance effective communication empathy in service community outreach educational resources for beneficiaries brochures & flyers advocacy for vulnerable populations consultation for families charitable funding opportunities workshops & seminars online client portal mobile app for clients client satisfaction surveys feedback on service experience personalized trust setup options advocates for beneficiaries team of caring professionals integration with estate planning collaboration with attorneys low administrative fees comprehensive resource access continuity of care for disabled individuals community service/non-profit local services