Planned Lifetime Assistance Network of Massachusetts and Rhode Island, Inc.
About
Planned Lifetime Assistance Network of Massachusetts and Rhode Island, known as PLAN, is a Braintree nonprofit that serves as professional trustee for special needs trusts. Its work helps people of any age with disabilities, and their families, preserve assets, protect public benefits and maintain quality of life. The organization describes the support it offers as compassionate, pairing the technical work of trust administration with attention to each person’s well-being.
PLAN manages pooled trusts, including those for individuals 65 and older who are applying for long-term care Medicaid benefits. It now also acts as trustee of standalone special needs trusts. These include trusts drafted by attorneys as part of a comprehensive estate plan for parents of children with disabilities, and first-party (d)(4)(A) trusts set up for personal injury settlements. Families and their attorneys can bring PLAN in as a professional trustee.
What to Know
- PLAN has been serving individuals with disabilities since 1971.
- Licensed social workers work alongside its trust administrators.
- PLAN is a member of the Braintree and South Shore chambers of commerce.
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