PLAN of MARI Establishing a Special Needs Trust – with Michelle LaPointe

In this episode, hear from Elder-Law Attorney, Michelle Lapointe, as she discusses special needs trusts and her relationship with PLAN. She highlights how to set up a special needs trust, the different types of special needs trusts, the importance of the POMS guidelines, and more. To learn more go to planofma-ri.org.

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In this episode, hear from Kathy Vitello, the Director of Operations at PLAN of MA & RI and Licensed Social Worker. Tune in as she discusses the importance of the on-staff social workers, AKA service coordinators, and real-life stories of how special needs trusts have been utilized at PLAN. To learn more go to planofma-ri.org.

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Who is PLAN of MA & RI? – with Joan McGrath

Date posted: August 8, 2021
Categories: Podcasts

In this episode, hear from Joan McGrath, the Executive Director at PLAN of MA & RI. Listen as she discusses PLAN and its history, what PLAN does as a Professional Trustee, and why someone would benefit from establishing a special needs trust with PLAN. To learn more go to planofma-ri.org.

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