PLAN of MARI A Tribute to Phyllis S. Solomon

A Tribute to Phyllis S. Solomon

Date posted: August 10, 2020
Categories: News

Planned Lifetime Assistance Network (PLAN) of MA & RI is saddened to hear of the recent passing of long-time friend and board member, Phyllis S. Solomon. Phyllis, along with her late husband Albert, were among the original founders of our non-profit organization, the origins of which date back to 1961. Along with a group of […]

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Pooled Trust Amendment

Date posted: July 28, 2020
Categories: News

Please contact your state representatives about this important amendment to help seniors 65+ continue to have access to Special Needs Pooled Trusts. We have until 1:00 p.m. today to reach out as this is being debated TODAY! Thank you for your support! Amend #116 Pooled Trust (S2842)

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2020 Soloman Award Applications Now Open

Date posted: July 22, 2020
Categories: News

We are pleased to announce that the Albert N. Solomon Memorial Trust Fund is accepting grant applications from class members of the Paul A. Dever School/Developmental Center (“Dever Class Members”).  The Albert N. Solomon Memorial Trust Fund, (formerly known as the PADARC Trust Fund), was established in 1988 exclusively to benefit certified Dever Class Members […]

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Types of Special Needs Trusts

Date posted: July 9, 2020

Special Needs Trusts can be complicated! We’ve created a presentation that summarizes the overall differences between various types of special needs trusts, what PLAN offers, and which ones may be a good fit for you and/or someone you care about.  

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A Message of Support

Date posted: June 18, 2020
Categories: Support Resources

My name is Kathy Vitello, and I am the Director of Operations here at PLAN of MA & RI. For those of you who are unfamiliar with us, PLAN is a non-profit organization that serves as trustee for a Special Needs Trust. As part of the trust services, each beneficiary is assigned to a Service […]

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With Change Comes Opportunity

Date posted: February 5, 2020
Categories: News

Dear Beneficiaries, Valued Partners and Colleagues, As we move forward together into 2020, and as I move into the role of Executive Director in my twelfth year here at PLAN of MA and RI, I am delighted to share with you some intentions about our immediate next steps. We will continue to: Deliver outstanding special […]

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Advocacy Makes a Difference

Date posted: November 22, 2019

October has come and gone without action by MassHealth regarding pooled special needs trusts. While there has been no official statement from MassHealth, we have learned that the agency may not issue pooled trust regulations until January.  We continue to work closely with MA NAELA on advocacy efforts. The implications of the delay, as we […]

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Special needs trusts are legal and financial tools that are set up for people with disabilities to cover supplemental expenses not paid for by public benefits. Trustees of special needs trusts must ensure that beneficiaries remain eligible for need-based government benefits and strike a balance between the beneficiary’s current and future needs. Because these accounts […]

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People with disabilities, their families and professionals setting up long-term care and financial plans must consider a long list of concerns, including required services, costs, funding strategies, the people involved, and how the care plan will impact relationships over long periods of time. One of the best choices for long-term financial support and care that […]

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Anthony’s health was deteriorating, and he was finding it harder to live independently. His income put long-term care insurance outside of his budget. Anthony’s situation is not unusual. The federal government reports that about 70% of people over age 65 will require at least some type of long-term care services, but that only about 10% […]

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