PLAN of MARI Northeast Arc’s Innovative Approach to Disability Services — with Jo Ann Simons

In this episode, hear from Jo Ann Simons, President and CEO of Northeast Arc, as she discusses the organization and how it reflects its mission of helping individuals with disabilities to achieve their most independent lives. Tune in as she highlights how the organization is benefiting their community, the major milestones it has accomplished, the […]

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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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The PLAN for Special Needs Trusts -Trailer

Date posted: May 28, 2021
Categories: Podcasts

This informative podcast will delve into the world of Special Needs Trusts from the eye of a nonprofit 501©(3) Professional Trustee, the Planned Lifetime Assistance Network of MA & RI. It will discuss what special needs trusts are, the different types of trusts, how to set a trust up with PLAN, and many other related […]

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